IVW ISHARES TR

SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers: 2,032
13F filers: 2,055
New: 82
Added: 797
Reduced: 728
Sold out: 102
Shares held by filers: 404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Paradigm, Strategies in Wealth Manageme…	2,735	$309K	0.21%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	2,725	$308K	0.18%	0	13F-HR Timeline
KENNICOTT CAPITAL MANAGEMENT LLC	2,724	$308K	0.17%	0	13F-HR Timeline
Guardian Financial Partners, LLC	2,720	$308K	0.13%	+1	13F-HR Timeline
Strategic Financial Services, Inc.	2,720	$308K	0.01%	new	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	2,718	$307K	0.04%	0	13F-HR Timeline
LJI Wealth Management, LLC	2,716	$307K	0.05%	+25	13F-HR Timeline
BURNEY CO/	2,714	$307K	0.01%	-1,752	13F-HR Timeline
Wealthfront Advisers LLC	2,709	$306K	<0.01%	-243	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	2,708	$306K	0.03%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	2,703	$306K	0.03%	-38	13F-HR Timeline
Empowered Funds, LLC	2,698	$305K	<0.01%	new	13F-HR/A Timeline
Ellenbecker Investment Group	2,696	$305K	0.04%	+2	13F-HR Timeline
Octavia Wealth Advisors, LLC	2,685	$304K	0.03%	+84	13F-HR Timeline
Walser Wealth Management Company, A Ltd…	2,677	$303K	0.14%	+63	13F-HR Timeline
Aspire Capital Advisors LLC	2,675	$303K	0.07%	+2	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	2,671	$302K	0.05%	+2	13F-HR Timeline
CIM, LLC	2,663	$301K	0.04%	+35	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	2,650	$300K	0.03%	0	13F-HR Timeline Group
Genesee Capital Advisors, LLC	2,649	$300K	0.13%	+2	13F-HR Timeline
CPC Advisors, LLC	2,649	$300K	0.05%	-3,148	13F-HR Timeline
Etesian Wealth Advisors, Inc.	2,640	$299K	0.1%	new	13F-HR Timeline
Midwest Heritage Bank, FSB	2,637	$298K	0.1%	-968	13F-HR Timeline
United Asset Strategies, Inc.	2,623	$297K	0.02%	-49	13F-HR Timeline
BARR E S & CO	2,620	$296K	0.02%	-168	13F-HR Timeline
Asset Dedication, LLC	2,618	$296K	0.02%	+975	13F-HR Timeline
Gordian Advisors LLC	2,616	$296K	0.2%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,612	$295K	0.02%	0	13F-HR Timeline
Community Financial Services Group, LLC	2,576	$295K	0.05%	-100	13F-HR Timeline
Florin Court Capital LLP	2,600	$294K	1.11%	-25,800	13F-HR Timeline
L & S Advisors Inc	2,599	$294K	0.04%	0	13F-HR Timeline
Argos Wealth Advisors, LLC	2,595	$294K	0.08%	0	13F-HR Timeline
Cambridge Financial Group, LLC	2,591	$293K	0.1%	0	13F-HR Timeline
ATLAS CAPITAL ADVISORS INC.	2,584	$292K	0.03%	new	13F-HR Timeline
Investment Partners Asset Management, I…	2,572	$291K	0.18%	0	13F-HR Timeline
Clearwave Capital, LLC	2,572	$291K	0.2%	+2	13F-HR Timeline
SAM Advisors, LLC	2,567	$290K	0.09%	0	13F-HR Timeline
Financial Council, LLC	2,564	$290K	0.11%	new	13F-HR Timeline
Blue Chip Partners, LLC	2,558	$289K	0.02%	-597	13F-HR Timeline
DAVIDSON TRUST CO	2,556	$289K	0.12%	0	13F-HR Timeline
Harbor Group, Inc.	2,556	$289K	0.04%	+17	13F-HR Timeline
Stewardship Advisors, LLC	2,554	$289K	0.07%	+587	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	2,552	$289K	0.07%	0	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	2,550	$288K	0.04%	0	13F-HR Timeline Group
Founders Financial Alliance, LLC	2,541	$287K	0.05%	+171	13F-HR Timeline
OneAscent Financial Services LLCgroup of 2 filers holding	2,524	$285K		-1,361	Timeline OneAscent Financial Services LLC: 2,524 (0.02%) 13F-HR OneAscent Wealth Management LLC: sold out, -1,662 13F-HR
Evernest Financial Advisors, LLC	2,186	$285K	0.06%	0	13F-HR Timeline
MAIRS & POWER INC	2,509	$284K	<0.01%	0	13F-HR Timeline
Marble Wealth, LLC	2,505	$283K	0.05%	+2	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	2,505	$283K	0.1%	+81	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	2,500	$283K	0.13%	0	13F-HR Timeline
Talon Private Wealth, LLC	2,499	$283K	0.04%		13F-HR Timeline
DUNCKER STREETT & CO INC	2,490	$282K	0.05%	+1	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	2,485	$281K	0.06%	0	13F-HR Timeline
Zuckerman Investment Group, LLC	2,485	$281K	0.03%	0	13F-HR Timeline
Palouse Capital Management, Inc.	2,480	$281K	0.19%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	2,433	$280K	0.08%	+2	13F-HR Timeline
CAPE ANN SAVINGS BANK	2,476	$280K	0.14%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,472	$280K	0.24%	0	13F-HR Timeline
TBH Global Asset Management, LLC	2,471	$279K	0.06%	-40,270	13F-HR Timeline
Navalign, LLC	2,468	$279K	0.07%	0	13F-HR Timeline
Ethos Financial Group, LLC	2,567	$279K	0.02%	-2,124	13F-HR Timeline
Owl Creek Wealth Partners LLC	2,461	$278K	0.1%		13F-HR Timeline
S&A Financial Services, Inc.	2,460	$278K	0.19%		13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	2,448	$277K	0.01%	+48	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	2,435	$275K	0.02%	-1,099	13F-HR Timeline Group
Curated Wealth Partners LLC	2,435	$275K	0.03%	-2,190	13F-HR Timeline
Platform Technology Partners	2,431	$275K	0.05%	+391	13F-HR Timeline
SevenBridge Financial Group, LLC	2,128	$275K	0.04%	0	13F-HR Timeline
Windsor Advisory Group, LLC	2,420	$274K	0.23%	0	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,077	$273K	0.06%	0	13F-HR Timeline
Columbus Macro, LLC	2,412	$273K	0.03%	0	13F-HR Timeline
Everest Private Wealth	2,408	$272K	0.14%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	2,404	$272K	0.04%	-121	13F-HR Timeline
MONTCHANIN ASSET MANAGEMENT, LLC	2,400	$271K	0.29%		13F-HR Timeline
True North Advisors, LLC	2,394	$271K	0.03%	-738	13F-HR Timeline
Professional Financial Advisors, LLC	2,380	$269K	0.05%	-22	13F-HR Timeline
Forum Private Client Group LLC	2,380	$269K	0.09%	-684	13F-HR Timeline
Fermata Advisors, LLC	2,374	$268K	0.06%	-246	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,366	$268K	0.01%	-25	13F-HR Timeline
Waldron Private Wealth LLC	2,360	$267K	0.01%	+396	13F-HR Timeline
Wingate Wealth Advisors, Inc.	2,360	$267K	0.14%	-129	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	2,356	$266K	<0.01%	+941	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Greykasell Wealth Strategies, Inc.	2,346	$265K	0.11%	0	13F-HR Timeline
JENNISON ASSOCIATES LLC	2,342	$265K	<0.01%	-934	13F-HR Timeline
Seros Financial, LLC	2,342	$265K	0.17%	-2,613	13F-HR Timeline
OPTIMA CAPITAL LLC	2,342	$265K	0.12%	0	13F-HR Timeline
Michels Family Financial, LLC	2,342	$265K	0.19%	+2	13F-HR Timeline
Chesapeake Wealth Management	2,341	$265K	0.08%	-239	13F-HR Timeline
Capital Management Associates, Inc	2,329	$263K	0.06%	+2	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	2,328	$263K	0.12%	-139	13F-HR Timeline
Nicollet Investment Management, Inc.	2,324	$263K	0.09%	new	13F-HR Timeline
EVERPAR ADVISORS LLC	2,323	$263K	0.09%	-801	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	2,308	$261K	0.17%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	2,306	$261K	0.16%	+126	13F-HR Timeline
OPINICUS CAPITAL, INC.	2,302	$260K	0.18%	-24	13F-HR Timeline
Triton Financial Group Inc	2,200	$260K	0.45%	new	13F-HR Timeline
Mathes Company, Inc.	2,300	$260K	0.09%	0	13F-HR Timeline
Traveka Wealth, LLC	2,297	$260K	0.1%	+58	13F-HR Timeline
Clarity Capital Advisors, LLC	2,296	$260K	0.12%	-70	13F-HR Timeline
Magnolia Private Wealth, LLC	2,295	$260K	0.17%	new	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	2,292	$259K	0.06%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	2,285	$258K	0.16%	+2	13F-HR Timeline
Legacy Financial Strategies, LLC	2,276	$257K	0.05%	+60	13F-HR Timeline
Resonant Capital Advisors, LLC	2,276	$257K	0.01%	+1	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,273	$257K	0.08%	+400	13F-HR Timeline
Crew Capital Management, Ltd	2,263	$256K	0.17%	-85	13F-HR Timeline
Fragasso Financial Advisors Inc	2,197	$253K	0.02%	+1	13F-HR Timeline
Walsh & Associates, LLC	2,232	$252K	0.25%	-9	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,227	$252K	0.03%	new	13F-HR Timeline
Summit Wealth Group, LLC	2,223	$251K	0.06%	0	13F-HR Timeline
BAYBAN	2,206	$250K	0.22%	-82	13F-HR Timeline
Cordatus Wealth Management LLC	2,200	$249K	0.06%	0	13F-HR Timeline
JSF Financial, LLC	2,193	$248K	0.05%	+1	13F-HR Timeline
Elevation Advisory Partners LLC	1,971	$247K	0.23%		13F-HR Timeline
SACHEM HILL LLC	2,185	$247K	0.05%	0	13F-HR Timeline
First Bank & Trust	2,184	$247K	0.04%	0	13F-HR Timeline
FSA Advisors, Inc.	2,178	$246K	0.16%	new	13F-HR Timeline
TMB Capital Partners, LLC	2,177	$246K	0.08%	-766	13F-HR Timeline
Guardian Capital, LLC	2,177	$246K	0.24%	-1,033	13F-HR Timeline
Fortis Advisors, LLC	2,176	$246K	0.12%	0	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	2,173	$246K	0.05%	0	13F-HR Timeline
Western Financial Corp/CA	2,169	$245K	0.1%	-15	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	2,168	$245K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	2,167	$245K	0.02%	-2	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	2,164	$245K	0.02%	+33	13F-HR Timeline
Portland Financial Advisors Inc	2,164	$245K	0.51%	0	13F-HR Timeline
James J. Burns & Company, LLC	2,161	$244K	0.03%	-180	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	2,160	$244K	0.03%	0	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	2,151	$243K	0.02%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	2,149	$243K	0.12%	+69	13F-HR Timeline
Human Investing LLC	2,149	$243K	0.04%	-44	13F-HR Timeline
Signature Equity Partners, LLC	2,145	$243K	0.13%	-87	13F-HR Timeline
VSM Wealth Advisory, LLC	2,144	$243K	0.07%	+196	13F-HR Timeline
A&I FINANCIAL SERVICES, LLC	2,137	$242K	0.11%	0	13F-HR Timeline
Menard Financial Group LLC	2,129	$241K	0.17%	0	13F-HR Timeline
Allred Capital Management, LLC	2,126	$240K	0.09%	-75	13F-HR Timeline
Performance Wealth Partners, LLC	2,124	$240K	0.01%	0	13F-HR Timeline
Impact Capital Partners LLC	2,124	$240K	0.07%	0	13F-HR Timeline
Michael Brady & Co., LLC	2,119	$240K	0.24%	+2	13F-HR Timeline
Ledyard National Bank	2,109	$239K	0.02%	0	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	2,105	$238K	<0.01%	-80	13F-HR Timeline Group
D'Orazio & Associates, Inc.	2,103	$238K	0.03%	0	13F-HR Timeline
Bragg Financial Advisors, Inc	2,090	$236K	0.01%	new	13F-HR Timeline
Legacy Private Trust Co.	2,088	$236K	0.01%	0	13F-HR Timeline
ANB BANK	2,088	$236K	0.1%	-69	13F-HR Timeline
Sharp Wealth Advisory, LLC	2,086	$236K	0.12%	-56,091	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	2,082	$235K	0.21%	-154	13F-HR Timeline
Orange Investment Advisors, Inc.	2,075	$235K	0.03%	0	13F-HR/A Timeline
WADDELL & ASSOCIATES, LLC	2,071	$234K	0.01%	new	13F-HR Timeline
David J Yvars Group	2,067	$234K	0.13%	-345	13F-HR Timeline
Capital Advisors Wealth Management, LLC	2,063	$233K	0.03%	+30	13F-HR Timeline
Kuhn & Co Investment Counsel	2,055	$232K	0.15%	0	13F-HR Timeline
Aspen Wealth Management LLC	2,052	$232K	0.05%	+2	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	1,856	$231K	0.01%	-450	13F-HR Timeline
Horizon Investments, LLC	2,044	$231K	<0.01%	+923	13F-HR Timeline
Argentarii, LLC	2,044	$231K	0.08%	0	13F-HR Timeline
STAGE HARBOR FINANCIAL, LLC	2,040	$231K	0.15%	0	13F-HR Timeline
WESPAC Advisors, LLC	2,039	$231K	0.13%	0	13F-HR Timeline
Aventura Private Wealth, LLC	2,036	$230K	0.08%	+971	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	2,033	$230K	0.22%	0	13F-HR Timeline
Montis Financial, LLC	2,026	$229K	0.05%	new	13F-HR Timeline
Acorn Wealth Advisors, LLC	2,024	$229K	0.07%	-783	13F-HR Timeline
CAMBIENT FAMILY OFFICE, LLC	2,021	$229K	0.03%	0	13F-HR Timeline
Tranquility Partners, LLC	2,011	$227K	0.09%	+38	13F-HR Timeline
Princeton Global Asset Management LLC	2,005	$227K	0.04%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	2,004	$227K	0.01%	0	13F-HR Timeline
RDA Financial Network	2,002	$226K	0.06%	+332	13F-HR Timeline
Stelac Advisory Services LLC	2,000	$226K	0.05%	new	13F-HR Timeline
Western Reserve Capital Management, LLC	2,000	$226K	0.19%	0	13F-HR Timeline
Delos Wealth Advisors, LLC	1,992	$225K	0.13%	0	13F-HR Timeline
Integris Wealth Management, LLC	1,991	$225K	0.05%	0	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,981	$224K	0.11%	-18	13F-HR Timeline
EVOLVE PRIVATE WEALTH, LLC	1,977	$224K	0.01%	+16	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	1,976	$224K	0.01%	+1	13F-HR Timeline
North Forty Two & Co.	1,972	$223K	0.21%	0	13F-HR Timeline
SHP Wealth Management	1,970	$223K	0.02%	-27	13F-HR Timeline
Abacus Wealth Partners, LLC	1,969	$223K	0.02%	+341	13F-HR Timeline
REAP Financial Group, LLC	1,963	$222K	0.04%	+82	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	1,955	$221K	0.23%	-72	13F-HR Timeline
AIRE ADVISORS, LLC	1,952	$221K	0.04%	0	13F-HR Timeline
First National Bank of Mount Dora, Trus…	1,948	$220K	0.05%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	1,944	$220K	0.02%	-209	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	1,940	$219K	0.02%	0	13F-HR Timeline
E&G Advisors, LLC	1,940	$219K	0.05%	+100	13F-HR Timeline
DB Fitzpatrick & Co, Inc	1,937	$219K	0.19%	-96	13F-HR Timeline
First Business Financial Services, Inc.	1,933	$219K	0.02%	0	13F-HR Timeline
Wellington Grp LLC	1,933	$219K	0.07%	+1,605	13F-HR Timeline
Willis Investment Counsel	1,929	$218K	0.01%	0	13F-HR Timeline
Plan A Wealth LLC	1,921	$217K	0.1%	0	13F-HR Timeline
Imprint Wealth LLC	1,917	$217K	0.99%	0	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	1,603	$215K	0.08%	new	13F-HR Timeline
Black Diamond Financial, LLC	1,901	$215K	0.02%	new	13F-HR Timeline
KTF INVESTMENTS, LLC	1,900	$215K	0.04%	-100	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,898	$215K	0.1%	0	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,894	$214K	0.01%	0	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,890	$214K	0.14%	new	13F-HR Timeline
Axim Planning & Wealth	1,888	$214K	0.26%	-33	13F-HR Timeline
TrueWealth Financial Partners	1,883	$213K	0.08%	new	13F-HR Timeline
Midwest Financial Partners Investments,…	1,880	$213K	0.11%	0	13F-HR Timeline