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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PSI Advisors, LLC4,324$2.54M0.76%-22113F-HRTimeline
FF Advisors,LLC4,191$2.54M1.75%-80513F-HRTimeline
Francis Financial, Inc.4,323$2.54M0.65%+1,04413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC4,323$2.54M2%+47513F-HRTimeline
Private Capital Management, LLC4,321$2.54M0.27%-6113F-HRTimeline
CapWealth Advisors, LLC4,313$2.54M0.28%013F-HRTimeline
HBW ADVISORY SERVICES LLC4,308$2.54M0.26%+81913F-HRTimeline
Beacon Financial Advisory LLC4,307$2.54M0.82%-1,38113F-HRTimeline
Strategic Equity Management4,301$2.53M1.07%-2013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,289$2.53M0.59%+1213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,288$2.52M0.21%+24213F-HRTimeline
SOA Wealth Advisors, LLC.4,284$2.52M0.46%-4613F-HR/ATimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.52M1.89%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,267$2.51M0.65%+28813F-HR/ATimeline
InTrack Investment Management Inc4,288$2.51M1.75%+32113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,254$2.5M1.63%+7113F-HRTimeline
WPG Advisers, LLC4,239$2.5M2.32%13F-HRTimeline
Founders Financial Alliance, LLC4,229$2.49M0.68%+37313F-HRTimeline
CGN Advisors LLC4,224$2.49M0.24%+2,41313F-HRTimeline
Almanack Investment Partners, LLC.4,216$2.48M0.38%-113F-HRTimeline
Lavaca Capital LLC4,207$2.48M1.09%+91913F-HRTimeline
SK Wealth Management, LLC4,201$2.47M1.26%+47813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,199$2.47M0.03%-62113F-HRTimelineGroup
Arlington Financial Advisors, LLC4,185$2.46M0.49%-54013F-HRTimeline
StoneCrest Wealth Management, Inc.4,176$2.46M1.6%-16213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,174$2.46M0.34%-7013F-HRTimeline
Talon Private Wealth, LLC4,166$2.45M0.51%-1413F-HR/ATimeline
CENTRAL BANK & TRUST CO4,165$2.45M0.37%+58913F-HRTimeline
HHM Wealth Advisors, LLC4,161$2.45M0.33%+2,15013F-HRTimeline
SP Asset Management LLC4,153$2.44M0.21%+26013F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,055$2.44M0.78%+113F-HRTimeline
LGT Financial Advisors LLC4,129$2.43M5.38%+32013F-HRTimeline
PATTEN & PATTEN INC/TN4,122$2.43M0.16%+313F-HRTimeline
Jentner Corp4,121$2.43M0.71%+43113F-HRTimeline
Oregon Pacific Wealth Management, LLC4,118$2.42M2.38%13F-HRTimeline
Truvestments Capital LLC4,106$2.42M0.62%-10913F-HRTimeline
Ironsides Asset Advisors, LLC4,100$2.41M0.69%013F-HRTimeline
Newton One Investments LLC4,100$2.41M0.93%+1,64213F-HRTimeline
Opus Capital Group, LLC4,090$2.41M0.31%-1813F-HRTimeline
SANDERS MORRIS HARRIS LLC4,066$2.4M0.36%-2513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,077$2.4M2%+13613F-HRTimeline
Delta Financial Group, Inc.4,071$2.4M0.56%new13F-HRTimeline
United Advisor Group, LLC4,065$2.39M0.47%-19713F-HRTimeline
CEERA INVESTMENTS, LLC4,038$2.38M0.82%-7813F-HRTimeline
Old North State Trust, LLC4,012$2.36M1.5%+3,56213F-HRTimeline
Lincoln Capital LLC4,001$2.36M0.5%+20013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,972$2.34M1.32%+4813F-HRTimeline
Mayfair Advisory Group, LLC3,967$2.34M1.38%+13513F-HRTimeline
North Berkeley Wealth Management, LLC3,963$2.33M2.37%13F-HRTimeline
Key Financial Inc3,946$2.32M0.53%-2813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,941$2.32M0.13%-213F-HRTimeline
PMG Wealth Management, Inc.3,927$2.31M2.1%13F-HRTimeline
Virtue Capital Management, LLC3,918$2.31M0.46%-41913F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,916$2.31M1.2%-7013F-HRTimeline
W.H. Cornerstone Investments Inc.3,907$2.3M1.54%+1413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,904$2.3M0.21%-2613F-HRTimelineGroup
Aspire Capital Advisors LLC3,902$2.3M0.66%+213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,899$2.3M2.12%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,892$2.29M0.17%+6013F-HRTimeline
BNP PARIBASin group BNP PARIBAS3,881$2.28M0.01%+1,38913F-HRTimelineGroup
First PREMIER Bank3,871$2.28M0.58%-43413F-HRTimeline
Seven Post Investment Office LP3,860$2.27M0.87%013F-HRTimeline
Accurate Wealth Management, LLC3,889$2.27M0.44%+19513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,851$2.27M4.5%-29913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,849$2.27M0.62%-813F-HRTimeline
Cohen Capital Management, Inc.3,849$2.27M0.38%+813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,849$2.27M0.42%-8313F-HRTimeline
ARS Investment Partners, LLC3,848$2.27M0.2%-2713F-HRTimeline
Alpha Cubed Investments, LLC3,846$2.26M0.1%-11013F-HRTimeline
Realta Investment Advisors3,801$2.26M0.93%-20413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,837$2.26M0.89%-21113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,833$2.26M0.19%-2013F-HRTimelineGroup
LTG Capital LLC3,833$2.26M1.89%-8313F-HRTimeline
Envision Financial LLC3,832$2.26M1.81%13F-HR/ATimeline
Operose Advisors LLC3,831$2.25M0.77%-9213F-HRTimeline
Schrum Private Wealth Management LLC3,812$2.24M1.9%+1,97413F-HRTimeline
INTRUST BANK NA3,801$2.24M0.23%+4713F-HRTimeline
Essex LLC3,782$2.23M0.47%-4913F-HRTimeline
Denver PWM, LLC3,782$2.23M0.86%-6613F-HRTimeline
Clearwater Capital Advisors, LLC3,778$2.22M0.22%-15313F-HRTimeline
HEADINVEST, LLC3,771$2.22M0.42%-14413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,757$2.21M0.85%+44313F-HRTimeline
Painted Porch Advisors LLC3,752$2.21M1.09%+30013F-HRTimeline
PUREfi Wealth, LLC3,751$2.21M2.16%13F-HRTimeline
Executive Wealth Management, LLC3,746$2.21M0.17%+34213F-HRTimeline
Naviter Wealth, LLC3,729$2.2M0.26%013F-HRTimeline
Sunflower Bank, N.A.3,719$2.19M0.61%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,795$2.19M0.72%-3113F-HRTimeline
ERn Financial, LLC3,717$2.19M0.33%+2813F-HRTimeline
Versant Capital Management, Inc3,706$2.18M0.47%+2713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,701$2.18M0.19%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,701$2.18M0.87%-74813F-HRTimeline
Polymer Capital Management (HK) LTD3,700$2.18M0.38%new13F-HRTimeline
Counterweight Ventures, LLC3,694$2.17M1.54%+813F-HRTimeline
BANK OZK3,691$2.17M0.9%+6213F-HRTimeline
DBK Financial Counsel, LLC3,688$2.17M2.19%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,687$2.17M0.1%+28913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.3,686$2.17M1.01%-7813F-HRTimeline
Cadence Bank3,668$2.16M0.15%-12813F-HRTimeline
Disciplined Investments, LLC3,654$2.15M1.06%+37913F-HRTimeline
NTV Asset Management LLC3,654$2.15M0.28%+213F-HRTimeline
Beacon Capital Management, LLC3,646$2.15M0.28%+1613F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,643$2.14M2.53%-313F-HRTimeline
FIDUCIARY ADVISORS, INC.3,622$2.13M2.15%13F-HRTimeline
Exchange Capital Management, Inc.3,620$2.13M0.34%-6913F-HRTimeline
WEIK CAPITAL MANAGEMENT3,585$2.11M0.86%-6513F-HRTimeline
Peak Financial Management, Inc.3,576$2.11M0.63%+12213F-HRTimeline
Institute for Wealth Management, LLC.3,572$2.1M0.26%-46013F-HRTimeline
Warren Street Wealth Advisors, LLC3,572$2.1M0.86%-1513F-HRTimeline
Huntleigh Advisors, Inc.3,541$2.08M0.45%13F-HRTimeline
J2 Capital Management Inc3,538$2.08M1.95%13F-HRTimeline
MONEYWISE, INC.3,529$2.08M1.04%-57913F-HRTimeline
F&V Capital Management, LLC3,529$2.08M0.55%+22513F-HRTimeline
SeaCrest Wealth Management, LLC3,525$2.08M0.22%-5013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,521$2.07M0.56%-1713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,517$2.07M0.24%+56613F-HRTimelineGroup
Allegheny Financial Group3,511$2.07M0.53%+26813F-HRTimeline
tru Independence LLC3,510$2.07M0.65%-15313F-HRTimeline
FARMERS TRUST CO3,504$2.06M0.38%-1213F-HRTimeline
Teramo Advisors, LLC3,500$2.06M0.88%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,496$2.06M0.19%+9813F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA3,490$2.05M0.47%-32013F-HRTimeline
GRANDFIELD & DODD, LLC3,489$2.05M0.13%013F-HRTimeline
Clark Asset Management, LLC3,486$2.05M0.38%+73713F-HRTimeline
Garden State Investment Advisory Servic…3,474$2.05M0.63%+28113F-HRTimeline
Werba Rubin Papier Wealth Management3,472$2.04M0.48%-913F-HRTimeline
Impact Capital Partners LLC3,468$2.04M0.73%13F-HRTimeline
Union Bancaire Privee, UBP SA3,599$2.04M0.04%13F-HR/ATimeline
SENTINEL PENSION ADVISORS, LLC3,467$2.04M0.38%-8413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,465$2.04M0.54%-7013F-HRTimeline
CAPITAL ADVISORS INC/OK3,459$2.04M0.04%+14913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,529$2.04M0.12%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,456$2.03M0.77%+12113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,450$2.03M0.25%+5513F-HRTimelineGroup
Greenwich Wealth Management LLC3,442$2.03M0.14%+4113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,426$2.02M0.24%+78713F-HRTimeline
First Bank & Trust3,414$2.01M0.39%+1,18613F-HRTimeline
Granite FO LLC3,413$2.01M1.15%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,411$2.01M0.09%-45713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC3,411$2.01M2.19%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,389$2M0.09%+5813F-HRTimelineGroup
1ST SOURCE BANK3,376$1.99M0.11%+12013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,367$1.98M0.03%-46013F-HRTimelineGroup
Horan Capital Advisors, LLC.3,364$1.98M0.67%+1013F-HRTimeline
Formidable Asset Management, LLC3,363$1.98M0.33%+2013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC3,362$1.98M0.39%+17113F-HRTimeline
Octavia Wealth Advisors, LLC3,348$1.97M0.24%-5913F-HRTimeline
THEORY FINANCIAL LLC3,344$1.97M0.82%-2113F-HRTimeline
TABLEAUX LLC3,342$1.97M1.63%13F-HRTimeline
Sachetta, LLC3,330$1.96M0.77%+3613F-HRTimeline
Rockbridge Investment Management, LCC3,329$1.96M0.25%-313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC3,322$1.96M0.06%+2,19813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,319$1.95M0.23%-10413F-HRTimeline
FIRST MERCHANTS CORP3,311$1.95M0.07%+28713F-HRTimeline
YANKCOM Partnership3,311$1.95M1.04%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,047$1.95M0.65%+30113F-HRTimeline
Regent Peak Wealth Advisors LLC3,305$1.95M0.44%+913F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/3,296$1.94M0.25%013F-HRTimeline
PBMares Wealth Management LLC3,289$1.94M0.4%+11613F-HRTimeline
Heritage Financial Services, LLC3,288$1.94M0.26%+36913F-HRTimeline
Whipplewood Advisors, LLC3,287$1.93M1.1%13F-HRTimeline
TCV Trust & Wealth Management, Inc.3,282$1.93M0.18%-613F-HRTimeline
My Personal CFO, LLC3,271$1.93M0.99%-8313F-HRTimeline
Zullo Investment Group, Inc.3,270$1.93M0.78%-2613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,266$1.92M0.21%+1213F-HRTimeline
Live Oak Private Wealth LLC3,256$1.92M0.32%-4213F-HRTimeline
Maple Capital Management, Inc.3,254$1.92M0.14%-23813F-HRTimeline
Allie Family Office LLC3,171$1.91M1.06%-73013F-HRTimeline
SlateStone Wealth, LLC3,241$1.91M0.19%013F-HRTimeline
Indiana Trust & Investment Management Co3,237$1.91M0.65%-28713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,201$1.91M0.25%013F-HRTimelineGroup
Iowa State Bank3,232$1.9M0.4%013F-HRTimeline
Values Added Financial LLC3,221$1.9M1.1%+1213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,216$1.89M0.44%-213F-HRTimeline
Aviance Capital Partners, LLC3,209$1.89M0.26%+1113F-HRTimeline
SEARLE & CO.3,194$1.88M0.54%+1,12613F-HRTimeline
Rossby Financial, LCC3,181$1.87M1.19%13F-HRTimeline
Cannon Financial Strategists, Inc.3,174$1.87M0.32%-3013F-HRTimeline
Clarity Wealth Advisors, LLC3,173$1.87M0.51%+19513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,169$1.87M0.04%+22513F-HRTimeline
Tradition Wealth Management, LLC3,157$1.86M0.16%+18413F-HRTimeline
Willow Creek Wealth Management Inc.3,155$1.86M0.19%-8013F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$1.85M0.04%-35013F-HRTimeline
Goldstein Advisors, LLC3,149$1.85M0.27%-2313F-HRTimeline
UNIONVIEW, LLC3,138$1.85M1.35%+3213F-HRTimeline
Wingate Wealth Advisors, Inc.3,131$1.84M1.81%13F-HRTimeline
Fingerlakes Wealth Management, Inc.3,130$1.84M1.49%-313F-HRTimeline
Narus Financial Partners, LLC3,130$1.84M0.62%-10013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,127$1.84M0.11%-10013F-HRTimeline
Crown Wealth Group, LLC3,111$1.83M0.74%+1,61013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,105$1.83M+49Timeline
LM Advisors LLC3,106$1.83M0.33%+7813F-HR/ATimeline
FORTRESS FINANCIAL GROUP, LLC3,105$1.83M1.82%13F-HRTimeline
FORBES J M & CO LLP3,100$1.82M0.18%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,087$1.82M0.3%+18413F-HRTimeline
Aerodigm Wealth, LLC3,076$1.81M1.08%+1,51113F-HRTimeline
MBA Advisors LLC3,066$1.8M0.92%-2,04913F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,062$1.8M0.52%013F-HRTimeline
Capital Investment Counsel, LLC3,055$1.8M0.3%-66313F-HRTimeline
Blue Fin Capital, Inc.3,048$1.79M0.33%013F-HRTimeline