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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Efficient Advisors, LLC4,188$2.8M0.16%-59413F-HRTimeline
PCG Wealth Advisors, LLC4,179$2.8M0.81%+11613F-HRTimeline
KINTRA WEALTH, LLC4,174$2.79M1.57%+33113F-HRTimeline
Warren Street Wealth Advisors, LLC4,169$2.79M0.84%+8913F-HRTimeline
First Western Trust Bank4,153$2.78M0.13%-1,19913F-HRTimeline
Hobart Private Capital, LLC4,145$2.77M0.58%-113F-HRTimeline
Falcon Wealth Planning4,141$2.77M0.25%+1513F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,132$2.77M1.31%+13813F-HRTimeline
SANDERS MORRIS HARRIS LLC4,129$2.76M0.36%+3,39413F-HRTimeline
Allegheny Financial Group4,128$2.76M0.52%+23313F-HRTimeline
Running Point Capital Advisors, LLC4,111$2.75M0.74%+76213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,107$2.75M0.03%+88213F-HRTimelineGroup
Ironsides Asset Advisors, LLC4,100$2.74M0.71%013F-HRTimeline
Operose Advisors LLC4,091$2.74M0.68%+8713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,082$2.73M0.71%-10613F-HRTimeline
FF Advisors,LLC4,076$2.73M1.3%-11613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,075$2.73M0.28%-6613F-HRTimeline
NTV Asset Management LLC4,067$2.72M0.3%-6313F-HRTimeline
Carrera Capital Advisors4,066$2.72M0.49%-94113F-HRTimeline
Cohen Capital Management, Inc.4,056$2.71M0.42%-3513F-HRTimeline
VAN STRUM & TOWNE INC.4,050$2.71M0.8%-14613F-HRTimeline
Forefront Analytics, LLC4,046$2.71M2.61%-37313F-HRTimeline
CGN Advisors LLC4,025$2.69M0.22%+413F-HRTimeline
Garden State Investment Advisory Servic…4,023$2.69M0.68%-2213F-HRTimeline
Opus Capital Group, LLC4,018$2.69M0.3%-4313F-HRTimeline
Hutchens & Kramer Investment Management…4,009$2.68M1.06%-12813F-HRTimeline
tru Independence LLC4,003$2.68M0.7%+57913F-HRTimeline
Impact Capital Partners LLC3,982$2.67M0.8%+11513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,972$2.66M1.3%+113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,968$2.66M0.61%+39513F-HRTimeline
Trust Co of Tennessee3,966$2.65M0.56%-6313F-HRTimeline
TOWNSQUARE CAPITAL LLC3,955$2.65M0.4%-2,21013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,934$2.63M0.59%013F-HRTimeline
SOA Wealth Advisors, LLC.3,928$2.63M0.45%-5713F-HRTimeline
SG Americas Securities, LLC3,922$2.62M0.01%-821,97813F-HRTimeline
Francis Financial, Inc.3,899$2.61M0.47%-4613F-HRTimeline
W.H. Cornerstone Investments Inc.3,896$2.61M1.59%+1113F-HRTimeline
Obermeyer Wealth Partners3,880$2.6M0.12%-46613F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,743$2.59M0.69%+5013F-HRTimeline
LGT Financial Advisors LLC3,861$2.58M5.57%+16313F-HRTimeline
Seven Post Investment Office LP3,860$2.58M0.93%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,849$2.58M0.14%-2,33813F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/3,839$2.57M1.01%+313F-HRTimelineGroup
Aspire Capital Advisors LLC3,839$2.57M0.63%-2013F-HRTimeline
Truvestments Capital LLC3,837$2.57M0.46%-1113F-HRTimeline
Team Hewins, LLC3,834$2.57M0.87%+2,59013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,833$2.56M0.33%-4013F-HR/ATimeline
Barnes Dennig Private Wealth Management…3,832$2.56M2.76%+51813F-HRTimeline
Curbstone Financial Management Corp3,832$2.56M0.49%+2013F-HRTimeline
Magnolia Private Wealth, LLC3,830$2.56M1.88%-73013F-HRTimeline
Envision Financial LLC3,830$2.56M1.47%-313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,818$2.56M0.21%+5113F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,818$2.56M0.85%013F-HRTimeline
FINANCIAL CONSULATE, INC3,815$2.55M0.36%-5213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,813$2.55M0.12%-29613F-HRTimeline
FULLCIRCLE WEALTH LLC3,753$2.55M0.9%+35413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,801$2.54M0.57%-5713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,756$2.51M+381Timeline
Richmond Investment Services, LLC3,740$2.5M0.47%+25713F-HRTimeline
Resurgent Financial Advisors LLC3,732$2.5M1.23%-34813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,732$2.5M0.21%+2813F-HRTimeline
FIDUCIARY ADVISORS, INC.3,730$2.5M2.02%+16413F-HRTimeline
Texas Capital Bank Wealth Management Se…3,727$2.49M0.21%+93913F-HRTimeline
Briaud Financial Planning Inc3,719$2.49M0.81%+9013F-HRTimeline
MONECO ADVISORS, LLC3,715$2.49M0.21%+213F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,712$2.48M0.74%+38113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,706$2.48M1.25%-81613F-HRTimeline
Sunflower Bank, N.A.3,699$2.48M0.6%013F-HRTimeline
Lion Street Advisors, LLC5,347$2.46M0.85%-1,15613F-HRTimeline
Naviter Wealth, LLC3,675$2.46M0.29%013F-HRTimeline
Glass Jacobson Investment Advisors llc3,666$2.45M0.89%-9313F-HRTimeline
Schrum Private Wealth Management LLC3,648$2.44M1.79%+2213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,647$2.44M0.16%-57013F-HRTimeline
StoneCrest Wealth Management, Inc.3,636$2.43M1.07%-13713F-HRTimeline
Alpha Cubed Investments, LLC3,630$2.43M0.08%+7713F-HRTimeline
Aspen Capital Management, LLC3,625$2.43M0.62%013F-HRTimeline
Westfuller Advisors, LLC3,624$2.43M1.1%+1,16713F-HRTimeline
Strategic Equity Management3,623$2.43M0.9%+7113F-HRTimeline
Versant Capital Management, Inc3,622$2.42M0.33%-8413F-HRTimeline
Disciplined Investments, LLC3,614$2.42M0.96%-413F-HRTimeline
Oxinas Partners, LLC3,611$2.42M1.29%-25813F-HRTimeline
First PREMIER Bank3,606$2.41M0.55%-6213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,603$2.41M2.64%-3813F-HRTimeline
Goldstein Advisors, LLC3,601$2.41M0.29%+19913F-HRTimeline
MONEYWISE, INC.3,599$2.41M1.09%-9613F-HRTimeline
Trinity Wealth Management, LLC3,599$2.41M0.9%013F-HRTimeline
Topel & Distasi Wealth Management, LLC3,579$2.4M1.18%-1,31213F-HRTimeline
SeaCrest Wealth Management, LLC3,540$2.39M0.25%+2113F-HRTimeline
Essex LLC3,567$2.39M0.43%-3913F-HRTimeline
WJ Wealth Management, LLC3,483$2.39M1.05%-3,41313F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/3,565$2.39M0.24%+29013F-HRTimeline
Heritage Financial Services, LLC3,563$2.38M0.21%+113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,563$2.38M0.36%-89613F-HRTimeline
WEIK CAPITAL MANAGEMENT3,545$2.37M0.89%-17013F-HRTimeline
Cannon Financial Strategists, Inc.3,537$2.37M0.34%+32013F-HRTimeline
1ST SOURCE BANK3,535$2.37M0.12%-18713F-HRTimeline
AMERIFLEX GROUP, INC.3,533$2.36M0.89%-2,23013F-HRTimeline
BANK OZK3,532$2.36M0.84%+11513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,526$2.36M0.38%+113F-HRTimeline
Indiana Trust & Investment Management Co3,524$2.36M0.72%013F-HRTimeline
Peak Financial Management, Inc.3,522$2.36M0.62%-23113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,509$2.35M0.56%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,498$2.34M0.33%+4413F-HRTimeline
Maple Capital Management, Inc.3,494$2.34M0.15%+1113F-HRTimeline
Pacifica Partners Inc.3,469$2.33M0.83%+9513F-HRTimeline
Live Oak Private Wealth LLC3,477$2.33M0.32%-313F-HRTimeline
Aviance Capital Partners, LLC3,462$2.32M0.28%+23513F-HRTimeline
Pineridge Advisors LLC3,457$2.31M0.66%-1,01313F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding3,455$2.31M-138Timeline
RIVERSEDGE ADVISORS, LLC3,451$2.31M0.39%-3413F-HRTimeline
Denver PWM, LLC3,719$2.31M0.72%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,447$2.31M0.09%+68513F-HRTimelineGroup
Granite FO LLC3,413$2.28M1.24%013F-HRTimeline
Tradition Wealth Management, LLC3,410$2.28M0.17%+8413F-HRTimeline
Tennessee Valley Asset Management Partn…3,395$2.27M0.31%new13F-HRTimeline
Cadence Bank3,395$2.27M0.14%-52413F-HRTimeline
Werba Rubin Papier Wealth Management3,385$2.27M0.37%-3013F-HRTimeline
MJP ASSOCIATES INC /ADV3,380$2.26M0.3%+30013F-HRTimeline
Atlantic Private Wealth, LLC3,379$2.26M1.46%+47913F-HRTimeline
Narus Financial Partners, LLC3,376$2.26M0.62%+25113F-HR/ATimeline
Sonora Investment Management Group, LLC3,375$2.26M0.16%-44513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,374$2.26M0.47%013F-HRTimeline
HHM Wealth Advisors, LLC3,367$2.25M0.26%-23013F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,359$2.25M0.37%+5913F-HRTimeline
Counterweight Ventures, LLC3,358$2.25M1.31%-92513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,325$2.24M0.02%+5513F-HRTimeline
Mattson Financial Services, LLC3,339$2.23M0.53%+1,13313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,338$2.23M0.09%-9813F-HRTimeline
FARMERS TRUST CO3,336$2.23M0.38%-8913F-HRTimeline
GRANDFIELD & DODD, LLC3,334$2.23M0.13%-11513F-HRTimeline
Regent Peak Wealth Advisors LLC3,333$2.23M0.45%13F-HRTimeline
Financial Symmetry Inc3,325$2.23M1%-413F-HRTimeline
Cape Investment Advisory, Inc.3,325$2.23M2.19%+51813F-HRTimeline
Relyea Zuckerberg Hanson LLC3,325$2.23M0.23%-8013F-HRTimeline
Signature Wealth Management Partners, L…3,323$2.22M1.16%+1313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,322$2.22M0.24%-3813F-HRTimeline
DBK Financial Counsel, LLC3,319$2.22M1.87%-11213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,313$2.22M0.25%-913F-HRTimeline
Octavia Wealth Advisors, LLC3,313$2.22M0.22%+1,57613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,312$2.22M0.09%-18013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,312$2.21M3.28%-55013F-HRTimeline
Berger Financial Group, Inc3,302$2.21M0.13%+46713F-HRTimeline
CAPITAL ADVISORS INC/OK3,295$2.21M0.04%+17213F-HRTimeline
YANKCOM Partnership3,294$2.2M0.99%013F-HRTimeline
21 West Wealth Management LLC3,294$2.2M2.09%013F-HRTimeline
Rockbridge Investment Management, LCC3,284$2.2M0.22%-5513F-HRTimeline
FSC Wealth Advisors, LLC3,280$2.2M1.27%+1213F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,277$2.19M0.2%+4013F-HRTimeline
Integras Partners LLC3,277$2.19M1.77%+1,09913F-HRTimeline
SEARLE & CO.3,274$2.19M0.58%013F-HRTimeline
Values Added Financial LLC3,272$2.19M0.97%-1713F-HRTimeline
Scott Capital Advisors, LLC3,229$2.18M0.49%+813F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC3,255$2.18M0.33%013F-HRTimelineGroup
Clarity Wealth Advisors, LLC3,245$2.17M0.48%-813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,243$2.17M0.73%-20813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,239$2.17M0.04%+15513F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,236$2.17M0.59%-70313F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,227$2.16M0.33%-19913F-HRTimeline
Bragg Financial Advisors, Inc3,218$2.15M0.07%-13413F-HRTimeline
TCV Trust & Wealth Management, Inc.3,218$2.15M0.18%+26113F-HRTimeline
Zullo Investment Group, Inc.3,211$2.15M0.79%-1013F-HRTimeline
Willow Creek Wealth Management Inc.3,208$2.15M0.18%+15813F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,207$2.15M0.02%+72613F-HRTimelineGroup
Iowa State Bank3,201$2.14M0.41%-3113F-HRTimeline
Brooklyn Investment Group3,466$2.14M0.29%-3213F-HR/ATimeline
F&V Capital Management, LLC3,194$2.14M0.48%013F-HRTimeline
Realta Investment Advisors3,192$2.14M0.71%-3013F-HRTimeline
FIRST MERCHANTS CORP3,187$2.13M0.08%-10113F-HRTimeline
J HAGAN CAPITAL, INC.3,183$2.13M1.29%-32713F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,169$2.12M0.56%-5213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,162$2.12M0.23%+58813F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$2.11M0.04%013F-HRTimeline
Kagan Cocozza Asset Management3,135$2.1M1.59%-1,61613F-HRTimeline
PSI Advisors, LLC3,134$2.1M0.54%-1513F-HRTimeline
FORBES J M & CO LLP3,125$2.09M0.17%013F-HRTimeline
Formidable Asset Management, LLC3,358$2.08M0.33%+4513F-HRTimeline
Burton Enright Welch3,114$2.08M0.31%013F-HRTimeline
SlateStone Wealth, LLC3,114$2.08M0.18%013F-HRTimeline
Huntleigh Advisors, Inc.3,111$2.08M0.36%-813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,107$2.08M1.59%-10013F-HRTimeline
Ellevest, Inc.3,103$2.08M0.3%+65813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,098$2.07M0.37%+913F-HRTimeline
Fingerlakes Wealth Management, Inc.3,093$2.07M1.35%+813F-HRTimeline
Archer Investment Corp3,092$2.07M0.47%-17413F-HRTimeline
STAR Financial Bank3,086$2.07M1.22%+4513F-HRTimeline
Smith Salley Wealth Management3,085$2.06M0.11%+6913F-HRTimeline
Johnson & White Wealth Management, LLC3,079$2.06M0.94%-613F-HRTimeline
JFG Wealth Management, LLC3,076$2.06M0.4%013F-HRTimeline
PATRON PARTNERS, LLC3,076$2.06M0.93%+313F-HRTimeline
Rodgers & Associates, LTD3,073$2.06M0.21%-5713F-HRTimeline
KERR FINANCIAL PLANNING Corp3,041$2.06M2.9%13F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC3,059$2.05M0.46%-313F-HRTimeline
Aspire Private Capital, LLC3,058$2.05M0.45%+22513F-HR/ATimeline
Arbor Wealth Advisors LLC3,058$2.05M1.53%+913F-HRTimeline
HEADINVEST, LLC3,044$2.04M0.42%-3013F-HRTimeline
FreeGulliver LLC3,024$2.02M0.91%-14613F-HRTimeline
SFE Investment Counsel3,004$2.01M0.32%-7513F-HRTimeline
CNB Bank2,998$2.01M0.84%-1513F-HRTimeline
Bolthouse Investments, LLC2,992$2M1.82%-713F-HRTimeline
Clarius Group, LLC2,978$1.99M0.12%-1,00613F-HRTimeline