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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SCHNIEDERS CAPITAL MANAGEMENT, LLC.5,336$4M0.52%+7013F-HRTimeline
Mattern Wealth Management LLC5,325$3.99M0.65%+7913F-HRTimeline
REAP Financial Group, LLC5,280$3.95M0.68%-27613F-HRTimeline
Goodman Financial Corp5,278$3.95M0.61%013F-HRTimeline
Liberty Capital Management, Inc.5,260$3.94M0.68%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…5,255$3.94M2.65%+15213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,249$3.93M0.24%-13,59213F-HRTimeline
Upper Left Wealth Management, LLC5,247$3.93M2.18%+46313F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,245$3.93M0.01%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,240$3.92M0.53%013F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC5,229$3.92M0.22%013F-HRTimeline
Stenger Family Office, LLC5,228$3.91M0.62%-12613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,217$3.91M1.19%-3913F-HRTimeline
Elmwood Wealth Management, Inc.5,196$3.89M0.97%013F-HRTimeline
Fortis Group Advisors, LLC5,192$3.89M0.62%-1213F-HRTimeline
Vigil Wealth Management, LLC5,187$3.88M2.77%-6513F-HRTimeline
Plan Group Financial, LLC5,186$3.88M0.8%-90213F-HRTimeline
HBW ADVISORY SERVICES LLC5,165$3.87M0.35%+50113F-HRTimeline
Tenzing Financial LLC5,118$3.86M2.65%-3213F-HRTimeline
Tranquility Partners, LLC5,158$3.86M1.33%-1313F-HRTimeline
GHP Investment Advisors, Inc.5,146$3.85M0.14%+22313F-HRTimeline
Evanson Financial, LLC5,145$3.85M0.19%13F-HRTimeline
Westfuller Advisors, LLC5,103$3.82M1.39%+11213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,092$3.81M0.11%-9913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,070$3.8M1.6%-7713F-HRTimeline
Flavin Financial Services, Inc.5,068$3.8M2.16%+76613F-HRTimeline
Worth Financial Advisory Group, LLC5,047$3.78M1.57%+3,13513F-HRTimeline
Stash Investments, LLC5,046$3.78M1.22%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,040$3.77M1.18%-18513F-HRTimeline
Asset One Wealth Management LLC4,949$3.75M0.4%-45713F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,009$3.75M0.18%013F-HRTimeline
RENASANT BANK4,993$3.74M2.4%-80213F-HRTimeline
Lantern Wealth Advisors, LLC4,986$3.73M1.71%+1,70213F-HRTimeline
Trivium Point Advisory, LLC4,985$3.73M0.34%+1,34313F-HRTimeline
INVESTMENT PARTNERS, LTD.4,984$3.73M1.17%-2913F-HRTimeline
CENTAURUS FINANCIAL, INC.4,983$3.73M0.15%+1913F-HRTimeline
One Wealth Management Investment & Advi…4,969$3.72M3.91%+81113F-HRTimeline
HHM Wealth Advisors, LLC4,953$3.71M0.37%+21213F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$3.69M0.05%013F-HRTimeline
Mullaney, Keating & Wright, Inc.4,928$3.69M1.78%+12013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,923$3.69M2.44%+53013F-HRTimeline
Allie Family Office LLC4,920$3.68M1.36%+60513F-HR/ATimeline
First Bancorp, Inc /ME/4,914$3.68M1.45%-1813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,913$3.68M0.63%+18713F-HRTimeline
Barnes Dennig Private Wealth Management…4,913$3.68M2.94%+29613F-HRTimeline
Capital Advantage, Inc.4,902$3.67M0.45%+1013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,901$3.66M0.48%+96613F-HRTimeline
SRH ADVISORS, LLC4,879$3.65M0.93%013F-HRTimeline
Family Manage LLC4,876$3.65M0.38%-713F-HRTimeline
Warm Springs Advisors Inc.4,867$3.65M2.52%+5813F-HRTimeline
Signature Resources Capital Management,…4,864$3.64M1.44%+4513F-HRTimeline
Mayfair Advisory Group, LLC4,907$3.64M1.1%+47713F-HRTimeline
Asset Dedication, LLC4,827$3.61M0.23%-50213F-HRTimeline
Nemes Rush Group LLC4,824$3.61M0.3%-2,58713F-HRTimeline
Impact Partnership Wealth, LLC4,821$3.61M0.35%+23913F-HRTimeline
Lincoln Capital LLC4,821$3.61M0.64%+27313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,820$3.61M<0.01%+3,69713F-HRTimelineGroup
Flatrock Wealth Partners LLC4,815$3.61M1.42%+11413F-HRTimeline
Eagle Bay Advisors LLC4,813$3.6M2.7%-1013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,700$3.6M0.44%13F-HRTimeline
BlueSky Wealth Advisors, LLC4,803$3.6M0.42%+43013F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…4,800$3.59M1.98%-40013F-HR/ATimelineGroup
Alteri Wealth LLC4,794$3.59M0.99%+7413F-HRTimeline
Clarity Capital Advisors, LLC4,789$3.59M1.5%+1113F-HRTimeline
Praetorian Wealth Management, Inc.4,789$3.59M0.62%+2113F-HRTimeline
MONECO ADVISORS, LLC4,779$3.58M0.22%+1,24113F-HRTimeline
Ballast Rock Private Wealth LLC4,779$3.58M1.65%013F-HRTimeline
Hughes Financial Services, LLC4,773$3.57M0.47%-7013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,770$3.57M1.35%-5113F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$3.57M1.36%013F-HRTimeline
Allegheny Financial Group4,764$3.57M0.38%+19813F-HRTimeline
Donor Advised Charitable Giving, Inc.4,758$3.56M0.08%-3613F-HRTimeline
Texas Yale Capital Corp.4,758$3.56M0.08%-3613F-HRTimeline
PMG Wealth Management, Inc.4,756$3.56M2.2%+6213F-HRTimeline
ALERUS FINANCIAL NA4,749$3.56M0.16%-113F-HRTimeline
Athena Wealth Management, LLC4,724$3.54M2.63%+113F-HRTimeline
Capital Asset Managemnet, LLC4,722$3.54M7.96%-1,90113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,709$3.53M0.46%-213F-HR/ATimeline
CWS Financial Advisors, LLC4,707$3.53M0.78%+213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,697$3.52M0.43%-1713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,691$3.51M1.28%+16313F-HRTimeline
Clarendon Private LLC4,686$3.51M2.26%+33413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,682$3.51M1.89%-2513F-HRTimeline
Private Wealth Partners, LLC4,679$3.5M0.25%-1513F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC4,677$3.5M0.23%+2,47613F-HRTimelineGroup
RAM Investment Partners, LLC4,651$3.48M0.56%-57713F-HRTimeline
Gratus Wealth Advisors, LLC4,638$3.47M0.44%-15013F-HRTimeline
Ackerman Capital Advisors, LLC4,633$3.47M0.7%-1613F-HRTimeline
CENTRAL BANK & TRUST CO4,628$3.47M0.49%+11413F-HRTimeline
TRUE Private Wealth Advisors4,628$3.47M0.3%-4613F-HRTimeline
M1 Capital Management LLC4,623$3.46M1.28%-2013F-HRTimeline
Capital Investment Counsel, LLC4,621$3.46M0.43%-18213F-HRTimeline
Bath Savings Trust Co4,616$3.46M0.36%+67413F-HRTimeline
Addison Capital Co4,613$3.45M0.57%+54413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,613$3.45M0.18%+15013F-HRTimelineGroup
Integras Partners LLC4,598$3.44M1.9%+1,56213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,598$3.44M0.21%-20913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,583$3.43M1.64%+4913F-HRTimeline
Resurgent Financial Advisors LLC4,577$3.43M0.96%+70213F-HRTimeline
Mechanics Bank Trust Department4,576$3.43M0.42%+2,18913F-HRTimeline
Clearwater Capital Advisors, LLC4,570$3.42M0.25%-5913F-HRTimeline
Sterling Wealth Advisors Inc4,557$3.41M1.85%013F-HRTimeline
NYL Investors LLC4,554$3.41M1.31%013F-HRTimeline
Operose Advisors LLC4,547$3.41M0.66%+43613F-HRTimeline
Generation Capital Management LLC4,546$3.4M2.09%013F-HRTimeline
JTC Employer Solutions Trustee Ltd4,537$3.4M0.27%013F-HRTimeline
Retirement Investment Advisors, Inc.4,516$3.4M0.24%+12113F-HRTimeline
Advisory Alpha, LLC4,534$3.4M0.08%+50713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,534$3.4M0.11%-1,54513F-HRTimeline
Segment Wealth Management, LLC4,523$3.39M0.18%+313F-HRTimeline
AssuredPartners Investment Advisors, LLC4,512$3.38M0.33%+2,73813F-HRTimeline
Capital Advisors, Ltd. LLC4,512$3.38M0.34%013F-HRTimeline
SilverOak Wealth Management LLC4,510$3.38M0.43%+3413F-HRTimeline
Firestone Capital Management4,508$3.38M0.63%+28813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,477$3.35M0.65%-6313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,471$3.35M0.12%+5013F-HRTimelineGroup
GRANVILLE CAPITAL, INC.4,460$3.34M1.49%+813F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,459$3.34M1.01%+6513F-HRTimeline
Fiduciary Alliance LLC4,457$3.34M0.23%+34813F-HRTimeline
MEYER HANDELMAN CO4,456$3.34M0.09%-5013F-HRTimeline
WARNER FINANCIAL, INC4,455$3.34M0.98%-40813F-HRTimeline
Forefront Analytics, LLC4,450$3.33M3.62%-2413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,440$3.33M0.28%+51513F-HRTimeline
Mengis Capital Management, Inc.4,430$3.32M0.5%-1913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,429$3.32M0.28%13F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO4,427$3.32M0.17%013F-HRTimeline
CAPITAL ADVISORS INC/OK4,423$3.31M0.05%+7413F-HRTimeline
Blue Capital, Inc.4,409$3.3M2.1%+2,03013F-HRTimeline
BECK MACK & OLIVER LLC4,407$3.3M0.06%013F-HRTimeline
Financial Solutions Advisory Group, Inc.4,358$3.29M0.42%+6513F-HRTimeline
Truvestments Capital LLC4,654$3.29M0.49%+1,08713F-HRTimeline
Legacy Bridge, LLC4,393$3.29M1.02%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,377$3.28M0.2%+1113F-HRTimeline
Beacon Financial Advisory LLC4,373$3.28M0.64%-8513F-HRTimeline
HTG Investment Advisors, Inc.4,373$3.27M0.84%-1013F-HRTimeline
LTG Capital LLC4,372$3.27M2.19%-1113F-HRTimeline
VestGen Investment Management4,361$3.27M1.73%+1,14313F-HRTimeline
Lavaca Capital LLC4,356$3.26M0.34%+2,67913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,355$3.26M1.68%new13F-HRTimeline
Courage Miller Partners, LLC4,351$3.26M0.86%-8113F-HRTimeline
Round Rock Advisors LLC4,343$3.25M0.42%+17113F-HRTimeline
Mainstream Capital Management LLC4,340$3.25M1.96%-8313F-HRTimeline
Cannon Financial Strategists, Inc.4,339$3.25M0.37%-813F-HRTimeline
MONEYWISE, INC.4,335$3.25M1.21%-2813F-HRTimeline
Darrow Company, Inc.4,323$3.24M1.25%-29813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,320$3.24M0.52%13F-HRTimelineGroup
Kachkovsky & Fisher, Inc.4,285$3.21M3.09%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$3.2M1.93%013F-HRTimeline
Meadowbrook Advisors Group, LLC4,268$3.2M1.71%+95413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,256$3.19M1.29%-76913F-HRTimeline
Twelve Points Wealth Management LLC4,255$3.19M0.64%-51513F-HRTimeline
Cohen Capital Management, Inc.4,244$3.18M0.43%+213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,244$3.18M0.8%+6013F-HRTimeline
Falcon Wealth Planning4,237$3.17M0.2%+9213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,234$3.17M0.18%-19513F-HRTimelineGroup
Archford Capital Strategies, LLC4,233$3.17M0.32%-2113F-HRTimeline
Caerus Investment Advisors, LLC4,231$3.17M1.07%013F-HRTimeline
POTENTIA WEALTH4,231$3.17M1.3%-31613F-HRTimeline
Delta Wealth Advisors LLC4,229$3.17M2.26%-56613F-HRTimeline
MB Generational Wealth, LLC4,227$3.17M1.55%-4413F-HRTimeline
Pacifica Partners Inc.4,212$3.15M0.95%+16113F-HRTimeline
Factor Wealth Management LTD4,178$3.13M0.47%+4413F-HRTimeline
Wealthfront Advisers LLC4,155$3.11M0.01%-17413F-HRTimeline
TRB Wealth Management, LLC4,152$3.11M0.41%-61813F-HRTimeline
CapWealth Advisors, LLC4,135$3.1M0.21%-7613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,127$3.09M0.99%-33113F-HRTimeline
Clarkston Capital Partners, LLC4,120$3.09M0.26%-11813F-HRTimeline
Guardian Asset Advisors, LLC4,112$3.08M1.42%+1,81513F-HRTimeline
Centric Wealth Management4,262$3.07M0.48%013F-HRTimeline
Ironsides Asset Advisors, LLC4,100$3.07M0.72%013F-HRTimeline
Thompson David Blair4,099$3.07M1.53%-19313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,074$3.05M0.18%-16613F-HRTimeline
FF Advisors,LLC4,048$3.03M1.14%+3813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,043$3.03M4.63%+1,74813F-HRTimeline
Live Oak Private Wealth LLC4,030$3.02M0.38%+62013F-HRTimeline
Paulson Wealth Management Inc.4,028$3.02M0.64%-9413F-HRTimeline
Arcus Capital Partners, LLC4,022$3.01M1.25%-1,37413F-HRTimeline
CGN Advisors LLC4,021$3.01M0.22%+113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.4,020$3.01M0.06%-1,01913F-HRTimelineGroup
tru Independence LLC4,017$3.01M1.32%-7413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,016$3.01M0.13%+10813F-HRTimeline
Chatterton & Associates Inc.3,975$3M1.77%+36713F-HRTimeline
Impact Capital Partners LLC4,002$3M0.82%+13313F-HRTimeline
Belvedere Trading LLC3,996$2.99M0.25%+3,33613F-HRTimeline
Everest Financial Group LLC3,993$2.99M0.4%-213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,993$2.99M0.8%-113F-HRTimeline
Talon Private Wealth, LLC3,982$2.98M0.35%+17213F-HRTimeline
Carrera Capital Advisors3,980$2.98M0.44%-10513F-HRTimeline
Park Capital Management, LLC / WI3,973$2.98M1.75%-1413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,966$2.97M1.21%-613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,954$2.96M0.09%-3,35913F-HRTimeline
Clark Asset Management, LLC3,945$2.95M0.23%+5213F-HRTimeline
IPG Investment Advisors LLC3,938$2.95M0.42%+1,48013F-HRTimeline
FINANCIAL CONSULATE, INC3,932$2.94M0.33%-1813F-HRTimeline
W.H. Cornerstone Investments Inc.3,930$2.94M1.66%+913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,927$2.94M0.28%-4713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,919$2.93M0.87%+76213F-HRTimeline
Aegis Wealth Management, Inc.3,910$2.93M1.89%+1,32713F-HRTimeline
Opus Capital Group, LLC3,908$2.93M0.28%-713F-HRTimeline
Briaud Financial Planning Inc3,903$2.92M0.77%+913F-HRTimeline