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Disclosery

IVW ISHARES TR

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SHS (fund)

1,859 managers (1,879 13F filers) reported a position in IVW shares at 2024-12-31, 410,491,259 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
1,859
13F filers
1,879
New
85
Added
578
Reduced
694
Sold out
57
Shares held by filers
410,491,259

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding51,585,428$5.24B-898,527Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,878,487$4.56B0.36%+764,97013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,630,945$3.31B0.23%-709,46113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,554,012$1.88B0.17%-59,69413F-HRTimelineGroup
LPL Financial LLC17,940,390$1.82B0.74%+2,257,49313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,602,697$1.69B0.41%+999,88213F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,247,949$939M0.21%+35,35513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,975,850$810M0.21%+186,79613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,971,341$708M0.74%-504,06713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,359,736$646M0.12%-82,69513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,888,244$598M0.57%-2,443,66413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,478,191$556M0.37%+148,96013F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,377,109$546M2.27%-336,14713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,636,983$471M0.01%-261,61913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,630,622$470M1.58%-36,67413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,499,950$457M0.17%13F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,817,542$388M3.99%+15,62313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,668,595$372M0.63%-89,84313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,480,422$353M0.08%-31,69013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,386,082$344M0.5%+117,84113F-HRTimeline
Cetera Investment Advisers3,212,404$326M0.68%+33,86113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,127,477$318M1.98%+1,038,54813F-HRTimelineGroup
FIL Ltdin group FIL Ltd3,047,709$309M0.29%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,036,812$308M1.06%+57,93313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,820,325$286M2.1%-51,32313F-HRTimelineGroup
HB Wealth Management, LLC2,483,216$252M2.58%-34,16513F-HRTimeline
Janney Montgomery Scott LLC2,306,387$234M0.65%-57,80713F-HRTimeline
FMR LLCin group FMR LLC2,129,827$216M0.01%-22,09113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,002,173$194M0.44%+111,36213F-HR/ATimelineGroup
NewEdge Advisors, LLC1,857,847$189M1.13%+246,98713F-HRTimeline
HighTower Advisors, LLC1,833,277$186M0.25%-20,40413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,658,474$168M0.22%-1,802,89313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,654,280$168M0.14%+8,89313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,621,194$165M0.03%-18,77513F-HRTimelineGroup
Sanctuary Advisors, LLC1,420,998$149M0.94%+8,77613F-HRTimeline
Foundations Investment Advisors, LLC1,444,022$147M2.83%+14,89613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,357,648$138M2.67%-101,84113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,320,452$134M0.26%-117,73913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,269,567$129M1.09%-75,19913F-HRTimelineGroup
JB Capital LLC1,249,531$127M7.1%-21,70513F-HRTimeline
MAI Capital Management1,203,770$122M0.91%+243,24213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,191,099$121M0.19%+37,24013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,184,607$120M1.68%-35,20313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,156,767$117M7.07%-23,20413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,099,000$112M+19,647Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,086,331$110M-551,069Timeline
Rehmann Capital Advisory Group1,077,456$109M6.93%+21,15213F-HRTimeline
COURIER CAPITAL LLC1,028,505$104M7.2%-11,65513F-HRTimeline
Cambridge Investment Research Advisors,…1,025,189$104M0.35%+29,54313F-HRTimeline
COMERICA BANK989,191$100M0.41%-33,61613F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding951,796$96.6M+448,542Timeline
LVZ, Inc.946,392$96.1M12.32%-6,94713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.914,992$92.9M0.18%-57,83713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding907,998$92.2M-26,404Timeline
AVANTAX ADVISORY SERVICES, INC.902,386$91.6M0.58%+106,45813F-HRTimeline
Modern Wealth Management, LLC876,220$89M3.32%+67,72813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding835,292$84.8M+78,754Timeline
USA FINANCIAL FORMULAS827,204$84M13.2%-10,88513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…784,449$79.6M0.31%-26,32513F-HRTimelineGroup
AE Wealth Management LLC758,448$77M0.65%-40,04713F-HRTimeline
Modera Wealth Management, LLC754,241$76.6M0.92%-7,81413F-HRTimeline
Praetorian Wealth Management, Inc.744,601$75.6M18.37%-5,43513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP732,661$74.4M0.01%+10,54713F-HRTimelineGroup
Advocacy Wealth Management, LLC719,242$73M5.55%+33,33513F-HRTimeline
Atria Wealth Solutions, Inc.709,612$72M0.79%-24,69413F-HRTimeline
Salomon & Ludwin, LLC707,791$71.9M7.61%-53,68513F-HRTimeline
Valmark Advisers, Inc.695,288$70.6M1.09%-24,73613F-HRTimeline
Peninsula Wealth, LLC649,125$65.9M11.23%+24,40513F-HRTimeline
Stegner Investment Associates Inc.631,174$64.1M42.41%-9,53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…605,841$61.5M0.16%+84,20813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/597,896$60.7M0.03%-21,48613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…596,523$60.6M0.12%+58,73313F-HR/ATimeline
World Investment Advisors587,869$59.7M1.64%+315,89613F-HRTimeline
Private Advisor Group, LLC584,514$59.3M0.33%+3,68713F-HRTimeline
Austin Private Wealth, LLC582,437$59.1M5.55%+12,41213F-HRTimeline
Arvest Bank Trust Division582,426$59.1M3.56%-12,56813F-HRTimeline
SilverOak Wealth Management LLC577,636$58.6M12.62%+21813F-HRTimeline
Creative Planningin group Creative Planning576,393$58.5M0.06%+69,97813F-HRTimelineGroup
Allworth Financial LP550,844$58.5M0.32%-5,29813F-HRTimeline
Integrated Wealth Concepts LLC573,684$58.2M0.68%-11,34113F-HRTimeline
NorthCoast Asset Management LLC572,618$58.1M0.29%-8,79813F-HR/ATimeline
SCS Capital Management LLC565,639$57.4M1.18%+82,98413F-HRTimeline
OneDigital Investment Advisors LLC552,826$56.1M0.65%-99,21413F-HRTimeline
West Wealth Group, LLC534,688$54.3M16.2%+22,71113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC527,255$53.5M1.64%+3,10813F-HRTimelineGroup
North Star Investment Management Corp.522,269$53M3.69%-7,85913F-HRTimeline
Probity Advisors, Inc.499,710$50.7M9.77%-4,18313F-HRTimeline
Steward Partners Investment Advisory, L…499,278$50.7M0.45%-55,84313F-HRTimeline
CHOREO, LLC496,589$50.5M0.73%-4,36713F-HRTimeline
Sigma Planning Corp470,456$47.8M1.5%-36,25713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS453,014$46M0.13%-14,75713F-HRTimeline
1834 INVESTMENT ADVISORS CO452,941$46M5.82%-25,55813F-HRTimeline
Parallel Advisors, LLC451,256$45.8M1.04%+35,75313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding446,156$45.3M+8,935Timeline
Atria Investments, Inc445,001$45.2M0.56%-36,58713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co442,562$44.9M0.01%-116,96113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding425,488$43.2M+5,669Timeline
Connecticut Wealth Management, LLC423,817$43M2.11%-16,62113F-HRTimeline
PKS Advisory Services, LLC71,896$42.3M10.59%13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC414,700$42.1M0.21%+247,60013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK404,076$41M0.82%-28,63513F-HRTimeline
FINANCIAL LIFE ADVISORS392,972$39.9M14.99%+14,64413F-HRTimeline
PINKERTON WEALTH, LLC388,155$39.4M5.72%-10,98513F-HRTimeline
Icon Wealth Advisors, LLC387,945$39.4M3.24%-21,98913F-HRTimeline
Quantitative Strategies, Inc.371,664$37.7M20.18%-6,16713F-HRTimeline
BOKF, NAin group BOKF, NA372,700$37.7M0.64%+24,65513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC370,180$37.6M0.02%+138,92313F-HRTimelineGroup
Waverly Advisors, LLC368,690$37.4M0.58%+39,77213F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC367,564$37.3M15.07%+7,34913F-HRTimeline
Foundation Wealth Management, LLC363,952$37M28.69%-7,22813F-HRTimeline
Clearstead Advisors, LLC361,139$36.7M0.56%-3,63613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV359,219$36.5M0.09%-18,25413F-HRTimeline
GREENLEAF TRUST353,421$35.9M0.33%-1,70113F-HRTimeline
Busey Bank351,248$35.7M1.17%-1,55413F-HRTimeline
Calydon Capital348,343$35.4M6.95%+59,62013F-HRTimeline
BOK Financial Private Wealth, Inc.347,100$35.2M2.56%-9,84513F-HRTimeline
Lee Financial Co346,205$35.2M4.94%+6,00713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.342,386$34.8M3.71%-5,01913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding342,011$34.7M+20,475Timeline
LMG Wealth Partners, LLC341,616$34.7M7.56%+1,11213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC333,299$33.8M0.07%+81,77813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC332,186$33.7M0.15%+20,33713F-HRTimelineGroup
Per Stirling Capital Management, LLC.331,991$33.7M4.78%+97,30713F-HRTimeline
EWA, LLC331,442$33.7M12.64%+5,92313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC326,007$33.1M0.03%-10,24313F-HRTimelineGroup
AMARILLO NATIONAL BANK324,612$33M6.05%-40713F-HRTimeline
MA Private Wealth323,946$32.9M6.15%+6,07413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC321,629$32.7M0.91%-11,81513F-HRTimeline
Stokes Family Office, LLC307,968$31.3M3.34%-19,92313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…306,896$31.2M0.84%-17,81113F-HRTimelineGroup
Financial Engines Advisors L.L.C.304,132$30.9M0.06%-25,78213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK301,176$30.6M0.99%-26,36713F-HRTimelineGroup
SteelPeak Wealth, LLC300,179$30.5M1.26%-12,40413F-HRTimeline
FIRST MERCHANTS CORP294,589$29.9M1.15%+2,62713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC292,050$29.7M0.68%+1,24213F-HRTimeline
Pettinga Financial Advisors LLC287,750$29.2M6.61%-11,04113F-HRTimeline
High Falls Advisors, Inc286,930$29.1M6.76%-18,23213F-HRTimeline
Horst & Graben Wealth Management LLC283,704$28.8M5.13%-18,18513F-HRTimeline
Wilmington Savings Fund Society, FSB283,430$28.8M0.52%-4,34413F-HRTimeline
Clear Creek Financial Management, LLC281,842$28.6M3.09%+101,21513F-HRTimeline
Merit Financial Group, LLC280,000$28.4M0.51%+133,23613F-HRTimeline
Silicon Valley Capital Partners278,245$28.3M3.15%-3,01513F-HRTimeline
Farther Finance Advisors, LLC277,321$28.2M1.02%+36,35613F-HRTimeline
Orion Porfolio Solutions, LLC269,768$27.4M0.27%-12,98313F-HRTimeline
Orion Portfolio Solutions, LLC269,768$27.4M0.27%-12,98313F-HRTimeline
Beacon Pointe Advisors, LLC268,682$27.3M0.3%+24,68313F-HRTimeline
Sharkey, Howes & Javer267,686$27.2M3.82%-15,87113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC263,232$26.7M3.62%+9,01013F-HRTimeline
Stone House Investment Management, LLC261,264$26.5M6.74%-52,29813F-HRTimeline
Powell Investment Advisors, LLC260,992$26.5M12.27%+1,23413F-HRTimeline
First Horizon Advisors, Inc.260,285$26.4M0.74%+2,07813F-HRTimeline
Saiph Capital, LLC258,709$26.3M11.92%-5,02213F-HRTimeline
Csenge Advisory Group258,053$26.2M1.42%-19,51513F-HRTimeline
Security Financial Services, INC.258,050$26.2M5.33%-13,45513F-HRTimeline
Advisory Services Network, LLC251,396$25.5M0.48%+23,67813F-HRTimeline
Blue Edge Capital, LLC249,960$25.4M3.99%-29,37513F-HRTimeline
KWMG, LLC248,760$25.3M2.6%-10,70913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV248,279$25.2M8.23%-56113F-HRTimeline
J.W. COLE ADVISORS, INC.247,374$25.1M1.01%-4,67913F-HRTimeline
Graypoint LLC245,504$24.9M1.51%+35,76613F-HRTimeline
Smith Anglin Financial, LLC243,683$24.7M2.32%-1,23913F-HRTimeline
ShoreHaven Wealth Partners, LLC241,195$24.5M11.57%-1,71913F-HRTimeline
Gladstone Institutional Advisory LLC241,113$24.5M1.14%+32,43513F-HRTimeline
Asset Management One Co., Ltd.235,900$24.4M0.08%-3,70013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP269,232$24.4M0.04%-15,36313F-HRTimelineGroup
Detalus Advisors, LLC239,890$24.4M8.02%-1,41113F-HRTimeline
Invst, LLC238,615$24.2M2.94%-5,64613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.238,239$24.2M1.33%+186,08613F-HR/ATimelineGroup
One Wealth Advisors, LLC237,794$24.1M3.58%+2,28813F-HRTimeline
SPC Financial, Inc.236,940$24.1M2.1%-3,49313F-HRTimeline
MCMORGAN & CO LLC236,938$24.1M3.72%-21,81213F-HRTimeline
INTEGRITY ALLIANCE, LLC.232,529$23.6M2.56%13F-HRTimeline
WEALTH ALLIANCE, LLC231,942$23.5M2.82%-4,73913F-HRTimeline
&PARTNERS227,632$23.5M0.28%+45,25913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC231,335$23.5M3.91%-6,44313F-HRTimeline
Western Wealth Management, LLC222,932$22.6M1.48%-21,61513F-HR/ATimeline
Avior Wealth Management, LLC220,672$22.4M0.82%+16,75213F-HRTimeline
Blue Trust, Inc.219,805$22.3M0.29%-57,48813F-HR/ATimeline
Physician Wealth Advisors, Inc.214,120$21.7M3.67%-5,46213F-HRTimeline
GHP Investment Advisors, Inc.213,087$21.6M1.01%-27,96013F-HRTimeline
Composition Wealth, LLC211,039$21.4M0.43%+2,04813F-HRTimeline
Transform Wealth, LLC208,705$21.2M1.18%+2,85813F-HRTimeline
ADG Wealth Management Group, LLC208,685$21.2M18.81%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO207,533$21.1M0.03%-11,52713F-HRTimelineGroup
Keystone Financial Services206,680$21M8.03%+2,54613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management203,899$20.7M0.64%+5,98513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management203,305$20.6M0.3%-25,14113F-HRTimelineGroup
UMB Bank, n.a.199,822$20.3M0.32%+1,33913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Scissortail Wealth Management, LLC199,556$20.3M5.19%+198,74213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…198,991$20.2M0.39%+12,17613F-HRTimelineGroup
Guidance Point Advisors, LLC197,193$20M5.63%+3,47013F-HRTimeline
Ifrah Financial Services, Inc.194,612$19.8M5.46%-7,48713F-HRTimeline
Adaptive Financial Consulting, LLC194,214$19.7M8.18%-1,88613F-HRTimeline
Kelly Financial Services LLC193,505$19.6M7.08%-2,66013F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.193,033$19.6M0.27%-41713F-HRTimelineGroup
Cresset Asset Management, LLC192,428$19.5M0.09%-30,79413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…182,989$19.4M1.1%-10,84713F-HRTimeline
M1 Capital Management LLC191,233$19.4M10.49%13F-HRTimeline
FAS Wealth Partners, Inc.188,416$19.1M1.61%-3,34213F-HRTimeline
CFS Investment Advisory Services, LLC188,368$19.1M1.71%-12,28413F-HRTimeline