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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Northwest Capital Management Inc4,070$2.53M1.37%-66913F-HRTimeline
Qube Research & Technologies Ltd4,065$2.52M<0.01%-12,47913F-HRTimeline
PCG Wealth Advisors, LLC4,063$2.52M1.29%+35913F-HRTimeline
Opus Capital Group, LLC4,061$2.52M0.3%-8913F-HRTimeline
Strategic Financial Concepts, LLC4,058$2.52M0.35%-8,62413F-HRTimeline
Garden State Investment Advisory Servic…4,045$2.51M0.68%+19213F-HRTimeline
Trust Co of Tennessee4,029$2.5M0.58%-2013F-HRTimeline
AlphaStar Capital Management, LLC4,025$2.5M0.18%new13F-HRTimeline
CGN Advisors LLC4,021$2.5M0.22%-1913F-HRTimeline
Operose Advisors LLC4,004$2.49M0.7%+1413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,994$2.48M1.33%+23413F-HRTimeline
SOA Wealth Advisors, LLC.3,985$2.47M0.46%-24313F-HRTimeline
Clarius Group, LLC3,984$2.47M0.14%+1,69113F-HRTimeline
First Financial Bankshares Inc3,969$2.46M0.06%-2,48613F-HRTimeline
Francis Financial, Inc.3,945$2.45M0.57%-13813F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,939$2.45M0.68%+29413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,934$2.44M0.6%+41313F-HRTimeline
Cadence Bank3,919$2.43M0.16%+9813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,896$2.42M0.25%+5813F-HRTimelineGroup
Allegheny Financial Group3,895$2.42M0.54%+97613F-HRTimeline
Key Financial Inc3,885$2.41M0.49%013F-HRTimeline
W.H. Cornerstone Investments Inc.3,885$2.41M1.53%+1213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,873$2.4M0.33%-23413F-HRTimeline
Oxinas Partners, LLC3,869$2.4M1.23%-48813F-HRTimeline
Impact Capital Partners LLC3,867$2.4M0.79%+3413F-HRTimeline
FINANCIAL CONSULATE, INC3,867$2.4M0.47%-13713F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,862$2.4M4.31%+2013F-HRTimeline
Seven Post Investment Office LP3,860$2.4M0.9%013F-HRTimeline
Aspire Capital Advisors LLC3,859$2.4M0.66%-4413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,858$2.4M0.86%-4113F-HRTimeline
ARS Investment Partners, LLC3,848$2.39M0.17%013F-HRTimeline
Truvestments Capital LLC3,848$2.39M0.48%-39813F-HRTimeline
KINTRA WEALTH, LLC3,843$2.39M1.44%+3,18513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,836$2.38M1%-64013F-HR/ATimelineGroup
Envision Financial LLC3,833$2.38M1.59%+113F-HRTimeline
Sonora Investment Management Group, LLC3,820$2.37M0.18%-68313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,818$2.37M0.86%+6113F-HRTimeline
Curbstone Financial Management Corp3,812$2.37M0.49%-65013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,693$2.36M0.7%+813F-HRTimeline
Avantax Planning Partners, Inc.3,792$2.35M0.07%-6713F-HRTimeline
StoneCrest Wealth Management, Inc.3,773$2.34M1.12%-18013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,767$2.34M0.22%+44413F-HRTimelineGroup
Glass Jacobson Investment Advisors llc3,759$2.33M0.9%-88213F-HRTimeline
Peak Financial Management, Inc.3,753$2.33M0.66%-1513F-HRTimeline
1ST SOURCE BANK3,722$2.31M0.13%+60013F-HRTimeline
Denver PWM, LLC3,719$2.31M0.72%-6413F-HRTimeline
Talon Private Wealth, LLC3,715$2.31M0.32%+11513F-HRTimeline
DAVIS R M INC3,715$2.31M0.04%-1,41913F-HRTimeline
WEIK CAPITAL MANAGEMENT3,715$2.31M0.91%+2013F-HRTimeline
MONECO ADVISORS, LLC3,713$2.31M0.21%+13813F-HRTimeline
Versant Capital Management, Inc3,706$2.3M0.35%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,704$2.3M0.2%-3513F-HRTimeline
LGT Financial Advisors LLC3,698$2.3M5.83%-66113F-HRTimeline
Sunflower Bank, N.A.3,699$2.3M0.58%-9313F-HRTimeline
MONEYWISE, INC.3,695$2.29M1.08%+34913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,688$2.29M1.15%-2,91313F-HRTimeline
Rossby Financial, LCC3,685$2.29M0.86%-9413F-HRTimeline
Naviter Wealth, LLC3,675$2.28M0.28%-40613F-HRTimeline
First PREMIER Bank3,668$2.28M0.55%-2013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,641$2.26M2.6%-213F-HRTimeline
Briaud Financial Planning Inc3,629$2.25M0.89%+35913F-HRTimeline
L.K. Benson & Company, P.C.3,628$2.25M1.38%+1,03313F-HRTimeline
Schrum Private Wealth Management LLC3,626$2.25M1.81%-6013F-HRTimeline
Aspen Capital Management, LLC3,625$2.25M0.63%013F-HRTimeline
Disciplined Investments, LLC3,618$2.25M0.95%-24413F-HRTimeline
J2 Capital Management Inc3,612$2.24M1.79%+6713F-HRTimeline
Essex LLC3,606$2.24M0.44%-16713F-HRTimeline
Waypoint Wealth Partners Inc.3,600$2.24M0.54%new13F-HRTimeline
Trinity Wealth Management, LLC3,599$2.23M0.89%+1,86413F-HRTimeline
HHM Wealth Advisors, LLC3,597$2.23M0.27%-54113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,971$2.23M1.25%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding3,593$2.23M+581Timeline
BECK CAPITAL MANAGEMENT, LLC3,573$2.22M0.55%+13913F-HRTimeline
J HAGAN CAPITAL, INC.3,510$2.22M1.5%+2,20913F-HRTimeline
FIDUCIARY ADVISORS, INC.3,566$2.21M1.95%+4113F-HRTimeline
Heritage Financial Services, LLC3,562$2.21M0.21%+29713F-HRTimeline
Alpha Cubed Investments, LLC3,553$2.21M0.08%-18513F-HRTimeline
Strategic Equity Management3,552$2.21M0.81%-1,02813F-HRTimeline
INTRUST BANK NA3,528$2.19M0.19%-8513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,525$2.19M0.37%+5713F-HRTimeline
Indiana Trust & Investment Management Co3,524$2.19M0.72%+6413F-HRTimeline
SeaCrest Wealth Management, LLC3,519$2.18M0.24%-10913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,509$2.18M0.56%-21513F-HRTimeline
Virtue Capital Management, LLC3,498$2.17M0.4%-7,02613F-HRTimeline
Brooklyn Investment Group3,498$2.17M0.29%+2,63813F-HR/ATimeline
HORAN Wealth, LLC3,495$2.17M0.66%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,492$2.17M0.09%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,485$2.16M0.42%+29113F-HRTimeline
Richmond Investment Services, LLC3,483$2.16M0.46%+2,76913F-HRTimeline
Maple Capital Management, Inc.3,483$2.16M0.15%-22813F-HRTimeline
Live Oak Private Wealth LLC3,480$2.16M0.32%+30013F-HRTimeline
FULLCIRCLE WEALTH LLC3,399$2.16M0.8%-2,46713F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,454$2.14M0.32%+3913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,451$2.14M0.78%-1,24813F-HRTimeline
GRANDFIELD & DODD, LLC3,449$2.14M0.13%-4013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,436$2.13M0.09%013F-HRTimeline
DBK Financial Counsel, LLC3,431$2.13M1.93%013F-HRTimeline
FARMERS TRUST CO3,425$2.13M0.4%-3913F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,426$2.13M0.35%+14513F-HRTimeline
tru Independence LLC3,424$2.13M0.61%-6713F-HRTimeline
BANK OZK3,417$2.12M0.81%-8613F-HRTimeline
Werba Rubin Papier Wealth Management3,415$2.12M0.4%-4713F-HRTimeline
Granite FO LLC3,413$2.12M1.2%013F-HRTimeline
Relyea Zuckerberg Hanson LLC3,405$2.11M0.25%+1,56913F-HRTimeline
Goldstein Advisors, LLC3,402$2.11M0.28%+20213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,399$2.11M0.14%-43513F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding3,375$2.1M+212Timeline
OLD SECOND NATIONAL BANK OF AURORA3,374$2.09M0.46%-3013F-HRTimeline
F/m Investments LLC3,645$2.09M0.08%+97313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,360$2.09M0.25%+10113F-HRTimeline
Pacifica Partners Inc.3,374$2.08M0.85%-17013F-HRTimeline
Bragg Financial Advisors, Inc3,352$2.08M0.07%-7713F-HRTimeline
Running Point Capital Advisors, LLC3,349$2.08M0.57%+1,51513F-HRTimeline
LCNB CORP3,344$2.08M0.73%+78513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,342$2.08M0.02%+30613F-HR/ATimelineGroup
Rockbridge Investment Management, LCC3,339$2.07M0.22%-7213F-HRTimeline
Financial Symmetry Inc3,329$2.07M1.07%-4513F-HRTimeline
Tradition Wealth Management, LLC3,326$2.06M0.16%-9713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,323$2.06M0.78%-31413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,322$2.06M0.24%-9813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO3,322$2.06M0.12%+33013F-HRTimeline
Whipplewood Advisors, LLC3,322$2.06M1.13%+3,27313F-HRTimeline
Raleigh Capital Management Inc.3,317$2.06M0.86%-3,50813F-HRTimeline
Barnes Dennig Private Wealth Management…3,314$2.06M2.46%+2,03213F-HRTimeline
Signature Wealth Management Partners, L…3,310$2.06M1.17%+29213F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,300$2.05M0.38%+95313F-HRTimeline
YANKCOM Partnership3,294$2.05M1%013F-HRTimeline
21 West Wealth Management LLC3,294$2.05M2.06%13F-HRTimeline
Values Added Financial LLC3,289$2.04M0.99%+6813F-HRTimeline
FIRST MERCHANTS CORP3,288$2.04M0.08%+21913F-HRTimeline
My Personal CFO, LLC3,275$2.03M0.92%-213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,275$2.03M0.22%-2113F-HRTimeline
Randolph Co Inc3,275$2.03M0.21%+87013F-HRTimeline
SEARLE & CO.3,274$2.03M0.57%+8013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,270$2.03M0.02%-47513F-HRTimeline
FSC Wealth Advisors, LLC3,268$2.03M1.28%+18113F-HR/ATimeline
Archer Investment Corp3,266$2.03M0.48%+7313F-HRTimeline
Greenwich Wealth Management LLC3,259$2.02M0.1%+9113F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC3,255$2.02M0.31%+1,29713F-HRTimelineGroup
Scott Capital Advisors, LLC3,221$2.02M0.55%+6813F-HRTimeline
Clarity Wealth Advisors, LLC3,253$2.02M0.5%+4913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,237$2.01M0.2%+9413F-HR/ATimeline
Iowa State Bank3,232$2.01M0.4%-513F-HRTimeline
Aviance Capital Partners, LLC3,227$2M0.26%+913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,225$2M0.03%-14413F-HRTimelineGroup
Realta Investment Advisors3,222$2M0.79%-29713F-HRTimeline
Zullo Investment Group, Inc.3,221$2M0.81%-713F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,221$2M0.6%-48813F-HRTimeline
Cannon Financial Strategists, Inc.3,217$2M0.32%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,207$1.99M1.69%+10113F-HRTimeline
TABLEAUX LLC3,198$1.99M1.14%-14413F-HR/ATimeline
F&V Capital Management, LLC3,194$1.98M0.51%-33513F-HRTimeline
United Advisor Group, LLC3,174$1.97M0.34%-65513F-HRTimeline
FreeGulliver LLC3,170$1.97M0.91%+32813F-HRTimeline
THEORY FINANCIAL LLC3,080$1.96M0.74%+6113F-HRTimeline
PSI Advisors, LLC3,149$1.96M0.96%-14613F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$1.96M0.04%013F-HRTimeline
Rodgers & Associates, LTD3,130$1.94M0.21%+53913F-HRTimeline
FORBES J M & CO LLP3,125$1.94M0.18%013F-HRTimeline
Narus Financial Partners, LLC3,125$1.94M0.61%-513F-HRTimeline
CAPITAL ADVISORS INC/OK3,123$1.94M0.03%-32113F-HRTimeline
Huntleigh Advisors, Inc.3,119$1.94M0.37%-2513F-HRTimeline
Beacon Capital Management, LLC3,116$1.93M0.26%-27513F-HRTimeline
SlateStone Wealth, LLC3,114$1.93M0.18%-12813F-HRTimeline
Burton Enright Welch3,114$1.93M0.34%+1,75713F-HRTimeline
Triad Wealth Partners, LLC3,091$1.92M0.39%+8013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,089$1.92M0.38%-13713F-HRTimeline
Johnson & White Wealth Management, LLC3,085$1.92M0.97%+2213F-HRTimeline
Fingerlakes Wealth Management, Inc.3,085$1.92M1.43%+313F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,084$1.91M0.04%013F-HRTimeline
MJP ASSOCIATES INC /ADV3,080$1.91M0.28%+48213F-HRTimeline
SFE Investment Counsel3,079$1.91M0.34%-3,93513F-HRTimeline
EHRLICH FINANCIAL GROUP3,078$1.91M1.24%-17713F-HRTimeline
JFG Wealth Management, LLC3,076$1.91M0.4%-113F-HRTimeline
HEADINVEST, LLC3,074$1.91M0.41%-54213F-HRTimeline
PATRON PARTNERS, LLC3,073$1.91M0.94%+76113F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,062$1.9M0.47%013F-HRTimeline
Willow Creek Wealth Management Inc.3,050$1.89M0.17%-4513F-HRTimeline
Arbor Wealth Advisors LLC3,049$1.89M1.54%+913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,047$1.89M0.11%+1,87613F-HRTimelineGroup
STAR Financial Bank3,041$1.89M1.2%+12013F-HRTimeline
ZEGA Investments, LLC3,024$1.88M0.47%+3613F-HRTimeline
Smith Salley Wealth Management3,016$1.87M0.11%+74713F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,331$1.87M0.64%013F-HRTimeline
CNB Bank3,013$1.87M0.89%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,010$1.87M2.3%13F-HRTimeline
Bolthouse Investments, LLC2,999$1.86M1.84%+613F-HR/ATimeline
Formidable Asset Management, LLC3,313$1.86M0.31%013F-HRTimeline
Almanack Investment Partners, LLC.2,997$1.86M0.3%+1,06013F-HRTimeline
Gibbs Wealth Management2,997$1.86M0.36%+53113F-HRTimeline
Vigilare Wealth Management2,983$1.85M0.69%-2,94113F-HRTimeline
MKT Advisors LLC2,960$1.84M0.73%013F-HRTimeline
Capital Square, LLC2,931$1.84M0.98%+31013F-HRTimeline
TCV Trust & Wealth Management, Inc.2,957$1.84M0.16%-1713F-HRTimeline
Corundum Trust Company, INC2,957$1.84M4.85%013F-HRTimeline
GEM Asset Management, LLC2,943$1.84M0.94%013F-HRTimeline
Johnson Financial Group, LLC2,956$1.84M0.17%013F-HRTimeline
Advance Capital Management, Inc.2,954$1.83M0.08%+1413F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,951$1.83M0.03%-3,51613F-HRTimeline
Bath Savings Trust Co2,939$1.82M0.18%-7313F-HRTimeline