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Disclosery

IVW ISHARES TR

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SHS (fund)

2,032 managers (2,055 13F filers) reported a position in IVW shares at 2026-03-31, 404,890,969 shares in all. 82 filers opened a position and 102 filers sold out during the quarter.

Managers
2,032
13F filers
2,055
New
82
Added
797
Reduced
728
Sold out
102
Shares held by filers
404,890,969

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding52,977,412$5.99B+5,633,597Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,454,780$4.4B0.3%-255,42213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,306,897$3.88B0.23%+660,74513F-HRTimelineGroup
LPL Financial LLC20,889,253$2.36B0.63%+1,072,77213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,779,268$2.24B0.16%+1,229,38213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,355,004$1.74B0.35%+333,84813F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding8,714,948$986M-6,839Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,010,148$906M0.21%-495,52013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,291,428$825M0.76%+368,51613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,390,020$610M0.35%-40,32213F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,777,915$540M1.42%+2,66413F-HRTimelineGroup
Cetera Investment Advisers4,754,617$538M0.57%+245,31013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,531,673$513M0.01%+110,30213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,286,127$485M0.06%+12,10913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,952,813$447M1.46%-97,76913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,890,879$440M0.14%-463,92113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,873,907$438M1.72%+85,46713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,856,562$436M3.41%+224,98013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,565,694$403M0.47%-99,84313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,539,621$401M0.08%+193,52913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,335,976$377M1.05%-309,22813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,037,160$344M0.48%+41,52613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,990,288$328M0.16%+140,62113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,694,953$305M1.98%-10,36713F-HRTimelineGroup
Janney Montgomery Scott LLC2,416,574$273M0.68%+211,95213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding2,295,082$260M+1,139,457Timeline
Foundations Investment Advisors, LLC2,276,795$258M3.2%+244,62813F-HRTimeline
SOFI WEALTH, LLC2,249,169$254M12.26%+145,08113F-HRTimeline
HB Wealth Management, LLC2,236,643$253M1.64%-135,41613F-HRTimeline
HighTower Advisors, LLC2,050,705$232M0.25%+15,11913F-HRTimeline
FMR LLCin group FMR LLC2,047,016$232M0.01%+16,02913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,977,675$224M0.04%+190,40813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,970,631$223M0.18%+1,677,83113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,965,703$222M0.33%-73,26713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,965,521$222M-14,053Timeline
NewEdge Advisors, LLC1,821,181$206M0.74%+71,67413F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,657,959$188M+869,237Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,653,492$187M0.12%-43,52113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,468,118$165M0.31%+82,48113F-HRTimelineGroup
Sanctuary Advisors, LLC1,406,864$159M0.86%+54,85613F-HRTimeline
Steward Partners Investment Advisory, L…1,362,101$154M0.79%+21,36413F-HRTimeline
JB Capital LLC1,338,195$151M6.11%+82,83413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,285,735$145M1.09%+15,85813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,223,953$138M0.19%+54,49013F-HRTimelineGroup
Rehmann Capital Advisory Group1,164,899$132M6.86%+50,58313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,141,244$129M+108,213Timeline
Cambridge Investment Research Advisors,…1,139,627$129M0.33%+17,83713F-HRTimeline
MAI Capital Management1,107,688$125M0.71%-6,13513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,105,695$125M0.77%+21,53513F-HRTimelineGroup
LVZ, Inc.1,047,836$119M13.52%+28,00613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,030,500$117M0.17%+512,73813F-HRTimelineGroup
COURIER CAPITAL LLC963,042$109M6.09%-6,24313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…885,451$100M0.18%+48,70513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.883,779$100M0.16%+1,49313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC845,298$95.6M1.4%-54,84513F-HRTimeline
Advocacy Wealth Management, LLC828,745$93.7M4.15%+44,23113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP733,815$83M0.01%+4,99213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC732,503$82.9M2.87%+30,36413F-HRTimelineGroup
AE Wealth Management LLC714,893$80.9M0.44%+4,32513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…707,760$80.1M0.29%-28,60013F-HRTimelineGroup
Private Advisor Group, LLC688,281$77.9M0.37%+1,48713F-HRTimeline
Creative Planningin group Creative Planning673,356$76.2M0.05%+19,99413F-HRTimelineGroup
Modera Wealth Management, LLC636,384$72M0.86%-20,54013F-HRTimeline
Stegner Investment Associates Inc.614,290$69.5M38.06%-5,20413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…603,344$69.2M0.15%+4,71013F-HRTimeline
Salomon & Ludwin, LLC598,490$68.6M6.13%-14,16313F-HRTimeline
Modern Wealth Management, LLC592,856$67.9M1.17%-223,33813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/595,640$67.4M0.03%-18,99513F-HRTimelineGroup
Valmark Advisers, Inc.593,468$67.1M0.8%-4,99813F-HRTimeline
Atria Investments, Inc584,236$66.1M0.74%+69,79213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\576,341$65.2M0.08%-362,49813F-HRTimelineGroup
SilverOak Wealth Management LLC566,951$64.1M10.14%-3,40513F-HRTimeline
Icon Wealth Advisors, LLC492,926$63.5M4.12%+60,50013F-HRTimeline
HARBOUR INVESTMENTS, INC.532,813$60.3M0.93%+439,23913F-HRTimeline
Allworth Financial LP516,567$58.4M0.24%-6,74113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC508,502$57.5M1.34%+38,66613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC502,832$56.9M2.93%-127,34613F-HRTimeline
North Star Investment Management Corp.501,583$56.7M3.44%-16,91313F-HRTimeline
Probity Advisors, Inc.501,149$56.7M8.98%+14,79013F-HRTimeline
Arkadios Wealth Advisors496,194$56.1M0.93%+122,77813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS489,338$55.3M0.1%+9,92913F-HRTimeline
SCS Capital Management LLC471,760$53.4M0.57%-64213F-HRTimeline
Triad Wealth Partners, LLC470,220$53.2M4.22%+200,11513F-HRTimeline
West Wealth Group, LLC469,119$53.1M10.49%+29,55113F-HRTimeline
&PARTNERS436,542$49.3M0.24%+4,70613F-HRTimeline
MGO ONE SEVEN LLC434,249$49.1M0.99%+56,57213F-HRTimeline
Sigma Planning Corp432,346$48.9M1.36%-1,63113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding427,042$48.3M-7,669Timeline
Stratos Wealth Partners, LTD.group of 3 filers holding425,248$48.1M-25,111Timeline
CHOREO, LLC410,209$46.4M0.57%-9,83813F-HRTimeline
OneDigital Investment Advisors LLC391,098$44.2M0.43%+9,76713F-HRTimeline
MA Private Wealth390,339$44.2M7.47%+16,74013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC372,247$42.1M14.65%-1,67713F-HRTimeline
Sharkey, Howes & Javer370,845$41.9M5.65%+18,24113F-HRTimeline
Clearstead Advisors, LLC369,582$41.8M0.38%+35613F-HRTimeline
Dynasty Wealth Management, LLC361,235$40.9M0.36%+26,55413F-HRTimeline
FINANCIAL LIFE ADVISORS361,009$40.8M12.72%+5,35313F-HRTimeline
Lee Financial Co354,513$40.1M5.66%-6,83813F-HRTimeline
Connecticut Wealth Management, LLC353,931$40M1.68%-31,26413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC353,003$39.9M0.16%+35,36013F-HRTimelineGroup
Calydon Capital352,547$39.9M6.51%+24613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV350,382$39.6M0.06%-66,66813F-HRTimeline
Beacon Pointe Advisors, LLC348,309$39.4M0.21%+45,65013F-HRTimeline
CGC Financial Services, LLC347,289$39.3M11.35%+8,96113F-HRTimeline
IFP Advisors, Inc343,155$38.8M0.8%-125,20913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC341,831$38.7M0.02%+14,98813F-HRTimelineGroup
Foundation Wealth Management, LLC338,159$38.2M25.84%+1,79613F-HRTimeline
Farther Finance Advisors, LLC332,587$38.1M0.36%-53,94013F-HRTimeline
LMG Wealth Partners, LLC331,826$37.5M6.84%-3,12113F-HRTimeline
Praetorian Wealth Management, Inc.314,676$37.5M7.12%-3,07013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP346,339$37.4M0.05%+2,01213F-HRTimelineGroup
Busey Bank329,626$37.3M1.01%-5,34513F-HRTimeline
1834 INVESTMENT ADVISORS CO325,789$36.9M4.6%-24,15613F-HRTimeline
Gladstone Institutional Advisory LLC322,991$36.5M1.35%+53,26913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC334,987$36.4M0.02%+59,37713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management312,365$35.3M0.4%+75,19813F-HRTimelineGroup
GREENLEAF TRUST308,124$34.9M0.34%-8,68813F-HRTimeline
ShoreHaven Wealth Partners, LLC305,347$34.5M12.4%+42,44113F-HRTimeline
BOKF, NAin group BOKF, NA303,712$34.4M0.53%-83,85313F-HRTimelineGroup
Horst & Graben Wealth Management LLC262,431$34.2M4.7%+10,35213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.275,772$33.9M0.22%+15613F-HRTimelineGroup
Stone House Investment Management, LLC296,836$33.6M6.02%+15,19313F-HRTimeline
Blue Edge Capital, LLC295,201$33.4M4.43%+9,58313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC294,526$33.4M0.88%+14,46713F-HRTimelineGroup
AMARILLO NATIONAL BANK294,047$33.3M5.87%-11,20113F-HRTimeline
Powell Investment Advisors, LLC290,090$32.8M11.31%+15013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC288,548$32.6M0.59%-21,34813F-HRTimeline
INTEGRITY ALLIANCE, LLC.288,430$32.6M1.24%+21,45113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding285,670$32.3M-6,374Timeline
Orion Porfolio Solutions, LLC283,277$32M0.27%-33,50413F-HRTimeline
Sterling Investment Counsel, LLC283,172$32M8.98%-6,72013F-HRTimeline
EWA, LLC281,214$31.8M7.21%+18,49513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…279,982$31.7M0.35%-172,65313F-HRTimelineGroup
AlphaCore Capital LLC279,672$31.6M0.75%-19,86313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…275,902$31.2M0.68%-3213F-HRTimelineGroup
Meridian Wealth Partners, LLC272,542$30.8M4.23%+13,05913F-HRTimeline
Silicon Valley Capital Partners271,722$30.7M3.01%-1,80713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.266,271$30.1M2.95%-25,08913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC266,207$30.1M3.76%+6,42713F-HRTimeline
BOK Financial Private Wealth, Inc.265,827$30.1M1.82%-7,25213F-HRTimeline
SteelPeak Wealth, LLC265,668$30M0.94%-14,85113F-HRTimeline
EQ LLC265,307$30M8.45%+24,37613F-HRTimeline
IEQ CAPITAL, LLC264,362$29.9M0.14%+3,24913F-HRTimeline
Wilmington Savings Fund Society, FSB263,812$29.8M0.71%+16213F-HRTimeline
Pettinga Financial Advisors LLC262,208$29.7M5.58%+6,29913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC261,997$29.6M0.56%-3,97713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers258,681$29.3M0.04%+9,24813F-HRTimelineGroup
World Investment Advisors257,450$29.1M0.47%-273,45813F-HRTimeline
FIRST MERCHANTS CORP255,627$28.9M1.1%-5,66413F-HRTimeline
PINKERTON WEALTH, LLC234,286$28.9M2.63%+19,17813F-HRTimeline
Quantinno Capital Management LP251,360$28.4M0.05%+21,68013F-HRTimeline
KWMG, LLC250,792$28.4M2.37%+6,72513F-HRTimeline
Integrated Wealth Concepts LLC249,970$28.3M0.23%+59,10913F-HRTimeline
Detalus Advisors, LLC248,875$28.2M6.43%+12,54213F-HRTimeline
Security Financial Services, INC.248,772$28.1M4.45%+9,90813F-HRTimeline
Vise Technologies, Inc.226,958$28M0.55%013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…247,312$28M3.93%013F-HRTimeline
ADG Wealth Management Group, LLC245,561$27.8M19.19%+5,14713F-HRTimeline
Merit Financial Group, LLC240,383$27.2M0.2%+3,66413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC239,108$27M2.93%-3,42213F-HRTimeline
Western Wealth Management, LLC235,361$26.6M1.01%+18,49113F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding233,799$26.4M-50,325Timeline
Stokes Family Office, LLC233,437$26.4M2.72%-23,78813F-HRTimeline
Avior Wealth Management, LLC230,828$26.1M0.74%+9,19013F-HRTimeline
Csenge Advisory Group230,137$26M1.19%-4,39713F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding228,710$25.9M-12,943Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV227,585$25.7M6.73%-2,68313F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.226,585$25.6M17.89%+43,00813F-HRTimeline
One Wealth Advisors, LLC226,392$25.6M3.19%+9,73213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding198,711$25.6M+12,470Timeline
TD PRIVATE CLIENT WEALTH LLC225,227$25.5M0.53%-4,03813F-HRTimeline
PAX Financial Group, LLC224,526$25.4M4.33%+17,69813F-HRTimeline
Saiph Capital, LLC222,836$25.2M9.54%+3,18913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK221,923$25.1M3.51%-29,43713F-HRTimelineGroup
Financial Engines Advisors L.L.C.220,703$25M0.05%-95613F-HRTimeline
WEALTH ALLIANCE, LLC217,868$24.6M2.43%-13,93213F-HRTimeline
SWMG, LLC215,931$24.4M6.97%+16,91313F-HRTimeline
Per Stirling Capital Management, LLC.212,300$24M2.65%-37313F-HRTimeline
Physician Wealth Advisors, Inc.211,406$23.9M3.33%+13,66913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management209,739$23.7M0.81%+4,28113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…207,466$23.5M0.33%-8,88113F-HRTimelineGroup
Trek Financial, LLC206,609$23.4M1.24%+21,94013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…204,257$23.1M2.69%+13,30713F-HRTimeline
Waverly Advisors, LLC203,024$23M0.17%-284,77813F-HRTimeline
Keystone Financial Services201,678$22.8M6.69%+16,57113F-HRTimeline
Ashton Thomas Private Wealth, LLC198,523$22.5M0.53%+2,54513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC198,289$22.4M0.18%+10,53013F-HRTimeline
MCMORGAN & CO LLC196,314$22.2M3.59%+2,02013F-HRTimeline
GHP Investment Advisors, Inc.196,133$22.2M0.91%-3,51513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC194,676$22M0.5%-4,00313F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…190,231$21.5M15.8%+1,32113F-HRTimeline
CFS Investment Advisory Services, LLC167,625$21.5M1.48%-4,89513F-HRTimeline
Kelly Financial Services LLC190,570$21.5M5.19%+7,70013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.189,884$21.5M0.24%+90113F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC188,161$21.3M13.08%+3,44613F-HRTimeline
Guidance Point Advisors, LLC187,266$21.2M5.02%-82713F-HRTimeline
Avantax Planning Partners, Inc.187,275$21.2M0.58%+1,18913F-HRTimeline
Frontier Asset Management, LLC183,804$20.8M4.36%+121,14213F-HRTimeline
Prime Capital Investment Advisors, LLC183,538$20.8M0.24%+93,88013F-HRTimeline
Sunbelt Securities, Inc.183,413$20.7M1.31%+1,54913F-HRTimeline