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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Freedom Investment Management, Inc.5,621$3.16M0.27%+2,96013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,611$3.15M0.67%+9413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,610$3.15M0.01%-67013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,607$3.15M0.69%13F-HRTimelineGroup
Frontier Asset Management, LLC5,602$3.15M0.91%-1,93713F-HRTimeline
Evanson Asset Management, LLC5,600$3.15M0.22%+413F-HRTimeline
Frank, Rimerman Advisors LLC5,593$3.14M0.25%-1613F-HRTimeline
TWO SIGMA SECURITIES, LLC5,589$3.14M0.48%-8,55113F-HRTimeline
Mattern Wealth Management LLC5,588$3.14M0.69%+3013F-HRTimeline
Elevated Capital Advisors, LLC5,581$3.14M0.88%+9713F-HRTimeline
Hughes Financial Services, LLC5,557$3.13M0.61%+9913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,570$3.13M1.8%013F-HRTimeline
First Western Trust Bank5,546$3.12M0.15%-1713F-HRTimeline
Newport Capital Group, LLC5,541$3.11M2.24%-5213F-HRTimeline
Legacy Financial Advisors, Inc.5,539$3.11M0.52%+813F-HRTimeline
Redwood Wealth Management Group, LLC5,528$3.11M1.58%-11013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…5,526$3.11M1.1%+18713F-HRTimeline
Lansing Street Advisors5,523$3.1M1.04%+48313F-HRTimeline
Ipswich Investment Management Co., Inc.5,522$3.1M0.77%+213F-HRTimeline
Comprehensive Financial Planning, Inc./…5,496$3.09M3%-2,46913F-HRTimeline
Lifelong Wealth Advisors, Inc.5,495$3.09M1.45%-2813F-HRTimeline
Aaron Wealth Advisors LLC5,475$3.08M0.35%-1,82913F-HRTimeline
Navigoe, LLC5,475$3.08M2.66%+5,40913F-HRTimeline
ROCKLAND TRUST CO5,464$3.07M0.15%-10613F-HRTimeline
Arlington Financial Advisors, LLC5,459$3.07M0.54%+1,27413F-HRTimeline
WINCAP FINANCIAL LLC5,441$3.06M2.9%new13F-HRTimeline
Everhart Financial Group, Inc.5,427$3.05M0.42%+25013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,403$3.04M0.3%+1213F-HRTimelineGroup
Alaethes Wealth, LLC5,402$3.04M1.11%-27513F-HRTimeline
Triumph Capital Management5,399$3.03M1.01%-2,00413F-HRTimeline
Wallace Advisory Group, LLC5,144$3.03M2.1%+28513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,389$3.03M0.18%+31913F-HRTimeline
Beacon Financial Advisory LLC5,361$3.01M0.91%+1,05413F-HRTimeline
Private Capital Management, LLC5,354$3.01M0.34%+1,03313F-HRTimeline
M1 Capital Management LLC5,338$3M1.88%-20813F-HRTimeline
Procyon Advisors, LLC5,330$2.99M0.18%-7913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,327$2.99M0.15%new13F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC5,325$2.99M0.39%-26113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,316$2.99M1.67%-2013F-HRTimeline
Park Capital Management, LLC / WI5,265$2.96M3.46%+63813F-HRTimeline
Global Strategic Investment Solutions, …5,250$2.95M0.34%+813F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$2.95M0.01%013F-HRTimeline
CWS Financial Advisors, LLC5,240$2.94M0.93%-14213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,229$2.94M0.19%013F-HRTimeline
INVESTMENT PARTNERS, LTD.5,224$2.94M1.22%-35713F-HRTimeline
Centric Wealth Management5,222$2.93M0.77%-713F-HRTimeline
Ridgepath Capital Management LLC5,217$2.93M1.41%-413F-HRTimeline
Sound View Wealth Advisors Group, LLC5,204$2.92M0.24%-25913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,197$2.92M1.37%-9413F-HRTimeline
Biltmore Family Office, LLC5,182$2.91M0.5%-9013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,144$2.89M2.25%-413F-HRTimeline
DAVIS R M INC5,134$2.89M0.06%+38613F-HRTimeline
BlueSky Wealth Advisors, LLC5,134$2.88M0.45%-20813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,128$2.88M0.55%-3513F-HRTimeline
First Bank & Trust5,112$2.87M0.56%+1,69813F-HRTimeline
Corrigan Financial, Inc.5,104$2.87M0.59%+12113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,103$2.87M0.22%-23213F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC5,096$2.86M0.19%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,086$2.86M0.33%+8513F-HRTimeline
Resurgent Financial Advisors LLC5,085$2.86M1.72%-30913F-HRTimeline
Efficient Advisors, LLC5,085$2.86M0.19%-1,06613F-HR/ATimeline
NAPATREE CAPITAL LLC5,083$2.86M1.61%+21413F-HRTimeline
Sterling Wealth Advisors Inc5,057$2.84M2.19%013F-HRTimeline
Upper Left Wealth Management, LLC5,041$2.83M2.03%+2,78713F-HRTimeline
Global Financial Private Client, LLC5,032$2.83M1.08%-29213F-HRTimeline
Total Clarity Wealth Management, Inc.4,792$2.82M0.92%013F-HRTimeline
Florida Trust Wealth Management Co5,006$2.81M0.09%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,992$2.81M1.56%-19513F-HRTimeline
Summit Financial Wealth Advisors, LLC4,990$2.8M0.56%-20013F-HRTimeline
Worth Financial Advisory Group, LLC4,989$2.8M1.78%-17113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,978$2.8M0.12%-17913F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,966$2.79M0.5%+213F-HRTimeline
APPLETON PARTNERS INC/MA4,962$2.79M0.22%+2913F-HRTimeline
MB Generational Wealth, LLC4,952$2.78M2.08%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,949$2.78M0.33%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC4,948$2.78M1.81%-10,83913F-HRTimeline
Aspire Private Capital, LLC4,947$2.78M0.69%-58213F-HRTimeline
NOVUS ADVISORS, LLC4,938$2.77M2.8%-70713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,937$2.77M1.32%-6213F-HRTimeline
WARNER FINANCIAL, INC4,930$2.77M1.23%-74713F-HRTimeline
Roxbury Financial LLC4,636$2.77M2.71%+22913F-HRTimeline
American Financial Advisors, LLC4,925$2.77M0.4%+4913F-HRTimeline
Paulson Wealth Management Inc.4,925$2.77M0.78%-1413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,923$2.77M0.53%+26713F-HR/ATimelineGroup
COWA, LLC4,917$2.76M1.18%-17313F-HRTimeline
Painted Porch Advisors LLC4,905$2.76M1.15%+1,15313F-HRTimeline
Kaydan Wealth Management, Inc.4,901$2.75M0.88%+47013F-HRTimeline
CVFG LLC4,901$2.75M2.5%-49213F-HRTimeline
Topel & Distasi Wealth Management, LLC4,891$2.75M1.28%-40913F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,890$2.75M0.46%013F-HRTimeline
Clarity Capital Advisors, LLC4,885$2.74M1.8%+1313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,884$2.74M<0.01%-17,10113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.4,879$2.74M1.85%-5413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC4,864$2.73M1.11%+7413F-HRTimeline
Glass Jacobson Investment Advisors llc4,641$2.73M0.9%013F-HRTimeline
Atlatl Advisers LLC4,862$2.73M1.78%-90513F-HRTimeline
Fortis Capital Management LLC4,854$2.73M0.53%+1113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,853$2.73M0.37%-23013F-HRTimeline
Segment Wealth Management, LLC4,838$2.72M0.18%-42613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,837$2.72M0.37%013F-HRTimeline
Austin Private Wealth, LLC4,834$2.72M0.24%-9113F-HRTimeline
Magnolia Private Wealth, LLC4,831$2.71M2.3%+2,23413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC4,831$2.71M2.31%+50813F-HRTimeline
Gratus Wealth Advisors, LLC4,822$2.71M0.44%-5513F-HRTimeline
BEARING POINT CAPITAL, LLC4,819$2.71M0.58%+18613F-HRTimeline
Mainstream Capital Management LLC4,812$2.7M2.14%+43913F-HRTimeline
Hopwood Financial Services, Inc.4,811$2.7M2.09%+1413F-HRTimeline
Gilliland Jeter Wealth Management LLC4,805$2.7M0.95%+12713F-HRTimeline
Generation Capital Management LLC4,793$2.69M2.43%013F-HRTimeline
Kagan Cocozza Asset Management4,771$2.68M2.19%-9413F-HRTimeline
Laurel Wealth Planning LLC4,769$2.68M1.78%-513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$2.68M1.01%-14013F-HRTimeline
Darrow Company, Inc.4,748$2.67M1.49%+3013F-HRTimeline
Northwest Capital Management Inc4,739$2.66M1.09%-27213F-HRTimeline
ALERUS FINANCIAL NA4,730$2.66M0.21%-8313F-HRTimeline
FIRST MANHATTAN CO. LLC.4,708$2.65M0.01%-11913F-HRTimeline
Archford Capital Strategies, LLC4,701$2.64M0.39%+2,08913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,699$2.64M1.03%-8913F-HRTimeline
One Wealth Management Investment & Advi…4,695$2.64M4.37%-5413F-HRTimeline
SRH ADVISORS, LLC4,677$2.63M0.81%013F-HRTimeline
Plancorp, LLC4,672$2.63M0.1%+17013F-HRTimeline
MEYER HANDELMAN CO4,670$2.62M0.09%013F-HRTimeline
SAGE RHINO CAPITAL LLC4,666$2.62M0.61%+113F-HRTimeline
Ackerman Capital Advisors, LLC4,650$2.61M0.69%-1713F-HRTimeline
Mengis Capital Management, Inc.4,647$2.61M0.55%-11113F-HRTimeline
MAIRS & POWER INC4,636$2.6M0.03%-1513F-HRTimeline
GHP Investment Advisors, Inc.4,636$2.6M0.13%+8413F-HRTimeline
GC Wealth Management RIA, LLC4,634$2.6M0.48%+1013F-HRTimeline
Gallacher Capital Management LLC4,614$2.59M1.26%+3213F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,611$2.59M1.03%+4613F-HRTimeline
CENTRAL BANK & TRUST CO4,606$2.59M0.43%+44113F-HRTimeline
United Capital Management of KS, Inc.4,600$2.58M0.53%-20213F-HRTimeline
Forefront Analytics, LLC4,581$2.57M2.96%-3013F-HRTimeline
Strategic Equity Management4,580$2.57M1.08%+27913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,576$2.57M0.76%+413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO4,566$2.57M0.02%-12,18613F-HRTimeline
FSM Wealth Advisors, LLC4,566$2.57M0.58%-7813F-HRTimeline
North Berkeley Wealth Management, LLC4,560$2.56M2.67%+59713F-HRTimeline
Kathleen S. Wright Associates Inc.4,555$2.56M1.06%-11113F-HRTimeline
Discipline Wealth Solutions, LLC4,555$2.56M1.22%-9913F-HRTimeline
RHS Financial, LLC4,536$2.55M1.43%-2,32813F-HRTimeline
Courage Miller Partners, LLC4,515$2.54M0.86%-1513F-HRTimeline
ORG Partners LLC4,488$2.54M0.62%-23,32213F-HRTimeline
SANDERS MORRIS HARRIS LLC4,496$2.53M0.39%+43013F-HRTimeline
Sonora Investment Management Group, LLC4,503$2.53M0.2%-26813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,487$2.52M2.22%+58813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,476$2.52M1.2%-10613F-HRTimelineGroup
Alteri Wealth LLC4,475$2.51M1.11%+913F-HRTimeline
Empirical Asset Management, LLC4,470$2.51M0.86%+4113F-HRTimeline
Curbstone Financial Management Corp4,462$2.51M0.53%-90013F-HRTimeline
WEALTH EFFECTS LLC4,458$2.5M1.05%+2713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,457$2.5M0.2%-1613F-HRTimeline
Family Manage LLC4,450$2.5M0.41%+613F-HRTimeline
Goodwin Investment Advisory4,435$2.49M3.87%-25513F-HRTimeline
VestGen Investment Management4,429$2.49M1.88%-2,29113F-HRTimeline
Pineridge Advisors LLC4,418$2.48M0.97%-15113F-HRTimeline
BECK MACK & OLIVER LLC4,407$2.48M0.05%013F-HRTimeline
Hobart Private Capital, LLC4,401$2.47M0.62%-1813F-HRTimeline
Lane & Associates LLC4,401$2.47M1.33%+18413F-HRTimeline
Polymer Capital Management (HK) LTD4,400$2.47M0.43%+70013F-HRTimeline
Texas Yale Capital Corp.4,391$2.47M0.1%013F-HRTimeline
Firestone Capital Management4,385$2.46M0.65%+1413F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,376$2.46M0.37%new13F-HRTimeline
LGT Financial Advisors LLC4,359$2.45M7.49%+23013F-HRTimeline
Clark Asset Management, LLC4,365$2.45M0.41%+87913F-HRTimeline
Breed's Hill Capital LLC4,360$2.45M1.32%013F-HRTimeline
Oxinas Partners, LLC4,357$2.45M1.45%-2813F-HRTimeline
Tudor Financial Inc.4,352$2.45M1.47%-2,71413F-HRTimeline
REAP Financial Group, LLC4,348$2.44M0.61%-22513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,345$2.44M0.14%+81613F-HR/ATimeline
Laurel Wealth Advisors LLC4,344$2.44M0.38%-213F-HRTimeline
Falcon Wealth Planning4,332$2.43M0.27%-16413F-HRTimeline
Flavin Financial Services, Inc.4,318$2.43M2.23%-9413F-HR/ATimeline
FSA WEALTH PARTNERS, INC.4,314$2.42M0.92%-41713F-HRTimeline
CapWealth Advisors, LLC4,313$2.42M0.26%013F-HRTimeline
Edgestream Partners, L.P.4,312$2.42M0.08%-2,84713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,294$2.41M1.63%+4013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,282$2.41M0.13%+34113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,277$2.4M0.62%-1213F-HR/ATimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.4M1.82%013F-HRTimeline
Hutchens & Kramer Investment Management…4,264$2.4M1.32%-2,50513F-HRTimeline
Smith Thornton Advisors LLC4,257$2.39M1.49%-29613F-HRTimeline
TD Asset Management Inc4,251$2.39M<0.01%-12613F-HRTimeline
Truvestments Capital LLC4,246$2.39M0.52%+14013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,238$2.38M0.65%-2913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,232$2.38M0.19%-5613F-HRTimeline
SOA Wealth Advisors, LLC.4,228$2.38M0.5%-5613F-HRTimeline
VAN STRUM & TOWNE INC.4,222$2.37M0.8%-29513F-HRTimeline
Lincoln Capital LLC4,479$2.37M0.5%+47813F-HRTimeline
FF Advisors,LLC4,192$2.36M1.36%+113F-HRTimeline
Old North State Trust, LLC4,012$2.36M1.5%013F-HRTimeline
Delta Financial Group, Inc.4,080$2.35M0.54%+913F-HRTimeline
SP Asset Management LLC4,165$2.34M0.21%+1213F-HRTimeline
Curat Global, LLC4,155$2.33M2.85%13F-HRTimeline
Opus Capital Group, LLC4,150$2.33M0.3%+6013F-HRTimeline
Mezzasalma Advisors, LLC4,144$2.33M0.8%+1,21913F-HRTimeline
HHM Wealth Advisors, LLC4,138$2.32M0.31%-2313F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,129$2.32M0.24%-24413F-HRTimeline
PATTON FUND MANAGEMENT, INC.4,124$2.32M0.56%-49,41113F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/4,113$2.31M0.02%-1,05413F-HRTimeline