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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CEERA INVESTMENTS, LLC4,112$2.31M0.8%+7413F-HRTimeline
Arax Advisory Partners4,106$2.31M0.15%-1,27313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,107$2.31M0.32%-6713F-HRTimeline
Ironsides Asset Advisors, LLC4,100$2.3M0.68%013F-HRTimeline
PATTEN & PATTEN INC/TN4,096$2.3M0.15%-2613F-HRTimeline
Francis Financial, Inc.4,083$2.29M0.56%-24013F-HRTimeline
Jentner Corp4,079$2.29M0.69%-4213F-HRTimeline
Naviter Wealth, LLC4,081$2.28M0.28%+35213F-HRTimeline
Trust Co of Tennessee4,049$2.28M0.57%-79713F-HRTimeline
CGN Advisors LLC4,040$2.27M0.22%-18413F-HRTimeline
ARS Investment Partners, LLC3,848$2.27M0.2%013F-HRTimeline
PUREfi Wealth, LLC4,011$2.25M2.25%+26013F-HRTimeline
FINANCIAL CONSULATE, INC4,004$2.25M0.57%-38413F-HRTimeline
Mayfair Advisory Group, LLC3,992$2.24M1.29%+2513F-HRTimeline
Operose Advisors LLC3,990$2.24M0.74%+15913F-HRTimeline
NTV Asset Management LLC3,989$2.24M0.3%+33513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,971$2.23M1.25%-113F-HRTimeline
Riverwater Partners LLC3,960$2.23M1.14%new13F-HRTimeline
Fullerton Fund Management Co Ltd.3,958$2.22M0.14%-13,94913F-HRTimeline
SK Wealth Management, LLC4,303$2.22M1.19%+10213F-HRTimeline
StoneCrest Wealth Management, Inc.3,953$2.22M1.41%-22313F-HRTimeline
Cohen Capital Management, Inc.3,947$2.22M0.38%+9813F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,946$2.22M1.12%+3013F-HRTimeline
PMG Wealth Management, Inc.3,946$2.22M2.35%+1913F-HRTimeline
Counterweight Ventures, LLC3,919$2.2M1.58%+22513F-HRTimeline
Aspire Capital Advisors LLC3,903$2.19M0.65%+113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,899$2.19M0.86%+6213F-HRTimeline
Obermeyer Wealth Partners3,887$2.18M0.12%-74013F-HRTimeline
Key Financial Inc3,885$2.18M0.48%-6113F-HRTimeline
Clearwater Capital Advisors, LLC3,879$2.18M0.21%+10113F-HRTimeline
W.H. Cornerstone Investments Inc.3,873$2.18M1.5%-3413F-HRTimeline
Disciplined Investments, LLC3,862$2.17M1%+20813F-HRTimeline
Seven Post Investment Office LP3,860$2.17M0.83%013F-HRTimeline
Avantax Planning Partners, Inc.3,859$2.17M0.08%-67913F-HRTimeline
Garden State Investment Advisory Servic…3,853$2.17M0.69%+37913F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,842$2.16M4.29%-913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,838$2.16M0.25%+38813F-HRTimelineGroup
Arcadia Wealth Management, Inc.3,834$2.15M1.68%+1,25913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,834$2.15M0.18%+113F-HRTimelineGroup
Impact Capital Partners LLC3,833$2.15M0.78%+36513F-HRTimeline
Envision Financial LLC3,832$2.15M1.62%013F-HRTimeline
United Advisor Group, LLC3,829$2.15M0.44%-23613F-HRTimeline
Cadence Bank3,821$2.15M0.15%+15313F-HRTimeline
Allie Family Office LLC3,767$2.15M1.17%+59613F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,645$2.15M0.7%-15013F-HRTimeline
Sunflower Bank, N.A.3,792$2.13M0.6%+7313F-HRTimeline
Denver PWM, LLC3,783$2.13M0.77%+113F-HRTimeline
Essex LLC3,773$2.12M0.46%-913F-HRTimeline
Manchester Capital Management LLC3,772$2.12M0.26%-4,42213F-HRTimeline
Peak Financial Management, Inc.3,768$2.12M0.63%+19213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,760$2.11M1.21%+1,49313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,757$2.11M0.82%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,739$2.1M0.19%+3813F-HRTimeline
Alpha Cubed Investments, LLC3,738$2.1M0.09%-10813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,734$2.1M0.15%-15813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,724$2.09M0.57%-12513F-HRTimeline
Rossby Financial, LCC3,779$2.09M0.9%+59813F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,709$2.09M0.61%-33813F-HRTimeline
Maple Capital Management, Inc.3,711$2.08M0.16%+45713F-HRTimeline
Versant Capital Management, Inc3,706$2.08M0.35%013F-HRTimeline
PCG Wealth Advisors, LLC3,704$2.08M0.73%+68913F-HRTimeline
WEIK CAPITAL MANAGEMENT3,695$2.08M0.84%+11013F-HRTimeline
First PREMIER Bank3,688$2.07M0.53%-18313F-HRTimeline
Schrum Private Wealth Management LLC3,686$2.07M1.82%-12613F-HRTimeline
Apeiron RIA LLC3,683$2.07M0.63%-32,92613F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,643$2.05M2.43%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,637$2.04M0.84%-6413F-HRTimeline
SeaCrest Wealth Management, LLC3,628$2.04M0.23%+10313F-HRTimeline
Aspen Capital Management, LLC3,625$2.04M0.65%13F-HRTimeline
HEADINVEST, LLC3,616$2.03M0.4%-15513F-HRTimeline
INTRUST BANK NA3,613$2.03M0.2%-18813F-HRTimeline
XY Planning Network, Inc.3,604$2.03M1.35%new13F-HRTimeline
Talon Private Wealth, LLC3,600$2.02M0.27%-56613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,597$2.02M0.23%+8013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC3,595$2.02M0.37%-25413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,745$2.01M0.02%+99713F-HRTimeline
Invera Wealth Advisors, LLC3,579$2.01M1.3%new13F-HR/ATimeline
MONECO ADVISORS, LLC3,575$2.01M0.21%-1,13413F-HR/ATimeline
Warren Street Wealth Advisors, LLC3,571$2.01M0.79%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,548$1.99M0.09%+15913F-HRTimelineGroup
J2 Capital Management Inc3,545$1.99M1.83%+713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,543$1.99M1.34%-78413F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,685$1.99M0.77%-37013F-HRTimeline
F&V Capital Management, LLC3,529$1.98M0.51%013F-HRTimeline
Institute for Wealth Management, LLC.3,529$1.98M0.25%-4313F-HRTimeline
FIDUCIARY ADVISORS, INC.3,525$1.98M1.95%-9713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,521$1.98M0.56%013F-HRTimeline
Realta Investment Advisors3,519$1.98M0.9%-28213F-HRTimeline
BANK OZK3,503$1.97M0.82%-18813F-HRTimeline
Teramo Advisors, LLC3,500$1.97M0.8%013F-HRTimeline
Horan Capital Advisors, LLC.3,494$1.96M0.66%+13013F-HRTimeline
Aerodigm Wealth, LLC3,493$1.96M1.09%+41713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,492$1.96M0.09%-19513F-HRTimeline
tru Independence LLC3,491$1.96M0.61%-1913F-HRTimeline
GRANDFIELD & DODD, LLC3,489$1.96M0.12%013F-HRTimeline
Octavia Wealth Advisors, LLC3,486$1.96M0.24%+13813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,468$1.95M0.36%+113F-HRTimeline
FARMERS TRUST CO3,464$1.95M0.37%-4013F-HRTimeline
Werba Rubin Papier Wealth Management3,462$1.95M0.42%-1013F-HRTimeline
Indiana Trust & Investment Management Co3,460$1.94M0.7%+22313F-HRTimeline
Asset Allocation Strategies LLC3,455$1.94M0.48%+78913F-HRTimeline
HBW ADVISORY SERVICES LLC3,454$1.94M0.28%-85413F-HRTimeline
CAPITAL ADVISORS INC/OK3,444$1.93M0.04%-1513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,436$1.93M0.09%+2513F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,434$1.93M0.57%-3113F-HRTimeline
DBK Financial Counsel, LLC3,431$1.93M1.93%-25713F-HRTimeline
Bragg Financial Advisors, Inc3,429$1.93M0.08%+1,01913F-HRTimeline
Tradition Wealth Management, LLC3,423$1.92M0.17%+26613F-HRTimeline
Sachetta, LLC3,421$1.92M0.79%+9113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,420$1.92M0.24%-613F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,415$1.92M0.31%+49413F-HRTimeline
Granite FO LLC3,413$1.92M1.09%013F-HRTimeline
Rockbridge Investment Management, LCC3,411$1.92M0.23%+8213F-HRTimeline
Pacifica Partners Inc.3,544$1.91M0.87%+49213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,404$1.91M0.45%-8613F-HRTimeline
Sompo Asset Management Co., Ltd.3,397$1.91M0.35%+1,71713F-HRTimeline
Brown Miller Wealth Management, LLC3,391$1.91M0.66%-5,85613F-HRTimeline
Beacon Capital Management, LLC3,391$1.91M0.26%-25513F-HRTimeline
Financial Symmetry Inc3,374$1.9M1.16%+48013F-HRTimeline
ERn Financial, LLC3,369$1.89M0.3%-34813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,369$1.89M0.03%-83013F-HRTimelineGroup
MONEYWISE, INC.3,346$1.88M1%-18313F-HRTimeline
TABLEAUX LLC3,342$1.88M1.35%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,331$1.87M0.69%-12513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,323$1.87M0.18%-17313F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.3,321$1.87M0.9%-36513F-HRTimeline
Bridgewater Advisors Inc.3,346$1.86M0.16%new13F-HRTimeline
Regent Peak Wealth Advisors LLC3,314$1.86M0.44%+913F-HRTimeline
Formidable Asset Management, LLC3,313$1.86M0.31%-5013F-HRTimeline
State of Alaska, Department of Revenue3,306$1.86M0.02%+1,62613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,296$1.85M0.25%013F-HRTimeline
PSI Advisors, LLC3,295$1.85M0.6%-1,02913F-HRTimeline
YANKCOM Partnership3,294$1.85M1.02%-1713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,281$1.84M0.33%-2,43913F-HRTimeline
My Personal CFO, LLC3,277$1.84M0.93%+613F-HRTimeline
Briaud Financial Planning Inc3,270$1.84M0.73%+26913F-HRTimeline
Colonial River Investments, LLC3,267$1.84M1.01%+2,70613F-HRTimeline
Heritage Financial Services, LLC3,265$1.83M0.18%-2313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,259$1.83M0.23%-6013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,260$1.83M0.08%13F-HRTimelineGroup
Whipplewood Advisors, LLC49$1.83M1.31%-3,23813F-HRTimeline
EHRLICH FINANCIAL GROUP3,255$1.83M1.33%-1,36713F-HRTimeline
SlateStone Wealth, LLC3,242$1.82M0.18%+113F-HRTimeline
Iowa State Bank3,237$1.82M0.39%+513F-HRTimeline
Zullo Investment Group, Inc.3,228$1.81M0.78%-4213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,226$1.81M0.41%+1013F-HRTimeline
Values Added Financial LLC3,221$1.81M1%013F-HRTimeline
Aviance Capital Partners, LLC3,218$1.81M0.25%+913F-HRTimeline
Cannon Financial Strategists, Inc.3,217$1.81M0.31%+4313F-HRTimeline
Clarity Wealth Advisors, LLC3,204$1.8M0.5%+3113F-HRTimeline
Goldstein Advisors, LLC3,200$1.8M0.26%+5113F-HRTimeline
SEARLE & CO.3,194$1.79M0.51%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,194$1.79M0.4%+24113F-HRTimeline
Archer Investment Corp3,193$1.79M0.46%+24713F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC3,186$1.79M0.38%-17613F-HRTimeline
Live Oak Private Wealth LLC3,180$1.79M0.29%-7613F-HRTimeline
Greenwich Wealth Management LLC3,168$1.78M0.13%-27413F-HRTimeline
LTG Capital LLC3,166$1.78M1.62%-66713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,163$1.78M+58Timeline
Scott Capital Advisors, LLC3,153$1.77M0.53%+9813F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$1.77M0.04%013F-HRTimeline
Moss Adams Wealth Advisors LLC3,146$1.77M0.19%+70513F-HRTimeline
Code Waechter LLC3,144$1.77M1.45%+62013F-HRTimeline
Huntleigh Advisors, Inc.3,144$1.77M0.41%-39713F-HR/ATimeline
MATRIX ASSET ADVISORS INC/NY3,143$1.77M0.19%-12313F-HRTimeline
Narus Financial Partners, LLC3,130$1.76M0.6%013F-HRTimeline
FORBES J M & CO LLP3,125$1.76M0.17%+2513F-HRTimeline
1ST SOURCE BANK3,122$1.75M0.1%-25413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,106$1.75M1.74%+113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,099$1.74M2.63%+26913F-HRTimeline
Willow Creek Wealth Management Inc.3,095$1.74M0.17%-6013F-HRTimeline
Israel Discount Bank of New York3,094$1.74M1.34%-1,70313F-HRTimeline
FSC Wealth Advisors, LLC3,087$1.73M1.14%+66413F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,084$1.73M0.04%-8513F-HRTimeline
Blue Fin Capital, Inc.3,084$1.73M0.34%+3613F-HRTimeline
Fingerlakes Wealth Management, Inc.3,082$1.73M1.47%-4813F-HRTimeline
JFG Wealth Management, LLC3,077$1.73M0.39%+72113F-HRTimeline
FIRST MERCHANTS CORP3,069$1.72M0.07%-24213F-HRTimeline
Johnson & White Wealth Management, LLC3,063$1.72M0.97%+2413F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,062$1.72M0.49%013F-HRTimeline
DRW Securities, LLC3,043$1.71M0.14%-4,06013F-HRTimeline
Arbor Wealth Advisors LLC3,040$1.71M1.52%+1013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.3,037$1.71M0.5%+313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,036$1.71M0.02%-33113F-HRTimelineGroup
Advisory Alpha, LLC3,031$1.7M0.06%+10613F-HR/ATimeline
THEORY FINANCIAL LLC3,019$1.7M0.72%-32513F-HRTimeline
Signature Wealth Management Partners, L…3,018$1.7M1.11%+12413F-HRTimeline
LexAurum Advisors, LLC3,015$1.69M0.32%+8313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,012$1.69M0.11%+1,01713F-HRTimelineGroup
CNB Bank3,013$1.69M0.86%-1813F-HRTimeline
Bath Savings Trust Co3,012$1.69M0.18%+1,68413F-HRTimeline
Atlantic Private Wealth, LLC3,012$1.69M1.25%-1213F-HRTimeline
Triad Wealth Partners, LLC3,011$1.69M0.53%+5713F-HRTimeline
Bolthouse Investments, LLC2,993$1.68M1.75%013F-HRTimeline
Exchange Capital Management, Inc.2,992$1.68M0.27%-62813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO2,992$1.68M0.11%-5,52413F-HRTimeline
ZEGA Investments, LLC2,988$1.68M0.49%-5,07213F-HRTimeline
Coastal Bridge Advisors, LLC2,980$1.67M0.15%+2,44313F-HR/ATimeline
TCV Trust & Wealth Management, Inc.2,974$1.67M0.15%-30813F-HRTimeline
KG Capital Management2,958$1.66M0.54%+9213F-HRTimeline