IVW ISHARES TR

SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers: 2,056
13F filers: 2,077
New: 72
Added: 682
Reduced: 750
Sold out: 63
Shares held by filers: 398,546,749

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Zullo Investment Group, Inc.	2,787	$344K	0.13%	-332	13F-HR Timeline
Cornerstone Planning, LLC	2,781	$343K	0.08%		13F-HR Timeline
Grove Bank & Trust	2,781	$343K	0.04%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,780	$343K	0.21%	+1	13F-HR Timeline
Diamond Hill Capital Management, LLC (I…	2,775	$342K	<0.01%	new	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,772	$342K	0.04%	-413	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	2,769	$341K	0.05%	-140	13F-HR Timeline
Quent Capital, LLC	2,758	$340K	0.02%	+274	13F-HR Timeline
SP Asset Management LLC	2,755	$340K	0.03%	+3	13F-HR Timeline
MRA Advisory Group	2,752	$339K	0.14%	+2	13F-HR Timeline
Rockbridge Investment Management, LCC	2,741	$338K	0.03%	-19	13F-HR Timeline
Plum Street Advisors, LLC	2,741	$338K	0.12%	0	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	2,735	$337K	0.22%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	2,725	$336K	0.19%	-50	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	2,724	$336K	0.16%	0	13F-HR Timeline
Gibbs Wealth Management	2,691	$335K	0.08%	+218	13F-HR Timeline
Baltimore-Washington Financial Advisors…	2,720	$335K	0.01%	+444	13F-HR Timeline
Guardian Financial Partners, LLC	2,719	$335K	0.14%	new	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,718	$335K	0.05%	0	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	2,708	$334K	0.04%	-294	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	2,705	$333K	0.1%	+238	13F-HR Timeline
Ellenbecker Investment Group	2,694	$332K	0.05%	+409	13F-HR Timeline
LJI Wealth Management, LLC	2,691	$332K	0.05%	0	13F-HR Timeline
Community Financial Services Group, LLC	2,676	$330K	0.06%	0	13F-HR Timeline
Aspire Capital Advisors LLC	2,673	$329K	0.08%	new	13F-HR Timeline
United Asset Strategies, Inc.	2,672	$329K	0.03%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	2,669	$329K	0.06%	0	13F-HR Timeline
McAdam, LLC	2,664	$328K	0.02%	-43	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,650	$327K	0.04%	0	13F-HR Timeline Group
Genesee Capital Advisors, LLC	2,647	$326K	0.13%	+3	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	2,646	$326K	0.06%	0	13F-HR Timeline
CIM, LLC	2,628	$324K	0.04%	+25	13F-HR Timeline
Key Capital Management, INC	2,626	$324K	0.32%		13F-HR Timeline
Fermata Advisors, LLC	2,620	$323K	0.08%	0	13F-HR Timeline
Mascoma Wealth Management LLC	2,619	$323K	0.07%	0	13F-HR Timeline
Gordian Advisors LLC	2,616	$323K	0.21%	0	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	2,614	$322K	0.17%		13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,612	$322K	0.03%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,601	$321K	0.03%	-20	13F-HR Timeline
L & S Advisors Inc	2,599	$320K	0.03%	-635	13F-HR Timeline
Argos Wealth Advisors, LLC	2,595	$320K	0.09%		13F-HR Timeline
Astoria Portfolio Advisors LLC.	2,668	$319K	0.07%	-266	13F-HR Timeline
Wellment Financial	2,580	$318K	0.37%	-444	13F-HR Timeline
Chesapeake Wealth Management	2,580	$318K	0.09%	-150	13F-HR Timeline
Investment Partners Asset Management, I…	2,572	$317K	0.2%	0	13F-HR Timeline
Clearwave Capital, LLC	2,570	$317K	0.23%		13F-HR Timeline
SAM Advisors, LLC	2,567	$316K	0.1%	0	13F-HR Timeline
DAVIDSON TRUST CO	2,556	$315K	0.13%	-133	13F-HR Timeline
Summit Asset Management, LLC	2,552	$315K	0.04%	-2,094	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	2,552	$315K	0.08%	new	13F-HR Timeline
Vantage Financial Partners, LLC	2,552	$315K	0.06%	-4	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	2,550	$314K	0.04%	0	13F-HR Timeline Group
Harbor Group, Inc.	2,539	$313K	0.05%	-45	13F-HR Timeline
SMITH, MOORE & CO.	2,537	$313K	0.02%	-484	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	2,525	$311K	0.04%	+121	13F-HR Timeline
MAIRS & POWER INC	2,509	$309K	<0.01%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	2,506	$309K	0.01%	0	13F-HR Timeline
Marble Wealth, LLC	2,503	$309K	0.04%		13F-HR Timeline
BLB&B Advisors, LLC	2,497	$308K	0.01%	+1	13F-HR Timeline
DUNCKER STREETT & CO INC	2,489	$307K	0.05%	-199	13F-HR Timeline
Wingate Wealth Advisors, Inc.	2,489	$307K	0.17%	+1	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	2,485	$306K	0.06%	-720	13F-HR Timeline
Zuckerman Investment Group, LLC	2,485	$306K	0.03%	0	13F-HR Timeline
Chemistry Wealth Management LLC	2,481	$306K	0.06%	+54	13F-HR Timeline
Palouse Capital Management, Inc.	2,480	$306K	0.2%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	2,476	$305K	0.16%	0	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,500	$305K	0.16%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,472	$305K	0.24%	0	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	2,471	$305K	0.11%	+405	13F-HR Timeline
Navalign, LLC	2,468	$304K	0.07%	-505	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,467	$304K	0.13%	-174	13F-HR Timeline
Freedom Investment Management, Inc.	2,455	$303K	0.09%	-669	13F-HR Timeline
WealthCare Investment Partners, LLC	2,431	$300K	0.09%	+3	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,424	$299K	0.11%	+1	13F-HR Timeline
Windsor Advisory Group, LLC	2,420	$298K	0.27%	-166	13F-HR Timeline
David J Yvars Group	2,412	$297K	0.16%	+323	13F-HR Timeline
Columbus Macro, LLC	2,412	$297K	0.03%	0	13F-HR Timeline
Everest Private Wealth	2,408	$297K	0.17%	0	13F-HR Timeline
Professional Financial Advisors, LLC	2,402	$296K	0.06%	0	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,400	$296K	0.02%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	2,400	$296K	0.07%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,391	$295K	0.02%	-40	13F-HR Timeline
Keating Financial Advisory Services, In…	2,372	$292K	0.04%		13F-HR Timeline
Founders Financial Alliance, LLC	2,370	$292K	0.06%	-962	13F-HR Timeline
Clarity Capital Advisors, LLC	2,366	$292K	0.15%	0	13F-HR Timeline
PSI Advisors, LLC	2,361	$291K	0.07%	0	13F-HR Timeline
Crews Bank & Trust	2,360	$291K	0.04%	0	13F-HR Timeline
Motiv8 Investments LLC	2,352	$290K	0.16%	-84	13F-HR Timeline
Crew Capital Management, Ltd	2,348	$289K	0.18%	0	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	2,346	$289K	0.11%	0	13F-HR Timeline
OPTIMA CAPITAL LLC	2,342	$289K	0.13%	+600	13F-HR Timeline
James J. Burns & Company, LLC	2,341	$289K	0.04%	0	13F-HR Timeline
Michels Family Financial, LLC	2,340	$288K	0.21%	+3	13F-HR Timeline
Capital Management Associates, Inc	2,327	$287K	0.06%	+3	13F-HR Timeline
OPINICUS CAPITAL, INC.	2,326	$287K	0.2%	-38	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	2,306	$286K	0.02%	+219	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,308	$284K	0.19%	+4	13F-HR Timeline
Mathes Company, Inc.	2,300	$283K	0.1%	0	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	2,292	$283K	0.06%	0	13F-HR Timeline
BAYBAN	2,288	$282K	0.25%		13F-HR Timeline
Longview Financial Advisors, Inc.	2,283	$281K	0.19%	-33	13F-HR Timeline
Resonant Capital Advisors, LLC	2,275	$280K	0.02%	+1	13F-HR Timeline
Geneva Partners, LLC	2,261	$279K	0.1%	-35	13F-HR Timeline
CoreFirst Bank & Trust	2,249	$277K	0.15%	+1,293	13F-HR Timeline
Walsh & Associates, LLC	2,241	$276K	0.27%		13F-HR Timeline
Traveka Wealth, LLC	2,239	$276K	0.11%	new	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	2,236	$276K	0.25%	+118	13F-HR Timeline
Signature Equity Partners, LLC	2,232	$275K	0.15%		13F-HR Timeline
Summit Wealth Group, LLC	2,223	$274K	0.06%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	2,216	$273K	0.05%	+28	13F-HR Timeline
Allred Capital Management, LLC	2,201	$271K	0.1%	-17	13F-HR Timeline
Cordatus Wealth Management LLC	2,200	$271K	0.06%	0	13F-HR Timeline
Fragasso Financial Advisors Inc	2,196	$271K	0.02%	-80	13F-HR Timeline
Human Investing LLC	2,193	$270K	0.04%	+159	13F-HR Timeline
JSF Financial, LLC	2,192	$270K	0.06%	+1	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	2,185	$269K	<0.01%	0	13F-HR Timeline Group
SACHEM HILL LLC	2,185	$269K	0.05%	0	13F-HR Timeline
First Bank & Trust	2,184	$269K	0.04%	0	13F-HR Timeline
Western Financial Corp/CA	2,184	$269K	0.11%	-290	13F-HR Timeline
Riverbend Wealth Management, LLC	2,180	$269K	0.17%	+187	13F-HR Timeline
Fortis Advisors, LLC	2,176	$268K	0.15%	+28	13F-HR Timeline
Evernest Financial Advisors, LLC	2,186	$268K	0.06%	new	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	2,173	$268K	0.06%	+1	13F-HR Timeline
Bangor Savings Bank	2,169	$267K	0.02%	0	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	2,168	$267K	0.02%	0	13F-HR Timeline
Portland Financial Advisors Inc	2,164	$267K	0.57%	-1,100	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,160	$266K	0.03%	0	13F-HR Timeline
ANB BANK	2,157	$266K	0.11%	-28	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	2,153	$265K	0.02%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	2,151	$265K	0.03%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	2,149	$265K	0.02%	+601	13F-HR Timeline
SevenBridge Financial Group, LLC	2,128	$265K	0.04%	0	13F-HR Timeline
Moors & Cabot, Inc.	2,144	$264K	0.01%	+276	13F-HR Timeline
Goodman Advisory Group, LLC	2,143	$264K	0.07%	0	13F-HR Timeline
A&I FINANCIAL SERVICES, LLC	2,137	$263K	0.13%	0	13F-HR Timeline
Cambridge Financial Group, LLC	2,591	$263K	0.09%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	2,131	$263K	0.02%	-1,493	13F-HR Timeline
Menard Financial Group LLC	2,129	$262K	0.18%	0	13F-HR Timeline
Performance Wealth Partners, LLC	2,124	$262K	0.01%	0	13F-HR Timeline
Impact Capital Partners LLC	2,124	$262K	0.08%	-3	13F-HR Timeline
Michael Brady & Co., LLC	2,117	$261K	0.26%		13F-HR Timeline
Ledyard National Bank	2,109	$260K	0.02%	-30	13F-HR Timeline
D'Orazio & Associates, Inc.	2,103	$259K	0.03%	0	13F-HR Timeline
Legacy Private Trust Co.	2,088	$257K	0.02%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	2,080	$256K	0.13%	+22	13F-HR Timeline
Beaton Management Co. Inc.	2,080	$256K	0.11%	0	13F-HR Timeline
Orange Investment Advisors, Inc.	2,075	$256K	0.03%	0	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,077	$256K	0.06%	+1	13F-HR Timeline
Kuhn & Co Investment Counsel	2,055	$253K	0.17%	new	13F-HR Timeline
Broussard Financial Group LLC	2,055	$253K	0.21%		13F-HR Timeline
Aspen Wealth Management LLC	2,050	$253K	0.05%	+2	13F-HR Timeline
Argentarii, LLC	2,044	$252K	0.08%	-165	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	2,033	$252K	0.24%		13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	2,040	$251K	0.17%	0	13F-HR Timeline
Platform Technology Partners	2,040	$251K	0.05%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	2,040	$251K	0.03%	0	13F-HR Timeline
WESPAC Advisors, LLC	2,039	$251K	0.14%	0	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,033	$251K	0.03%	-394	13F-HR Timeline
DB Fitzpatrick & Co, Inc	2,033	$251K	0.22%	-34	13F-HR Timeline
Total Wealth Planning, LLC	2,028	$250K	0.53%	-43,256	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	2,027	$250K	0.26%	-597	13F-HR Timeline
CAMBIENT FAMILY OFFICE, LLC	2,021	$249K	0.04%		13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	2,019	$249K	0.04%	-809	13F-HR Timeline
Princeton Global Asset Management LLC	2,005	$247K	0.04%	+1,805	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	2,004	$247K	0.01%	0	13F-HR Timeline
KTF INVESTMENTS, LLC	2,000	$247K	0.04%		13F-HR Timeline
Western Reserve Capital Management, LLC	2,000	$247K	0.23%		13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,999	$246K	0.11%	+2	13F-HR Timeline
CIBC WORLD MARKET INC.	1,999	$246K	<0.01%	new	13F-HR Timeline
SHP Wealth Management	1,997	$246K	0.02%		13F-HR Timeline
Delos Wealth Advisors, LLC	1,992	$246K	0.16%	0	13F-HR Timeline
Integris Wealth Management, LLC	1,991	$245K	0.06%	0	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	1,975	$243K	0.01%	+2	13F-HR Timeline
Tranquility Partners, LLC	1,973	$243K	0.09%	+34	13F-HR Timeline
North Forty Two & Co.	1,972	$243K	0.23%	0	13F-HR Timeline
Stewardship Advisors, LLC	1,967	$242K	0.06%	+219	13F-HR Timeline
Pathfinder Wealth Consulting, Inc.	1,966	$242K	0.15%		13F-HR Timeline
Waldron Private Wealth LLC	1,964	$242K	0.01%	0	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	1,961	$242K	0.01%		13F-HR Timeline
Ignite Planners, LLC	1,948	$241K	0.04%	+88	13F-HR Timeline
AIRE ADVISORS, LLC	1,952	$241K	0.04%	0	13F-HR Timeline
First National Bank of Mount Dora, Trus…	1,948	$240K	0.05%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	1,948	$240K	0.07%	+2	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	1,946	$240K	<0.01%	0	13F-HR Timeline Group
Centric Wealth Management	1,929	$240K	0.05%	+1	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,940	$239K	0.03%	0	13F-HR Timeline
First Business Financial Services, Inc.	1,933	$238K	0.02%	0	13F-HR Timeline
Willis Investment Counsel	1,929	$238K	0.01%	0	13F-HR Timeline
Bluesphere Advisors LLC	1,928	$238K	0.11%	0	13F-HR Timeline
Axim Planning & Wealth	1,921	$237K	0.25%	-257	13F-HR Timeline
Plan A Wealth LLC	1,921	$237K	0.12%	0	13F-HR Timeline
Imprint Wealth LLC	1,917	$236K	1.1%	-4,451	13F-HR Timeline
BancFirst Trust & Investment Management	1,896	$235K	0.1%	0	13F-HR Timeline
Plan Group Financial, LLC	1,907	$235K	0.06%	-357	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,898	$234K	0.1%	0	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	1,896	$234K	0.06%	-134	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,894	$233K	0.01%	0	13F-HR Timeline
Chicago Capital, LLC	1,883	$232K	0.01%	-405	13F-HR Timeline
REAP Financial Group, LLC	1,881	$232K	0.05%	-140	13F-HR Timeline
Midwest Financial Partners Investments,…	1,880	$232K	0.13%		13F-HR Timeline