IVW ISHARES TR

SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers: 1,825
13F filers: 1,843
New: 86
Added: 666
Reduced: 711
Sold out: 102
Shares held by filers: 410,675,386

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
PRESILIUM PRIVATE WEALTH, LLC	2,344	$218K	0.05%	0	13F-HR Timeline
Heritage Family Offices, LLP	2,339	$217K	0.11%	-101	13F-HR Timeline
Richmond Investment Services, LLC	2,336	$217K	0.12%	+1	13F-HR Timeline
DB Fitzpatrick & Co, Inc	2,322	$216K	0.2%	0	13F-HR Timeline
Wingate Wealth Advisors, Inc.	2,322	$216K	0.25%	+83	13F-HR Timeline
Twelve Points Wealth Management LLC	2,320	$215K	0.06%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	2,311	$215K	0.18%	new	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	2,448	$214K	0.11%	new	13F-HR Timeline
SevenBridge Financial Group, LLC	2,128	$214K	0.04%	-196	13F-HR Timeline
Investors Research Corp	2,306	$214K	0.05%	+907	13F-HR Timeline
Mathes Company, Inc.	2,300	$214K	0.09%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	2,300	$213K	0.02%	-11	13F-HR Timeline
SEEDS INVESTOR LLC	2,298	$213K	0.06%	-304	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	2,292	$213K	0.06%	0	13F-HR Timeline
Geneva Partners, LLC	2,274	$211K	0.11%	+2	13F-HR Timeline
Resonant Capital Advisors, LLC	2,273	$211K	0.01%	+1	13F-HR Timeline
Inlight Wealth Management, LLC	210,897	$211K	0.13%	0	13F-HR Timeline
ANB BANK	2,264	$210K	0.09%	0	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	2,260	$210K	<0.01%	0	13F-HR Timeline Group
Ridgeline Wealth, LLC	2,252	$209K	0.18%	-46	13F-HR Timeline
WealthCare Investment Partners, LLC	2,423	$208K	0.09%	+3	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	2,236	$208K	0.02%	new	13F-HR Timeline
Blue Investment Partners LLC	2,229	$207K	0.08%	0	13F-HR Timeline
Summit Wealth Group, LLC	2,223	$206K	0.06%	0	13F-HR Timeline
Menard Financial Group LLC	2,129	$205K	0.13%	-34	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	2,204	$205K	0.01%	+1,329	13F-HR Timeline Group
DEBUSSY CAPITAL MANAGEMENT LP	2,196	$204K	0.03%	+1	13F-HR Timeline
AIRE ADVISORS, LLC	2,194	$204K	0.04%	new	13F-HR Timeline
VSM Wealth Advisory, LLC	2,190	$203K	0.07%	+2	13F-HR Timeline
JSF Financial, LLC	2,189	$203K	0.05%	+1	13F-HR Timeline
Horan Securities, Inc.	2,166	$201K	0.08%	+13	13F-HR Timeline
LANARK FINANCIAL, INC.	2,174	$201K	0.02%	+2,172	13F-HR Timeline
Wealthstar Advisors, LLC	2,165	$201K	0.09%	+41	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	2,154	$201K	0.07%	-80	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,160	$201K	0.03%	0	13F-HR Timeline
Exchange Capital Management, Inc.	2,155	$200K	0.03%	-352	13F-HR Timeline
Goodman Advisory Group, LLC	2,143	$199K	0.06%	new	13F-HR/A Timeline
Quest 10 Wealth Builders, Inc.	2,105	$195K	0.21%	+125	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,058	$191K	0.03%	-370	13F-HR Timeline
Washington Trust Advisors, Inc.	2,012	$187K	0.02%	-45	13F-HR Timeline
Darwin Wealth Management, LLC	1,820	$185K	0.06%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,940	$180K	0.02%	new	13F-HR Timeline
Nova Wealth Management, Inc.	1,937	$180K	0.16%	+1,215	13F-HR/A Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,894	$176K	0.01%		13F-HR Timeline
Headlands Technologies LLC	1,880	$175K	0.02%	-6,933	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,832	$170K	0.01%	0	13F-HR Timeline Group
BFSG, LLC	1,814	$168K	0.02%	0	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	1,805	$168K	0.05%	0	13F-HR Timeline
REAP Financial Group, LLC	1,805	$168K	0.04%	-269	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,795	$167K	0.02%	+175	13F-HR Timeline
Covenant Partners, LLC	1,733	$161K	0.05%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	1,722	$160K	0.07%	+916	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,664	$154K	0.01%	+45	13F-HR Timeline
Asset Dedication, LLC	1,643	$153K	0.01%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	1,601	$149K	0.11%	+2	13F-HR Timeline
Realta Investment Advisors	1,594	$148K	0.07%	+29	13F-HR Timeline
Addison Advisors LLC	1,536	$143K	0.04%	0	13F-HR Timeline
First PREMIER Bank	1,530	$142K	0.04%	0	13F-HR Timeline
Hemington Wealth Management	1,527	$141K	0.02%	-32	13F-HR Timeline
Bangor Savings Bank	1,473	$137K	0.01%	-36	13F-HR Timeline
Indiana Trust & Investment Management Co	1,453	$135K	0.05%	+145	13F-HR Timeline
Lowe Wealth Advisors, LLC	1,448	$134K	0.06%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	1,428	$133K	0.05%	0	13F-HR Timeline
GPS Wealth Strategies Group, LLC	1,372	$127K	0.02%	+430	13F-HR Timeline
Murphy & Mullick Capital Management Corp	1,351	$125K	0.12%	+467	13F-HR Timeline
Cardinal Strategic Wealth Guidance	1,326	$123K	0.04%	0	13F-HR Timeline
Center for Financial Planning, Inc.	1,318	$122K	0.02%	0	13F-HR Timeline
Red Tortoise LLC	1,316	$122K	0.06%	0	13F-HR Timeline
Black Cypress Capital Management, LLC	1,292	$120K	0.11%	-400	13F-HR Timeline
Insight Inv LLC	1,280	$119K	0.08%	0	13F-HR Timeline
West Branch Capital LLC	1,248	$116K	0.04%	+1	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	1,238	$116K	<0.01%	-1,700	13F-HR Timeline Group
Collier Financial	1,232	$114K	0.1%	-79,984	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	1,203	$112K	<0.01%	-382	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	1,199	$111K	0.06%	+282	13F-HR Timeline
FSA Wealth Management LLC	1,180	$110K	0.05%	0	13F-HR Timeline
Clearstead Trust, LLC	1,168	$108K	0.02%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,162	$108K	0.07%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	1,153	$107K	0.03%	0	13F-HR Timeline
Compass Wealth Management LLC	1,152	$107K	0.03%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	1,100	$102K	0.03%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,092	$101K	0.07%	0	13F-HR Timeline
Milestone Investment Advisors LLC	1,076	$99.9K	0.03%	0	13F-HR Timeline
Atala Financial Inc	1,070	$99.4K	0.07%	+46	13F-HR Timeline
Aventura Private Wealth, LLC	1,064	$98.8K	0.05%	+191	13F-HR Timeline
Perritt Capital Management Inc	1,062	$98.6K	0.05%	+1	13F-HR Timeline
Hoese & Co LLP	1,032	$95.8K	0.08%	0	13F-HR Timeline
IMA Advisory Services, Inc.	1,031	$95.8K	0.01%	new	13F-HR Timeline
Register Financial Advisors LLC	1,031	$95.7K	0.05%	-387	13F-HR Timeline
Anchor Investment Management, LLC	1,008	$93.5K	0.01%	+1	13F-HR Timeline
JDM Financial Group LLC	996	$92.5K	0.05%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	965	$89.6K	<0.01%	-650	13F-HR Timeline
Holos Integrated Wealth LLC	957	$88.8K	0.06%	0	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	950	$88.2K	0.03%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	935	$86.8K	0.03%	-118	13F-HR Timeline
MOTCO	920	$85.4K	0.01%	0	13F-HR Timeline
Balentine LLC	874	$81.1K	<0.01%	0	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	865	$80.3K	0.03%	new	13F-HR Timeline
HOEY INVESTMENTS, INC	865	$80.3K	0.02%	new	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	854	$79.3K	0.01%	new	13F-HR Timeline
Opal Wealth Advisors, LLC	848	$78.7K	0.02%	-5,452	13F-HR Timeline
Graney & King, LLC	844	$78.4K	0.06%	0	13F-HR Timeline
Armor Investment Advisors, LLC	838	$77.8K	0.03%	0	13F-HR Timeline
BALLAST ADVISORS LLC	838	$77.8K	0.02%	-26	13F-HR Timeline
Rise Advisors, LLC	819	$76K	0.03%	+1	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	805	$74.7K	0.04%	0	13F-HR Timeline
TruNorth Capital Management, LLC	802	$74.5K	0.02%	0	13F-HR Timeline
Noble Wealth Management PBC	800	$74.3K	0.05%	0	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	800	$74K	<0.01%	+564	13F-HR Timeline Group
PIN OAK INVESTMENT ADVISORS INC	804	$71K	0.05%	-25	13F-HR Timeline
Frazier Financial Advisors, LLC	756	$70.2K	0.05%	0	13F-HR Timeline
IAG Wealth Partners, LLC	754	$70K	0.01%	+44	13F-HR Timeline
Aspect Partners, LLC	720	$66.8K	0.04%	0	13F-HR Timeline
Archer Investment Corp	681	$63.2K	0.02%	-45	13F-HR Timeline
GARRISON BRADFORD & ASSOCIATES INC	677	$62.8K	0.07%	new	13F-HR Timeline
Rice Partnership, LLC	668	$62K	0.01%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	670	$62K	<0.01%	+280	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…	660	$61.3K	0.05%	+495	13F-HR Timeline
New Millennium Group LLC	652	$60.5K	0.04%	-1,026	13F-HR Timeline
Ruedi Wealth Management, Inc.	643	$59.7K	0.02%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	642	$59.6K	0.04%	-1,775	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	640	$59K	<0.01%	0	13F-HR Timeline Group
Briaud Financial Planning Inc	638	$59K	0.02%	new	13F-HR Timeline
Capital Investment Counsel, Inc	612	$56.8K	0.01%	0	13F-HR Timeline
Sawyer & Company, Inc	600	$56K	0.02%	0	13F-HR Timeline
Quantbot Technologies LP	602	$55.9K	<0.01%	new	13F-HR Timeline
Roxbury Financial LLC	545	$55.2K	0.05%	-498	13F-HR Timeline
Clear Harbor Asset Management, LLC	592	$55K	<0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	576	$53.5K	<0.01%	0	13F-HR Timeline
Westside Investment Management, Inc.	555	$51.5K	0.01%	+75	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	551	$51.1K	0.01%	+1	13F-HR Timeline Group
Independence Bank of Kentucky	550	$51.1K	0.01%	0	13F-HR Timeline
ADIRONDACK TRUST CO	537	$49.8K	0.02%	0	13F-HR Timeline
Dogwood Wealth Management LLC	529	$49.1K	0.03%	-234	13F-HR Timeline
Park Square Financial Group, LLC	511	$47.4K	0.04%	-1	13F-HR Timeline
True Wealth Design, LLC	501	$46.5K	0.02%	0	13F-HR Timeline
Global Wealth Strategies & Associates	492	$45.7K	0.01%	+492	13F-HR Timeline
Nemes Rush Group LLC	481	$44.7K	0.01%	+369	13F-HR Timeline
HHM Wealth Advisors, LLC	481	$44.7K	0.01%	0	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	471	$44K		-4,314	Timeline Ascentis Wealth Management, LLC: 471 (0.01%) 13F-HR Ascentis Independent Advisors: sold out, -4,094 13F-HR
IMG Wealth Management, Inc.	463	$43K	0.04%	new	13F-HR Timeline
Kozak & Associates, Inc.	470	$42.8K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	460	$42.7K	0.01%	0	13F-HR Timeline
Avondale Wealth Management	460	$42.7K	0.03%	0	13F-HR Timeline
PFS Partners, LLC	458	$42.5K	0.02%	-258	13F-HR Timeline
Christopher J. Hasenberg, Inc	452	$42.3K	0.02%	new	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	452	$42K	0.03%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	445	$41.3K	0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	441	$41.3K	0.02%	-75	13F-HR Timeline
PrairieView Partners, LLC	444	$41K	<0.01%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	409	$38K	0.02%	0	13F-HR Timeline
ATWOOD & PALMER INC	396	$36.8K	<0.01%	0	13F-HR Timeline
Compass Financial Services Inc	390	$36.2K	0.02%	0	13F-HR Timeline
Cloud Capital Management, LLC	391	$36K	0.03%		13F-HR Timeline
Financial Connections Group, Inc.	380	$35K	0.02%	0	13F-HR Timeline
HighMark Wealth Management LLC	356	$33.1K	0.02%	+3	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	356	$33K	0.01%	+28	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	355	$33K	0.01%	0	13F-HR Timeline Group
Mowery & Schoenfeld Wealth Management, …	353	$32.8K	0.06%	new	13F-HR Timeline
WASHINGTON TRUST Co	343	$31.8K	<0.01%	0	13F-HR Timeline
Copia Wealth Management	300	$27.8K	0.03%	0	13F-HR Timeline
Gleason Group, Inc.	297	$27.5K	<0.01%	-416	13F-HR Timeline
GoalVest Advisory LLC	292	$27.1K	0.01%	-16	13F-HR Timeline
Mechanics Financial Corp	290	$26.9K	0.01%	new	13F-HR Timeline
Evelyn Partners Investment Management (…	285	$26.5K	0.01%	0	13F-HR/A Timeline
Flaharty Asset Management, LLC	284	$26.4K	<0.01%	new	13F-HR Timeline
Elite Financial, Inc.	290	$26K	0.01%	new	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	276	$25.6K	0.02%	0	13F-HR Timeline
DecisionPoint Financial, LLC	265	$24.6K	0.01%	0	13F-HR Timeline
Founders Capital Management	250	$23.2K	0.02%	0	13F-HR Timeline
Morling Financial Advisors, LLC	234	$21.7K	0.01%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	234	$21.7K	0.01%	0	13F-HR Timeline Group
Davis Capital Management	231	$21.4K	0.02%	0	13F-HR Timeline
McIlrath & Eck, LLC	227	$21.1K	<0.01%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	220	$20.4K	<0.01%	-2	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	220	$20K	<0.01%	0	13F-HR Timeline Group
BASSO CAPITAL MANAGEMENT, L.P.	201	$18.7K	0.02%	0	13F-HR Timeline
Versant Capital Management, Inc	200	$18.6K	<0.01%	0	13F-HR Timeline
Creative Capital Management Investments…	200	$18.6K	0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	189	$17.5K	<0.01%	0	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	175	$16.2K	<0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	170	$15.8K	0.01%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	169	$15.7K	0.01%	new	13F-HR Timeline
Creekmur Asset Management LLC	155	$14.4K	<0.01%	0	13F-HR Timeline
Brooklyn Investment Group	154	$14.3K	<0.01%	0	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	149	$13.8K	0.01%	0	13F-HR Timeline
Horizons Wealth Management	148	$13.8K	0.01%	new	13F-HR Timeline
Pacifica Partners Inc.	150	$13.4K	0.01%	0	13F-HR Timeline
NFSG Corp	132	$12.3K	<0.01%	-91	13F-HR Timeline
Field & Main Bank	128	$11.9K	<0.01%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	127	$11.8K	<0.01%	new	13F-HR Timeline
Reyes Financial Architecture, Inc.	121	$11.2K	0.01%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	112	$10.5K	<0.01%	+24	13F-HR Timeline
Cherry Tree Wealth Management, LLC	105	$9.75K	<0.01%	new	13F-HR Timeline
Financial Network Wealth Advisors LLC	102	$9.47K	0.01%	new	13F-HR Timeline
Fourth Dimension Wealth, LLC	100	$9.28K	<0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	88	$8.17K	<0.01%	-83	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	86	$8K	0.01%	-1	13F-HR Timeline
Morton Brown Family Wealth, LLC	82	$7.61K	<0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	81	$7.52K	<0.01%		13F-HR Timeline Group