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Disclosery

IVW ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 126 13F filers report a position in IVW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC332,750$47.3M0.34%+3,19213F-HRTimeline
KWMG, LLC269,693$38.4M2.77%+6,21513F-HRTimeline
MJT & Associates Financial Advisory Gro…183,800$26.1M16.91%+8,98513F-HRTimeline
Gallagher Capital Advisors, LLC149,738$21.3M11.42%-79113F-HRTimeline
CX Institutional149,008$21.2M0.57%+14,26113F-HRTimeline
Acropolis Investment Management, LLC148,458$21.1M0.85%-41013F-HRTimeline
McNaughton Wealth Management, LLC148,426$21.1M7.38%+52713F-HRTimeline
First Heartland Consultants, Inc.138,011$19.6M1.31%-6,69513F-HRTimeline
YHB Investment Advisors, Inc.108,550$15.4M0.97%+9713F-HRTimeline
Apella Capital, LLC102,740$15M0.19%+40,21513F-HRTimeline
CoreCap Advisors, LLC105,078$14.9M0.43%-32,92413F-HRTimeline
Lee, Kelleher & Klein Wealth Management97,899$13.9M7.17%+5,30213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION97,442$13.9M1%+1,97913F-HRTimeline
SigFig Wealth Management, LLC87,199$12.4M0.31%+2,76713F-HRTimeline
Apeiron RIA LLC79,035$11.3M2.56%-2,56013F-HRTimeline
Balefire, LLC69,671$9.91M1.56%+24,07313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC65,212$9.38M1.35%-5313F-HRTimeline
SAPIENT CAPITAL LLC55,941$7.96M0.11%013F-HRTimeline
Retirement Wealth Solutions LLC54,962$7.82M4.13%+4,54913F-HRTimeline
Adirondack Capital Advisors, LLC54,485$7.75M4%+9,41013F-HRTimeline
Peterson Wealth Advisors, LLC49,258$7.01M0.81%-69213F-HRTimeline
Valeo Financial Advisors, LLC40,768$5.8M0.12%+26013F-HRTimeline
Graves Light Lenhart Wealth, Inc.36,770$5.23M0.49%-48613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36,519$5.2M0.3%-89913F-HRTimelineGroup
SACKS & ASSOCIATES, LLC34,940$4.97M3.47%-19913F-HRTimeline
Wedmont Private Capital33,813$4.87M0.12%+99113F-HRTimeline
RTD Financial Advisors, Inc.33,683$4.79M0.52%-4413F-HRTimeline
Breakwater Capital Group32,352$4.6M0.55%+1,61013F-HRTimeline
Pathway Financial Advisors LLC29,821$4.24M0.47%013F-HRTimeline
EASTERN BANK29,470$4.19M0.06%+2,43713F-HRTimeline
Asempa Wealth Advisors28,815$4.11M3.2%-9413F-HRTimeline
Decker Wealth Management LLC26,444$3.76M0.76%013F-HRTimeline
Atlas Brown,Inc.25,405$3.61M0.95%+45613F-HRTimeline
Montecito Bank & Trust25,254$3.59M0.54%013F-HRTimeline
Cassilly Financial Group LLC23,338$3.32M2.23%+77713F-HRTimeline
Avidian Wealth Enterprises, LLC23,134$3.29M0.09%-22,62813F-HRTimeline
Sound Income Strategies, LLC22,403$3.23M0.14%-5,70713F-HRTimeline
DIVERSIFIED MANAGEMENT INC22,060$3.14M0.55%+1113F-HRTimeline
Kaydan Wealth Management, Inc.20,887$2.97M1.02%-613F-HRTimeline
Tactive Advisors, LLC20,731$2.95M0.71%-2713F-HRTimeline
Sprinkle Financial Consultants LLC20,640$2.94M1.15%-1113F-HRTimeline
First Citizens Financial Corp19,920$2.83M1.19%-70113F-HRTimeline
Prosperity Planning, Inc.19,452$2.77M0.61%-35113F-HRTimeline
Whitcomb & Hess, Inc.18,597$2.65M0.57%-11413F-HRTimeline
Friday Financial18,355$2.62M0.52%+6,31313F-HRTimeline
Venture Visionary Partners LLC16,487$2.35M0.06%+18713F-HRTimeline
Dominguez Wealth Management Solutions, …16,436$2.34M1.29%-2613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…16,209$2.31M0.33%-9613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV15,994$2.28M0.25%-3,28113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC14,902$2.12M0.64%-19113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC14,141$2.01M0.23%013F-HRTimeline
Versant Capital Management, Inc14,038$2M0.17%013F-HRTimeline
CHAPIN DAVIS, INC.13,972$1.99M0.38%-14313F-HRTimeline
Weaver Consulting Group12,908$1.84M0.36%+1,88113F-HRTimeline
Veracity Capital LLC12,780$1.82M0.49%-14813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,886$1.69M0.02%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,600$1.65M0.2%-27113F-HRTimeline
Cooper Financial Group10,723$1.53M0.12%-14113F-HRTimeline
KFA Private Wealth Group, LLC10,183$1.45M0.34%013F-HRTimeline
Kessler Investment Group, LLC9,840$1.4M0.68%-1,30813F-HRTimeline
Castleview Partners, LLC9,682$1.38M0.6%+2,59213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,091$1.29M0.09%+10113F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.8,822$1.26M0.13%-10,63813F-HRTimeline
Gerald Baker Financial Group LLC7,425$1.06M0.3%+513F-HRTimeline
Buska Wealth Management, LLC7,298$1.04M0.36%+6013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,145$1.02M0.2%+313F-HRTimeline
Councilor Wealth, LLC6,829$971K0.4%-24713F-HRTimeline
Bank of New Hampshire6,789$966K0.21%013F-HRTimeline
Everhart Financial Group, Inc.6,527$929K0.06%+9613F-HRTimeline
PARK NATIONAL CORP /OH/6,388$909K0.02%-3213F-HRTimeline
Investors Research Corp5,752$818K0.14%+33813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,493$781K0.18%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,152$733K0.05%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,848$690K0.01%-59513F-HRTimelineGroup
GAMMA Investing LLC4,666$664K0.02%+37213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,592$653K0.06%-29513F-HRTimelineGroup
BOS Asset Management, LLC4,548$647K0.15%013F-HRTimeline
Grove Bank & Trust4,281$609K0.06%013F-HRTimeline
Insight Wealth Strategies, LLC4,157$591K0.06%+413F-HRTimeline
Hiley Hunt Wealth Management4,149$590K0.23%-2113F-HRTimeline
TrueWealth Advisors, LLC3,910$556K0.12%-27213F-HRTimeline
Veery Capital, LLC3,754$534K0.14%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,705$527K0.03%013F-HRTimeline
Shira Ridge Wealth Management3,567$507K0.18%+9213F-HRTimeline
RVW Wealth, LLC3,525$501K0.03%013F-HRTimeline
Stonebridge Financial Group, LLC3,262$464K0.03%013F-HRTimeline
Montz Harcus Wealth Management LLC3,249$462K0.16%+313F-HRTimeline
STEPH & CO3,009$428K0.11%013F-HRTimeline
Roan Capital Partners2,973$423K0.31%-4113F-HRTimeline
MRA Advisory Group2,756$392K0.15%+113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,685$382K0.05%+13513F-HRTimelineGroup
Investment Partners Asset Management, I…2,572$366K0.2%013F-HRTimeline
DAVIDSON TRUST CO2,556$364K0.14%013F-HRTimeline
Cambridge Financial Group, LLC2,591$356K0.11%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,423$349K0.1%+113F-HRTimeline
Bangor Savings Bank2,367$337K0.03%013F-HRTimeline
Longview Financial Advisors, Inc.2,289$326K0.19%+213F-HRTimeline
David J Yvars Group2,249$320K0.15%+20113F-HRTimeline
Legacy Private Trust Co.2,088$297K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,960$279K0.02%-65213F-HRTimeline
Green Ridge Wealth Planning LLC1,817$258K0.1%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,751$249K0.03%+1613F-HRTimeline
Bill Few Associates, Inc.1,720$245K0.05%013F-HRTimeline
ANB BANK1,612$229K0.08%-10913F-HRTimeline
Midwest Financial Partners Investments,…1,591$226K0.09%013F-HRTimeline
McAlister, Sweet & Associates, Inc.1,585$225K0.14%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,581$225K0.06%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.1,575$224K0.01%013F-HRTimeline
Baron Financial Group, LLC1,503$214K0.1%+113F-HRTimeline
Sunburst Financial Group, LLC1,469$209K0.03%013F-HRTimeline
Paragon Capital Management Ltd1,465$208K0.04%013F-HRTimeline
Central Pacific Bank - Trust Division985$140K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST854$121K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH800$114K0.02%new13F-HRTimeline
Noble Wealth Management PBC758$108K0.05%+3313F-HRTimeline
Roxbury Financial LLC581$82.7K0.06%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC454$64.6K0.04%-11913F-HRTimeline
Bullock Wealth Management Group444$63.3K0.03%+113F-HRTimeline
GK Wealth Management LLC285$40.5K0.02%new13F-HRTimeline
Davis Capital Management231$32.9K0.02%013F-HRTimeline
Pacifica Partners Inc.150$21.4K0.01%013F-HRTimeline
Horizons Wealth Management148$21.1K0.01%13F-HRTimeline
GoalVest Advisory LLC132$18.8K<0.01%-16013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$14.8K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$14.2K<0.01%-4013F-HRTimeline
Rosenberg Matthew Hamilton88$12.5K<0.01%013F-HRTimeline