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Disclosery

IVW ISHARES TR

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SHS (fund)

2,056 managers (2,077 13F filers) reported a position in IVW shares at 2025-12-31, 398,546,749 shares in all. 72 filers opened a position and 63 filers sold out during the quarter.

Managers
2,056
13F filers
2,077
New
72
Added
682
Reduced
750
Sold out
63
Shares held by filers
398,546,749

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding47,343,815$5.84B-1,764,263Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,710,202$5.02B0.34%-625,64613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY33,646,152$4.15B0.25%+186,39113F-HR/ATimelineGroup
LPL Financial LLC19,816,481$2.44B0.67%+357,49513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,549,886$2.29B0.17%+111,75513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,021,156$1.85B0.36%+80,21613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding8,721,787$1.08B-189,495Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,505,668$1.05B0.24%+77,35713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,922,912$853M0.77%-235,69213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,430,342$669M0.37%-120,48513F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,775,251$589M1.59%-22,75313F-HRTimelineGroup
Cetera Investment Advisers4,509,307$556M0.61%+146,73913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,421,371$545M0.01%+55,47613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,354,800$537M0.17%+45,73813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,274,018$527M0.07%-240,01013F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp4,050,582$499M1.6%-65,92213F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,788,440$460M1.81%+148,99113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,665,537$452M0.54%+61,39813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,645,204$449M1.09%+358,49613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,631,582$448M3.79%+56,51313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,346,092$412M0.07%+127,27613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,995,634$369M0.49%-224,92013F-HRTimeline
FIL Ltdin group FIL Ltd2,950,099$364M0.27%-948,24213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,849,667$351M0.21%+37,72213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,705,320$333M2.13%-45,50513F-HRTimelineGroup
HB Wealth Management, LLC2,372,059$292M1.9%-37,88913F-HRTimeline
Janney Montgomery Scott LLC2,204,622$272M0.62%+52,87013F-HRTimeline
SOFI WEALTH, LLC2,104,088$259M12.93%+198,83213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,038,970$251M0.37%-104,95013F-HRTimelineGroup
HighTower Advisors, LLC2,035,586$251M0.27%+37,50013F-HRTimeline
Foundations Investment Advisors, LLC2,032,167$250M3.29%+144,71413F-HRTimeline
FMR LLCin group FMR LLC2,030,987$250M0.01%-5,96413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,979,574$244M+876,200Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,787,267$220M0.04%+137,90213F-HRTimelineGroup
NewEdge Advisors, LLC1,749,507$216M0.78%+30,55713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,697,013$209M0.13%+19,07413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,385,637$172M0.3%-55,75513F-HRTimelineGroup
Sanctuary Advisors, LLC1,352,008$167M0.91%+45,68613F-HRTimeline
Steward Partners Investment Advisory, L…1,340,737$165M0.91%-222,02513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,269,877$157M1.18%-23,55113F-HRTimeline
JB Capital LLC1,255,361$155M6.32%+50,79813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,169,463$144M0.19%+3,70213F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,155,625$142M+6,321Timeline
Cambridge Investment Research Advisors,…1,121,790$138M0.37%-20,96813F-HRTimeline
Rehmann Capital Advisory Group1,114,316$138M7.19%-6,66713F-HRTimeline
MAI Capital Management1,113,823$137M0.79%+2,22913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,084,160$134M0.81%+18,90313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,033,031$127M+93,317Timeline
LVZ, Inc.1,019,830$126M14.05%-7,12813F-HR/ATimeline
COURIER CAPITAL LLC969,285$119M6.71%-29,13413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\938,839$116M0.14%-4,64613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC900,143$111M1.68%-50,79613F-HRTimeline
COMERICA BANK896,757$111M0.44%-56,01813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.882,286$109M0.17%-1,37713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…836,746$103M0.19%+159,50913F-HR/ATimelineGroup
Modern Wealth Management, LLC816,194$101M1.83%-42,36613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding788,722$97.2M-18,485Timeline
Advocacy Wealth Management, LLC784,514$96.7M4.05%+29,57513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…736,360$90.8M0.33%-25,29813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP728,823$89.8M0.01%-2,38713F-HRTimelineGroup
AE Wealth Management LLC710,568$87.6M0.5%+17,26913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC702,139$86.5M2.96%+8,67513F-HRTimelineGroup
Private Advisor Group, LLC686,794$84.7M0.4%+13,99013F-HRTimeline
Modera Wealth Management, LLC656,924$81M0.94%-57,90613F-HRTimeline
Creative Planningin group Creative Planning653,362$80.5M0.06%+3,15813F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC630,178$77.7M4.04%-50,06013F-HRTimeline
Stegner Investment Associates Inc.619,494$76.4M40.58%-11,04913F-HRTimeline
Salomon & Ludwin, LLC612,653$75.8M6.7%-16,23613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/614,635$75.8M0.03%+60,49013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…598,634$74.5M0.1%-16,51513F-HRTimeline
Valmark Advisers, Inc.598,466$73.8M0.91%-20,88413F-HRTimeline
SilverOak Wealth Management LLC570,356$70.3M11.02%-11,00713F-HRTimeline
World Investment Advisors530,908$65.4M1.07%-199,08213F-HR/ATimeline
USA FINANCIAL FORMULAS524,309$64.6M11.76%-23,15313F-HRTimeline
Allworth Financial LP523,308$64.5M0.27%-7,23913F-HRTimeline
North Star Investment Management Corp.518,496$63.9M4.01%-40313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC517,762$63.8M0.09%+230,63313F-HRTimelineGroup
Atria Investments, Inc514,444$63.4M0.72%+57,02513F-HRTimeline
Waverly Advisors, LLC487,802$60.1M0.49%+25,60213F-HRTimeline
Probity Advisors, Inc.486,359$59.9M9.6%-14,90513F-HRTimeline
Austin Private Wealth, LLC482,689$59.5M4.46%+4,05813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS479,409$59.1M0.11%+1,41313F-HRTimeline
SCS Capital Management LLC472,402$58.2M0.62%-26,65013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC469,836$57.9M1.4%+6,66913F-HRTimelineGroup
IFP Advisors, Inc468,364$57.7M1.3%+63,35213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…452,635$55.8M0.64%+140,39213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding450,359$55.5M+2,308Timeline
West Wealth Group, LLC439,568$54.2M11.24%+18,49913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC434,711$53.6M0.83%+16,53113F-HRTimelineGroup
Sigma Planning Corp433,977$53.5M1.48%+2,81113F-HRTimeline
Icon Wealth Advisors, LLC432,426$53.3M3.55%+16,18113F-HRTimeline
&PARTNERS431,836$53.3M0.28%+30,98113F-HRTimeline
CHOREO, LLC420,047$52.2M0.66%-11,92813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV417,050$51.4M0.08%+77,97413F-HRTimeline
BOKF, NAin group BOKF, NA387,565$47.8M0.73%+70,77113F-HRTimelineGroup
Farther Finance Advisors, LLC386,527$47.6M0.51%+93,16113F-HRTimeline
Connecticut Wealth Management, LLC385,195$47.5M2.06%-3,62213F-HRTimeline
OneDigital Investment Advisors LLC381,331$47M0.46%-39,66813F-HRTimeline
MGO ONE SEVEN LLC377,677$46.6M0.95%+115,76113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC373,924$46.1M15.68%-4,16213F-HRTimeline
MA Private Wealth373,599$46M7.68%-17,37513F-HRTimeline
Arkadios Wealth Advisors373,416$46M0.91%+81,21513F-HRTimeline
Clearstead Advisors, LLC369,226$45.5M0.57%+2,60613F-HRTimeline
Lee Financial Co361,351$44.5M6.01%-1,30213F-HRTimeline
FINANCIAL LIFE ADVISORS355,656$43.8M13.52%-15,23113F-HRTimeline
Sharkey, Howes & Javer352,604$43.5M5.52%+25,12713F-HRTimeline
Calydon Capital352,301$43.4M7.32%+30313F-HRTimeline
TSG Advice Partners, LLC350,318$43.2M6.59%13F-HRTimeline
1834 INVESTMENT ADVISORS CO349,945$43.1M5.41%-11,98813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP344,327$42.4M0.06%+40,19213F-HR/ATimelineGroup
CGC Financial Services, LLC338,328$41.7M11.16%+2,47313F-HRTimeline
Foundation Wealth Management, LLC336,363$41.5M27.31%-17,46013F-HRTimeline
Busey Bank334,971$41.3M1.09%-1,81913F-HRTimeline
LMG Wealth Partners, LLC334,947$41.3M7.7%+78313F-HRTimeline
Dynasty Wealth Management, LLC334,681$41.3M0.41%+19,01213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC326,843$40.3M0.03%-16,53013F-HRTimelineGroup
Praetorian Wealth Management, Inc.317,746$39.2M7.78%-1,54813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC317,643$39.2M0.15%-5,45413F-HRTimelineGroup
GREENLEAF TRUST316,812$39.1M0.36%-21,98913F-HRTimeline
Orion Porfolio Solutions, LLC316,781$39M0.29%+27,92913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC309,896$38.2M0.69%+26,81813F-HRTimeline
AMARILLO NATIONAL BANK305,248$37.6M6.61%-4,07213F-HRTimeline
Beacon Pointe Advisors, LLC302,659$37.3M0.26%+53,96813F-HRTimeline
AlphaCore Capital LLC299,535$36.9M0.83%+251,37513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP292,800$36.1M0.05%-601,13113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding292,044$36M-19,864Timeline
MV CAPITAL MANAGEMENT, INC.291,360$35.9M3.45%-6,36513F-HRTimeline
Powell Investment Advisors, LLC289,940$35.7M12.3%-43013F-HRTimeline
Sterling Investment Counsel, LLC289,892$35.7M10.24%-4,33213F-HRTimeline
Blue Edge Capital, LLC285,618$35.2M4.71%+15,82013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding284,124$35M+16,445Timeline
Stone House Investment Management, LLC281,643$34.7M5.39%+1,74713F-HRTimeline
SteelPeak Wealth, LLC280,519$34.6M1.14%-2,90413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC280,059$34.5M0.96%+13,48013F-HR/ATimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…275,934$34M0.71%+112,28713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,616$34M0.23%+59,03413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC275,610$34M0.02%+152,10113F-HRTimelineGroup
Silicon Valley Capital Partners273,529$33.7M3.07%-1,16413F-HRTimeline
BOK Financial Private Wealth, Inc.273,079$33.7M2.06%-36,59813F-HRTimeline
J.W. COLE ADVISORS, INC.315,588$33.5M0.81%+12,52713F-HRTimeline
Triad Wealth Partners, LLC270,105$33.3M3.16%+59,23013F-HRTimeline
Gladstone Institutional Advisory LLC269,722$33.2M1.26%+96013F-HRTimeline
BARINGS LLCin group BARINGS LLC269,017$33.2M0.61%-102,19213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.266,979$32.9M1.21%+7,84013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC265,974$32.8M0.62%-8,32613F-HRTimeline
Wilmington Savings Fund Society, FSB263,650$32.5M0.76%+3,43313F-HRTimeline
ShoreHaven Wealth Partners, LLC262,906$32.4M11.64%+7,51513F-HRTimeline
EWA, LLC262,719$32.4M7.91%+5,76513F-HRTimeline
Global Retirement Partners, LLC261,939$32.3M0.57%+8,17013F-HRTimeline
FIRST MERCHANTS CORP261,291$32.2M1.19%-4,81313F-HRTimeline
IEQ CAPITAL, LLC261,113$32.2M0.1%+111,39513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC259,780$32M4.13%+2,14313F-HRTimeline
Meridian Wealth Partners, LLC259,483$32M4.41%+1,44713F-HRTimeline
Stokes Family Office, LLC257,225$31.7M2.9%+6,54213F-HRTimeline
Pettinga Financial Advisors LLC255,909$31.5M5.98%+1,06313F-HRTimeline
Horst & Graben Wealth Management LLC252,079$31.1M4.69%+3,24013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK251,360$31M4.12%-12,56813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers249,433$30.7M0.04%-3,66613F-HRTimelineGroup
Alvarez & Marsal Private Wealth Partner…247,312$30.5M5.86%13F-HRTimeline
KWMG, LLC244,067$30.1M2.59%-2,07813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC242,530$29.9M3.27%-8,69313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding241,653$29.8M-14,148Timeline
EQ LLC240,931$29.7M8.56%+81,99813F-HRTimeline
ADG Wealth Management Group, LLC240,414$29.6M22.45%-75013F-HRTimeline
High Falls Advisors, Inc239,321$29.5M5.98%+58213F-HRTimeline
Security Financial Services, INC.238,864$29.4M4.62%+2,86413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management237,167$29.2M0.33%+12,77813F-HRTimelineGroup
Merit Financial Group, LLC236,719$29.2M0.23%+1,63413F-HRTimeline
Detalus Advisors, LLC236,333$29.1M7.1%+9,61313F-HRTimeline
Csenge Advisory Group234,534$28.9M1.31%-9,67913F-HRTimeline
WEALTH ALLIANCE, LLC231,800$28.6M2.8%+15,84413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV230,268$28.4M7.47%-92513F-HRTimeline
Quantinno Capital Management LP229,680$28.3M0.06%+76,63613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC229,265$28.3M0.6%-15,77113F-HRTimeline
Vise Technologies, Inc.226,958$28M0.55%+84,99713F-HRTimeline
TBH Global Asset Management, LLC42,741$27.7M4.62%+39,96213F-HRTimeline
Financial Engines Advisors L.L.C.221,659$27.3M0.05%-9,49713F-HRTimeline
Avior Wealth Management, LLC221,638$27.3M0.85%-1,20613F-HRTimeline
Saiph Capital, LLC219,647$27.1M9.73%+1,45213F-HRTimeline
Western Wealth Management, LLC216,870$26.7M1.23%-2,77913F-HRTimeline
One Wealth Advisors, LLC216,660$26.7M3.26%+6,06313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…216,347$26.7M0.36%+12,95213F-HRTimelineGroup
PINKERTON WEALTH, LLC215,108$26.5M2.72%+8,87013F-HRTimeline
Per Stirling Capital Management, LLC.212,673$26.2M2.94%-1,78713F-HRTimeline
First Heartland Consultants, Inc.207,200$25.5M1.94%+3,58413F-HRTimeline
PAX Financial Group, LLC206,828$25.5M4.4%+18,47613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205,458$25.3M0.85%+4,88113F-HRTimelineGroup
Arax Advisory Partners203,450$25.1M0.73%new13F-HRTimeline
GHP Investment Advisors, Inc.199,648$24.6M1.01%-4,20013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC198,679$24.5M0.53%+4,84613F-HRTimelineGroup
Physician Wealth Advisors, Inc.197,737$24.4M3.39%+7,96913F-HRTimeline
Ashton Thomas Private Wealth, LLC195,978$24.2M0.59%+12,40713F-HRTimeline
SWMG, LLC199,018$24.1M6.7%+24,53213F-HRTimeline
MCMORGAN & CO LLC194,294$23.9M3.97%-1,66013F-HRTimeline
Scissortail Wealth Management, LLC192,614$23.7M5.41%+1,43013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…190,950$23.5M2.84%13F-HRTimeline
Integrated Wealth Concepts LLC190,861$23.5M0.28%-66,02213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.189,895$23.4M1.02%-29,30113F-HRTimelineGroup
Sequoia Financial Advisors, LLC189,930$23.4M0.13%-64,55013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.188,983$23.3M0.26%+62113F-HRTimelineGroup