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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tranquility Partners, LLC5,192$3.56M1.28%-21213F-HRTimeline
Pathfinder Wealth Consulting, Inc.5,184$3.55M2.24%13F-HRTimeline
Atlatl Advisers LLC5,184$3.55M1.36%+93313F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI5,176$3.55M0.58%+12013F-HRTimeline
Asset Dedication, LLC5,171$3.54M0.23%+4513F-HRTimeline
McIlrath & Eck, LLC5,157$3.53M0.33%+3713F-HRTimeline
Mezzasalma Advisors, LLC5,145$3.53M0.85%+64513F-HRTimeline
Tenzing Financial LLC5,153$3.53M2.86%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC5,153$3.53M1.64%-6813F-HRTimeline
INVESTMENT PARTNERS, LTD.5,131$3.51M1.23%+22813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,125$3.51M0.32%+82713F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding5,112$3.5M+330Timeline
ARBOR TRUST WEALTH ADVISORS, LLC5,095$3.49M1.53%+1113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC5,085$3.48M2.37%+6013F-HRTimeline
Essential Partners LLC5,083$3.48M1.07%+21513F-HRTimeline
Capital Asset Managemnet, LLC4,974$3.48M3.86%13F-HRTimeline
Trivium Point Advisory, LLC5,079$3.48M0.35%-2113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,066$3.47M1.72%+2813F-HRTimeline
Worth Financial Advisory Group, LLC5,063$3.47M1.68%+6513F-HRTimeline
Delta Wealth Advisors LLC5,057$3.46M2.9%-32613F-HRTimeline
Evanson Asset Management, LLC5,034$3.45M0.19%+18313F-HRTimeline
Firestone Capital Management5,013$3.43M0.73%+7713F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,009$3.43M0.24%013F-HRTimeline
Prudent Man Advisors, LLC5,006$3.43M1.25%+26413F-HRTimeline
CWS Financial Advisors, LLC5,003$3.43M0.93%-1713F-HRTimeline
HBW ADVISORY SERVICES LLC5,003$3.43M0.37%+25013F-HRTimeline
PMG Wealth Management, Inc.4,939$3.38M2.48%013F-HRTimeline
Rothschild & Co Wealth Management UK Ltd4,929$3.38M0.05%013F-HRTimeline
COWA, LLC4,912$3.36M1.02%-7513F-HRTimeline
Private Capital Management, LLC4,912$3.36M0.32%-4713F-HRTimeline
Elevated Capital Advisors, LLC4,907$3.36M0.78%-14413F-HRTimeline
Global Financial Private Client, LLC4,907$3.36M1.18%-913F-HRTimeline
Hughes Financial Services, LLC4,889$3.35M0.53%-3913F-HRTimeline
SRH ADVISORS, LLC4,879$3.34M0.96%013F-HRTimeline
Family Manage LLC4,878$3.34M0.42%-15413F-HRTimeline
CENTAURUS FINANCIAL, INC.4,872$3.34M0.15%-5513F-HRTimeline
WARNER FINANCIAL, INC4,871$3.34M1.16%-5613F-HRTimeline
Twelve Points Wealth Management LLC4,785$3.34M0.75%+3,49313F-HRTimeline
Sound View Wealth Advisors Group, LLC4,847$3.32M0.22%-62713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,846$3.32M1.41%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,826$3.31M0.8%-31013F-HRTimeline
MB Generational Wealth, LLC4,821$3.3M1.75%-713F-HRTimeline
Capital Advantage, Inc.4,816$3.3M0.44%-213F-HRTimeline
SmartHarvest Portfolios, LLC4,814$3.3M1.15%13F-HRTimeline
Donor Advised Charitable Giving, Inc.4,813$3.3M0.07%+613F-HRTimeline
Praetorian Wealth Management, Inc.4,806$3.29M0.65%-33713F-HRTimeline
Texas Yale Capital Corp.4,796$3.28M0.1%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,794$3.28M0.53%-11913F-HRTimeline
Premier Path Wealth Partners, LLC4,791$3.28M0.42%-3,17013F-HRTimeline
Mullaney, Keating & Wright, Inc.4,791$3.28M1.73%+2,44113F-HRTimeline
Hopwood Financial Services, Inc.4,788$3.28M2.31%-1313F-HRTimeline
ALERUS FINANCIAL NA4,785$3.28M0.16%+1813F-HRTimeline
Generation Capital Management LLC4,779$3.27M2.12%+913F-HRTimeline
Gratus Wealth Advisors, LLC4,776$3.27M0.45%+1513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,776$3.27M1.89%-8813F-HRTimeline
Ballast Rock Private Wealth LLC4,769$3.27M2.04%13F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$3.27M1.44%013F-HRTimeline
Clarity Capital Advisors, LLC4,767$3.27M1.63%-6113F-HRTimeline
Lincoln Capital LLC4,761$3.26M0.59%+16713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,759$3.26M1.14%+4,75413F-HRTimeline
Painted Porch Advisors LLC4,739$3.25M1.31%-8513F-HRTimeline
Athena Wealth Management, LLC4,729$3.24M3.15%13F-HRTimeline
Thompson David Blair4,727$3.24M1.85%13F-HRTimeline
J.M. Arbour, LLC4,726$3.24M3.23%13F-HRTimeline
Warm Springs Advisors Inc.4,721$3.23M2.5%-1,91013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,713$3.23M0.44%013F-HRTimeline
Rossby Financial, LCC4,713$3.23M1.01%+19613F-HRTimeline
Forefront Analytics, LLC4,707$3.22M2.85%+66113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,699$3.22M0.04%+59213F-HRTimelineGroup
SP Asset Management LLC4,693$3.21M0.25%+413F-HRTimeline
M1 Capital Management LLC4,690$3.21M1.34%-72613F-HRTimeline
Darrow Company, Inc.4,663$3.19M1.44%-3013F-HRTimeline
Alteri Wealth LLC4,660$3.19M1.03%+12213F-HRTimeline
Signature Resources Capital Management,…4,657$3.19M1.61%+3813F-HRTimeline
Ackerman Capital Advisors, LLC4,650$3.18M0.64%013F-HRTimeline
REAP Financial Group, LLC4,634$3.17M0.64%-20913F-HRTimeline
GHP Investment Advisors, Inc.4,620$3.16M0.13%+13413F-HRTimeline
Beacon Financial Advisory LLC4,618$3.16M0.73%-15813F-HRTimeline
MEYER HANDELMAN CO4,606$3.15M0.1%+1613F-HRTimeline
TRUE Private Wealth Advisors4,598$3.15M0.32%-2613F-HRTimeline
Sterling Wealth Advisors Inc4,592$3.15M1.9%-13013F-HRTimeline
CENTRAL BANK & TRUST CO4,583$3.14M0.49%-1113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,576$3.14M2.65%13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,559$3.12M0.17%+24513F-HRTimeline
Optivise Advisory Services LLC4,554$3.12M1.8%+27913F-HRTimeline
NYL Investors LLC4,554$3.12M1.06%013F-HRTimeline
Gallacher Capital Management LLC4,540$3.11M1.2%+18613F-HRTimeline
Cambria Investment Management, L.P.4,540$3.11M0.18%+2,67213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,519$3.1M0.6%-89313F-HRTimelineGroup
Upper Left Wealth Management, LLC4,514$3.09M1.88%-6613F-HRTimeline
Barnes Dennig Private Wealth Management…4,512$3.09M3.1%+68013F-HRTimeline
REGIMEN WEALTH, LLC4,509$3.09M0.9%-1513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,508$3.09M0.2%-20613F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.4,441$3.09M0.46%+2,11313F-HRTimeline
Richmond Investment Services, LLC4,497$3.08M0.53%+75713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,497$3.08M0.11%+2,06413F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC4,492$3.08M0.73%-9213F-HRTimeline
Value Investment Professionals, LLC10,084$3.07M3.22%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,477$3.07M1.67%+9313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,468$3.06M0.26%+2,03113F-HRTimeline
Segment Wealth Management, LLC4,466$3.06M0.18%-99613F-HRTimeline
Mengis Capital Management, Inc.4,460$3.05M0.54%-16813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,454$3.05M2.54%-34513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,442$3.04M0.96%+313F-HRTimeline
Mainstream Capital Management LLC4,437$3.04M1.99%-113F-HRTimeline
Courage Miller Partners, LLC4,431$3.04M0.91%-2713F-HRTimeline
Centric Wealth Management4,342$3.03M0.64%-78313F-HRTimeline
Mayfair Advisory Group, LLC4,413$3.03M1.18%-4113F-HRTimeline
Clearwater Capital Advisors, LLC4,419$3.03M0.25%013F-HRTimeline
BECK MACK & OLIVER LLC4,407$3.02M0.05%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,407$3.02M0.63%+32513F-HRTimeline
Operose Advisors LLC4,398$3.01M0.7%+30713F-HRTimeline
Retirement Investment Advisors, Inc.4,395$3.01M0.24%+4713F-HRTimeline
Impact Partnership Wealth, LLC4,380$3M0.38%+2,03313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,372$2.99M2.19%-10913F-HRTimeline
CAPITAL ADVISORS INC/OK4,367$2.99M0.05%+1,07213F-HRTimeline
Walleye Partners, LLC4,353$2.98M3.31%13F-HRTimeline
Capital Management Associates, Inc4,344$2.98M0.66%+2,69113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,335$2.97M0.16%+48613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,331$2.97M0.12%+88413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,319$2.96M0.27%-80513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,313$2.95M1.36%+60713F-HRTimeline
CapWealth Advisors, LLC4,293$2.94M0.2%013F-HR/ATimeline
Flavin Financial Services, Inc.4,289$2.94M2.01%-19413F-HRTimeline
Efficient Advisors, LLC4,281$2.93M0.17%+9313F-HR/ATimeline
Downshift Financial, LLC4,312$2.93M1.81%13F-HRTimeline
Flatrock Wealth Partners LLC4,279$2.93M1.41%13F-HR/ATimeline
WEALTH EFFECTS LLC4,276$2.93M0.92%+1513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.93M1.95%013F-HRTimeline
Precision Wealth Strategies, LLC4,271$2.93M0.95%-17113F-HRTimeline
LTG Capital LLC4,265$2.92M2.28%+1,72913F-HRTimeline
Empirical Asset Management, LLC4,264$2.92M0.82%-14513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,255$2.91M0.18%-20213F-HRTimeline
Archford Capital Strategies, LLC4,254$2.91M0.34%-2213F-HRTimeline
Hobart Private Capital, LLC4,251$2.91M0.57%+10613F-HRTimeline
PCG Wealth Advisors, LLC4,242$2.91M0.82%+6313F-HRTimeline
POTENTIA WEALTH4,242$2.91M1.06%-2,87613F-HRTimeline
tru Independence LLC4,237$2.9M0.73%+23413F-HRTimeline
Caerus Investment Advisors, LLC4,231$2.9M0.97%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,225$2.89M0.15%+1,35313F-HRTimeline
Westfuller Advisors, LLC4,222$2.89M1.17%+59813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,208$2.88M1.07%+3,58013F-HRTimeline
Plan A Wealth LLC4,204$2.88M1.41%+1,60613F-HRTimeline
Alpha Cubed Investments, LLC4,197$2.87M0.1%+56713F-HRTimeline
marrick wealth, LLC4,175$2.86M2.34%13F-HRTimeline
Opus Capital Group, LLC4,171$2.86M0.31%+15313F-HRTimeline
TD Asset Management Inc4,171$2.86M<0.01%-9313F-HRTimeline
Allegheny Financial Group4,168$2.86M0.42%+4013F-HRTimeline
First Western Trust Bank4,153$2.84M0.14%013F-HRTimeline
Falcon Wealth Planning4,135$2.83M0.24%-613F-HRTimeline
One Wealth Management Investment & Advi…4,132$2.83M3.09%-39313F-HRTimeline
Cape Investment Advisory, Inc.4,116$2.82M0.87%+79113F-HRTimeline
New Republic Capital, LLC4,113$2.82M0.75%-118,80013F-HRTimeline
Ironsides Asset Advisors, LLC4,100$2.81M0.71%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,097$2.81M0.23%-34113F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC4,096$2.81M0.28%+2113F-HRTimeline
TMB Capital Partners, LLC4,065$2.78M0.95%13F-HRTimeline
Park Capital Management, LLC / WI4,060$2.78M1.99%-24913F-HRTimeline
FF Advisors,LLC4,058$2.78M1.24%-1813F-HRTimeline
Cohen Capital Management, Inc.4,052$2.78M0.42%-413F-HRTimeline
Garden State Investment Advisory Servic…4,040$2.77M0.66%+1713F-HRTimeline
Hutchens & Kramer Investment Management…4,021$2.75M0.95%+1213F-HRTimeline
CGN Advisors LLC4,019$2.75M0.22%-613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,006$2.74M1.1%-12613F-HRTimeline
United Capital Management of KS, Inc.3,976$2.72M0.38%-30713F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC3,967$2.72M0.85%+14913F-HRTimeline
Trust Co of Tennessee3,966$2.72M0.54%013F-HRTimeline
Impact Capital Partners LLC3,962$2.71M0.8%-2013F-HRTimeline
Carrera Capital Advisors3,947$2.7M0.45%-11913F-HRTimeline
Capital Investment Management, Inc.3,935$2.69M0.94%13F-HRTimeline
Clark Asset Management, LLC3,920$2.68M0.28%-54213F-HRTimeline
Obermeyer Wealth Partners3,919$2.68M0.12%+3913F-HRTimeline
W.H. Cornerstone Investments Inc.3,910$2.68M1.61%+1413F-HRTimeline
Decker Wealth Management LLC3,897$2.67M0.59%13F-HRTimeline
Briaud Financial Planning Inc3,890$2.66M0.66%+17113F-HRTimeline
Alliance Private Wealth, LLC3,847$2.66M0.93%13F-HRTimeline
SeaCrest Wealth Management, LLC3,834$2.66M0.27%+29413F-HRTimeline
Aspire Capital Advisors LLC3,873$2.65M0.62%+3413F-HRTimeline
MAYPORT, LLC3,872$2.65M0.53%+1,35613F-HRTimeline
Key Financial Inc3,868$2.65M0.48%-37613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,854$2.64M+98Timeline
Summit Financial Wealth Advisors, LLC3,852$2.64M0.38%-1,83913F-HRTimeline
Clarity Wealth Advisors, LLC3,847$2.63M0.54%+60213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,839$2.63M1.05%013F-HRTimelineGroup
Curbstone Financial Management Corp3,834$2.63M0.5%+213F-HRTimeline
Odyssey Capital Advisors, Inc.3,833$2.63M2.33%13F-HRTimeline
Team Hewins, LLC3,832$2.62M0.85%-213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,832$2.62M0.2%+1413F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…3,828$2.62M0.48%+93013F-HRTimeline
VAN STRUM & TOWNE INC.3,821$2.62M0.73%-22913F-HRTimeline
Cannon Financial Strategists, Inc.3,799$2.6M0.36%+26213F-HRTimeline
Petros Family Wealth, LLC3,788$2.59M1.73%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,748$2.59M0.68%+513F-HRTimeline
FINANCIAL CONSULATE, INC3,773$2.58M0.35%-4213F-HRTimeline
SAGE RHINO CAPITAL LLC3,766$2.58M0.49%-90013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,765$2.58M0.56%-16913F-HRTimeline
Glass Jacobson Investment Advisors llc3,756$2.57M0.93%+9013F-HRTimeline
Hyposwiss Advisors SA3,750$2.57M2.52%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,748$2.57M0.14%-60713F-HRTimelineGroup
Arsenal Capital Advisors LLC3,736$2.56M1.81%13F-HRTimeline