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Disclosery

IVW ISHARES TR

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SHS (fund)

1,825 managers (1,843 13F filers) reported a position in IVW shares at 2025-03-31, 410,675,386 shares in all. 86 filers opened a position and 102 filers sold out during the quarter.

Managers
1,825
13F filers
1,843
New
86
Added
666
Reduced
711
Sold out
102
Shares held by filers
410,675,386

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding52,554,282$4.88B+968,854Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,809,244$4.07B0.31%-1,069,24313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,940,255$3.06B0.22%+309,31013F-HRTimelineGroup
LPL Financial LLC18,929,345$1.76B0.68%+988,95513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,826,571$1.75B0.16%+272,55913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,535,432$1.44B0.35%-1,067,26513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,949,144$831M0.18%-298,80513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,952,160$738M0.2%-23,69013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,086,331$658M0.7%+114,99013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,639,595$616M0.12%+279,85913F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,491,788$510M0.27%+13,59713F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,374,210$499M1.99%-2,89913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,892,881$454M0.01%+255,89813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,509,559$419M1.53%-121,06313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,497,096$416M0.37%-1,391,14813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,344,305$403M0.15%-155,64513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,942,984$366M4.5%+125,44213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,662,628$340M0.57%-5,96713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,533,251$328M0.46%+147,16913F-HRTimeline
Cetera Investment Advisers3,465,787$322M0.62%+253,38313F-HRTimeline
MML INVESTORS SERVICES, LLC3,320,053$308M1.03%+283,24113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,212,816$298M1.76%+85,33913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,198,273$297M0.07%-282,14913F-HR/ATimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,778,850$258M1.92%-41,47513F-HRTimelineGroup
HB Wealth Management, LLC2,479,175$230M1.93%-4,04113F-HRTimeline
Janney Montgomery Scott LLC2,377,360$221M0.63%+70,97313F-HRTimeline
FMR LLCin group FMR LLC2,124,031$197M0.01%-5,79613F-HRTimelineGroup
NewEdge Advisors, LLC2,006,853$186M1.11%+149,00613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,982,948$184M0.41%-19,22513F-HRTimelineGroup
SOFI WEALTH, LLC1,857,008$172M12.96%+1,811,97413F-HRTimeline
HighTower Advisors, LLC1,778,980$165M0.22%-54,29713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,724,958$160M0.03%+103,76413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,659,880$154M0.13%+5,60013F-HRTimelineGroup
Foundations Investment Advisors, LLC1,616,055$150M2.77%+172,03313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,602,454$149M0.2%-56,02013F-HRTimelineGroup
Sanctuary Advisors, LLC1,468,024$136M0.96%+47,02613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,368,850$134M0.29%+48,39813F-HR/ATimelineGroup
USA FINANCIAL FORMULAS1,315,807$122M20.17%+488,60313F-HRTimeline
JB Capital LLC1,298,034$120M6.64%+48,50313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,249,362$116M1.6%+64,75513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,229,043$114M0.18%+37,94413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,228,174$114M0.98%-41,39313F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,177,743$109M0.37%+152,55413F-HRTimeline
PINKERTON WEALTH, LLC1,135,349$105M13.68%+747,19413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,130,790$105M6.18%-25,97713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,119,788$104M+20,788Timeline
Modern Wealth Management, LLC1,105,387$103M3.28%+229,16713F-HR/ATimeline
Rehmann Capital Advisory Group1,082,461$100M6.33%+5,00513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,081,372$100M1.87%-276,27613F-HRTimeline
MAI Capital Management1,052,213$97.7M0.74%-151,55713F-HRTimeline
COURIER CAPITAL LLC1,027,464$95.4M6.24%-1,04113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.986,934$91.6M0.56%+84,54813F-HRTimeline
COMERICA BANK984,972$91.4M0.38%-4,21913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding954,907$88.6M+3,111Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.907,341$84.2M0.16%-7,65113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding889,730$82.6M-18,268Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding865,705$80.4M+30,413Timeline
LVZ, Inc.845,630$78.5M10.3%-100,76213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC806,123$74.8M3.21%+623,55513F-HRTimelineGroup
Advocacy Wealth Management, LLC805,022$74.7M5.09%+85,78013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…757,854$70.4M0.28%-26,59513F-HRTimelineGroup
Praetorian Wealth Management, Inc.747,180$69.4M16.91%+2,57913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP734,740$68.2M0.01%+2,07913F-HRTimelineGroup
Modera Wealth Management, LLC733,688$68.1M0.92%-20,55313F-HRTimeline
AE Wealth Management LLC729,467$67.7M0.57%-28,98113F-HRTimeline
Atria Wealth Solutions, Inc.718,261$66.7M0.8%+8,64913F-HRTimeline
Financiere des Professionnels - Fonds d…710,000$65.9M4.26%new13F-HRTimeline
Salomon & Ludwin, LLC687,847$63.9M6.81%-19,94413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP686,231$63.7M0.14%-400,10013F-HRTimelineGroup
Valmark Advisers, Inc.680,388$63.2M0.95%-14,90013F-HRTimeline
Private Advisor Group, LLC664,252$61.7M0.37%+79,73813F-HRTimeline
Creative Planningin group Creative Planning658,567$61.1M0.06%+82,17413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…650,854$60.4M0.15%+45,01313F-HRTimelineGroup
Stegner Investment Associates Inc.637,250$59.2M41.36%+6,07613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Austin Private Wealth, LLC626,025$58.1M5.22%+43,58813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…606,701$56.3M0.11%+10,17813F-HRTimeline
SilverOak Wealth Management LLC581,149$53.9M11.67%+3,51313F-HRTimeline
NorthCoast Asset Management LLC581,067$53.9M0.27%+8,44913F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/578,215$53.7M0.03%-19,68113F-HRTimelineGroup
SCS Capital Management LLC572,153$53.1M0.68%+6,51413F-HR/ATimeline
West Wealth Group, LLC542,892$50.8M15%+8,20413F-HRTimeline
Allworth Financial LP543,298$50.4M0.28%-7,54613F-HRTimeline
Steward Partners Investment Advisory, L…529,449$49.1M0.43%+30,17113F-HRTimeline
Integrated Wealth Concepts LLC525,426$48.8M0.57%-48,25813F-HRTimeline
North Star Investment Management Corp.522,677$48.5M3.53%+40813F-HRTimeline
Wealthspire Advisors, LLC513,282$47.6M0.28%+332,76613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP509,834$47.3M0.08%+240,60213F-HRTimelineGroup
Probity Advisors, Inc.501,058$46.5M8.93%+1,34813F-HRTimeline
OneDigital Investment Advisors LLC494,233$45.9M0.54%-58,59313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC490,839$45.6M1.36%-36,41613F-HRTimelineGroup
CHOREO, LLC478,525$44.4M0.69%-18,06413F-HRTimeline
Atria Investments, Inc463,565$43M0.55%+18,56413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS460,349$42.7M0.11%+7,33513F-HRTimeline
Parallel Advisors, LLC450,352$41.8M0.95%-90413F-HRTimeline
1834 INVESTMENT ADVISORS CO440,540$40.9M5.28%-12,40113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding426,296$40.3M-19,860Timeline
Icon Wealth Advisors, LLC423,915$39.4M3.24%+35,97013F-HRTimeline
Sigma Planning Corp416,632$38.7M1.23%-53,82413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co416,496$38.7M0.01%-26,06613F-HR/ATimelineGroup
Waverly Advisors, LLC407,890$37.9M0.46%+39,20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV400,042$37.1M0.09%+40,82313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …397,932$36.9M0.03%+364,30613F-HRTimelineGroup
Connecticut Wealth Management, LLC395,037$36.7M1.92%-28,78013F-HRTimeline
FINANCIAL LIFE ADVISORS393,379$36.5M13.61%+40713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC373,809$34.7M14.12%+6,24513F-HRTimeline
Farther Finance Advisors, LLC368,731$34.5M0.88%+91,41013F-HRTimeline
INTEGRITY ALLIANCE, LLC.368,984$34.3M1.36%+136,45513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding336,715$34.2M-5,296Timeline
World Investment Advisors363,967$33.8M0.88%-223,90213F-HRTimeline
Clear Creek Financial Management, LLC362,022$33.6M3.48%+80,18013F-HRTimeline
Clearstead Advisors, LLC360,180$33.4M0.52%-95913F-HRTimeline
Foundation Wealth Management, LLC359,205$33.3M26.12%-4,74713F-HRTimeline
Lee Financial Co357,201$33.2M5.06%+10,99613F-HRTimeline
Calydon Capital351,358$32.6M6.07%+3,01513F-HRTimeline
BOKF, NAin group BOKF, NA347,346$32.2M0.57%-25,35413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC346,998$32.2M0.02%+20,99113F-HRTimelineGroup
Busey Bank345,298$32.1M1.08%-5,95013F-HRTimeline
EWA, LLC345,221$32M11.91%+13,77913F-HRTimeline
TOWNSQUARE CAPITAL LLC343,167$31.9M0.34%+165,45613F-HRTimeline
GREENLEAF TRUST338,943$31.5M0.29%-14,47813F-HRTimeline
LMG Wealth Partners, LLC338,443$31.4M7%-3,17313F-HRTimeline
BOK Financial Private Wealth, Inc.335,382$31.1M2.34%-11,71813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding333,366$30.9M-92,122Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC330,339$30.7M0.13%-1,84713F-HRTimelineGroup
MA Private Wealth328,518$30.5M5.74%+4,57213F-HRTimeline
Sharkey, Howes & Javer326,401$30.3M4.33%+58,71513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC322,954$30M0.06%-10,34513F-HRTimelineGroup
SteelPeak Wealth, LLC319,665$29.7M1.26%+19,48613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.315,234$29.3M3.14%-27,15213F-HRTimeline
Stone House Investment Management, LLC315,156$29.3M5.93%+53,89213F-HRTimeline
AMARILLO NATIONAL BANK315,050$29.2M5.69%-9,56213F-HRTimeline
Sterling Investment Counsel, LLC296,330$27.5M9.41%+126,34713F-HRTimeline
Transform Wealth, LLC291,475$27.1M1.64%+82,77013F-HRTimeline
Stokes Family Office, LLC290,340$27M3.03%-17,62813F-HRTimeline
Pettinga Financial Advisors LLC290,330$27M6.34%+2,58013F-HRTimeline
High Falls Advisors, Inc289,135$26.8M6.3%+2,20513F-HRTimeline
Horst & Graben Wealth Management LLC288,914$26.8M4.81%+5,21013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK282,691$26.2M3.83%-18,48513F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB281,113$26.1M0.49%-2,31713F-HRTimeline
Beacon Pointe Advisors, LLC279,488$25.9M0.29%+10,80613F-HRTimeline
First Horizon Advisors, Inc.279,409$25.9M0.73%+19,12413F-HRTimeline
Silicon Valley Capital Partners276,358$25.6M3.34%-1,88713F-HRTimeline
Financial Engines Advisors L.L.C.275,010$25.5M0.05%-29,12213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC274,456$25.5M0.61%-17,59413F-HRTimeline
Powell Investment Advisors, LLC271,328$25.2M12.37%+10,33613F-HRTimeline
FIRST MERCHANTS CORP269,275$25M1%-25,31413F-HRTimeline
Arkadios Wealth Advisors267,656$24.8M0.94%+191,91513F-HRTimeline
Orion Porfolio Solutions, LLC264,132$24.5M0.24%-5,63613F-HRTimeline
Orion Portfolio Solutions, LLC264,132$24.5M0.24%-5,63613F-HR/ATimeline
Security Financial Services, INC.263,715$24.5M4.86%+5,66513F-HRTimeline
Blue Edge Capital, LLC263,432$24.5M3.93%+13,47213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC262,034$24.3M3.31%-1,19813F-HRTimeline
IEQ CAPITAL, LLC261,313$24.3M0.19%+109,05113F-HRTimeline
ShoreHaven Wealth Partners, LLC259,781$24.1M11.55%+18,58613F-HRTimeline
Three Seasons Wealth, LLC258,582$24M11.89%+252,13313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC257,609$23.9M0.66%-64,02013F-HRTimeline
Advisory Services Network, LLC254,495$23.6M0.45%+3,09913F-HRTimeline
Sequoia Financial Advisors, LLC250,312$23.2M0.18%+75,81913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV249,274$23.1M7.94%+99513F-HRTimeline
Gladstone Institutional Advisory LLC248,295$23M1.07%+7,18213F-HRTimeline
Saiph Capital, LLC246,723$22.9M10.94%-11,98613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding244,412$22.7M+88,241Timeline
LIBERTY WEALTH MANAGEMENT LLC243,834$22.6M4.33%+12,49913F-HR/ATimeline
KWMG, LLC242,368$22.5M2.29%-6,39213F-HRTimeline
Csenge Advisory Group253,869$22.5M1.27%-4,18413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.241,418$22.4M1.23%+3,17913F-HR/ATimelineGroup
NORDEN GROUP LLC240,817$22.4M2.57%+164,16513F-HRTimeline
Detalus Advisors, LLC239,917$22.3M6.99%+2713F-HRTimeline
MCMORGAN & CO LLC238,867$22.2M3.55%+1,92913F-HRTimeline
J.W. COLE ADVISORS, INC.238,202$22.1M0.69%-9,17213F-HRTimeline
Camarda Financial Advisors, LLC237,905$22.1M9.96%+101,84413F-HRTimeline
One Wealth Advisors, LLC237,552$22.1M3.29%-24213F-HRTimeline
SPC Financial, Inc.233,641$21.7M1.91%-3,29913F-HRTimeline
Graypoint LLC231,288$21.5M1.34%-14,21613F-HRTimeline
Per Stirling Capital Management, LLC.228,379$21.2M3.05%-103,61213F-HRTimeline
Physician Wealth Advisors, Inc.225,523$20.9M3.6%+11,40313F-HRTimeline
Western Wealth Management, LLC224,622$20.9M1.38%+1,69013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.224,328$20.8M0.2%+64,15313F-HRTimelineGroup
Dynasty Wealth Management, LLC223,034$20.7M0.34%+47,85613F-HRTimeline
Merit Financial Group, LLC222,594$20.7M0.31%-57,40613F-HRTimeline
Avior Wealth Management, LLC219,832$20.4M0.77%-84013F-HRTimeline
Blue Trust, Inc.219,371$20.4M0.26%-43413F-HRTimeline
B. Riley Wealth Advisors, Inc.218,927$20.3M0.62%+74,49413F-HRTimeline
Financial Advocates Investment Manageme…214,830$19.9M1.4%+45,50513F-HRTimeline
Composition Wealth, LLC214,153$19.9M0.4%+3,11413F-HRTimeline
&PARTNERS214,528$19.8M0.21%-13,10413F-HRTimeline
Smith Anglin Financial, LLC211,180$19.6M2.08%-32,50313F-HRTimeline
Keystone Financial Services210,987$19.6M7.46%+4,30713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management210,340$19.5M0.28%+7,03513F-HRTimelineGroup
GHP Investment Advisors, Inc.209,294$19.4M0.93%-3,79313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205,988$19.1M0.61%+2,08913F-HRTimelineGroup
ADG Wealth Management Group, LLC205,905$19.1M18.02%-2,78013F-HRTimeline
Sharp Wealth Advisory, LLC204,495$19M14.53%+149,68613F-HRTimeline
Yeomans Consulting Group, Inc.204,453$19M7.34%new13F-HRTimeline
Kelly Financial Services LLC200,448$18.6M6.47%+6,94313F-HRTimeline
Guidance Point Advisors, LLC198,665$18.4M5.25%+1,47213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC198,512$18.4M0.69%+11,12313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO197,356$18.3M0.02%-10,17713F-HR/ATimelineGroup
Geneos Wealth Management Inc.195,119$18.3M0.27%+102,42413F-HRTimeline
Scissortail Wealth Management, LLC195,807$18.2M4.67%-3,74913F-HRTimeline