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Disclosery

IVW ISHARES TR

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SHS (fund)

1,922 managers (1,941 13F filers) reported a position in IVW shares at 2025-09-30, 399,601,043 shares in all. 114 filers opened a position and 56 filers sold out during the quarter.

Managers
1,922
13F filers
1,941
New
114
Added
606
Reduced
767
Sold out
56
Shares held by filers
399,601,043

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding49,108,078$5.93B-15,189Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO41,335,848$4.99B0.32%-1,042,49313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,459,761$4.04B0.24%-534,48213F-HR/ATimelineGroup
LPL Financial LLC19,458,986$2.35B0.69%+830,03413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,438,131$2.23B0.17%-254,43413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,940,940$1.8B0.37%-633,98013F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,911,282$1.08B0.21%+76,60213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,428,311$1.02B0.23%-71,51213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,158,604$864M0.79%+29,12913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,550,827$670M0.41%-17,41613F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,798,004$579M1.74%-443,39513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,514,028$545M0.08%-1,842,23813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,365,895$527M0.01%-187,81213F-HRTimelineGroup
Cetera Investment Advisers4,362,568$527M0.61%+1,077,21213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,309,062$520M0.17%+52,51413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,116,504$497M1.67%-133,92813F-HRTimelineGroup
FIL Ltdin group FIL Ltd3,898,341$471M0.37%+497,31313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,639,449$439M1.8%+221,31113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,604,139$435M0.56%-12,92913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,575,069$432M3.37%-53,20413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,286,708$397M1.06%-47,19413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,220,554$389M0.5%-379,29313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,218,816$389M0.07%+45,59113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,908,525$351M0.29%+1,199,53013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,811,945$337M0.23%+52,22613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,750,825$332M2.16%-36,04013F-HR/ATimelineGroup
HB Wealth Management, LLC2,409,948$291M1.98%+130,50213F-HRTimeline
Janney Montgomery Scott LLC2,151,752$260M0.62%-92,50313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,143,920$252M0.35%+78,82113F-HRTimelineGroup
FMR LLCin group FMR LLC2,036,951$246M0.01%-11,09913F-HRTimelineGroup
HighTower Advisors, LLC1,998,086$241M0.27%+122,45013F-HRTimeline
SOFI WEALTH, LLC1,905,256$230M12.39%-29,59513F-HRTimeline
Foundations Investment Advisors, LLC1,887,453$228M3.31%+58,22013F-HRTimeline
NewEdge Advisors, LLC1,718,950$208M0.94%+59,03913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,677,939$203M0.14%+21,61313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,649,365$199M0.04%+22,77913F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,562,762$189M1.08%+799,26513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,441,392$174M0.34%+955,86213F-HRTimelineGroup
Sanctuary Advisors, LLC1,306,322$158M0.9%-49,72213F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,293,428$156M1.24%+30,05013F-HRTimeline
JB Capital LLC1,204,563$145M6.27%+2,69613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,165,761$141M0.19%-23,72013F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,149,304$139M+18,847Timeline
Cambridge Investment Research Advisors,…1,142,758$138M0.38%+14,69813F-HRTimeline
Rehmann Capital Advisory Group1,120,983$135M7.41%-50,08713F-HRTimeline
MAI Capital Management1,111,594$134M0.84%-2,49813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,103,374$133M-3,559Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,065,257$129M0.93%-33,09813F-HRTimelineGroup
LVZ, Inc.1,026,958$124M14.09%+167,22313F-HRTimeline
COURIER CAPITAL LLC998,419$121M6.91%-21,06413F-HRTimeline
COMERICA BANK952,775$115M0.43%-32,68113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC950,939$115M1.81%-54,13213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\943,485$114M0.13%-407,10813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding939,714$113M-5,482Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP893,931$108M0.17%-373,90013F-HRTimelineGroup
NorthCoast Asset Management LLC892,589$108M0.42%+23,40213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.883,663$107M0.17%-30,36013F-HRTimelineGroup
Modern Wealth Management, LLC858,560$104M2.05%-225,00613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding807,207$97.4M-63,946Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…761,658$91.9M0.32%-12,13013F-HRTimelineGroup
Advocacy Wealth Management, LLC754,939$91.1M3.96%+6,10113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP731,210$88.3M0.01%+16113F-HRTimelineGroup
World Investment Advisors729,990$88.1M1.8%-14,02613F-HRTimeline
Modera Wealth Management, LLC714,830$86.3M1%-6,12013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC693,464$83.7M2.96%-39,73813F-HRTimelineGroup
AE Wealth Management LLC693,299$83.7M0.53%+27,28213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC680,238$82.1M4.39%-457,67713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…677,237$81.8M0.16%+13,43213F-HRTimelineGroup
Private Advisor Group, LLC672,804$81.2M0.4%-18,85213F-HRTimeline
Creative Planningin group Creative Planning650,204$78.5M0.06%+8,34913F-HRTimelineGroup
Salomon & Ludwin, LLC628,889$76.1M6.85%-31,13713F-HRTimeline
Stegner Investment Associates Inc.630,543$76.1M41.74%-5,37813F-HRTimeline
Valmark Advisers, Inc.619,350$74.8M0.97%-12,96713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…615,149$74.4M0.11%-45713F-HRTimeline
SilverOak Wealth Management LLC581,363$70.2M11.84%+17713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/554,145$66.9M0.03%-5,93913F-HRTimelineGroup
USA FINANCIAL FORMULAS547,462$66.1M11.64%-25,63813F-HRTimeline
Allworth Financial LP530,547$64M0.28%-6,12813F-HRTimeline
North Star Investment Management Corp.518,899$62.6M4.02%+1,62413F-HRTimeline
Probity Advisors, Inc.501,264$60.5M9.81%-5,29713F-HRTimeline
SCS Capital Management LLC499,052$60.2M0.66%-102,96313F-HRTimeline
Austin Private Wealth, LLC478,631$57.8M4.45%-53,55213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS477,996$57.7M0.12%+2,08613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC463,167$55.9M1.37%-5,68513F-HRTimelineGroup
Waverly Advisors, LLC462,200$55.8M0.56%+10,75513F-HRTimeline
Atria Investments, Inc457,419$55.2M0.63%+19,91713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding448,051$54.1M+112,545Timeline
CHOREO, LLC431,975$52.1M0.68%-13,84113F-HRTimeline
Sigma Planning Corp431,166$52.1M1.48%+3,29313F-HRTimeline
OneDigital Investment Advisors LLC420,999$50.8M0.52%-21,92313F-HRTimeline
West Wealth Group, LLC421,069$50.7M11.43%+1,98213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC418,180$50.5M0.83%+33,73813F-HRTimelineGroup
Icon Wealth Advisors, LLC416,245$50.2M3.41%-7,25913F-HRTimeline
IFP Advisors, Inc405,012$48.9M1.27%+164,68613F-HR/ATimeline
&PARTNERS400,855$48.4M0.31%+54,28213F-HRTimeline
MA Private Wealth390,974$47.2M7.94%-50613F-HRTimeline
Connecticut Wealth Management, LLC388,817$46.9M2.08%-48013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC378,086$45.6M15.54%+57313F-HRTimeline
BARINGS LLCin group BARINGS LLC371,209$44.8M0.85%+126,77713F-HRTimelineGroup
FINANCIAL LIFE ADVISORS370,887$44.8M14.38%-18,85913F-HRTimeline
Clearstead Advisors, LLC366,620$44.3M0.64%+3,97913F-HRTimeline
Lee Financial Co362,653$43.8M5.49%-1,75213F-HRTimeline
1834 INVESTMENT ADVISORS CO361,933$43.7M5.36%-47,17713F-HRTimeline
Foundation Wealth Management, LLC353,823$42.7M27.3%-9,63013F-HRTimeline
Calydon Capital351,998$42.5M6.78%-351,34813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC343,373$41.5M0.03%+31113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV339,076$40.9M0.07%-31,49113F-HRTimeline
GREENLEAF TRUST338,801$40.9M0.37%-2,38013F-HRTimeline
Busey Bank336,790$40.7M1.13%-4,72413F-HRTimeline
CGC Financial Services, LLC335,855$40.5M11.18%new13F-HRTimeline
LMG Wealth Partners, LLC334,164$40.3M7.5%-36513F-HRTimeline
Sharkey, Howes & Javer327,477$39.5M5.08%+5,50113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC323,097$39M0.15%-7213F-HRTimelineGroup
Praetorian Wealth Management, Inc.319,294$38.5M7.91%-5,24213F-HRTimeline
BOKF, NAin group BOKF, NA316,794$38.2M0.58%-4,24013F-HRTimelineGroup
Dynasty Wealth Management, LLC315,669$38.1M0.51%+130,16613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…312,243$37.7M0.65%+1,25813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding311,908$37.7M+17,804Timeline
BOK Financial Private Wealth, Inc.309,677$37.4M2.35%-12,72913F-HRTimeline
AMARILLO NATIONAL BANK309,320$37.3M6.56%-3,60213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP304,135$36.7M0.06%+29,01113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.303,061$36.6M0.7%+14,63413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.297,725$35.9M3.45%-4,32313F-HRTimeline
Sterling Investment Counsel, LLC294,224$35.5M11.39%+118,49213F-HRTimeline
Farther Finance Advisors, LLC293,366$35.4M0.54%+86,85613F-HRTimeline
Arkadios Wealth Advisors292,201$35.3M0.87%-13,49013F-HRTimeline
Powell Investment Advisors, LLC290,370$35.1M12.25%-2,37313F-HRTimeline
Orion Porfolio Solutions, LLC288,852$34.9M0.27%-26,32313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC287,129$34.7M0.06%-34,54413F-HRTimelineGroup
SteelPeak Wealth, LLC283,423$34.2M1.15%-9,40813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC283,078$34.2M0.67%+18,33613F-HRTimeline
Stone House Investment Management, LLC279,896$33.8M5.69%-13,24513F-HRTimeline
Wealthspire Advisors, LLC278,216$33.6M0.18%-7,45413F-HRTimeline
Silicon Valley Capital Partners274,693$33.2M3.13%-3313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC274,300$33.1M0.66%-1,29013F-HRTimeline
Vestmark Advisory Solutions, Inc.273,381$33M0.63%+190,97013F-HRTimeline
Blue Edge Capital, LLC269,798$32.6M4.63%+6,72313F-HRTimeline
Gladstone Institutional Advisory LLC268,762$32.4M1.25%+4,10513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding267,679$32.3M+25,474Timeline
Capital Analysts, LLCin group Capital Analysts, LLC266,579$32.2M0.94%+7,48213F-HRTimelineGroup
FIRST MERCHANTS CORP266,104$32.1M1.21%+1,58413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK263,928$31.9M4.09%-12,35213F-HRTimelineGroup
MGO ONE SEVEN LLC261,916$31.6M0.73%+194,21213F-HRTimeline
Wilmington Savings Fund Society, FSB260,217$31.4M0.76%-10,57413F-HR/ATimeline
Financiere des Professionnels - Fonds d…260,000$31.4M1.81%-260,00013F-HRTimeline
INTEGRITY ALLIANCE, LLC.259,139$31.3M1.48%+30,35713F-HRTimeline
Meridian Wealth Partners, LLC258,036$31.2M4.29%+93,28613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC257,637$31.1M4.38%+6,86713F-HRTimeline
EWA, LLC256,954$31M8.59%-9,02113F-HRTimeline
Integrated Wealth Concepts LLC256,883$31M0.28%-258,38013F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding255,801$30.9M-61,011Timeline
ShoreHaven Wealth Partners, LLC255,391$30.8M11.41%+4,82113F-HRTimeline
Pettinga Financial Advisors LLC254,846$30.8M6%-5,40913F-HRTimeline
Sequoia Financial Advisors, LLC254,480$30.7M0.19%-41913F-HRTimeline
Global Retirement Partners, LLC253,769$30.6M0.69%+12,40913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers253,099$30.6M0.04%+4,49513F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC251,223$30.3M3.45%-8,16213F-HRTimeline
Stokes Family Office, LLC250,683$30.3M2.87%-19,47313F-HRTimeline
Horst & Graben Wealth Management LLC248,839$30M4.59%-6,59113F-HRTimeline
Beacon Pointe Advisors, LLC248,691$30M0.25%-31,04013F-HRTimeline
KWMG, LLC246,145$29.7M2.6%+1,29713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC245,036$29.6M0.67%-31,12813F-HRTimeline
Csenge Advisory Group244,213$29.5M1.41%-5,56313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC241,400$29.1M0.02%013F-HRTimelineGroup
ADG Wealth Management Group, LLC241,164$29.1M23.14%-2,20913F-HRTimeline
High Falls Advisors, Inc238,739$28.8M5.93%-13,30513F-HRTimeline
Security Financial Services, INC.236,000$28.5M4.61%-8,40313F-HRTimeline
Merit Financial Group, LLC235,085$28.4M0.26%+4,68013F-HR/ATimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV231,193$27.9M8.09%-16,86113F-HRTimeline
Financial Engines Advisors L.L.C.231,156$27.9M0.05%-20,05713F-HRTimeline
Detalus Advisors, LLC226,720$27.4M7.09%-5,34713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management224,389$27.1M0.32%+9,49913F-HRTimelineGroup
SPC Financial, Inc.224,358$27.1M2.12%-4,44013F-HRTimeline
Avior Wealth Management, LLC222,844$26.9M0.87%+1,18213F-HRTimeline
Western Wealth Management, LLC219,649$26.5M1.4%-2,05913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.219,196$26.5M1.15%-3,51313F-HRTimelineGroup
Saiph Capital, LLC218,195$26.3M9.48%-3,63013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.216,582$26.1M0.19%+40,54513F-HRTimelineGroup
WEALTH ALLIANCE, LLC215,956$26.1M2.68%-7,02613F-HRTimeline
Per Stirling Capital Management, LLC.214,460$25.9M3.1%-11,16213F-HRTimeline
Triad Wealth Partners, LLC210,875$25.5M3.28%+36,49213F-HRTimeline
One Wealth Advisors, LLC210,597$25.4M3.19%-1,49813F-HRTimeline
PINKERTON WEALTH, LLC206,238$24.9M2.68%-55,27413F-HRTimeline
GHP Investment Advisors, Inc.203,848$24.6M1.03%-3,06313F-HRTimeline
First Heartland Consultants, Inc.203,616$24.6M1.98%-54,48313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…203,395$24.6M0.34%+4,65313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management200,577$24.2M0.82%-1,00513F-HRTimelineGroup
MCMORGAN & CO LLC195,954$23.7M3.64%-38,18613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC193,833$23.4M0.75%+15,43513F-HRTimelineGroup
Guidance Point Advisors, LLC192,037$23.2M5.59%-5,86413F-HRTimeline
Scissortail Wealth Management, LLC191,184$23.1M5.03%-5,85313F-HRTimeline
Avantax Planning Partners, Inc.190,149$23M0.66%-6,20513F-HRTimeline
Physician Wealth Advisors, Inc.189,768$22.9M3.26%-1,73013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.188,362$22.7M0.26%-1,17213F-HRTimelineGroup
PAX Financial Group, LLC188,352$22.7M4.1%+8,62013F-HRTimeline
Sunbelt Securities, Inc.186,955$22.6M1.56%+6,09713F-HRTimeline
Keystone Financial Services186,954$22.6M6.99%+4,13513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO186,856$22.6M0.02%-6,96913F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…186,360$22.5M18.3%+16,06613F-HRTimeline
Ashton Thomas Private Wealth, LLC183,571$22.2M0.57%+74,58213F-HRTimeline