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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Goodman Financial Corp5,944$3.98M0.77%-2013F-HRTimeline
Two West Capital Advisors LLC5,845$3.98M2.4%+50213F-HRTimeline
WEALTHGARDEN F.S. LLC5,889$3.97M2.83%+38413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,927$3.97M0.11%+10113F-HRTimeline
Ipswich Investment Management Co., Inc.5,908$3.95M0.92%+38813F-HRTimeline
Fonville Wealth Management LLC5,882$3.94M0.89%+3,22413F-HRTimeline
Leeward Financial Partners, LLC5,880$3.94M1.12%+5113F-HRTimeline
First Business Financial Services, Inc.5,873$3.93M0.36%013F-HRTimeline
Harbour Capital Advisors, LLC5,838$3.93M0.8%-27813F-HRTimeline
Riverwater Partners LLC5,864$3.92M1.63%+1,19713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,855$3.92M0.01%-2,89113F-HRTimelineGroup
Portside Wealth Group, LLC5,847$3.91M0.54%+22013F-HRTimeline
FIRST AMERICAN TRUST, FSB5,831$3.9M0.28%-35513F-HRTimeline
Aspen Investment Management Inc5,800$3.88M1.5%+813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…5,800$3.88M1.56%-1,00013F-HRTimelineGroup
CIM, LLC5,784$3.87M0.51%-4513F-HRTimeline
Gemmer Asset Management LLC5,768$3.86M0.31%-1,15013F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,766$3.86M0.32%-9613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD5,749$3.85M0.19%-25513F-HRTimeline
Lifelong Wealth Advisors, Inc.5,746$3.85M1.15%+7513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,704$3.83M0.73%013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,691$3.82M0.59%+71113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,677$3.8M0.18%-8813F-HRTimeline
Raleigh Capital Management Inc.5,672$3.8M1.44%+2,35513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,656$3.79M0.68%13F-HRTimeline
McAlister, Sweet & Associates, Inc.5,654$3.78M2.5%+63713F-HRTimeline
Stenger Family Office, LLC5,493$3.78M0.78%-47313F-HRTimeline
Ocean Park Asset Management, LLC5,651$3.78M0.16%new13F-HRTimeline
First Bancorp, Inc /ME/5,648$3.78M2.01%-17513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,647$3.78M0.33%-2013F-HRTimeline
Fisher Asset Management, LLC5,630$3.77M<0.01%-1,13513F-HRTimeline
Frank, Rimerman Advisors LLC5,595$3.74M0.24%+213F-HRTimeline
Redwood Wealth Management Group, LLC5,592$3.74M1.59%-113F-HRTimeline
MAIRS & POWER INC475$3.74M0.04%-4,64513F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,524$3.7M0.11%+29913F-HRTimelineGroup
Arcadia Wealth Management, Inc.5,518$3.69M2.24%+55013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,505$3.68M0.61%+37713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,500$3.68M0.71%+91913F-HRTimeline
ARS Investment Partners, LLC5,480$3.67M0.24%+1,63213F-HRTimeline
Sound View Wealth Advisors Group, LLC5,474$3.66M0.25%+1013F-HRTimeline
Berman McAleer LLC5,472$3.66M0.51%13F-HRTimeline
Segment Wealth Management, LLC5,462$3.66M0.22%+64013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,440$3.64M1.24%-313F-HRTimeline
Mattern Wealth Management LLC5,419$3.63M0.72%-15613F-HRTimeline
M1 Capital Management LLC5,416$3.63M1.56%-23013F-HRTimeline
Sculati Wealth Management, LLC5,415$3.62M1.28%+1,02513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,412$3.62M0.72%13F-HRTimelineGroup
Mason & Associates, LLC5,829$3.62M0.91%013F-HRTimeline
Tranquility Partners, LLC5,404$3.62M1.22%-31413F-HRTimeline
Gilliland Jeter Wealth Management LLC5,394$3.61M1.11%+66313F-HRTimeline
Nemes Rush Group LLC5,394$3.61M0.36%+513F-HRTimeline
Houlihan Financial Resource Group, Ltd.5,385$3.6M3.17%-4,97213F-HRTimeline
Delta Wealth Advisors LLC5,383$3.6M2.82%-6313F-HRTimeline
Schneider Downs Wealth Management Advis…5,371$3.59M0.43%-18413F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC5,371$3.59M1.26%+24913F-HRTimeline
Maridea Wealth Management LLC5,323$3.59M0.56%-1,47113F-HRTimeline
Lansing Street Advisors5,357$3.59M0.95%-18713F-HRTimeline
Alaethes Wealth, LLC5,357$3.59M1.02%-11113F-HRTimeline
Newport Capital Group, LLC5,346$3.58M2.25%013F-HRTimeline
Ridgepath Capital Management LLC5,336$3.57M1.52%+11713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,322$3.56M2.45%+11113F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,317$3.56M0.25%-43,19413F-HRTimeline
Johnson Financial Group, LLC5,316$3.56M0.33%+2,36013F-HRTimeline
Dunhill Financial, LLC5,294$3.54M0.92%-12013F-HRTimeline
FSM Wealth Advisors, LLC5,286$3.54M0.5%+19513F-HRTimeline
Global Strategic Investment Solutions, …5,247$3.51M0.35%+113F-HRTimeline
Centric Wealth Management5,125$3.51M0.78%+113F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$3.51M0.01%013F-HRTimeline
CEERA INVESTMENTS, LLC5,233$3.5M1.09%+12113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.5M0.19%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,221$3.49M1.7%-8713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,220$3.49M0.05%-86913F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,216$3.49M0.23%-18613F-HRTimeline
BlueSky Wealth Advisors, LLC5,152$3.45M0.46%+1413F-HRTimeline
North Berkeley Wealth Management, LLC5,144$3.44M2.72%+7013F-HRTimeline
Praetorian Wealth Management, Inc.5,143$3.44M0.71%new13F-HRTimeline
Total Clarity Wealth Management, Inc.5,136$3.44M0.91%-33113F-HRTimeline
Strid Group, LLC5,134$3.44M0.44%-24413F-HRTimeline
Asset Dedication, LLC5,126$3.43M0.23%-59313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,124$3.43M0.3%-12113F-HRTimelineGroup
McIlrath & Eck, LLC5,120$3.43M0.35%+3313F-HRTimeline
Roxbury Financial LLC5,117$3.43M3.16%-3313F-HRTimeline
EWG Elevate Inc.5,109$3.42M1.07%+2,43213F-HRTimeline
Biltmore Family Office, LLC5,105$3.42M0.49%-213F-HRTimeline
Frontier Asset Management, LLC5,103$3.42M0.85%-24713F-HRTimeline
Trivium Point Advisory, LLC5,100$3.41M0.35%-3,47913F-HRTimeline
Austin Private Wealth, LLC5,093$3.41M0.26%+26013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,084$3.4M1.53%-2913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,073$3.4M0.11%+2,30813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,056$3.38M0.52%+9013F-HRTimeline
Elevated Capital Advisors, LLC5,051$3.38M0.84%-53013F-HRTimeline
Hughes Financial Services, LLC4,928$3.37M0.54%-4913F-HRTimeline
Triad Wealth Partners, LLC5,042$3.37M0.44%+1,95113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,038$3.37M1.85%-8213F-HRTimeline
Family Manage LLC5,032$3.37M0.47%-7913F-HRTimeline
CVFG LLC5,028$3.37M2.43%-4513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,025$3.36M2.28%-47513F-HRTimeline
CWS Financial Advisors, LLC5,020$3.36M0.93%-7813F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,009$3.35M0.19%013F-HRTimeline
Worth Financial Advisory Group, LLC4,998$3.35M1.88%-13113F-HRTimeline
COWA, LLC4,987$3.34M1.11%-1913F-HRTimeline
Private Capital Management, LLC4,959$3.32M0.31%-6013F-HRTimeline
Firestone Capital Management4,936$3.3M0.71%+49013F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$3.3M0.05%013F-HRTimeline
WARNER FINANCIAL, INC4,927$3.3M1.23%+613F-HRTimeline
CENTAURUS FINANCIAL, INC.4,927$3.3M0.15%+21413F-HRTimeline
PMG Wealth Management, Inc.4,939$3.29M2.51%+10013F-HRTimeline
Global Financial Private Client, LLC4,916$3.29M1.17%-31213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,913$3.29M0.56%+39813F-HRTimeline
INVESTMENT PARTNERS, LTD.4,903$3.28M1.16%-4713F-HRTimeline
Forthright Family Wealth Advisory LLC4,890$3.27M2.01%+4,30813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,881$3.27M1.5%+2513F-HRTimeline
SRH ADVISORS, LLC4,879$3.27M0.95%013F-HRTimeline
Essential Partners LLC4,868$3.26M1.07%+15413F-HRTimeline
Fortis Capital Management LLC4,864$3.26M0.46%+213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,864$3.26M1.91%-513F-HRTimeline
Evanson Asset Management, LLC4,851$3.25M0.18%-74313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,848$3.24M0.34%+9913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,846$3.24M1.39%-8613F-HRTimeline
REAP Financial Group, LLC4,843$3.24M0.7%+15713F-HRTimeline
Clarity Capital Advisors, LLC4,828$3.23M1.76%-6913F-HRTimeline
MB Generational Wealth, LLC4,828$3.23M2.05%13F-HRTimeline
Painted Porch Advisors LLC4,824$3.23M1.23%-4613F-HRTimeline
Capital Advantage, Inc.4,818$3.22M0.48%-4713F-HRTimeline
Donor Advised Charitable Giving, Inc.4,807$3.22M0.06%-1,87913F-HRTimeline
Hopwood Financial Services, Inc.4,801$3.21M2.15%-1013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,799$3.21M2.64%-41613F-HRTimeline
Texas Yale Capital Corp.4,796$3.21M0.1%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding4,782$3.2M+2,298Timeline
Beacon Financial Advisory LLC4,776$3.2M0.74%-613F-HRTimeline
Generation Capital Management LLC4,770$3.19M2.31%-2513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$3.19M1.47%013F-HRTimeline
ALERUS FINANCIAL NA4,767$3.19M0.16%+2013F-HRTimeline
Gratus Wealth Advisors, LLC4,761$3.19M0.45%-2813F-HRTimeline
HBW ADVISORY SERVICES LLC4,753$3.18M0.36%+35513F-HRTimeline
Prudent Man Advisors, LLC4,742$3.17M1.17%-2,01413F-HRTimeline
Tudor Financial Inc.4,737$3.17M1.68%+25813F-HRTimeline
MARQUETTE ASSOCIATES, INC.4,716$3.16M3.8%-32,02713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,714$3.16M0.21%-21913F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC4,713$3.15M0.42%-15513F-HRTimeline
Sterling Wealth Advisors Inc4,722$3.15M2.01%013F-HRTimeline
Darrow Company, Inc.4,693$3.15M1.46%-2813F-HRTimeline
SP Asset Management LLC4,689$3.14M0.25%+49313F-HRTimeline
SAGE RHINO CAPITAL LLC4,666$3.12M0.6%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,656$3.12M0.48%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC4,650$3.11M0.65%013F-HRTimeline
Mengis Capital Management, Inc.4,628$3.1M0.61%+413F-HRTimeline
TRUE Private Wealth Advisors4,624$3.09M0.32%-9613F-HRTimeline
Signature Resources Capital Management,…4,619$3.09M1.69%013F-HRTimeline
Lincoln Capital LLC4,594$3.09M0.58%+10813F-HRTimeline
CENTRAL BANK & TRUST CO4,594$3.07M0.48%-77013F-HRTimeline
MEYER HANDELMAN CO4,590$3.07M0.1%-8013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,584$3.07M0.76%013F-HRTimeline
Upper Left Wealth Management, LLC4,580$3.07M1.92%-3013F-HRTimeline
NYL Investors LLC4,554$3.05M1%013F-HRTimeline
Sachetta, LLC4,541$3.04M1.13%-6413F-HRTimeline
Alteri Wealth LLC4,538$3.04M1.04%+4413F-HRTimeline
Rossby Financial, LCC4,517$3.03M1.01%+83213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,527$3.03M1.3%+83913F-HRTimeline
One Wealth Management Investment & Advi…4,525$3.03M3.52%+3413F-HRTimeline
REGIMEN WEALTH, LLC4,524$3.03M0.9%-4113F-HRTimeline
Kathleen S. Wright Associates Inc.4,520$3.03M1.12%-3813F-HRTimeline
Old North State Trust, LLC4,518$3.02M1.84%-113F-HRTimeline
Manchester Capital Management LLC4,517$3.02M0.41%-15513F-HRTimeline
EWA, LLC4,513$3.02M0.84%-3113F-HRTimeline
Mezzasalma Advisors, LLC4,500$3.01M0.77%+33713F-HRTimeline
GHP Investment Advisors, Inc.4,486$3M0.13%+313F-HRTimeline
Flavin Financial Services, Inc.4,483$3M2.13%+11213F-HR/ATimeline
RIK SAYLOR FINANCIAL, INC.4,481$3M2.19%013F-HRTimeline
Balefire, LLC4,469$2.99M0.6%-1,41413F-HRTimeline
Clark Asset Management, LLC4,462$2.99M0.35%-313F-HRTimeline
INVESTED ADVISORS5,041$2.99M4.35%13F-HRTimeline
Courage Miller Partners, LLC4,458$2.98M0.89%-19513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,457$2.98M0.2%013F-HRTimeline
Mayfair Advisory Group, LLC4,454$2.98M1.28%+4913F-HRTimeline
Precision Wealth Strategies, LLC4,442$2.97M0.96%-74813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,439$2.97M0.98%-14913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,438$2.97M0.26%+11113F-HRTimelineGroup
Mainstream Capital Management LLC4,438$2.97M1.97%-8413F-HRTimeline
Clearwater Capital Advisors, LLC4,419$2.96M0.25%-813F-HRTimeline
Empirical Asset Management, LLC4,409$2.95M0.82%+1813F-HRTimeline
BECK MACK & OLIVER LLC4,407$2.95M0.05%013F-HRTimeline
Polymer Capital Management (HK) LTD4,400$2.94M0.41%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,384$2.93M1.65%+5013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,355$2.91M0.18%+95613F-HRTimelineGroup
Gallacher Capital Management LLC4,354$2.91M1.15%-9513F-HRTimeline
Retirement Investment Advisors, Inc.4,348$2.91M0.24%new13F-HRTimeline
Laurel Wealth Advisors LLC4,331$2.9M0.41%-9613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,314$2.89M0.16%+99213F-HRTimeline
Park Capital Management, LLC / WI4,309$2.88M2.31%-19313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,298$2.88M0.28%+40213F-HRTimelineGroup
CapWealth Advisors, LLC4,293$2.87M0.2%-1513F-HR/ATimeline
United Capital Management of KS, Inc.4,283$2.87M0.39%-14613F-HRTimeline
Archford Capital Strategies, LLC4,276$2.86M0.34%-113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.86M1.94%013F-HRTimeline
Optivise Advisory Services LLC4,275$2.86M1.7%-5,88313F-HRTimeline
TD Asset Management Inc4,264$2.85M<0.01%-24913F-HRTimeline
WEALTH EFFECTS LLC4,261$2.85M0.92%+513F-HRTimeline
Key Financial Inc4,244$2.85M0.53%+35913F-HRTimeline
Atlatl Advisers LLC4,251$2.85M1.13%+1,81913F-HRTimeline