IVW ISHARES TR

SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers: 1,922
13F filers: 1,941
New: 114
Added: 606
Reduced: 767
Sold out: 56
Shares held by filers: 399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Ellenbecker Investment Group	2,285	$276K	0.04%	-62	13F-HR Timeline
Fragasso Financial Advisors Inc	2,276	$276K	0.02%	+1	13F-HR Timeline
Baltimore-Washington Financial Advisors…	2,276	$275K	0.01%	new	13F-HR Timeline
Resonant Capital Advisors, LLC	2,274	$275K	0.02%	0	13F-HR Timeline
Plan Group Financial, LLC	2,264	$273K	0.07%	+257	13F-HR Timeline
Etesian Wealth Advisors, Inc.	2,242	$271K	0.09%	new	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	2,224	$268K	0.05%	0	13F-HR Timeline
Summit Wealth Group, LLC	2,223	$268K	0.06%	0	13F-HR Timeline
Allred Capital Management, LLC	2,218	$268K	0.09%	-179	13F-HR Timeline
Argentarii, LLC	2,209	$267K	0.11%	0	13F-HR Timeline
Cordatus Wealth Management LLC	2,200	$266K	0.06%	0	13F-HR Timeline
JSF Financial, LLC	2,191	$264K	0.06%	+1	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	2,190	$264K	0.02%	+44	13F-HR Timeline Group
Legacy Financial Strategies, LLC	2,188	$264K	0.05%	+31	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	2,185	$264K	<0.01%	-104	13F-HR Timeline Group
ANB BANK	2,185	$264K	0.11%	0	13F-HR Timeline
SACHEM HILL LLC	2,185	$264K	0.05%	0	13F-HR Timeline
First Bank & Trust	2,184	$264K	0.04%	0	13F-HR Timeline
SevenBridge Financial Group, LLC	2,128	$263K	0.04%	0	13F-HR Timeline
Axim Planning & Wealth	2,178	$263K	0.21%	-3,608	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	2,172	$262K	0.06%	-2,211	13F-HR Timeline
Bangor Savings Bank	2,169	$262K	0.02%	+721	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	2,168	$262K	0.02%	-332	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,160	$261K	0.03%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	2,153	$260K	0.02%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	2,151	$260K	0.02%	-1,600	13F-HR Timeline
Fortis Advisors, LLC	2,148	$259K	0.15%	-461	13F-HR Timeline
A&I FINANCIAL SERVICES, LLC	2,137	$259K	0.13%	0	13F-HR Timeline
Goodman Advisory Group, LLC	2,143	$259K	0.06%	0	13F-HR Timeline
Custos Family Office, LLC	2,140	$258K	0.15%	-17,325	13F-HR Timeline
Ledyard National Bank	2,139	$258K	0.02%	-232	13F-HR Timeline
Nilsine Partners, LLC	2,131	$257K	0.02%	new	13F-HR Timeline
Menard Financial Group LLC	2,129	$257K	0.17%	0	13F-HR Timeline
Impact Capital Partners LLC	2,127	$257K	0.08%	+35	13F-HR Timeline
Performance Wealth Partners, LLC	2,124	$256K	0.01%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	2,121	$256K	0.05%	-232	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	2,119	$256K	0.01%	new	13F-HR Timeline Group
Quest 10 Wealth Builders, Inc.	2,118	$256K	0.24%	+50	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,076	$255K	0.07%	-9	13F-HR Timeline
D'Orazio & Associates, Inc.	2,103	$254K	0.03%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	2,087	$253K	0.02%	+260	13F-HR Timeline
Coppell Advisory Solutions LLC	2,100	$252K	0.03%	+165	13F-HR Timeline
David J Yvars Group	2,089	$252K	0.14%	-107	13F-HR Timeline
Legacy Private Trust Co.	2,088	$252K	0.02%	0	13F-HR Timeline
Beaton Management Co. Inc.	2,080	$251K	0.11%	new	13F-HR Timeline
Orange Investment Advisors, Inc.	2,075	$250K	0.03%	-875	13F-HR Timeline
DB Fitzpatrick & Co, Inc	2,067	$250K	0.23%	-227	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	2,066	$249K	0.1%	new	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	2,063	$249K	0.03%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	2,058	$248K	0.13%	+27	13F-HR Timeline
Aspen Wealth Management LLC	2,048	$247K	0.05%	+3	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	2,040	$246K	0.18%	0	13F-HR Timeline
Platform Technology Partners	2,040	$246K	0.06%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	2,040	$246K	0.03%	0	13F-HR Timeline
WESPAC Advisors, LLC	2,039	$246K	0.14%	0	13F-HR Timeline
Human Investing LLC	2,034	$246K	0.04%	+2	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	2,034	$246K	0.06%	-8,373	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	2,030	$245K	0.07%	-545	13F-HR Timeline
REAP Financial Group, LLC	2,021	$244K	0.05%	+19	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	2,020	$244K	0.14%	-1	13F-HR/A Timeline
Palisades Hudson Asset Management, L.P.	2,010	$243K	0.09%	0	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	2,006	$242K	0.07%	-11,344	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	2,004	$242K	0.01%	0	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,997	$241K	0.12%	+2	13F-HR Timeline
Centric Wealth Management	1,928	$241K	0.05%	+1	13F-HR Timeline
Riverbend Wealth Management, LLC	1,993	$241K	0.17%	+133	13F-HR Timeline
Delos Wealth Advisors, LLC	1,992	$240K	0.16%	0	13F-HR Timeline
Integris Wealth Management, LLC	1,991	$240K	0.06%	0	13F-HR Timeline
Arkos Global Advisors	1,984	$240K	0.03%	0	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	1,973	$238K	0.01%	-102	13F-HR Timeline
North Forty Two & Co.	1,972	$238K	0.23%	0	13F-HR Timeline
VICTORY CAPITAL MANAGEMENT INC	1,971	$238K	<0.01%	-221	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	1,971	$238K	0.01%	+64	13F-HR Timeline
Twelve Points Wealth Management LLC	1,969	$238K	0.06%	-351	13F-HR Timeline
Waldron Private Wealth LLC	1,964	$237K	0.01%	new	13F-HR Timeline
AIRE ADVISORS, LLC	1,952	$236K	0.04%	0	13F-HR Timeline
First National Bank of Mount Dora, Trus…	1,948	$235K	0.05%	0	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	1,946	$235K	<0.01%	-126	13F-HR Timeline Group
VSM Wealth Advisory, LLC	1,946	$235K	0.07%	-246	13F-HR Timeline
Tranquility Partners, LLC	1,939	$234K	0.08%	-95	13F-HR Timeline
First Business Financial Services, Inc.	1,933	$233K	0.02%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,931	$233K	0.05%	0	13F-HR Timeline
Willis Investment Counsel	1,929	$233K	0.01%	new	13F-HR Timeline
Bluesphere Advisors LLC	1,928	$233K	0.11%	0	13F-HR Timeline
Wealthfront Advisers LLC	1,924	$232K	<0.01%	new	13F-HR Timeline
Plan A Wealth LLC	1,921	$232K	0.12%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	1,908	$230K	0.07%	+358	13F-HR Timeline
Impact Partnership Wealth, LLC	1,907	$230K	0.03%	new	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,906	$230K	0.12%	-12	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,898	$229K	0.12%	0	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,894	$229K	0.01%	0	13F-HR Timeline
Trexquant Investment LP	1,894	$229K	<0.01%	-1,313	13F-HR Timeline
BancFirst Trust & Investment Management	1,896	$228K	0.09%	0	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	1,883	$227K	0.04%	new	13F-HR Timeline
Covenant Asset Management, LLC	1,882	$227K	0.04%	-32	13F-HR Timeline
Premier Path Wealth Partners, LLC	1,879	$227K	0.03%	-71	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	1,875	$226K	0.03%	-79	13F-HR Timeline
Moors & Cabot, Inc.	1,868	$226K	0.01%	new	13F-HR Timeline
Washington Trust Advisors, Inc.	1,867	$225K	0.02%	-140	13F-HR Timeline
Post Resch Tallon Group Inc.	1,861	$225K	0.2%	0	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	1,860	$225K	0.02%	0	13F-HR Timeline
Ignite Planners, LLC	1,860	$225K	0.04%	-59	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	1,857	$224K	0.01%	new	13F-HR Timeline
TANDEM CAPITAL MANAGEMENT CORP /ADV	1,853	$224K	0.1%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,940	$223K	0.03%	0	13F-HR Timeline
Rockline Wealth Management, LLC	1,841	$222K	0.05%	0	13F-HR Timeline
E&G Advisors, LLC	1,840	$222K	0.05%	0	13F-HR Timeline
Stonegate Investment Group, LLC	1,838	$222K	0.01%	0	13F-HR Timeline
Inscription Capital, LLC	1,836	$222K	0.02%	new	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,832	$221K	0.01%	0	13F-HR Timeline Group
Solidarity Wealth, LLC	1,830	$221K	0.05%	-20	13F-HR Timeline
Maple Capital Management, Inc.	1,816	$219K	0.01%	new	13F-HR Timeline
Ridgeline Wealth, LLC	1,816	$219K	0.16%	-41	13F-HR Timeline
BFSG, LLC	1,814	$219K	0.02%	0	13F-HR Timeline
Berkeley, Inc	1,810	$219K	0.07%	new	13F-HR Timeline
Kagan Cocozza Asset Management	1,808	$218K	0.17%	new	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	1,806	$218K	0.03%	-188	13F-HR Timeline
Bill Few Associates, Inc.	1,798	$217K	0.06%	new	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,795	$217K	0.02%	0	13F-HR Timeline
Nordwand Advisors, LLC	1,790	$216K	0.03%	-550	13F-HR Timeline
Apexium Financial, LP	1,789	$216K	0.01%	new	13F-HR Timeline
Global Strategic Investment Solutions, …	1,768	$213K	0.02%	new	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,765	$213K	0.01%	-1,355	13F-HR Timeline
Pacific Asset Management, LLC	1,760	$212K	0.14%	new	13F-HR Timeline
Capstone Financial Advisors, Inc.	1,756	$212K	0.01%	-202	13F-HR Timeline
Sand Hill Global Advisors, LLC	1,755	$212K	0.01%	new	13F-HR Timeline
Stewardship Advisors, LLC	1,748	$211K	0.05%	-388	13F-HR Timeline
Inlight Wealth Management, LLC	210,897	$211K	0.1%	0	13F-HR Timeline
LifeWealth Investments, LLC	1,743	$210K	0.07%	new	13F-HR/A Timeline
OPTIMA CAPITAL LLC	1,742	$210K	0.1%	new	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	1,678	$209K	0.07%	new	13F-HR Timeline
Straight Path Wealth Management	1,734	$209K	0.06%	new	13F-HR Timeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…	1,726	$208K	0.07%	new	13F-HR Timeline Group
Nova Wealth Management, Inc.	1,725	$208K	0.15%	-186	13F-HR Timeline
Wealth Forward, LLC	1,720	$208K	0.12%	new	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,718	$207K	<0.01%	new	13F-HR Timeline
Linscomb Wealth, Inc.	1,715	$207K	0.01%	new	13F-HR Timeline
Maxele Advisors, LLC	1,715	$207K	0.18%	new	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	1,714	$207K	0.1%	new	13F-HR Timeline
SMI Advisory Services, LLC	1,708	$207K	0.04%	new	13F-HR Timeline
Wealthspire Retirement, LLC	1,709	$206K	0.01%	new	13F-HR/A Timeline
Strata Wealth Advisors, LLC	1,709	$206K	0.05%	new	13F-HR Timeline
Wealth Dimensions Group, Ltd.	1,682	$203K	0.04%	new	13F-HR Timeline
Greenspring Advisors, LLC	1,680	$203K	0.04%		13F-HR Timeline
Cyndeo Wealth Partners, LLC	1,675	$202K	0.01%	-359	13F-HR Timeline
Wrenne Financial Planning LLC	1,670	$202K	0.09%	new	13F-HR Timeline
MATAURO, LLC	1,668	$201K	0.03%	new	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,664	$201K	0.01%	0	13F-HR Timeline
Asset Dedication, LLC	1,643	$198K	0.01%	-698	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,631	$197K	0.02%	-60	13F-HR Timeline
GPS Wealth Strategies Group, LLC	1,615	$195K	0.02%	+242	13F-HR Timeline
Atlantic Private Wealth, LLC	1,586	$192K	0.12%	-17	13F-HR Timeline
Center for Financial Planning, Inc.	1,584	$191K	0.02%	+266	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,548	$187K	0.01%	-727	13F-HR Timeline
Addison Advisors LLC	1,536	$185K	0.04%	0	13F-HR Timeline
First PREMIER Bank	1,530	$185K	0.04%	0	13F-HR Timeline
Hemington Wealth Management	1,527	$184K	0.02%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	1,453	$175K	0.05%	0	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	1,410	$170K	<0.01%	+610	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp	1,375	$166K	0.01%	-871	13F-HR Timeline Group
Lowe Wealth Advisors, LLC	1,350	$163K	0.06%	-98	13F-HR Timeline
Abound Wealth Management	1,348	$163K	0.04%	-132	13F-HR Timeline
Harbor Asset Planning, Inc.	1,348	$163K	0.15%	+1	13F-HR Timeline
Cardinal Strategic Wealth Guidance	1,326	$160K	0.04%	0	13F-HR Timeline
Red Tortoise LLC	1,316	$159K	0.07%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	1,284	$155K	0.09%	+122	13F-HR Timeline
Root Financial Partners, LLC	1,278	$154K	0.01%	new	13F-HR Timeline
Team Financial Group, LLC	1,257	$152K	0.07%	+126	13F-HR Timeline
Insight Inv LLC	1,195	$144K	0.08%	-85	13F-HR Timeline
FSA Wealth Management LLC	1,180	$142K	0.05%	0	13F-HR Timeline
Quantbot Technologies LP	1,174	$142K	<0.01%	new	13F-HR Timeline
Clearstead Trust, LLC	1,168	$141K	0.02%	0	13F-HR Timeline
Peck Wealth Management, LLC	1,119	$135K	0.13%		13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	1,092	$132K	0.08%	0	13F-HR Timeline
West Branch Capital LLC	1,085	$131K	0.03%	+1	13F-HR Timeline
Milestone Investment Advisors LLC	1,076	$130K	0.03%	0	13F-HR Timeline
Perritt Capital Management Inc	1,065	$129K	0.06%	+2	13F-HR Timeline
Aventura Private Wealth, LLC	1,064	$128K	0.05%	0	13F-HR Timeline
KERR FINANCIAL PLANNING Corp	1,047	$127K	0.18%		13F-HR/A Timeline
Bulwark Capital Corp	1,044	$126K	0.1%	0	13F-HR Timeline
Hoese & Co LLP	1,032	$125K	0.1%	0	13F-HR Timeline
IMA Advisory Services, Inc.	1,031	$125K	0.01%	0	13F-HR Timeline
Register Financial Advisors LLC	1,031	$124K	0.05%	0	13F-HR Timeline
Black Cypress Capital Management, LLC	1,028	$124K	0.09%	-31	13F-HR Timeline
Realta Investment Advisors	1,027	$124K	0.04%	-95	13F-HR Timeline
Anchor Investment Management, LLC	1,008	$122K	0.01%	0	13F-HR Timeline
JDM Financial Group LLC	996	$120K	0.05%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	965	$116K	<0.01%	0	13F-HR Timeline
CoreFirst Bank & Trust	956	$115K	0.06%	-336	13F-HR Timeline
Heartwood Wealth Advisors LLC	952	$115K	0.01%	new	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	950	$115K	0.04%	0	13F-HR Timeline
MOTCO	920	$111K	0.01%	0	13F-HR Timeline
MGB Wealth Management, LLC	892	$108K	0.03%	+780	13F-HR Timeline
AMERIFLEX GROUP, INC.	890	$107K	0.04%	-832	13F-HR Timeline
Murphy & Mullick Capital Management Corp	884	$107K	0.08%	0	13F-HR Timeline
Signature Resources Capital Management,…	879	$106K	0.06%	-1,120	13F-HR Timeline
Balentine LLC	874	$106K	<0.01%	0	13F-HR Timeline
Collier Financial	866	$105K	0.08%		13F-HR Timeline
HOEY INVESTMENTS, INC	865	$104K	0.01%	0	13F-HR Timeline
JPL Wealth Management, LLC	864	$104K	0.02%	new	13F-HR Timeline