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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Twelve Points Wealth Management LLC2,320$255K0.07%013F-HRTimeline
Longview Financial Advisors, Inc.2,314$255K0.22%+313F-HRTimeline
Fortis Capital Management LLC2,306$254K0.04%-1,36013F-HRTimeline
Mathes Company, Inc.2,300$253K0.09%013F-HRTimeline
SEEDS INVESTOR LLC2,298$253K0.06%013F-HRTimeline
DB Fitzpatrick & Co, Inc2,294$253K0.22%-2813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,292$252K0.07%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,289$252K<0.01%+2913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.2,275$250K0.02%13F-HRTimeline
Fragasso Financial Advisors Inc2,275$250K0.02%-2513F-HRTimeline
Resonant Capital Advisors, LLC2,274$250K0.02%+113F-HRTimeline
PATTEN & PATTEN INC/TN2,257$248K0.02%-40013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,246$247K0.01%+4213F-HRTimelineGroup
SevenBridge Financial Group, LLC2,128$246K0.04%013F-HRTimeline
Blue Investment Partners LLC2,229$245K0.09%013F-HRTimeline
Summit Wealth Group, LLC2,223$245K0.06%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,224$245K0.05%-12013F-HRTimeline
FLOW TRADERS U.S. LLC2,217$244K0.01%new13F-HRTimeline
Argentarii, LLC2,209$243K0.11%-21313F-HRTimeline
Cordatus Wealth Management LLC2,200$242K0.06%new13F-HRTimeline
David J Yvars Group2,196$242K0.14%new13F-HRTimeline
VSM Wealth Advisory, LLC2,192$241K0.08%+213F-HRTimeline
Oldfather Financial Services, LLC2,192$241K0.08%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,192$241K<0.01%new13F-HRTimeline
JSF Financial, LLC2,190$241K0.06%+113F-HRTimeline
Forefront Wealth Partners, LLC2,373$241K0.17%new13F-HRTimeline
SACHEM HILL LLC2,185$241K0.05%-1,59413F-HRTimeline
ANB BANK2,185$241K0.11%-7913F-HRTimeline
First Bank & Trust2,184$240K0.04%-34213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,160$238K0.03%013F-HRTimeline
Legacy Financial Strategies, LLC2,157$237K0.05%new13F-HRTimeline
Exchange Capital Management, Inc.2,155$237K0.04%013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,153$237K0.02%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,146$236K0.02%new13F-HRTimelineGroup
Goodman Advisory Group, LLC2,143$236K0.08%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,137$235K0.13%new13F-HRTimeline
Stewardship Advisors, LLC2,136$235K0.06%new13F-HRTimeline
Menard Financial Group LLC2,129$234K0.14%013F-HRTimeline
Performance Wealth Partners, LLC2,124$234K0.01%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,120$233K0.04%-37913F-HRTimeline
GUIDANCE CAPITAL, INC2,085$233K0.07%-17413F-HRTimeline
D'Orazio & Associates, Inc.2,103$232K0.03%-47413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,100$231K0.15%new13F-HRTimeline
Impact Capital Partners LLC2,092$230K0.08%new13F-HRTimeline
Legacy Private Trust Co.2,088$230K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC2,075$228K0.01%-16113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,072$228K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.2,068$228K0.22%-3713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,063$227K0.03%new13F-HRTimeline
Aspen Wealth Management LLC2,045$225K0.06%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,040$225K0.18%new13F-HRTimeline
Platform Technology Partners2,040$225K0.06%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,040$225K0.03%-15613F-HRTimeline
WESPAC Advisors, LLC2,039$224K0.16%-12,57113F-HRTimeline
Tranquility Partners, LLC2,034$224K0.08%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,034$224K0.01%new13F-HRTimeline
Human Investing LLC2,032$224K0.04%-56513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,031$224K0.12%+83213F-HRTimeline
LEIGH BALDWIN & CO., LLC2,021$223K0.15%new13F-HRTimeline
Centric Wealth Management1,927$221K0.05%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.2,010$221K0.09%new13F-HRTimeline
Washington Trust Advisors, Inc.2,007$221K0.02%-513F-HRTimeline
Plan Group Financial, LLC2,007$221K0.07%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,004$221K0.01%new13F-HRTimeline
REAP Financial Group, LLC2,002$220K0.05%+19713F-HRTimeline
Signature Resources Capital Management,…1,999$220K0.13%+1,33913F-HRTimeline
NorthStar Asset Management LLC /NJ/1,995$220K0.12%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.1,994$219K0.03%new13F-HRTimeline
Delos Wealth Advisors, LLC1,992$219K0.17%new13F-HRTimeline
Integris Wealth Management, LLC1,991$219K0.06%new13F-HRTimeline
Arkos Global Advisors1,984$218K0.03%new13F-HRTimeline
North Forty Two & Co.1,972$217K0.23%new13F-HRTimeline
Heritage Family Offices, LLP2,339$216K0.11%013F-HRTimeline
Capstone Financial Advisors, Inc.1,958$216K0.01%new13F-HRTimeline
Ignite Planners, LLC1,919$216K0.04%new13F-HR/ATimeline
MATTERN CAPITAL MANAGEMENT, LLC1,954$215K0.03%-56613F-HRTimeline
AIRE ADVISORS, LLC1,952$215K0.04%-24213F-HRTimeline
Premier Path Wealth Partners, LLC1,950$215K0.03%new13F-HRTimeline
First National Bank of Mount Dora, Trus…1,948$214K0.05%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,940$214K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,936$213K<0.01%new13F-HRTimelineGroup
First Business Financial Services, Inc.1,933$213K0.02%new13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,931$213K0.05%new13F-HRTimeline
Bluesphere Advisors LLC1,928$212K0.11%-67713F-HRTimeline
Coppell Advisory Solutions LLC1,935$212K0.03%new13F-HR/ATimeline
Plan A Wealth LLC1,921$212K0.12%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,918$211K0.1%new13F-HRTimeline
Inlight Wealth Management, LLC210,897$211K0.11%013F-HRTimeline
Covenant Asset Management, LLC1,914$211K0.04%new13F-HRTimeline
Nova Wealth Management, Inc.1,911$210K0.15%-2613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,907$210K0.01%new13F-HRTimeline
Fortitude Advisory Group L.L.C.1,898$209K0.12%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,894$209K0.01%013F-HRTimeline
BancFirst Trust & Investment Management1,896$208K0.1%new13F-HRTimeline
Abacus Wealth Partners, LLC1,880$207K0.03%new13F-HRTimeline
Post Resch Tallon Group Inc.1,861$205K0.2%new13F-HRTimeline
Riverbend Wealth Management, LLC1,860$205K0.16%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI1,860$205K0.01%new13F-HRTimeline
Ridgeline Wealth, LLC1,857$204K0.17%-39513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,853$204K0.1%new13F-HRTimeline
Solidarity Wealth, LLC1,850$204K0.05%new13F-HRTimeline
Tyche Wealth Partners LLC1,847$203K0.04%new13F-HRTimeline
Rockline Wealth Management, LLC1,841$203K0.05%new13F-HRTimeline
E&G Advisors, LLC1,840$203K0.05%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC1,827$203K0.01%new13F-HRTimeline
Stonegate Investment Group, LLC1,838$202K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,832$202K0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,781$201K0.04%-70213F-HRTimeline
BFSG, LLC1,814$200K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,795$198K0.02%013F-HRTimeline
Soundwatch Capital LLC18,600$192K0.03%new13F-HRTimeline
Covenant Partners, LLC1,733$191K0.06%013F-HRTimeline
AMERIFLEX GROUP, INC.1,722$188K0.1%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,691$186K0.02%-36713F-HRTimeline
Beaird Harris Wealth Management, LLC1,664$183K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC1,603$176K0.12%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,550$171K0.06%+12213F-HRTimeline
Addison Advisors LLC1,536$169K0.04%013F-HRTimeline
First PREMIER Bank1,530$168K0.04%013F-HRTimeline
Hemington Wealth Management1,527$168K0.02%013F-HRTimeline
Abound Wealth Management1,480$163K0.05%-90513F-HRTimeline
Indiana Trust & Investment Management Co1,453$160K0.05%013F-HRTimeline
Bangor Savings Bank1,448$159K0.01%-2513F-HRTimeline
Lowe Wealth Advisors, LLC1,448$159K0.06%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,373$151K0.02%+113F-HRTimeline
Harbor Asset Planning, Inc.1,347$148K0.14%13F-HRTimeline
Cardinal Strategic Wealth Guidance1,326$146K0.04%013F-HRTimeline
Center for Financial Planning, Inc.1,318$145K0.02%013F-HRTimeline
Red Tortoise LLC1,316$145K0.07%013F-HRTimeline
CoreFirst Bank & Trust1,292$142K0.08%new13F-HRTimeline
Insight Inv LLC1,280$141K0.09%013F-HRTimeline
FSA Wealth Management LLC1,180$130K0.05%013F-HRTimeline
Berkshire Money Management, Inc.1,171$129K0.01%-1,88413F-HRTimeline
Clearstead Trust, LLC1,168$129K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,162$128K0.08%013F-HRTimeline
Briaud Financial Planning Inc1,150$126K0.05%+51213F-HRTimeline
Team Financial Group, LLC1,131$124K0.06%new13F-HRTimeline
Realta Investment Advisors1,122$124K0.05%-47213F-HRTimeline
Wood Tarver Financial Group, LLC1,100$121K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,092$120K0.08%013F-HRTimeline
Pineridge Advisors LLC1,088$120K0.04%+1,05813F-HRTimeline
West Branch Capital LLC1,084$119K0.04%-16413F-HRTimeline
Milestone Investment Advisors LLC1,076$118K0.03%013F-HRTimeline
Aventura Private Wealth, LLC1,064$117K0.05%013F-HRTimeline
Perritt Capital Management Inc1,063$117K0.06%+113F-HR/ATimeline
Black Cypress Capital Management, LLC1,059$117K0.1%-23313F-HRTimeline
Bulwark Capital Corp1,044$115K0.1%13F-HRTimeline
Hoese & Co LLP1,032$114K0.09%013F-HRTimeline
IMA Advisory Services, Inc.1,031$114K0.01%013F-HRTimeline
Register Financial Advisors LLC1,031$114K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,008$111K0.01%013F-HRTimeline
JDM Financial Group LLC996$110K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC965$106K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB961$106K<0.01%-24213F-HRTimeline
MOTCO920$105K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV950$105K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp884$101K0.08%-46713F-HRTimeline
Balentine LLC874$96.2K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC865$95.2K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST854$94K0.01%013F-HRTimeline
Armor Investment Advisors, LLC838$92.3K0.03%013F-HRTimeline
BALLAST ADVISORS LLC838$92.3K0.03%013F-HRTimeline
Rise Advisors, LLC820$90.2K0.04%+113F-HRTimeline
Graney & King, LLC817$90K0.06%-2713F-HRTimeline
Tradewinds Capital Management, LLC807$88.9K0.02%-34613F-HRTimeline
TruNorth Capital Management, LLC802$88.3K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.800$88K<0.01%+13013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frazier Financial Advisors, LLC757$83.4K0.06%+113F-HRTimeline
IAG Wealth Partners, LLC754$83K0.01%013F-HRTimeline
Aspect Partners, LLC720$79.3K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…695$77K0.02%new13F-HRTimeline
Archer Investment Corp681$75K0.02%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC677$74.5K0.08%013F-HRTimeline
Rice Partnership, LLC668$73.5K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…642$70.7K0.05%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC764$70K0.06%-4013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC640$70K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky625$68.8K0.01%+7513F-HRTimeline
Capital Investment Counsel, Inc612$67.4K0.01%013F-HRTimeline
Roxbury Financial LLC579$63.8K0.06%+3413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC576$63.4K<0.01%013F-HRTimeline
Brooklyn Investment Group567$62.4K0.01%+41313F-HR/ATimeline
Nemes Rush Group LLC555$61.2K0.01%+7413F-HRTimeline
Westside Investment Management, Inc.555$61.1K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners551$60.7K0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC539$59.3K0.03%-2,46413F-HRTimeline
ADIRONDACK TRUST CO537$59.1K0.02%013F-HRTimeline
CURIO WEALTH, LLC519$57.1K0.03%+51813F-HRTimeline
Park Square Financial Group, LLC511$56.2K0.04%013F-HRTimeline
True Wealth Design, LLC501$55.2K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC497$54.7K0.01%+5213F-HRTimeline
HHM Wealth Advisors, LLC481$53K0.01%013F-HRTimeline
Kozak & Associates, Inc.471$52.2K0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.460$50.6K0.01%013F-HRTimeline
Avondale Wealth Management460$50.6K0.03%013F-HRTimeline
Providence Capital Advisors, LLC457$50.3K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD452$49.8K0.03%013F-HRTimeline
Christopher J. Hasenberg, Inc452$49.8K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC450$49.5K0.02%-48513F-HRTimeline
Holos Integrated Wealth LLC425$48.8K0.03%-53213F-HRTimeline