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Disclosery

IVW ISHARES TR

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SHS (fund)

1,874 managers (1,893 13F filers) reported a position in IVW shares at 2025-06-30, 405,132,929 shares in all. 129 filers opened a position and 81 filers sold out during the quarter.

Managers
1,874
13F filers
1,893
New
129
Added
582
Reduced
765
Sold out
81
Shares held by filers
405,132,929

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,123,267$5.41B-3,431,015Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,378,341$4.67B0.32%-1,430,90313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,994,243$3.74B0.24%+1,053,98813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,692,565$2.06B0.17%-134,00613F-HRTimelineGroup
LPL Financial LLC18,628,952$2.05B0.68%-300,39313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,574,920$1.71B0.38%+39,48813F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,834,680$973M0.2%-114,46413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,499,823$936M0.23%+547,66313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,129,475$785M0.76%+43,14413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,356,266$700M0.11%-283,32913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,568,243$613M0.4%+76,45513F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,241,399$577M2.04%-132,81113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,553,707$501M0.01%-339,17413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,256,548$469M0.16%-87,75713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,250,432$468M1.61%-259,12713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,628,273$399M3.67%-314,71113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,617,068$398M0.57%-45,56013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,599,847$396M0.52%+66,59613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,418,138$376M1.98%+205,32213F-HRTimelineGroup
FIL Ltdin group FIL Ltd3,401,028$374M0.32%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,333,902$367M1.06%+13,84913F-HRTimeline
Cetera Investment Advisers3,285,356$362M0.61%-180,43113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,173,225$349M0.07%-25,04813F-HR/ATimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,786,865$307M2.11%+8,01513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,759,719$302M0.23%-1,737,37713F-HRTimelineGroup
HB Wealth Management, LLC2,279,446$251M2.01%-199,72913F-HRTimeline
Janney Montgomery Scott LLC2,244,255$247M0.65%-133,10513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,065,099$227M0.4%+82,15113F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,048,050$225M0.01%-75,98113F-HRTimelineGroup
SOFI WEALTH, LLC1,934,851$213M13.01%+77,84313F-HRTimeline
HighTower Advisors, LLC1,875,636$207M0.26%+96,65613F-HRTimeline
Foundations Investment Advisors, LLC1,829,233$201M3.18%+213,17813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,708,995$188M0.17%+1,311,06313F-HRTimelineGroup
NewEdge Advisors, LLC1,659,911$183M0.94%-346,94213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,656,326$182M0.13%-3,55413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,626,586$179M0.03%-98,37213F-HRTimelineGroup
Sanctuary Advisors, LLC1,356,044$149M0.92%-111,98013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,350,593$149M0.19%-251,86113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,267,831$140M0.25%+581,60013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,263,378$139M1.66%+14,01613F-HRTimeline
JB Capital LLC1,201,867$132M6.41%-96,16713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,189,481$131M0.19%-39,56213F-HRTimelineGroup
Rehmann Capital Advisory Group1,171,070$129M7.81%+88,60913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,137,915$125M6.92%+7,12513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding1,130,457$124M+10,669Timeline
Cambridge Investment Research Advisors,…1,128,060$124M0.38%-49,68313F-HRTimeline
MAI Capital Management1,114,092$123M0.85%+61,87913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,106,933$122M+152,026Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,098,355$121M0.98%-129,81913F-HRTimelineGroup
Modern Wealth Management, LLC1,083,566$119M2.96%-21,82113F-HR/ATimeline
COURIER CAPITAL LLC1,019,483$112M6.81%-7,98113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,005,071$111M1.86%-76,30113F-HRTimeline
COMERICA BANK985,456$108M0.42%+48413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.958,227$106M0.58%-28,70713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding945,196$104M+79,491Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.914,023$101M0.18%+6,68213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding871,153$95.9M-18,577Timeline
NorthCoast Asset Management LLC869,187$95.7M0.41%+288,12013F-HRTimeline
LVZ, Inc.859,735$94.7M11.35%+14,10513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…773,788$85.2M0.32%+15,93413F-HRTimelineGroup
Steward Partners Investment Advisory, L…763,497$84.1M0.66%+234,04813F-HRTimeline
Advocacy Wealth Management, LLC748,838$82.4M5.06%-56,18413F-HRTimeline
World Investment Advisors744,016$81.9M1.86%+380,04913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC733,202$80.7M3.14%-72,92113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP731,049$80.5M0.01%-3,69113F-HRTimelineGroup
Modera Wealth Management, LLC720,950$79.4M0.98%-12,73813F-HRTimeline
Calydon Capital703,346$77.4M7.59%+351,98813F-HRTimeline
Private Advisor Group, LLC691,656$76.2M0.41%+27,40413F-HRTimeline
EP Wealth Advisors, LLC679,544$74.8M0.49%+563,96013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…663,805$73.3M0.16%+12,95113F-HR/ATimelineGroup
AE Wealth Management LLC666,017$73.3M0.54%-63,45013F-HRTimeline
Salomon & Ludwin, LLC660,026$72.4M7.16%-27,82113F-HRTimeline
Creative Planningin group Creative Planning641,855$70.7M0.06%-16,71213F-HRTimelineGroup
Stegner Investment Associates Inc.635,921$70M42.9%-1,32913F-HRTimeline
Valmark Advisers, Inc.632,317$69.6M0.97%-48,07113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…615,606$68.2M0.11%+8,90513F-HRTimeline
SCS Capital Management LLC602,015$66.3M0.73%+29,86213F-HRTimeline
SilverOak Wealth Management LLC581,186$64M12.01%+3713F-HRTimeline
USA FINANCIAL FORMULAS573,100$63.1M10.77%-742,70713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/560,084$61.7M0.03%-18,13113F-HRTimelineGroup
Allworth Financial LP536,675$59.1M0.28%-6,62313F-HRTimeline
Austin Private Wealth, LLC532,183$58.6M4.64%-93,84213F-HRTimeline
Financiere des Professionnels - Fonds d…520,000$57.3M3.46%-190,00013F-HR/ATimeline
North Star Investment Management Corp.517,275$57M3.97%-5,40213F-HRTimeline
Integrated Wealth Concepts LLC515,263$56.7M0.57%-10,16313F-HRTimeline
Probity Advisors, Inc.506,561$55.8M9.79%+5,50313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…485,530$53.5M0.12%-883,32013F-HR/ATimelineGroup
Parallel Advisors, LLC476,097$52.4M1.05%+25,74513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS475,910$52.4M0.12%+15,56113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC468,852$51.6M1.35%-21,98713F-HRTimelineGroup
Waverly Advisors, LLC451,445$49.7M0.55%+43,55513F-HRTimeline
CHOREO, LLC445,816$49.1M0.68%-32,70913F-HRTimeline
OneDigital Investment Advisors LLC442,922$48.8M0.54%-51,31113F-HRTimeline
Atria Investments, Inc437,502$48.2M0.57%-26,06313F-HRTimeline
West Wealth Group, LLC419,087$47.9M11.92%-123,80513F-HRTimeline
Sigma Planning Corp427,873$47.1M1.42%+11,24113F-HRTimeline
Icon Wealth Advisors, LLC423,504$46.6M3.32%-41113F-HRTimeline
1834 INVESTMENT ADVISORS CO409,110$45M5.7%-31,43013F-HRTimeline
MA Private Wealth391,480$43.1M7.71%+62,96213F-HRTimeline
FINANCIAL LIFE ADVISORS389,746$42.9M14.68%-3,63313F-HRTimeline
Connecticut Wealth Management, LLC389,297$42.9M2.04%-5,74013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC384,442$42.3M0.8%+47,72713F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC377,513$41.6M15.24%+3,70413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV370,567$40.8M0.09%-29,47513F-HRTimeline
Lee Financial Co364,405$40.1M5.75%+7,20413F-HRTimeline
Foundation Wealth Management, LLC363,453$40M27.87%+4,24813F-HRTimeline
Clearstead Advisors, LLC362,641$39.9M0.56%+2,46113F-HRTimeline
&PARTNERS346,573$38.2M0.29%+132,04513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC343,062$37.8M0.03%-3,93613F-HRTimelineGroup
Busey Bank341,514$37.6M1.15%-3,78413F-HRTimeline
GREENLEAF TRUST341,181$37.6M0.33%+2,23813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding335,506$36.9M+2,140Timeline
LMG Wealth Partners, LLC334,529$36.8M7.57%-3,91413F-HRTimeline
Atria Wealth Solutions, Inc.332,486$36.6M0.83%-385,77513F-HRTimeline
Praetorian Wealth Management, Inc.324,536$35.7M8.22%-422,64413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC323,169$35.6M0.14%-7,17013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.322,406$35.5M2.37%-12,97613F-HRTimeline
Sharkey, Howes & Javer321,976$35.4M4.75%-4,42513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC321,673$35.4M0.06%-1,28113F-HRTimelineGroup
BOKF, NAin group BOKF, NA321,034$35.3M0.57%-26,31213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding316,812$34.9M-99,684Timeline
Orion Porfolio Solutions, LLC315,175$34.7M0.3%+51,04313F-HR/ATimeline
AMARILLO NATIONAL BANK312,922$34.5M6.4%-2,12813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…310,985$34.2M0.66%+151,12913F-HRTimelineGroup
Arkadios Wealth Advisors305,691$33.7M1.01%+38,03513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.302,048$33.3M3.42%-13,18613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding294,104$32.4M-132,192Timeline
Stone House Investment Management, LLC293,141$32.3M5.93%-22,01513F-HRTimeline
SteelPeak Wealth, LLC292,831$32.2M1.26%-26,83413F-HRTimeline
Powell Investment Advisors, LLC292,743$32.2M12.09%+21,41513F-HRTimeline
J.W. COLE ADVISORS, INC.288,427$31.8M0.68%+50,22513F-HRTimeline
Wealthspire Advisors, LLC285,670$31.5M0.18%-227,61213F-HRTimeline
Three Seasons Wealth, LLC283,996$31.3M3.59%+25,41413F-HRTimeline
Beacon Pointe Advisors, LLC279,731$30.8M0.32%+24313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK276,280$30.4M4.13%-6,41113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC276,164$30.4M0.75%+18,55513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC275,590$30.3M0.65%+1,13413F-HRTimeline
Silicon Valley Capital Partners274,726$30.2M3.16%-1,63213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP275,124$30.2M0.04%-234,71013F-HR/ATimelineGroup
First Horizon Advisors, Inc.272,896$30M0.78%-6,51313F-HRTimeline
Wilmington Savings Fund Society, FSB270,791$29.8M0.53%-10,32213F-HRTimeline
Stokes Family Office, LLC270,156$29.7M3.12%-20,18413F-HRTimeline
EWA, LLC265,975$29.3M9.22%-79,24613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC264,742$29.1M0.63%+71,30813F-HRTimeline
Gladstone Institutional Advisory LLC264,657$29.1M1.2%+16,36213F-HRTimeline
FIRST MERCHANTS CORP264,520$29.1M1.13%-4,75513F-HRTimeline
Blue Edge Capital, LLC263,075$29M4.31%-35713F-HRTimeline
PINKERTON WEALTH, LLC261,512$28.8M3.44%-873,83713F-HRTimeline
Pettinga Financial Advisors LLC260,255$28.7M6.28%-30,07513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC259,385$28.6M3.54%-2,64913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259,097$28.5M0.95%+60,58513F-HRTimelineGroup
First Heartland Consultants, Inc.258,099$28.4M2.53%+83,75013F-HRTimeline
Horst & Graben Wealth Management LLC255,430$28.1M4.66%-33,48413F-HRTimeline
Sequoia Financial Advisors, LLC254,899$28.1M0.19%+4,58713F-HRTimeline
High Falls Advisors, Inc252,044$27.8M6.14%-37,09113F-HRTimeline
Financial Engines Advisors L.L.C.251,213$27.7M0.06%-23,79713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC250,770$27.6M4.33%+6,93613F-HRTimeline
ShoreHaven Wealth Partners, LLC250,570$27.6M11.3%-9,21113F-HRTimeline
Smith Anglin Financial, LLC248,802$27.4M2.48%+37,62213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers248,604$27.4M0.04%+98,82613F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV248,054$27.3M8.38%-1,22013F-HRTimeline
Graypoint LLC245,528$27M1.52%+14,24013F-HRTimeline
KWMG, LLC244,848$27M2.53%+2,48013F-HRTimeline
BARINGS LLCin group BARINGS LLC244,432$26.9M0.63%+211,58113F-HRTimelineGroup
Security Financial Services, INC.244,403$26.9M4.75%-19,31213F-HRTimeline
ADG Wealth Management Group, LLC243,373$26.8M22.81%+37,46813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding242,205$26.7M-2,207Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC241,400$26.6M0.02%+77,56313F-HRTimelineGroup
Global Retirement Partners, LLC241,360$26.6M0.66%13F-HRTimeline
IFP Advisors, Inc240,326$26.5M0.75%+204,57513F-HRTimeline
Csenge Advisory Group249,776$25.9M1.36%-4,09313F-HRTimeline
MCMORGAN & CO LLC234,140$25.8M3.8%-4,72713F-HRTimeline
Detalus Advisors, LLC232,067$25.6M7.41%-7,85013F-HRTimeline
Merit Financial Group, LLC230,405$25.4M0.28%+7,81113F-HRTimeline
SPC Financial, Inc.228,798$25.2M2.11%-4,84313F-HRTimeline
INTEGRITY ALLIANCE, LLC.228,782$25.2M1.38%-140,20213F-HRTimeline
Sharp Wealth Advisory, LLC228,223$25.1M16.21%+23,72813F-HRTimeline
Per Stirling Capital Management, LLC.225,622$24.8M3.24%-2,75713F-HRTimeline
WEALTH ALLIANCE, LLC222,982$24.6M2.74%+29,76113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.222,709$24.5M1.19%-18,70913F-HRTimelineGroup
Saiph Capital, LLC221,825$24.4M9.51%-24,89813F-HRTimeline
Western Wealth Management, LLC221,708$24.4M1.45%-2,91413F-HRTimeline
Avior Wealth Management, LLC221,662$24.4M0.84%+1,83013F-HRTimeline
Arax Advisory Partners193,687$23.9M1.1%+177,46513F-HRTimeline
Composition Wealth, LLC216,246$23.8M0.4%+2,09313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management214,890$23.7M0.31%+4,55013F-HRTimelineGroup
One Wealth Advisors, LLC212,095$23.4M3.25%-25,45713F-HRTimeline
GHP Investment Advisors, Inc.206,911$22.8M1.01%-2,38313F-HRTimeline
Farther Finance Advisors, LLC206,510$22.7M0.46%-162,22113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management201,582$22.2M0.8%-4,40613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…198,742$21.9M0.35%+22,07813F-HRTimelineGroup
Guidance Point Advisors, LLC197,901$21.8M5.6%-76413F-HRTimeline
Scissortail Wealth Management, LLC197,037$21.7M5.21%+1,23013F-HRTimeline
Avantax Planning Partners, Inc.196,354$21.6M0.69%+31,34713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO193,825$21.3M0.02%-3,53113F-HRTimelineGroup
Physician Wealth Advisors, Inc.191,498$21.1M3.31%-34,02513F-HRTimeline
Blue Trust, Inc.189,777$20.9M0.25%-29,59413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.189,534$20.9M0.26%-43113F-HRTimelineGroup
Kelly Financial Services LLC186,207$20.5M6.04%-14,24113F-HRTimeline
Dynasty Wealth Management, LLC185,503$20.4M0.35%-37,53113F-HRTimeline