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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST NATIONAL CORP /MA/ /ADV5,704$3.54M0.71%-6713F-HRTimeline
ORG Partners LLC5,691$3.54M0.75%+1,20313F-HRTimeline
Bridgewater Advisors Inc.5,520$3.52M0.27%+2,17413F-HRTimeline
Lifelong Wealth Advisors, Inc.5,671$3.52M1.17%+17613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,667$3.52M0.35%+58113F-HRTimeline
Everhart Financial Group, Inc.5,665$3.52M0.41%+23813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,656$3.51M0.62%+4513F-HRTimeline
M1 Capital Management LLC5,646$3.51M1.77%+30813F-HRTimeline
WEALTHGARDEN F.S. LLC5,505$3.49M2.9%-1,70813F-HRTimeline
Portside Wealth Group, LLC5,627$3.49M0.52%-3,48313F-HRTimeline
Florida Trust Wealth Management Co5,620$3.49M0.11%+61413F-HRTimeline
Evanson Asset Management, LLC5,594$3.47M0.22%-613F-HRTimeline
Redwood Wealth Management Group, LLC5,593$3.47M1.56%+6513F-HRTimeline
Frank, Rimerman Advisors LLC5,593$3.47M0.23%013F-HRTimeline
Mattern Wealth Management LLC5,575$3.46M0.72%-1313F-HRTimeline
Schneider Downs Wealth Management Advis…5,555$3.45M0.52%-11013F-HRTimeline
Lansing Street Advisors5,544$3.44M1.03%+2113F-HRTimeline
Ipswich Investment Management Co., Inc.5,520$3.43M0.83%-213F-HRTimeline
Two West Capital Advisors LLC5,343$3.42M2.24%-88813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,500$3.41M2.62%-3,94213F-HRTimeline
TWO SIGMA SECURITIES, LLC5,490$3.41M0.42%-9913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,482$3.4M0.67%13F-HRTimelineGroup
Alaethes Wealth, LLC5,468$3.4M1.01%+6613F-HRTimeline
Total Clarity Wealth Management, Inc.5,467$3.39M0.97%+67513F-HRTimeline
Sound View Wealth Advisors Group, LLC5,464$3.39M0.25%+26013F-HRTimeline
Americana Partners, LLC5,448$3.38M0.12%+4,76513F-HRTimeline
Delta Wealth Advisors LLC5,446$3.38M2.83%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,443$3.38M1.24%+57913F-HRTimeline
Dunhill Financial, LLC5,414$3.36M0.97%+3,70513F-HRTimeline
APPLETON PARTNERS INC/MA5,402$3.35M0.24%+44013F-HRTimeline
ROCKLAND TRUST CO5,392$3.35M0.16%-7213F-HRTimeline
Nemes Rush Group LLC5,389$3.35M0.36%-3,57513F-HRTimeline
Strid Group, LLC5,378$3.34M0.47%-34413F-HRTimeline
CENTRAL BANK & TRUST CO5,364$3.33M0.54%+75813F-HRTimeline
First Western Trust Bank5,352$3.32M0.15%-19413F-HRTimeline
Frontier Asset Management, LLC5,350$3.32M0.9%-25213F-HRTimeline
Newport Capital Group, LLC5,346$3.32M2.25%-19513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,308$3.3M1.71%-813F-HRTimeline
Centric Wealth Management5,124$3.28M0.78%-9813F-HRTimeline
Global Strategic Investment Solutions, …5,246$3.26M0.35%-413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,245$3.26M0.3%-15813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…5,245$3.26M0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.25M0.19%013F-HRTimeline
Global Financial Private Client, LLC5,228$3.25M1.22%+19613F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,225$3.24M0.11%-2,74513F-HRTimelineGroup
Ridgepath Capital Management LLC5,219$3.24M1.49%+213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,215$3.24M2.59%-1,38713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,211$3.24M2.53%+38013F-HRTimeline
PUREfi Wealth, LLC5,203$3.23M2.58%+1,19213F-HRTimeline
Precision Wealth Strategies, LLC5,190$3.22M1.05%+3,12613F-HRTimeline
Roxbury Financial LLC5,150$3.2M3.12%+51413F-HRTimeline
BlueSky Wealth Advisors, LLC5,138$3.19M0.46%+413F-HRTimeline
Worth Financial Advisory Group, LLC5,129$3.18M1.96%+14013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,128$3.18M0.57%013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC5,122$3.18M1.23%+51113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,120$3.18M2.12%-2413F-HRTimeline
MAIRS & POWER INC5,120$3.18M0.03%+48413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,115$3.18M0.05%-2,37113F-HRTimelineGroup
FSM Wealth Advisors, LLC5,091$3.18M0.52%+52513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,113$3.17M1.55%-8413F-HRTimeline
CEERA INVESTMENTS, LLC5,112$3.17M0.97%+1,00013F-HRTimeline
Family Manage LLC5,111$3.17M0.48%+66113F-HRTimeline
Biltmore Family Office, LLC5,107$3.17M0.54%-7513F-HRTimeline
CWS Financial Advisors, LLC5,098$3.17M0.92%-14213F-HRTimeline
Hughes Financial Services, LLC4,977$3.16M0.54%-58013F-HRTimeline
Breed's Hill Capital LLC5,090$3.16M1.52%+73013F-HRTimeline
McIlrath & Eck, LLC5,087$3.16M0.36%-80613F-HRTimeline
North Berkeley Wealth Management, LLC5,074$3.15M2.89%+51413F-HRTimeline
CVFG LLC5,073$3.15M2.5%+17213F-HRTimeline
Discipline Wealth Solutions, LLC5,056$3.14M1.2%+50113F-HRTimeline
Elevated Capital Advisors, LLC5,581$3.14M0.88%013F-HRTimeline
Private Capital Management, LLC5,019$3.12M0.32%-33513F-HRTimeline
Forza Wealth Management, LLC5,019$3.12M1.28%+2,26513F-HRTimeline
McAlister, Sweet & Associates, Inc.5,017$3.11M2.76%-69,33213F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,009$3.11M0.19%-8713F-HRTimeline
Carrera Capital Advisors5,007$3.11M0.63%-1,13713F-HRTimeline
COWA, LLC5,006$3.11M1.18%+8913F-HRTimeline
Summit Financial Wealth Advisors, LLC4,980$3.09M0.55%-1013F-HRTimeline
Arcadia Wealth Management, Inc.4,968$3.08M2.1%+1,13413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI4,966$3.08M0.49%013F-HRTimeline
INVESTMENT PARTNERS, LTD.4,950$3.07M1.16%-27413F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,949$3.07M0.34%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,933$3.06M0.22%-17013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.4,932$3.06M1.4%-513F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$3.06M0.05%new13F-HRTimeline
WARNER FINANCIAL, INC4,921$3.06M1.26%-913F-HRTimeline
Clarity Capital Advisors, LLC4,897$3.04M1.77%+1213F-HRTimeline
Topel & Distasi Wealth Management, LLC4,891$3.04M1.59%013F-HRTimeline
SRH ADVISORS, LLC4,879$3.03M0.92%+20213F-HRTimeline
Painted Porch Advisors LLC4,870$3.02M1.24%-3513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,869$3.02M1.91%-1013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,868$3.02M0.43%-2213F-HRTimeline
Capital Advantage, Inc.4,865$3.02M0.48%-74013F-HRTimeline
Fortis Capital Management LLC4,862$3.02M0.47%+813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,856$3.01M1.52%-13613F-HRTimeline
PMG Wealth Management, Inc.4,839$3M2.48%+89313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,837$3M0.37%013F-HRTimeline
Austin Private Wealth, LLC4,833$3M0.24%-113F-HRTimeline
Segment Wealth Management, LLC4,822$2.99M0.19%-1613F-HRTimeline
Hopwood Financial Services, Inc.4,811$2.99M2.34%013F-HRTimeline
Texas Yale Capital Corp.4,796$2.98M0.1%+40513F-HRTimeline
Generation Capital Management LLC4,795$2.98M2.36%+213F-HRTimeline
Gratus Wealth Advisors, LLC4,789$2.97M0.45%-3313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,786$2.97M0.37%-6713F-HRTimeline
Beacon Financial Advisory LLC4,782$2.97M0.77%-57913F-HRTimeline
Efficient Advisors, LLC4,782$2.97M0.18%-30313F-HRTimeline
FIRST MANHATTAN CO. LLC.4,776$2.97M0.01%+6813F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$2.96M1.31%013F-HRTimeline
Sterling Wealth Advisors Inc4,722$2.96M2.09%-33513F-HRTimeline
Kagan Cocozza Asset Management4,751$2.95M2.26%-2013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,749$2.95M0.33%-57613F-HRTimeline
ALERUS FINANCIAL NA4,747$2.95M0.21%+1713F-HRTimeline
Gilliland Jeter Wealth Management LLC4,731$2.94M0.96%-7413F-HRTimeline
Darrow Company, Inc.4,721$2.93M1.48%-2713F-HRTimeline
TRUE Private Wealth Advisors4,720$2.93M0.33%-1,08313F-HRTimeline
Essential Partners LLC4,714$2.93M1.17%13F-HRTimeline
CENTAURUS FINANCIAL, INC.4,713$2.93M0.17%-67613F-HRTimeline
REAP Financial Group, LLC4,686$2.91M0.68%+33813F-HRTimeline
Manchester Capital Management LLC4,672$2.9M0.38%+90013F-HRTimeline
MEYER HANDELMAN CO4,670$2.9M0.1%013F-HRTimeline
Riverwater Partners LLC4,667$2.9M1.36%+70713F-HRTimeline
SAGE RHINO CAPITAL LLC4,666$2.9M0.61%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,656$2.89M0.49%-26713F-HR/ATimelineGroup
Courage Miller Partners, LLC4,653$2.89M0.92%+13813F-HRTimeline
Ackerman Capital Advisors, LLC4,650$2.89M0.67%013F-HRTimeline
Mengis Capital Management, Inc.4,624$2.87M0.61%-2313F-HRTimeline
Plancorp, LLC4,620$2.87M0.1%-5213F-HRTimeline
Signature Resources Capital Management,…4,619$2.87M1.74%+3,14013F-HRTimeline
Upper Left Wealth Management, LLC4,610$2.86M1.91%-43113F-HRTimeline
Sachetta, LLC4,605$2.86M1.13%+1,18413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,588$2.85M0.93%-93813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,584$2.85M0.76%+813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…4,581$2.84M0.61%+2,43713F-HRTimeline
REGIMEN WEALTH, LLC4,565$2.83M0.88%-6,50913F-HRTimeline
Magnolia Private Wealth, LLC4,560$2.83M2.19%-27113F-HRTimeline
Kathleen S. Wright Associates Inc.4,558$2.83M1.1%+313F-HRTimeline
NYL Investors LLC4,554$2.83M0.78%-1,16713F-HRTimeline
EWA, LLC4,544$2.82M0.89%-4,07013F-HRTimeline
Mayfair Advisory Group, LLC4,405$2.82M1.33%+41313F-HRTimeline
Apeiron RIA LLC4,533$2.81M0.72%+85013F-HRTimeline
Mainstream Capital Management LLC4,522$2.81M2.04%-29013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,522$2.81M1.41%-2,77413F-HRTimeline
Old North State Trust, LLC4,519$2.81M1.92%+50713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,515$2.8M0.62%+23813F-HRTimeline
TD Asset Management Inc4,513$2.8M<0.01%+26213F-HRTimeline
Park Capital Management, LLC / WI4,502$2.8M2.59%-76313F-HRTimeline
Alteri Wealth LLC4,494$2.79M1.08%+1913F-HRTimeline
One Wealth Management Investment & Advi…4,491$2.79M3.59%-20413F-HRTimeline
Lincoln Capital LLC4,486$2.79M0.54%+713F-HRTimeline
GHP Investment Advisors, Inc.4,483$2.78M0.12%-15313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,481$2.78M2.14%-613F-HRTimeline
Tudor Financial Inc.4,479$2.78M1.58%+12713F-HRTimeline
Pineridge Advisors LLC4,470$2.78M1.01%+5213F-HRTimeline
Clark Asset Management, LLC4,465$2.77M0.38%+10013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,459$2.77M0.47%+3,47213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,457$2.77M0.19%013F-HRTimeline
Wallace Advisory Group, LLC4,921$2.77M2.01%-22313F-HRTimeline
Gallacher Capital Management LLC4,449$2.76M1.28%-16513F-HRTimeline
Procyon Advisors, LLC4,448$2.76M0.26%-88213F-HRTimeline
Firestone Capital Management4,446$2.76M0.65%+6113F-HRTimeline
United Capital Management of KS, Inc.4,429$2.75M0.43%-17113F-HRTimeline
Clearwater Capital Advisors, LLC4,427$2.75M0.25%+54813F-HRTimeline
Laurel Wealth Advisors LLC4,427$2.75M0.41%+8313F-HR/ATimeline
Forefront Analytics, LLC4,419$2.74M3.06%-16213F-HR/ATimeline
BECK MACK & OLIVER LLC4,407$2.74M0.05%013F-HRTimeline
Polymer Capital Management (HK) LTD4,400$2.73M0.43%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,399$2.73M2.22%-2,14513F-HRTimeline
HBW ADVISORY SERVICES LLC4,398$2.73M0.34%+94413F-HRTimeline
Goodwin Investment Advisory4,391$2.73M3.15%-4413F-HRTimeline
Empirical Asset Management, LLC4,391$2.73M0.84%-7913F-HRTimeline
Sculati Wealth Management, LLC4,390$2.73M1.02%new13F-HRTimeline
HRT FINANCIAL LP4,375$2.72M0.01%new13F-HRTimeline
Flavin Financial Services, Inc.4,371$2.71M2.63%+5313F-HR/ATimeline
Obermeyer Wealth Partners4,346$2.7M0.13%+45913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,334$2.69M1.65%+4013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,327$2.69M0.26%+73013F-HRTimelineGroup
CapWealth Advisors, LLC4,308$2.67M0.26%-513F-HRTimeline
Counterweight Ventures, LLC4,283$2.66M1.74%+36413F-HRTimeline
Archford Capital Strategies, LLC4,277$2.66M0.34%-42413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.65M1.93%013F-HRTimeline
WEALTH EFFECTS LLC4,256$2.64M0.99%-20213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,217$2.62M0.19%-1513F-HRTimeline
SP Asset Management LLC4,196$2.61M0.22%+3113F-HRTimeline
VAN STRUM & TOWNE INC.4,196$2.6M0.82%-2613F-HRTimeline
FF Advisors,LLC4,192$2.6M1.35%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,188$2.6M0.65%-5013F-HRTimeline
Allie Family Office LLC4,104$2.59M1.28%+33713F-HRTimeline
Mezzasalma Advisors, LLC4,163$2.58M0.78%+1913F-HRTimeline
Hobart Private Capital, LLC4,146$2.57M0.58%-25513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,141$2.57M0.27%+1213F-HRTimeline
Hutchens & Kramer Investment Management…4,137$2.57M1.18%-12713F-HRTimeline
NTV Asset Management LLC4,130$2.56M0.31%+14113F-HRTimeline
Falcon Wealth Planning4,126$2.56M0.26%-20613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,109$2.55M0.13%-17313F-HRTimeline
Ironsides Asset Advisors, LLC4,100$2.55M0.74%013F-HRTimeline
PATTEN & PATTEN INC/TN4,097$2.54M0.16%+113F-HRTimeline
Cohen Capital Management, Inc.4,091$2.54M0.41%+14413F-HRTimeline
Warren Street Wealth Advisors, LLC4,080$2.53M0.84%+50913F-HRTimeline
Resurgent Financial Advisors LLC4,080$2.53M1.39%-1,00513F-HRTimeline
Jentner Corp4,079$2.53M0.68%013F-HRTimeline