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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Schneider Downs Wealth Management Advis…7,353$5.51M0.52%+1,41713F-HRTimeline
Almanack Investment Partners, LLC.7,333$5.49M0.7%+5,43113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,326$5.49M0.8%-5813F-HRTimeline
Piedmont Capital Management, LLC/NC7,325$5.49M3.35%013F-HRTimeline
Cassilly Financial Group LLC7,322$5.48M3.98%+55913F-HR/ATimeline
New Republic Capital, LLC7,310$5.47M1.26%+3,09013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,299$5.47M0.55%+43213F-HRTimeline
Sunpointe, LLC7,299$5.47M1.55%+2,22513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,284$5.46M0.04%-92913F-HRTimeline
Comprehensive Financial Planning, Inc./…7,284$5.45M2.91%+23813F-HRTimeline
DAVIDSON TRUST CO7,278$5.45M2.13%+30313F-HRTimeline
Marietta Wealth Management, LLC7,272$5.45M0.56%+5013F-HRTimeline
Kathmere Capital Management, LLC7,272$5.45M0.29%+5,18113F-HRTimeline
Berkeley, Inc7,246$5.43M1.7%-4913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…7,239$5.42M1.23%-12513F-HRTimeline
NorthStar Asset Management LLC /NJ/7,204$5.39M2.19%-4713F-HRTimeline
WESPAC Advisors, LLC7,201$5.39M2.63%-1,33413F-HRTimeline
Independence Bank of Kentucky7,196$5.39M0.61%-7313F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP7,189$5.38M0.23%+12313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC7,188$5.38M3.11%-56713F-HRTimeline
Oxinas Partners, LLC7,166$5.37M2.12%-16613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC7,136$5.34M0.45%+84013F-HRTimelineGroup
Paladin Advisory Group, LLC7,121$5.33M3.54%-8313F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,088$5.31M1.09%-5013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,087$5.31M2.58%-8713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,083$5.3M2.85%-5113F-HRTimeline
Petersen Hastings Wealth Advisors Inc.7,033$5.27M0.44%-2013F-HRTimeline
Evergreen Wealth Partners LLC7,019$5.26M3.15%+1,72913F-HRTimeline
ROCKLAND TRUST CO7,004$5.25M0.21%-12713F-HRTimeline
Winthrop Partners - WNY, LLC6,981$5.23M2.59%-25213F-HRTimeline
Ipswich Investment Management Co., Inc.6,976$5.22M1.1%+1,24513F-HRTimeline
McNaughton Wealth Management, LLC6,957$5.21M1.85%-1013F-HRTimeline
Torrey-Payne Wealth Management, LLC6,953$5.21M4.28%+68413F-HRTimeline
McMillan Office, Inc.6,944$5.2M0.6%013F-HRTimeline
SeaBridge Investment Advisors LLC6,931$5.19M0.75%-14613F-HRTimeline
First Western Trust Bank6,919$5.18M0.25%-513F-HRTimeline
BEARING POINT CAPITAL, LLC6,913$5.18M0.7%+1913F-HRTimeline
FIRST AMERICAN TRUST, FSB6,907$5.17M0.31%+22913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,905$5.17M0.35%-1,42713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC6,899$5.17M1.04%-27313F-HRTimeline
Ellis Investment Partners, LLC6,894$5.16M0.78%-1813F-HRTimeline
WEST PACES ADVISORS INC.6,865$5.14M0.86%-33513F-HRTimeline
New England Private Wealth Advisors LLC6,920$5.14M0.5%-14213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,826$5.11M0.19%013F-HRTimeline
Portside Wealth Group, LLC6,817$5.11M0.6%+47113F-HRTimeline
TFO Wealth Partners, LLC6,811$5.1M0.55%-33713F-HRTimeline
Discipline Wealth Solutions, LLC6,794$5.09M0.44%+12313F-HRTimeline
SONATA CAPITAL GROUP INC6,791$5.09M1.64%+9613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,769$5.07M0.25%+2,80913F-HRTimelineGroup
Meridian Wealth Partners, LLC6,759$5.06M0.61%-9113F-HRTimeline
Weaver Consulting Group6,744$5.05M1.04%-21013F-HRTimeline
Cromwell Holdings LLC6,740$5.05M2.27%new13F-HRTimeline
New Jersey Better Educational Savings T…6,724$5.04M8.1%013F-HRTimeline
BOS Asset Management, LLC6,723$5.03M1.17%+1913F-HRTimeline
O'Connor Financial Group LLC6,700$5.02M1.77%-17013F-HRTimeline
WNY Asset Management, LLC6,689$5.01M0.45%+4613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,672$5M1.85%-14113F-HRTimeline
Corsicana & Co.6,669$4.99M2.42%+23013F-HRTimeline
Oakwell Private Wealth Management, LLC6,645$4.98M0.83%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOODLEY FARRA MANION PORTFOLIO MANAGEME…6,643$4.98M0.24%+78313F-HRTimeline
Insight Advisors, LLC/ PA6,641$4.97M0.88%+9213F-HRTimeline
FIRST UNITED BANK & TRUST6,634$4.97M1.43%-2013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,630$4.97M1.86%-18113F-HRTimeline
Thrive Wealth Management, LLC6,630$4.97M0.64%+7413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,573$4.94M-18,054Timeline
Three Seasons Wealth, LLC6,581$4.93M0.45%-19513F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,573$4.92M1.05%-47613F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…6,571$4.92M14.31%-28713F-HRTimeline
Harbor Asset Planning, Inc.6,566$4.92M3.69%-37813F-HRTimeline
Helium Advisors LLC6,565$4.92M4.08%-2413F-HRTimeline
Prostatis Group LLC6,556$4.91M1.14%-37313F-HRTimeline
MY Wealth Management Inc.6,552$4.91M3.46%-13,74913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,548$4.9M0.06%-2013F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC6,525$4.89M0.3%-1213F-HRTimeline
Kaydan Wealth Management, Inc.6,523$4.89M1.49%+14013F-HRTimeline
Measured Wealth Private Client Group, L…6,498$4.87M1.18%-25113F-HRTimeline
Strategic Investment Advisors / MI6,498$4.87M0.29%+1,70413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC6,496$4.86M3.55%-42613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,473$4.85M1.51%-4113F-HRTimeline
SEEDS INVESTOR LLC6,470$4.85M0.5%+3,42013F-HRTimeline
Lifelong Wealth Advisors, Inc.6,456$4.83M1.14%+2913F-HRTimeline
Sage Capital Advisors,llc6,446$4.83M1%-32313F-HRTimeline
Triune Financial Partners, LLC6,421$4.81M1%-3913F-HRTimeline
Bienville Capital Management, LLC6,410$4.8M0.69%+5,97613F-HRTimeline
GDS Wealth Management6,409$4.8M0.23%+13313F-HRTimeline
Ruggaard & Associates LLC6,406$4.8M1.72%+63213F-HRTimeline
B&D White Capital Company, LLC6,406$4.8M0.48%+2313F-HRTimeline
Stokes Family Office, LLC6,405$4.8M0.56%-29813F-HRTimeline
Aspen Investment Management Inc6,403$4.79M1.29%+74313F-HRTimeline
Mezzasalma Advisors, LLC6,401$4.79M0.96%+28513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,402$4.79M1.71%+1,24013F-HRTimeline
Richard W. Paul & Associates, LLC6,399$4.79M1.47%+313F-HRTimeline
Flywheel Private Wealth LLC6,376$4.78M2.35%+3013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,369$4.77M0.06%+6813F-HRTimelineGroup
Essential Partners LLC6,368$4.77M2.2%+1,01813F-HRTimeline
Intelligent Financial Strategies6,350$4.76M2.29%-11313F-HRTimeline
OFS Enterprise LLC6,347$4.75M1.21%-213F-HRTimeline
Edgemoor Investment Advisors, Inc.6,344$4.75M0.32%-99413F-HRTimeline
Bridgewater Advisors Inc.6,229$4.74M0.26%013F-HRTimeline
HILL ISLAND FINANCIAL LLC6,303$4.72M1.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,288$4.71M0.4%-2913F-HRTimeline
Cove Private Wealth, LLC6,284$4.71M0.91%+1,74913F-HRTimeline
Ayalon Insurance Comp Ltd.6,260$4.69M0.58%-2,44313F-HRTimeline
O'Keefe Stevens Advisory, Inc.6,257$4.69M0.96%-1113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,252$4.68M1.95%-10013F-HRTimeline
Michels Family Financial, LLC6,247$4.68M3%-11313F-HRTimeline
First County Bank /CT/6,243$4.68M2.2%+813F-HRTimeline
Forza Wealth Management, LLC6,224$4.66M1.43%-37413F-HRTimeline
McAlister, Sweet & Associates, Inc.6,187$4.63M2.48%+18113F-HRTimeline
CoreFirst Bank & Trust6,178$4.63M2.3%-16713F-HRTimeline
Evensky & Katz LLC6,149$4.61M0.24%+1113F-HRTimeline
Regatta Research & Money Management6,149$4.6M4.35%13F-HRTimeline
BCS Private Wealth Management, Inc.6,136$4.6M1.38%-4213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC6,132$4.59M0.58%+2,81713F-HRTimeline
Tudor Financial Inc.6,130$4.59M2.06%+913F-HR/ATimeline
ZWJ INVESTMENT COUNSEL INC6,107$4.57M0.15%-7913F-HRTimeline
Retirement Management Systems Inc.6,106$4.57M0.94%+9913F-HRTimeline
Everhart Financial Group, Inc.6,100$4.57M0.29%-71113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC6,089$4.56M0.05%+3,89813F-HRTimeline
ERn Financial, LLC6,066$4.54M0.75%+613F-HRTimeline
Winthrop Capital Management, LLC6,029$4.51M1.09%-2,12513F-HRTimeline
Beacon Bank & Trust6,012$4.5M0.86%-1,92013F-HR/ATimeline
OAKWORTH CAPITAL, INC.6,008$4.5M0.21%-2313F-HRTimeline
Maxele Advisors, LLC6,003$4.5M3.14%13F-HRTimeline
CIM, LLC6,003$4.5M0.58%+20113F-HRTimeline
Beverly Hills Private Wealth, LLC6,001$4.49M0.86%-22413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,994$4.49M0.06%+27013F-HRTimelineGroup
Harbour Capital Advisors, LLC5,914$4.48M0.82%+1513F-HRTimeline
Investors Research Corp5,984$4.48M0.8%-50213F-HRTimeline
Alpha Advisors, LLC/VA5,975$4.47M3.36%-1,75313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,972$4.47M0.4%-23313F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC5,949$4.45M0.43%-38813F-HRTimeline
L.K. Benson & Company, P.C.5,947$4.45M1.34%-13413F-HRTimeline
Beacon Capital Management, LLC5,945$4.45M0.65%+1,74113F-HRTimeline
American Financial Advisors, LLC5,938$4.45M0.54%-16113F-HRTimeline
ROMANO BROTHERS AND COMPANY5,937$4.45M0.45%-29713F-HRTimeline
Old Mission Investment Co LLC5,932$4.44M0.92%-1113F-HRTimeline
Alaethes Wealth, LLC5,921$4.43M1.29%+9713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)5,910$4.43M0.04%-63,13813F-HRTimelineGroup
Gemmer Asset Management LLC5,908$4.42M0.3%+9413F-HRTimeline
Sculati Wealth Management, LLC5,913$4.42M1.47%+12713F-HRTimeline
Eaton Financial Holdings Company, LLC5,861$4.39M1.21%-1013F-HRTimeline
EQUITABLE TRUST CO5,842$4.38M0.18%013F-HRTimeline
Hopwood Financial Services, Inc.5,838$4.37M2.53%+65813F-HRTimeline
Aaron Wealth Advisors LLC5,830$4.37M0.22%+9813F-HRTimeline
Summit Financial Wealth Advisors, LLC5,829$4.37M0.56%+25213F-HRTimeline
Optivise Advisory Services LLC5,827$4.36M2.22%+97213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,827$4.36M2.92%+9013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding5,818$4.36M+690Timeline
Strategies Wealth Advisors, LLC5,810$4.35M0.39%-95813F-HRTimeline
Mattson Financial Services, LLC5,712$4.31M0.9%+6213F-HRTimeline
Fonville Wealth Management LLC5,739$4.3M0.7%-9913F-HRTimeline
Mason & Associates, LLC5,735$4.29M0.89%+7413F-HRTimeline
United Advisor Group, LLC5,733$4.29M0.46%+1,25513F-HRTimeline
Range Advisory, LLC5,732$4.29M0.51%+3,20613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,727$4.29M0.28%-3,58213F-HRTimelineGroup
W1M Asset Management Ltd5,696$4.27M0.04%-79913F-HRTimeline
Leeward Financial Partners, LLC5,679$4.25M1.12%+313F-HRTimeline
Fulcrum Capital LLC5,678$4.25M0.86%-20713F-HRTimeline
Aspire Private Capital, LLC5,677$4.25M0.88%+2,00613F-HRTimeline
Legacy Financial Advisors, Inc.5,673$4.25M0.52%-28013F-HRTimeline
Private Capital Management, LLC5,660$4.24M0.38%+57913F-HRTimeline
Ridgepath Capital Management LLC5,657$4.24M1.87%+1313F-HRTimeline
Global Financial Private Client, LLC5,647$4.23M1.15%+49313F-HRTimeline
Roxbury Financial LLC5,630$4.22M3.33%+14013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,619$4.21M1.03%+1,56413F-HRTimeline
APPLETON PARTNERS INC/MA5,616$4.21M0.26%+40813F-HRTimeline
Newport Capital Group, LLC5,613$4.2M2.36%+26713F-HRTimeline
WestHill Financial Advisors, Inc.5,605$4.2M0.71%-34813F-HRTimeline
LINCOLN CAPITAL CORP5,592$4.19M1.36%-1013F-HRTimeline
Antonelli Financial Advisors, LLC5,574$4.17M2.86%-63913F-HRTimeline
Tennessee Valley Asset Management Partn…5,573$4.17M0.46%-19813F-HRTimeline
Fullerton Fund Management Co Ltd.5,569$4.17M0.27%+2,84513F-HRTimeline
WEALTH EFFECTS LLC5,569$4.17M1.13%+1,19513F-HRTimeline
Total Clarity Wealth Management, Inc.5,538$4.15M0.81%+69513F-HRTimeline
NBH Bank5,531$4.14M1.75%13F-HRTimeline
MOTCO5,527$4.14M0.35%-24113F-HRTimeline
Frank, Rimerman Advisors LLC5,519$4.13M0.23%-7613F-HRTimeline
Biltmore Family Office, LLC5,517$4.13M0.54%-14013F-HRTimeline
Global Strategic Investment Solutions, …5,508$4.12M0.37%+25713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,501$4.12M0.25%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,486$4.11M0.61%+17113F-HRTimeline
ARS Investment Partners, LLC5,483$4.11M0.18%-413F-HRTimeline
Plum Street Advisors, LLC5,480$4.1M1.31%-94913F-HRTimeline
PCG Wealth Advisors, LLC5,477$4.1M0.92%+1,01713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,477$4.1M2.25%+22313F-HRTimeline
Laurel Wealth Planning LLC5,466$4.09M1.81%-79413F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,458$4.09M0.31%-5013F-HRTimeline
Union Bancaire Privee, UBP SA6,284$4.09M0.04%+1,97913F-HRTimeline
Berman McAleer LLC5,445$4.08M0.47%-4413F-HRTimeline
Spectrum Strategic Capital Management, …5,440$4.07M2.02%-2,20913F-HRTimeline
Old North State Trust, LLC5,425$4.06M2.09%+2913F-HRTimeline
Wealth Care LLC5,424$4.06M3.29%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,423$4.06M2.81%-23513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,401$4.04M0.01%+38313F-HRTimelineGroup
INVESTED ADVISORS5,390$4.04M3.57%-62213F-HRTimeline
One Charles Private Wealth Services, LLC5,379$4.03M0.93%-6313F-HRTimeline
Premier Path Wealth Partners, LLC5,356$4.01M0.46%+39213F-HRTimeline
Edgestream Partners, L.P.5,344$4M0.12%+34713F-HRTimeline
RCS Financial Planning, LLC5,337$4M1.89%+86213F-HRTimeline