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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,072$4.84M2.62%+5113F-HRTimeline
New England Private Wealth Advisors LLC7,053$4.83M0.6%-1813F-HR/ATimeline
Austin Private Wealth, LLC7,050$4.83M0.36%+1,95713F-HRTimeline
United Advisor Group, LLC7,037$4.82M0.62%+80713F-HRTimeline
O'Connor Financial Group LLC6,958$4.82M1.92%-8813F-HRTimeline
JTC Employer Solutions Trustee Ltd7,026$4.81M0.33%013F-HRTimeline
McNaughton Wealth Management, LLC7,018$4.81M1.98%+8113F-HRTimeline
FIRST AMERICAN TRUST, FSB7,008$4.8M0.33%+1,17713F-HRTimeline
LOM Asset Management Ltd6,995$4.79M1.39%-9013F-HRTimeline
Meridian Wealth Partners, LLC6,987$4.79M0.66%-25213F-HRTimeline
Weaver Consulting Group6,979$4.78M1.17%-7213F-HRTimeline
DAVIDSON TRUST CO6,975$4.78M1.99%-5113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,965$4.77M1.74%+2,43813F-HRTimeline
McMillan Office, Inc.6,944$4.76M0.57%13F-HRTimeline
Ellis Investment Partners, LLC6,936$4.75M0.83%-60413F-HRTimeline
Oxinas Partners, LLC6,935$4.75M2.29%+3,32413F-HRTimeline
Eaton Financial Holdings Company, LLC6,933$4.75M1.28%-60513F-HRTimeline
Headlands Technologies LLC6,932$4.75M0.4%-10,18413F-HRTimeline
SeaBridge Investment Advisors LLC6,931$4.75M0.78%-4513F-HRTimeline
Harbor Asset Planning, Inc.6,927$4.74M4.06%+2413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,915$4.74M0.52%-95113F-HRTimeline
Stokes Family Office, LLC6,885$4.72M0.43%-2,26113F-HRTimeline
Portside Wealth Group, LLC6,874$4.71M0.64%+1,02713F-HRTimeline
Richard W. Paul & Associates, LLC6,847$4.69M1.56%+16213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,839$4.68M1.9%-7213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,836$4.68M0.16%+15213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,816$4.67M2.78%+23713F-HRTimeline
First Bank & Trust6,809$4.66M0.76%+54613F-HRTimeline
OPAL CAPITAL LLC6,688$4.66M1.17%13F-HRTimeline
Reflection Asset Management6,742$4.66M3.31%13F-HRTimeline
BNP PARIBASin group BNP PARIBAS6,759$4.63M0.13%+1,23513F-HRTimelineGroup
Sage Capital Advisors,llc6,759$4.63M1.1%+2213F-HRTimeline
HUB Investment Partners, LLC6,757$4.63M0.13%-41013F-HRTimeline
KKM Financial LLC6,726$4.61M0.82%+5,90013F-HRTimeline
FIRST UNITED BANK & TRUST6,718$4.6M1.47%013F-HRTimeline
Triune Financial Partners, LLC6,620$4.6M1.08%-11813F-HRTimeline
Plum Street Advisors, LLC6,699$4.59M1.63%-6413F-HRTimeline
SONATA CAPITAL GROUP INC6,697$4.59M1.66%+7513F-HRTimeline
Strategies Wealth Advisors, LLC6,691$4.58M0.46%-16113F-HRTimeline
Encompass More Asset Management6,689$4.58M0.85%+4313F-HRTimeline
LINCOLN CAPITAL CORP6,658$4.56M1.62%-11513F-HRTimeline
Oakwell Private Wealth Management, LLC6,645$4.55M0.85%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cooper Financial Group6,638$4.55M0.48%-84713F-HRTimeline
Armbruster Capital Management, Inc.6,635$4.54M0.76%-2,91313F-HRTimeline
Helium Advisors LLC6,619$4.53M4.59%-3813F-HRTimeline
SAGE FINANCIAL GROUP INC6,607$4.53M0.3%-2313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,601$4.52M0.27%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,585$4.51M0.53%+4613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,584$4.51M1.48%-38813F-HRTimeline
Dentgroup LLC6,580$4.51M3.09%-2013F-HRTimeline
BCU Wealth Advisors, LLC6,572$4.5M1.72%+27213F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,555$4.49M1.05%13F-HRTimeline
Archer Investment Management, LLC6,550$4.49M2.41%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC6,548$4.49M0.28%-6113F-HRTimeline
Corsicana & Co.6,544$4.48M2.52%013F-HRTimeline
CIM, LLC6,503$4.45M0.58%+71913F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…6,500$4.45M1.84%+70013F-HRTimelineGroup
MAIRS & POWER INC6,481$4.44M0.04%+6,00613F-HRTimeline
Investors Research Corp6,479$4.44M0.81%+1113F-HRTimeline
Straight Path Wealth Management6,474$4.43M1.2%+913F-HRTimeline
Intelligent Financial Strategies6,461$4.43M2.13%-8413F-HRTimeline
Cassilly Financial Group LLC6,455$4.42M3.91%13F-HRTimeline
MIdWestOne Financial Group, Inc.6,452$4.42M0.49%013F-HRTimeline
Flywheel Private Wealth LLC6,427$4.4M2.75%-15313F-HRTimeline
SBI Okasan Asset Management Co.Ltd.6,361$4.39M0.24%13F-HRTimeline
CVFG LLC6,392$4.38M3%+1,36413F-HRTimeline
Michels Family Financial, LLC6,382$4.37M3.21%+8613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC6,278$4.37M3.8%13F-HRTimeline
Evensky & Katz LLC6,357$4.35M0.25%+21213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,355$4.35M0.14%+6413F-HRTimelineGroup
Oldfather Financial Services, LLC6,353$4.35M1.3%+5313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,352$4.35M2.14%-49013F-HRTimeline
Comprehensive Financial Planning, Inc./…6,330$4.34M2.87%+31813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,328$4.33M0.03%-79913F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC6,326$4.33M0.12%+5,20213F-HRTimeline
Florida Trust Wealth Management Co6,318$4.33M0.12%+11513F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,317$4.33M0.39%-3813F-HRTimeline
HILL ISLAND FINANCIAL LLC6,308$4.32M1.03%-1913F-HRTimeline
Fulcrum Capital LLC6,298$4.31M0.87%-74813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,296$4.31M0.44%-87413F-HRTimelineGroup
Genoa Capital Gestora de Recursos Ltda.6,272$4.3M2.72%13F-HRTimeline
ROMANO BROTHERS AND COMPANY6,264$4.29M0.49%+3213F-HRTimeline
American Financial Advisors, LLC6,259$4.29M0.55%+8413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,235$4.27M0.15%-7513F-HRTimeline
First County Bank /CT/6,235$4.27M2.24%-713F-HRTimeline
Kaydan Wealth Management, Inc.6,224$4.26M1.23%+8113F-HRTimeline
Tudor Financial Inc.6,216$4.26M2.18%+1,47913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,204$4.25M0.14%-113F-HRTimeline
Dunhill Financial, LLC6,202$4.25M1.04%+90813F-HRTimeline
Bridgewater Advisors Inc.6,164$4.24M0.27%+13013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,194$4.24M0.2%+44513F-HRTimeline
Forza Wealth Management, LLC6,181$4.23M1.53%-27613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,180$4.23M0.48%+1513F-HRTimelineGroup
BCS Private Wealth Management, Inc.6,178$4.23M1.45%-4513F-HRTimeline
Retirement Management Systems Inc.6,173$4.23M1.08%13F-HRTimeline
PUREfi Wealth, LLC6,152$4.21M3.23%-24913F-HRTimeline
Arcadia Wealth Management, Inc.6,149$4.21M2.42%+63113F-HRTimeline
Thrive Wealth Management, LLC6,149$4.21M0.62%-3913F-HRTimeline
Clarkston Capital Partners, LLC6,145$4.21M0.1%+9513F-HRTimeline
Gilliland Jeter Wealth Management LLC6,139$4.2M1.27%+74513F-HRTimeline
Curat Global, LLC6,127$4.2M4.66%-3,00013F-HRTimeline
ERn Financial, LLC6,121$4.19M0.79%+7513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…6,113$4.19M0.04%+5,80013F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC6,111$4.19M1.83%+1,23013F-HRTimeline
Beverly Hills Private Wealth, LLC6,094$4.17M0.72%+4413F-HR/ATimeline
OAKWORTH CAPITAL, INC.6,078$4.16M0.23%013F-HRTimeline
Laurel Wealth Planning LLC6,070$4.16M2.3%-1,79813F-HRTimeline
CoreFirst Bank & Trust6,070$4.16M2.25%-58113F-HRTimeline
WestHill Financial Advisors, Inc.6,069$4.16M0.79%-4513F-HRTimeline
Two West Capital Advisors LLC6,053$4.15M2.41%+20813F-HRTimeline
Liberty Capital Management, Inc.6,050$4.14M0.77%-13113F-HRTimeline
GDS Wealth Management6,039$4.14M0.26%-3213F-HRTimeline
INVESTED ADVISORS6,036$4.13M4.28%+99513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,032$4.13M0.05%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.6,018$4.12M2.07%-77013F-HRTimeline
Raleigh Capital Management Inc.6,017$4.12M1.5%+34513F-HRTimeline
McAlister, Sweet & Associates, Inc.6,016$4.12M3.13%+36213F-HRTimeline
Torrey-Payne Wealth Management, LLC5,914$4.12M3.69%13F-HRTimeline
Aaron Wealth Advisors LLC6,004$4.11M0.23%+1513F-HRTimeline
WEALTHGARDEN F.S. LLC5,904$4.11M2.71%+1513F-HRTimeline
Maxele Advisors, LLC5,993$4.11M3.34%-3813F-HRTimeline
Ruggaard & Associates LLC5,969$4.09M1.61%-1,70713F-HRTimeline
Old Mission Investment Co LLC5,969$4.09M0.98%-61713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,959$4.08M0.33%+31213F-HRTimeline
Everhart Financial Group, Inc.5,957$4.08M0.38%+1013F-HRTimeline
DAVIS R M INC5,947$4.07M0.07%-22713F-HRTimeline
Hartford Funds Management Co LLC5,946$4.07M0.33%+5,64413F-HRTimeline
Fullerton Fund Management Co Ltd.5,934$4.06M0.18%-48413F-HRTimeline
Harbour Capital Advisors, LLC5,879$4.03M0.82%+4113F-HRTimeline
BCS Wealth Management5,886$4.03M0.41%+4,63813F-HRTimeline
Gemmer Asset Management LLC5,883$4.03M0.31%+11513F-HRTimeline
Private Wealth Partners, LLC5,881$4.03M0.29%-2,62713F-HRTimeline
Schneider Downs Wealth Management Advis…5,880$4.03M0.45%+50913F-HRTimeline
Eagle Bay Advisors LLC5,878$4.03M2.94%-87413F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,876$4.02M3.49%-40013F-HRTimeline
First Business Financial Services, Inc.5,873$4.02M0.37%013F-HRTimeline
EQUITABLE TRUST CO5,842$4M0.18%-32913F-HRTimeline
Legacy Financial Advisors, Inc.5,828$3.99M0.55%-11713F-HRTimeline
Leeward Financial Partners, LLC5,809$3.98M1.12%-7113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,805$3.98M0.57%+1,14913F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.5,799$3.97M1.06%+5313F-HRTimeline
Paulson Wealth Management Inc.5,797$3.97M0.92%-23013F-HRTimeline
Alaethes Wealth, LLC5,795$3.97M1.12%+43813F-HRTimeline
Old Port Advisors5,791$3.97M0.98%-1,88613F-HRTimeline
Asset One Wealth Management LLC5,672$3.96M0.54%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,777$3.96M0.86%-1,68813F-HRTimeline
North Berkeley Wealth Management, LLC5,764$3.95M2.33%+62013F-HRTimeline
Edge Financial Advisors LLC5,758$3.94M1.66%-26413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,755$3.94M0.52%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,721$3.92M3.11%13F-HRTimeline
Ipswich Investment Management Co., Inc.5,712$3.91M0.91%-19613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,709$3.91M0.1%new13F-HRTimelineGroup
Sculati Wealth Management, LLC5,708$3.91M1.38%+29313F-HRTimeline
Discipline Wealth Solutions, LLC5,696$3.9M0.72%-25113F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,672$3.89M0.31%-9413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,671$3.88M1.22%-2,34613F-HRTimeline
Mason & Associates, LLC5,661$3.88M0.88%-16813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,624$3.85M0.18%-5313F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,622$3.85M2.69%+30013F-HRTimeline
IMA Advisory Services, Inc.5,617$3.85M0.37%+5,40813F-HRTimeline
Fonville Wealth Management LLC5,610$3.84M0.79%-27213F-HRTimeline
Frank, Rimerman Advisors LLC5,595$3.83M0.24%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,594$3.83M0.28%-51213F-HRTimeline
First Bancorp, Inc /ME/5,589$3.83M2.04%-5913F-HRTimeline
Oxford Wealth Group, LLC5,584$3.82M1.86%13F-HRTimeline
W1M Asset Management Ltd5,567$3.81M0.04%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,555$3.8M0.01%-30013F-HRTimelineGroup
Aznar Financial Advisors, LLC5,543$3.8M3.65%13F-HRTimeline
Biltmore Family Office, LLC5,539$3.79M0.52%+43413F-HRTimeline
Aspen Investment Management Inc5,527$3.79M1.14%-27313F-HRTimeline
Mattern Wealth Management LLC5,486$3.76M0.72%+6713F-HRTimeline
ARS Investment Partners, LLC5,480$3.75M0.22%013F-HRTimeline
FSM Wealth Advisors, LLC5,445$3.73M0.51%+15913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,425$3.72M1.26%-1513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,423$3.71M0.65%-7713F-HRTimeline
One Charles Private Wealth Services, LLC5,411$3.71M0.96%+4,97513F-HRTimeline
Polymer Capital Management (HK) LTD5,400$3.7M0.58%+1,00013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,398$3.7M0.12%+32513F-HRTimeline
Berman McAleer LLC5,397$3.7M0.51%-7513F-HRTimeline
Old North State Trust, LLC5,396$3.7M2.19%+87813F-HRTimeline
Vigil Wealth Management, LLC5,396$3.7M3.07%13F-HRTimeline
Apella Capital, LLC5,394$3.69M0.07%+3,19813F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC5,384$3.69M1.33%+1313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,383$3.69M0.05%+16313F-HRTimelineGroup
Redwood Wealth Management Group, LLC5,376$3.68M1.54%-21613F-HRTimeline
Lansing Street Advisors5,374$3.68M0.95%+1713F-HRTimeline
Stenger Family Office, LLC5,352$3.67M0.76%-14113F-HRTimeline
Newport Capital Group, LLC5,346$3.66M2.24%013F-HR/ATimeline
GRANVILLE CAPITAL, INC.5,343$3.66M1.94%13F-HRTimeline
Goodman Financial Corp5,278$3.62M0.68%-66613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,274$3.61M0.56%-38213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,249$3.6M0.34%+40113F-HRTimeline
Global Strategic Investment Solutions, …5,248$3.59M0.35%+113F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$3.59M0.01%013F-HRTimeline
BlueSky Wealth Advisors, LLC5,234$3.58M0.47%+8213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.58M0.19%013F-HRTimeline
APPLETON PARTNERS INC/MA5,226$3.58M0.24%+1013F-HRTimeline
Ridgepath Capital Management LLC5,336$3.57M1.64%013F-HRTimeline
Roxbury Financial LLC5,202$3.56M3.2%+8513F-HRTimeline
OBSIDIAN CIO, LLC5,195$3.56M5.27%-48,50213F-HRTimeline