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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ABSOLUTE CAPITAL MANAGEMENT, LLC5,977$3.53M1.95%-57713F-HRTimeline
Goodman Financial Corp5,964$3.51M0.75%-2213F-HRTimeline
McIlrath & Eck, LLC5,911$3.48M0.44%-13713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp5,907$3.48M0.22%+4613F-HRTimelineGroup
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,898$3.47M0.17%+37113F-HRTimeline
First Business Financial Services, Inc.5,873$3.46M0.34%013F-HRTimeline
Stenger Family Office, LLC5,845$3.44M1.17%13F-HRTimeline
Liberty Capital Management, Inc.5,839$3.44M0.76%+59313F-HRTimeline
Rathbones Group PLC5,811$3.42M0.02%+813F-HRTimeline
Tranquility Partners, LLC5,797$3.41M1.28%+9313F-HRTimeline
Private Portfolio Partners LLC5,789$3.41M0.63%+19913F-HRTimeline
Intrua Financial, LLC5,782$3.4M0.55%+36813F-HRTimeline
Two West Capital Advisors LLC5,780$3.4M2.92%+44513F-HRTimeline
Atlatl Advisers LLC5,767$3.39M1.99%13F-HRTimeline
Alta Wealth Advisors LLC5,767$3.39M1.49%+1,23113F-HRTimeline
WEST PACES ADVISORS INC.5,758$3.39M0.83%+15113F-HRTimeline
NYL Investors LLC5,721$3.37M0.3%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,720$3.37M0.6%+10613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,713$3.36M0.77%-78813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…5,702$3.36M0.63%-2013F-HRTimeline
Prudent Man Advisors, LLC5,684$3.35M1.22%-18913F-HRTimeline
Aspen Investment Management Inc5,682$3.35M1.55%-4513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,682$3.34M0.76%+36613F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…5,681$3.34M0.3%-144,77113F-HRTimelineGroup
WARNER FINANCIAL, INC5,677$3.34M1.44%-32213F-HRTimeline
Alaethes Wealth, LLC5,677$3.34M1.19%+59713F-HRTimeline
SilverOak Wealth Management LLC5,649$3.33M0.72%+5913F-HRTimeline
NOVUS ADVISORS, LLC5,645$3.32M3.31%13F-HRTimeline
Sage Mountain Advisors LLC5,645$3.32M0.24%+1,32813F-HRTimeline
Harbour Capital Advisors, LLC5,584$3.32M0.74%-2613F-HRTimeline
Redwood Wealth Management Group, LLC5,638$3.32M1.62%-13813F-HRTimeline
Frank, Rimerman Advisors LLC5,609$3.3M0.24%013F-HRTimeline
Capital Advantage, Inc.5,605$3.3M0.6%new13F-HRTimeline
Evanson Asset Management, LLC5,596$3.29M0.23%-11913F-HRTimeline
Newport Capital Group, LLC5,593$3.29M2.43%-1,28113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,586$3.29M0.41%+19813F-HRTimeline
INVESTMENT PARTNERS, LTD.5,581$3.29M1.35%-35113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,570$3.28M1.88%-10013F-HRTimeline
ROCKLAND TRUST CO5,570$3.28M0.17%+34913F-HRTimeline
First Western Trust Bank5,563$3.27M0.15%-2613F-HRTimeline
Mattern Wealth Management LLC5,558$3.27M0.72%-7113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,551$3.27M2.76%-1,63413F-HRTimeline
M1 Capital Management LLC5,546$3.26M1.76%13F-HRTimeline
Legacy Financial Advisors, Inc.5,531$3.26M0.54%-39013F-HRTimeline
Aspire Private Capital, LLC5,529$3.25M0.81%-33713F-HRTimeline
Lifelong Wealth Advisors, Inc.5,523$3.25M1.46%13F-HRTimeline
Ipswich Investment Management Co., Inc.5,520$3.25M0.78%+12513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,517$3.25M0.64%+1013F-HRTimeline
WealthPlan Investment Management, LLC5,492$3.23M0.32%+40613F-HRTimeline
Elevated Capital Advisors, LLC5,484$3.23M0.88%-1,90613F-HRTimeline
Sound View Wealth Advisors Group, LLC5,463$3.22M0.26%-9313F-HRTimeline
Hughes Financial Services, LLC5,458$3.21M0.66%13F-HRTimeline
Procyon Advisors, LLC5,409$3.18M0.2%+4713F-HRTimeline
Resurgent Financial Advisors LLC5,394$3.18M1.87%-16413F-HRTimeline
CVFG LLC5,393$3.17M2.9%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,391$3.17M0.31%+20013F-HRTimelineGroup
CWS Financial Advisors, LLC5,382$3.17M1.03%-2713F-HRTimeline
Arax Advisory Partners5,379$3.17M0.2%+2,82113F-HRTimeline
Curbstone Financial Management Corp5,362$3.16M0.67%+10013F-HRTimeline
Donor Advised Charitable Giving, Inc.5,355$3.15M0.07%+1,72213F-HRTimeline
BlueSky Wealth Advisors, LLC5,342$3.14M0.49%-1,89513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,339$3.14M1.17%+17813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,336$3.14M1.71%-26313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,335$3.14M0.23%-72313F-HRTimelineGroup
Global Financial Private Client, LLC5,324$3.13M1.18%-12113F-HRTimeline
Community Financial Services Group, LLC5,311$3.13M0.62%-10,57613F-HRTimeline
Topel & Distasi Wealth Management, LLC5,300$3.12M1.34%-33013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,190$3.12M0.61%-313F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,291$3.11M1.46%-19513F-HRTimeline
Biltmore Family Office, LLC5,272$3.1M0.52%-913F-HRTimeline
Segment Wealth Management, LLC5,264$3.1M0.21%+413F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$3.09M0.01%013F-HRTimeline
Global Strategic Investment Solutions, …5,242$3.09M0.36%+1813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.08M0.18%+2013F-HRTimeline
Centric Wealth Management5,229$3.08M0.83%-24413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,221$3.07M0.08%+1,75513F-HRTimeline
Ridgepath Capital Management LLC5,221$3.07M1.42%-2,72213F-HRTimeline
Encompass More Asset Management5,219$3.07M1.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,187$3.05M1.65%-17513F-HRTimeline
Anchor Pointe Wealth Management, LLC5,159$3.05M3.96%13F-HRTimeline
Fisher Asset Management, LLC5,178$3.05M<0.01%-59113F-HRTimeline
Everhart Financial Group, Inc.5,177$3.05M0.63%+1813F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/5,167$3.04M0.03%+4,24213F-HRTimeline
Ewing Morris & Co. Investment Partners …5,167$3.04M1.05%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,163$3.04M0.56%-7313F-HRTimeline
Worth Financial Advisory Group, LLC5,160$3.04M1.87%-21113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,157$3.04M0.13%-1,40913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,148$3.03M2.31%+97713F-HRTimeline
Peninsula Wealth, LLC5,145$3.03M0.52%-39413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,133$3.02M0.97%+2,17213F-HRTimeline
New Republic Capital, LLC5,130$3.02M1.97%-33713F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,096$3M0.2%013F-HRTimeline
COWA, LLC5,090$3M1.38%+23213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,083$2.99M0.41%+3513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,070$2.98M0.18%+64613F-HRTimeline
Sterling Wealth Advisors Inc5,057$2.98M2.34%13F-HRTimeline
Lansing Street Advisors5,040$2.97M1.03%-2,06113F-HRTimeline
Northwest Capital Management Inc5,011$2.95M1.26%-34313F-HRTimeline
Florida Trust Wealth Management Co5,006$2.95M0.09%+58913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,001$2.94M0.34%+18013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,999$2.94M1.37%-1013F-HRTimeline
GW&K Investment Management, LLC4,993$2.94M0.02%+1,67313F-HRTimeline
Corrigan Financial, Inc.4,983$2.93M0.67%-17813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,964$2.92M0.47%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,953$2.92M0.56%-2,00313F-HRTimelineGroup
MB Generational Wealth, LLC4,952$2.92M2.14%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,949$2.91M0.35%+14313F-HRTimeline
Paulson Wealth Management Inc.4,939$2.91M0.79%-4713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,933$2.9M1.94%-6413F-HRTimeline
APPLETON PARTNERS INC/MA4,933$2.9M0.21%-17713F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$2.9M0.05%013F-HRTimeline
Austin Private Wealth, LLC4,925$2.9M0.27%-58013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,908$2.89M1.07%-1,68513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,890$2.88M0.49%+3913F-HRTimeline
Triton Financial Group Inc4,885$2.88M1.8%-7913F-HRTimeline
Gratus Wealth Advisors, LLC4,877$2.87M0.46%-2313F-HRTimeline
American Financial Advisors, LLC4,876$2.87M0.4%+2913F-HRTimeline
Clarity Capital Advisors, LLC4,872$2.87M1.92%+1513F-HRTimeline
NAPATREE CAPITAL LLC4,869$2.87M1.68%+2013F-HRTimeline
Kagan Cocozza Asset Management4,865$2.86M2.38%13F-HRTimeline
Trust Co of Tennessee4,846$2.85M0.95%+4113F-HRTimeline
Fortis Capital Management LLC4,843$2.85M0.53%-9513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,837$2.85M0.38%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,827$2.84M0.01%+73113F-HRTimeline
ALERUS FINANCIAL NA4,813$2.83M0.22%-313F-HRTimeline
United Capital Management of KS, Inc.4,802$2.83M0.51%-39313F-HRTimeline
Hopwood Financial Services, Inc.4,797$2.82M2.14%13F-HRTimeline
Israel Discount Bank of New York4,797$2.82M2.05%-2,35113F-HRTimeline
Generation Capital Management LLC4,793$2.82M2.42%13F-HRTimeline
Total Clarity Wealth Management, Inc.4,792$2.82M0.92%-90813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC4,790$2.82M1.14%+91913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,788$2.82M1.11%-32113F-HRTimeline
Laurel Wealth Planning LLC4,774$2.81M1.81%-30513F-HRTimeline
Sonora Investment Management Group, LLC4,771$2.81M0.22%-7513F-HRTimeline
Wallace Advisory Group, LLC4,859$2.8M1.94%-46813F-HRTimeline
Mengis Capital Management, Inc.4,758$2.8M0.57%-2113F-HRTimeline
One Wealth Management Investment & Advi…4,749$2.8M4.43%-10113F-HRTimeline
Independence Bank of Kentucky4,748$2.8M0.43%+1,51113F-HRTimeline
DAVIS R M INC4,748$2.79M0.05%-5713F-HRTimeline
FSA WEALTH PARTNERS, INC.4,731$2.79M0.65%-11,99313F-HRTimeline
Aprio Wealth Management, LLC4,729$2.78M0.41%+44313F-HRTimeline
Spartan Planning & Wealth Management4,725$2.78M2.54%13F-HRTimeline
Darrow Company, Inc.4,718$2.78M1.61%-1513F-HRTimeline
MONECO ADVISORS, LLC4,709$2.77M0.29%+73413F-HR/ATimeline
FSM Wealth Advisors, LLC4,644$2.76M0.68%-1813F-HRTimeline
Goodwin Investment Advisory4,690$2.76M1.45%-4713F-HRTimeline
Gilliland Jeter Wealth Management LLC4,678$2.75M0.93%+71213F-HRTimeline
SRH ADVISORS, LLC4,677$2.75M0.82%013F-HRTimeline
MEYER HANDELMAN CO4,670$2.75M0.1%013F-HRTimeline
Fortress Financial Solutions, LLC4,669$2.75M3.92%13F-HRTimeline
Ackerman Capital Advisors, LLC4,667$2.75M0.72%013F-HRTimeline
Kathleen S. Wright Associates Inc.4,666$2.75M1.14%+9713F-HRTimeline
SAGE RHINO CAPITAL LLC4,665$2.75M0.6%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,656$2.74M0.56%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC4,654$2.74M1.27%+9913F-HRTimeline
Laird Norton Wetherby Wealth Management…4,654$2.74M0.13%-14813F-HRTimeline
MAIRS & POWER INC4,651$2.74M0.03%-23013F-HRTimeline
Glass Jacobson Investment Advisors llc4,641$2.73M0.9%+6913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BEARING POINT CAPITAL, LLC4,633$2.73M0.57%13F-HRTimeline
Obermeyer Wealth Partners4,627$2.72M0.14%+6813F-HRTimeline
Park Capital Management, LLC / WI4,627$2.72M3.26%13F-HRTimeline
GC Wealth Management RIA, LLC4,624$2.72M0.48%+1013F-HRTimeline
EHRLICH FINANCIAL GROUP4,622$2.72M1.93%+56813F-HRTimeline
Forefront Analytics, LLC4,611$2.71M1.26%-29813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,582$2.7M1.27%013F-HRTimelineGroup
Gallacher Capital Management LLC4,582$2.7M1.34%-17013F-HRTimeline
REAP Financial Group, LLC4,573$2.69M0.67%-9113F-HRTimeline
Pineridge Advisors LLC4,569$2.69M1.02%-1913F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,565$2.69M1.06%+39813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,572$2.69M0.8%-7213F-HRTimeline
Smith Thornton Advisors LLC4,553$2.68M1.69%-6413F-HRTimeline
GHP Investment Advisors, Inc.4,552$2.68M0.13%+8713F-HRTimeline
Mesirow Institutional Investment Manage…4,551$2.68M0.21%+1713F-HRTimeline
Avantax Planning Partners, Inc.4,538$2.67M0.1%+2813F-HRTimeline
Courage Miller Partners, LLC4,530$2.67M0.91%-2213F-HRTimeline
Roxbury Financial LLC4,407$2.67M2.57%13F-HRTimeline
Vigilare Wealth Management4,522$2.66M1.08%+40013F-HRTimeline
VAN STRUM & TOWNE INC.4,517$2.66M0.98%-38913F-HRTimeline
Plancorp, LLC4,502$2.65M0.11%-10413F-HRTimeline
Falcon Wealth Planning4,496$2.65M0.3%+2,73813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,473$2.63M0.21%-6513F-HRTimeline
Alteri Wealth LLC4,466$2.63M0.73%13F-HRTimeline
Family Manage LLC4,444$2.62M0.42%+26613F-HRTimeline
Kaydan Wealth Management, Inc.4,431$2.61M0.87%+85213F-HRTimeline
WEALTH EFFECTS LLC4,431$2.61M0.93%+1213F-HRTimeline
Empirical Asset Management, LLC4,429$2.61M0.87%+1,13713F-HRTimeline
Hobart Private Capital, LLC4,419$2.6M0.65%-11813F-HRTimeline
Flavin Financial Services, Inc.4,412$2.6M2.47%13F-HR/ATimeline
BECK MACK & OLIVER LLC4,407$2.59M0.05%013F-HRTimeline
Texas Yale Capital Corp.4,391$2.58M0.1%013F-HRTimeline
FINANCIAL CONSULATE, INC4,388$2.58M0.69%-14213F-HRTimeline
Oxinas Partners, LLC4,385$2.58M1.51%+1413F-HRTimeline
TD Asset Management Inc4,377$2.58M<0.01%+45413F-HRTimeline
Mainstream Capital Management LLC4,373$2.57M1.8%+16213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,373$2.57M0.26%-68813F-HRTimeline
Firestone Capital Management4,371$2.57M0.64%+19513F-HRTimeline
Breed's Hill Capital LLC4,360$2.57M1.34%013F-HRTimeline
Laurel Wealth Advisors LLC4,346$2.56M0.4%+5513F-HRTimeline
Lane & Associates LLC4,217$2.55M1.32%-29913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,327$2.55M1.77%-1013F-HRTimeline