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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ellis Investment Partners, LLC6,912$4.52M0.78%-2413F-HRTimeline
BEARING POINT CAPITAL, LLC6,894$4.5M0.71%-41113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,884$4.5M0.47%+1,12913F-HRTimeline
O'Connor Financial Group LLC6,870$4.49M1.84%-8813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,867$4.49M0.51%+28213F-HRTimeline
LOM Asset Management Ltd6,865$4.48M1.29%-13013F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…6,858$4.48M11.12%-53713F-HRTimeline
Meridian Wealth Partners, LLC6,850$4.47M0.61%-13713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,848$4.47M0.18%+49313F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT6,826$4.46M0.18%-71713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC6,813$4.45M1.87%+70213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,811$4.45M1.85%-2813F-HRTimeline
Everhart Financial Group, Inc.6,811$4.45M0.38%+85413F-HRTimeline
Three Seasons Wealth, LLC6,776$4.43M1.69%-51513F-HRTimeline
Sage Capital Advisors,llc6,769$4.42M1.03%+1013F-HRTimeline
Strategies Wealth Advisors, LLC6,768$4.42M0.44%+7713F-HRTimeline
Cassilly Financial Group LLC6,763$4.42M3.83%+30813F-HRTimeline
Measured Wealth Private Client Group, L…6,749$4.41M1.2%-37013F-HRTimeline
New Jersey Better Educational Savings T…6,724$4.39M7.21%new13F-HRTimeline
BOS Asset Management, LLC6,704$4.38M1.12%-1,22913F-HRTimeline
Stokes Family Office, LLC6,703$4.38M0.45%-18213F-HRTimeline
SONATA CAPITAL GROUP INC6,695$4.37M1.61%-213F-HRTimeline
FIRST AMERICAN TRUST, FSB6,678$4.36M0.29%-33013F-HRTimeline
Discipline Wealth Solutions, LLC6,671$4.36M0.46%+97513F-HRTimeline
FIRST UNITED BANK & TRUST6,654$4.35M1.41%-6413F-HRTimeline
Oakwell Private Wealth Management, LLC6,645$4.34M0.77%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WNY Asset Management, LLC6,643$4.34M0.45%13F-HRTimeline
Capital Asset Managemnet, LLC6,623$4.33M4.87%+1,64913F-HRTimeline
Vision Retirement, LLC6,622$4.33M1.23%-1,75313F-HRTimeline
Forza Wealth Management, LLC6,598$4.31M1.5%+41713F-HRTimeline
Helium Advisors LLC6,589$4.3M4.11%-3013F-HRTimeline
GAMMA Investing LLC6,575$4.29M0.2%-1,22113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,568$4.29M0.06%-1,84513F-HRTimelineGroup
Thrive Wealth Management, LLC6,556$4.28M0.64%+40713F-HRTimeline
Insight Advisors, LLC/ PA6,549$4.28M0.81%-65013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,537$4.27M0.28%-1113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,514$4.26M1.42%-7013F-HRTimeline
W1M Asset Management Ltd6,495$4.24M0.05%+92813F-HRTimeline
Straight Path Wealth Management6,490$4.24M1.13%+1613F-HRTimeline
Investors Research Corp6,486$4.24M0.81%+713F-HRTimeline
First Business Financial Services, Inc.6,474$4.23M0.38%+60113F-HRTimeline
Intelligent Financial Strategies6,463$4.22M2.2%+213F-HRTimeline
MAIRS & POWER INC6,461$4.22M0.04%-2013F-HRTimeline
Triune Financial Partners, LLC6,460$4.22M1%-16013F-HRTimeline
Harbour Capital Advisors, LLC5,899$4.21M0.8%+2013F-HRTimeline
J.M. Arbour, LLC6,445$4.21M4.04%+1,71913F-HRTimeline
Plum Street Advisors, LLC6,429$4.2M1.45%-27013F-HRTimeline
Lifelong Wealth Advisors, Inc.6,427$4.2M1.12%+62813F-HRTimeline
Polymer Capital Management (HK) LTD6,400$4.18M0.59%+1,00013F-HRTimeline
Richard W. Paul & Associates, LLC6,396$4.18M1.41%-45113F-HRTimeline
B&D White Capital Company, LLC6,383$4.17M0.52%-26,57213F-HRTimeline
Kaydan Wealth Management, Inc.6,383$4.17M1.39%+15913F-HRTimeline
Michels Family Financial, LLC6,360$4.15M3%-2213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,352$4.15M2.02%013F-HRTimeline
Sandhill Capital Partners LLC6,351$4.15M0.36%+3,59113F-HRTimeline
OFS Enterprise LLC6,349$4.15M1.22%13F-HRTimeline
Portside Wealth Group, LLC6,346$4.15M0.56%-52813F-HRTimeline
Flywheel Private Wealth LLC6,346$4.15M2.36%-8113F-HRTimeline
CoreFirst Bank & Trust6,345$4.14M2.2%+27513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,337$4.14M0.45%-57813F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,317$4.13M0.4%013F-HR/ATimeline
HILL ISLAND FINANCIAL LLC6,303$4.12M1%-513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,301$4.12M0.05%+26913F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC6,296$4.11M0.36%013F-HRTimelineGroup
GDS Wealth Management6,276$4.1M0.25%+23713F-HRTimeline
Torrey-Payne Wealth Management, LLC6,269$4.09M3.76%+35513F-HRTimeline
O'Keefe Stevens Advisory, Inc.6,268$4.09M1.01%new13F-HRTimeline
Laurel Wealth Planning LLC6,260$4.09M2.16%+19013F-HRTimeline
First County Bank /CT/6,235$4.07M2.17%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,234$4.07M0.46%-3013F-HRTimeline
Beverly Hills Private Wealth, LLC6,225$4.07M0.68%+13113F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST6,221$4.06M1.56%13F-HRTimeline
Antonelli Financial Advisors, LLC6,213$4.06M2.8%-2,12113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,205$4.05M0.41%+2513F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC6,186$4.04M0.15%-4913F-HRTimeline
BCS Private Wealth Management, Inc.6,178$4.04M1.23%013F-HRTimeline
Evensky & Katz LLC6,138$4.01M0.23%-21913F-HRTimeline
SMART Wealth LLC6,137$4.01M1.17%+2,41913F-HRTimeline
Tudor Financial Inc.6,121$4M2.04%-9513F-HR/ATimeline
Mezzasalma Advisors, LLC6,116$4M1.02%+97113F-HRTimeline
Gilliland Jeter Wealth Management LLC6,106$3.99M1.18%-3313F-HRTimeline
American Financial Advisors, LLC6,099$3.98M0.53%-16013F-HRTimeline
Plan Group Financial, LLC6,088$3.98M0.93%-1,60713F-HRTimeline
L.K. Benson & Company, P.C.6,081$3.97M1.31%+6313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,079$3.97M0.14%-12513F-HRTimeline
ERn Financial, LLC6,060$3.96M0.74%-6113F-HRTimeline
Sanchez Gaunt Capital Management, LLC6,045$3.95M2.47%13F-HRTimeline
OAKWORTH CAPITAL, INC.6,031$3.94M0.21%-4713F-HRTimeline
INVESTED ADVISORS6,012$3.93M3.97%-2413F-HRTimeline
Retirement Management Systems Inc.6,007$3.92M0.95%-16613F-HRTimeline
McAlister, Sweet & Associates, Inc.6,006$3.92M2.44%-1013F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,970$3.9M4.65%+9413F-HRTimeline
WestHill Financial Advisors, Inc.5,953$3.89M0.74%-11613F-HRTimeline
Legacy Financial Advisors, Inc.5,953$3.89M0.54%+12513F-HRTimeline
Old Mission Investment Co LLC5,943$3.88M0.91%-2613F-HRTimeline
Schneider Downs Wealth Management Advis…5,936$3.88M0.43%+5613F-HRTimeline
Fulcrum Capital LLC5,885$3.84M0.83%-41313F-HRTimeline
Eaton Financial Holdings Company, LLC5,871$3.83M1.26%-1,06213F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,860$3.83M0.19%+23613F-HRTimeline
Asset One Wealth Management LLC5,406$3.82M0.42%-26613F-HRTimeline
EQUITABLE TRUST CO5,842$3.82M0.18%013F-HRTimeline
Capital Investment Management, Inc.5,840$3.81M1.31%+1,90513F-HRTimeline
Fonville Wealth Management LLC5,838$3.81M0.73%+22813F-HRTimeline
Alaethes Wealth, LLC5,824$3.8M1.1%+2913F-HRTimeline
Gemmer Asset Management LLC5,814$3.8M0.3%-6913F-HRTimeline
CIM, LLC5,802$3.79M0.55%-70113F-HRTimeline
RENASANT BANK5,795$3.79M2.68%+4,14413F-HRTimeline
Sculati Wealth Management, LLC5,786$3.78M1.4%+7813F-HRTimeline
Ruggaard & Associates LLC5,774$3.77M1.49%-19513F-HRTimeline
Tennessee Valley Asset Management Partn…5,771$3.77M0.5%+2,16713F-HRTimeline
MOTCO5,768$3.77M0.35%-1,66813F-HRTimeline
Fortis Group Advisors, LLC5,204$3.75M0.62%-2,13713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,737$3.75M2.97%+11513F-HRTimeline
Aaron Wealth Advisors LLC5,732$3.74M0.22%-27213F-HRTimeline
Ipswich Investment Management Co., Inc.5,731$3.74M0.88%+1913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,724$3.74M0.06%+34113F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,701$3.72M0.8%+1,87313F-HRTimeline
Leeward Financial Partners, LLC5,676$3.71M1.1%-13313F-HRTimeline
Mason & Associates, LLC5,661$3.7M0.85%013F-HRTimeline
Aspen Investment Management Inc5,660$3.7M1.13%+13313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,658$3.7M2.93%-6313F-HRTimeline
Biltmore Family Office, LLC5,657$3.7M0.52%+11813F-HRTimeline
Mattson Financial Services, LLC5,650$3.69M0.88%+2,27313F-HRTimeline
Richmond Investment Services, LLC5,648$3.69M0.6%+1,15113F-HRTimeline
Ridgepath Capital Management LLC5,644$3.69M1.83%+30813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,630$3.68M2.79%+1,17613F-HRTimeline
Cape Investment Advisory, Inc.5,619$3.67M1.22%+1,50313F-HRTimeline
IMA Advisory Services, Inc.5,617$3.67M0.36%013F-HRTimeline
LINCOLN CAPITAL CORP5,602$3.66M1.35%-1,05613F-HRTimeline
Frank, Rimerman Advisors LLC5,595$3.65M0.24%013F-HRTimeline
Summit Financial Wealth Advisors, LLC5,577$3.64M0.52%+1,72513F-HRTimeline
FSM Wealth Advisors, LLC5,566$3.64M0.47%+12113F-HRTimeline
REAP Financial Group, LLC5,556$3.63M0.72%+92213F-HRTimeline
Corsicana & Co.6,439$3.62M2.29%-10513F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,508$3.6M0.3%-16413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,501$3.59M0.26%-9313F-HRTimeline
Roxbury Financial LLC5,490$3.59M3.22%+28813F-HRTimeline
Berman McAleer LLC5,489$3.59M0.49%+9213F-HRTimeline
ARS Investment Partners, LLC5,487$3.58M0.19%+713F-HRTimeline
OBSIDIAN CIO, LLC5,483$3.58M3.21%+28813F-HRTimeline
One Charles Private Wealth Services, LLC5,442$3.55M0.89%+3113F-HRTimeline
Tenzing Financial LLC5,150$3.55M2.67%-313F-HRTimeline
Wealth Care LLC5,423$3.54M3.15%13F-HRTimeline
Old North State Trust, LLC5,396$3.52M2.09%013F-HRTimeline
Arcus Capital Partners, LLC5,396$3.52M1.27%-6,06013F-HRTimeline
2UniFi Bank5,384$3.52M1.7%-3,10813F-HRTimeline
Stenger Family Office, LLC5,354$3.5M0.62%+213F-HRTimeline
Redwood Wealth Management Group, LLC5,350$3.49M1.51%-2613F-HRTimeline
Essential Partners LLC5,350$3.49M1.18%+26713F-HRTimeline
Newport Capital Group, LLC5,346$3.49M2.13%013F-HRTimeline
Asset Dedication, LLC5,329$3.48M0.24%+15813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,315$3.47M0.59%-10813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,295$3.46M+183Timeline
Evergreen Wealth Partners LLC5,290$3.46M2.64%+2,61613F-HRTimeline
Goodman Financial Corp5,278$3.45M0.59%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,266$3.44M0.55%-813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,256$3.43M1.19%-16913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,254$3.43M2.19%+16913F-HRTimeline
Vigil Wealth Management, LLC5,252$3.43M2.77%-14413F-HRTimeline
Global Strategic Investment Solutions, …5,251$3.43M0.34%+313F-HRTimeline
Mattern Wealth Management LLC5,246$3.43M0.67%-24013F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$3.43M0.01%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,240$3.42M0.5%-56513F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.42M0.21%013F-HRTimeline
RAM Investment Partners, LLC5,228$3.42M0.6%+3,99413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,225$3.41M1.49%+15913F-HRTimeline
Lansing Street Advisors5,222$3.41M0.86%-15213F-HRTimeline
APPLETON PARTNERS INC/MA5,208$3.4M0.24%-1813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…5,200$3.4M1.78%-1,30013F-HRTimelineGroup
Elmwood Wealth Management, Inc.5,196$3.39M0.94%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,191$3.39M0.11%-20713F-HRTimeline
Hopwood Financial Services, Inc.5,180$3.38M2.28%+39213F-HRTimeline
Tranquility Partners, LLC5,171$3.38M1.27%-2113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,162$3.37M1.48%+84913F-HR/ATimeline
Global Financial Private Client, LLC5,154$3.37M1.1%+24713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,147$3.36M1.59%-613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding5,128$3.35M+1,869Timeline
Balefire, LLC5,109$3.34M0.63%-2,12613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…5,103$3.33M2.61%+52713F-HRTimeline
Private Capital Management, LLC5,081$3.32M0.34%+16913F-HRTimeline
Sunpointe, LLC5,074$3.31M1.09%+4,64213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,049$3.3M0.04%+35013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,039$3.29M0.08%-39,37613F-HR/ATimelineGroup
Evanson Asset Management, LLC5,033$3.29M0.18%-113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC5,025$3.28M1.44%-7013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,021$3.28M0.56%-15513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,018$3.28M0.01%-53713F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.5,013$3.27M1.17%-11813F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,009$3.27M0.18%013F-HRTimeline
Edgestream Partners, L.P.4,997$3.26M0.11%-19,80813F-HRTimeline
Westfuller Advisors, LLC4,991$3.26M1.41%+76913F-HRTimeline
Gibbs Wealth Management4,977$3.25M0.43%+3,00113F-HRTimeline
McIlrath & Eck, LLC4,969$3.25M0.24%-18813F-HRTimeline
Sterling Wealth Advisors Inc4,557$3.24M1.85%-3513F-HRTimeline
Premier Path Wealth Partners, LLC4,964$3.24M0.42%+17313F-HRTimeline
CENTAURUS FINANCIAL, INC.4,964$3.24M0.15%+9213F-HRTimeline
Praetorian Wealth Management, Inc.4,768$3.24M0.62%-3813F-HRTimeline
First Bancorp, Inc /ME/4,932$3.22M1.6%-65713F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$3.22M0.05%013F-HRTimeline
GHP Investment Advisors, Inc.4,923$3.22M0.13%+30313F-HRTimeline