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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Capital Advantage, Inc.4,892$3.2M0.42%+7613F-HRTimeline
Family Manage LLC4,883$3.19M0.38%+513F-HRTimeline
SRH ADVISORS, LLC4,879$3.19M0.91%013F-HRTimeline
WARNER FINANCIAL, INC4,863$3.18M1.09%-813F-HRTimeline
Optivise Advisory Services LLC4,855$3.17M1.92%+30113F-HRTimeline
Hughes Financial Services, LLC4,843$3.16M0.49%-4613F-HRTimeline
Total Clarity Wealth Management, Inc.4,843$3.16M0.74%+1713F-HRTimeline
Eagle Bay Advisors LLC4,823$3.15M2.78%-1,05513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.4,821$3.15M1.28%-2513F-HRTimeline
Signature Resources Capital Management,…4,819$3.15M1.49%+16213F-HRTimeline
Warm Springs Advisors Inc.4,809$3.14M2.67%+8813F-HRTimeline
Mullaney, Keating & Wright, Inc.4,808$3.14M1.71%+1713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,807$3.14M0.23%-5,03413F-HRTimeline
Capital Investment Counsel, LLC4,803$3.14M0.43%+1,46813F-HRTimeline
Delta Wealth Advisors LLC4,795$3.13M2.38%-26213F-HRTimeline
Texas Yale Capital Corp.4,794$3.13M0.09%-213F-HRTimeline
Strategic Investment Advisors / MI4,794$3.13M0.22%+2,03313F-HRTimeline
Donor Advised Charitable Giving, Inc.4,794$3.13M0.08%-1913F-HRTimeline
Gratus Wealth Advisors, LLC4,788$3.13M0.45%+1213F-HRTimeline
Upper Left Wealth Management, LLC4,784$3.12M1.85%+27013F-HRTimeline
Ballast Rock Private Wealth LLC4,779$3.12M1.73%+1013F-HRTimeline
Clarity Capital Advisors, LLC4,778$3.12M1.45%+1113F-HRTimeline
Twelve Points Wealth Management LLC4,770$3.12M0.69%-1513F-HRTimeline
TRB Wealth Management, LLC4,770$3.12M0.44%13F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL4,768$3.12M1.31%013F-HRTimeline
ALERUS FINANCIAL NA4,750$3.1M0.15%-3513F-HRTimeline
HHM Wealth Advisors, LLC4,741$3.1M0.36%+1,30913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,726$3.09M0.61%+31913F-HRTimeline
Athena Wealth Management, LLC4,723$3.08M2.52%-613F-HRTimeline
Alteri Wealth LLC4,720$3.08M1%+6013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,714$3.08M0.39%+113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,711$3.08M0.41%-8313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,707$3.07M1.77%-6913F-HRTimeline
Obermeyer Wealth Partners4,707$3.07M0.14%+78813F-HRTimeline
Centric Wealth Management4,262$3.07M0.61%-8013F-HRTimeline
CWS Financial Advisors, LLC4,705$3.07M0.79%-29813F-HRTimeline
Flatrock Wealth Partners LLC4,701$3.07M1.38%+42213F-HRTimeline
Private Wealth Partners, LLC4,694$3.07M0.24%-1,18713F-HRTimeline
PMG Wealth Management, Inc.4,694$3.07M2.21%-24513F-HRTimeline
TRUE Private Wealth Advisors4,674$3.05M0.29%+7613F-HRTimeline
HBW ADVISORY SERVICES LLC4,664$3.05M0.32%-33913F-HRTimeline
Ackerman Capital Advisors, LLC4,649$3.04M0.62%-113F-HRTimeline
M1 Capital Management LLC4,643$3.03M1.4%-4713F-HRTimeline
Clearwater Capital Advisors, LLC4,629$3.02M0.24%+21013F-HRTimeline
Darrow Company, Inc.4,621$3.02M1.36%-4213F-HRTimeline
Barnes Dennig Private Wealth Management…4,617$3.02M2.99%+10513F-HRTimeline
Retirement Investment Advisors, Inc.4,395$3.01M0.24%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,590$3M1.94%-59413F-HRTimeline
Impact Partnership Wealth, LLC4,582$2.99M0.37%+20213F-HRTimeline
Allegheny Financial Group4,566$2.98M0.4%+39813F-HRTimeline
NYL Investors LLC4,554$2.97M1.12%013F-HRTimeline
POTENTIA WEALTH4,547$2.97M1.15%+30513F-HRTimeline
Lincoln Capital LLC4,548$2.97M0.56%-21313F-HRTimeline
Generation Capital Management LLC4,546$2.97M2.17%-23313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,540$2.97M0.68%+4813F-HRTimeline
JTC Employer Solutions Trustee Ltd4,537$2.96M0.25%-2,48913F-HRTimeline
Cove Private Wealth, LLC4,535$2.96M0.67%+3,34313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC4,534$2.96M1.6%+5713F-HR/ATimeline
B.O.S.S. Retirement Advisors, LLC4,531$2.96M0.9%-1,14013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,528$2.96M1.22%-23113F-HRTimeline
Segment Wealth Management, LLC4,520$2.95M0.17%+5413F-HRTimeline
CENTRAL BANK & TRUST CO4,514$2.95M0.46%-6913F-HRTimeline
Capital Advisors, Ltd. LLC4,512$2.95M0.33%-12,97813F-HRTimeline
MEYER HANDELMAN CO4,506$2.94M0.09%-10013F-HRTimeline
Old Port Advisors4,493$2.93M0.68%-1,29813F-HRTimeline
True North Advisors, LLC4,493$2.93M0.33%+1,61913F-HRTimeline
United Advisor Group, LLC4,478$2.92M0.36%-2,55913F-HRTimeline
SilverOak Wealth Management LLC4,476$2.92M0.46%-2,96313F-HRTimeline
RCS Financial Planning, LLC4,475$2.92M1.52%-7,66513F-HRTimeline
Forefront Analytics, LLC4,474$2.92M2.66%-23313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,463$2.92M0.11%-3413F-HRTimelineGroup
PCG Wealth Advisors, LLC4,460$2.91M0.74%+21813F-HRTimeline
Beacon Financial Advisory LLC4,458$2.91M0.66%-16013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,458$2.91M1%+45213F-HRTimeline
GRANVILLE CAPITAL, INC.4,452$2.91M1.52%-89113F-HRTimeline
Mengis Capital Management, Inc.4,449$2.91M0.5%-1113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,441$2.9M0.74%+2,21013F-HRTimeline
Courage Miller Partners, LLC4,432$2.9M0.82%+113F-HRTimeline
Mayfair Advisory Group, LLC4,430$2.89M1.01%+1713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,429$2.89M0.19%-7913F-HRTimelineGroup
COMMUNITY TRUST & INVESTMENT CO4,427$2.89M0.16%-13213F-HRTimeline
Mainstream Capital Management LLC4,423$2.89M1.94%-1413F-HRTimeline
Fiduciary Alliance LLC4,109$2.89M0.17%+1,30813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,421$2.89M0.11%+9013F-HRTimelineGroup
BECK MACK & OLIVER LLC4,407$2.88M0.06%013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC4,394$2.87M0.98%-99013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,396$2.87M2.56%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,393$2.87M2.18%+2113F-HRTimeline
Legacy Bridge, LLC4,393$2.87M1.09%+3,89313F-HRTimeline
LTG Capital LLC4,383$2.86M2.19%+11813F-HRTimeline
HTG Investment Advisors, Inc.4,383$2.86M0.82%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,381$2.86M0.62%-1,39613F-HRTimeline
WEALTH EFFECTS LLC4,374$2.86M1.01%+9813F-HRTimeline
BlueSky Wealth Advisors, LLC4,373$2.86M0.37%-86113F-HRTimeline
FF Advisors,LLC4,010$2.85M1.16%-4813F-HRTimeline
Sound View Wealth Advisors Group, LLC4,366$2.85M0.19%-48113F-HRTimeline
MONEYWISE, INC.4,363$2.85M1.24%+74113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,353$2.84M0.51%-16613F-HRTimelineGroup
Clarendon Private LLC4,352$2.84M2.18%+1,11113F-HRTimeline
CAPITAL ADVISORS INC/OK4,349$2.84M0.05%-1813F-HRTimeline
Cannon Financial Strategists, Inc.4,347$2.84M0.37%+54813F-HRTimeline
Gallacher Capital Management LLC4,342$2.84M1.09%-19813F-HRTimeline
Wealthfront Advisers LLC4,329$2.83M0.01%+1,36913F-HRTimeline
Allie Family Office LLC4,315$2.82M1.23%+1,71113F-HR/ATimeline
TD Asset Management Inc4,313$2.82M<0.01%+14213F-HRTimeline
Empirical Asset Management, LLC4,302$2.81M0.74%+3813F-HRTimeline
Flavin Financial Services, Inc.4,302$2.81M1.89%+1313F-HRTimeline
Financial Solutions Advisory Group, Inc.4,293$2.8M0.39%13F-HRTimeline
Thompson David Blair4,292$2.8M1.61%-43513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$2.79M1.84%013F-HRTimeline
MB Generational Wealth, LLC4,271$2.79M1.54%-55013F-HRTimeline
Archford Capital Strategies, LLC4,254$2.78M0.32%013F-HRTimeline
Cohen Capital Management, Inc.4,242$2.77M0.43%+19013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,240$2.77M0.18%-1513F-HRTimeline
Clarkston Capital Partners, LLC4,238$2.77M0.21%-1,90713F-HRTimeline
Caerus Investment Advisors, LLC4,231$2.76M1.17%013F-HRTimeline
Plan A Wealth LLC4,230$2.76M1.32%+2613F-HRTimeline
Firestone Capital Management4,220$2.76M0.57%-79313F-HRTimeline
New Republic Capital, LLC4,220$2.76M0.93%+10713F-HRTimeline
CapWealth Advisors, LLC4,211$2.75M0.2%-8213F-HRTimeline
Beacon Capital Management, LLC4,204$2.75M0.48%+70113F-HRTimeline
Walleye Partners, LLC4,188$2.74M3.36%-16513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,184$2.73M0.8%-25813F-HRTimeline
Round Rock Advisors LLC4,172$2.73M0.42%+1,34813F-HRTimeline
One Wealth Management Investment & Advi…4,158$2.72M3.27%+2613F-HRTimeline
Falcon Wealth Planning4,145$2.71M0.18%+1013F-HRTimeline
Factor Wealth Management LTD4,134$2.7M0.51%+1,55013F-HRTimeline
Paulson Wealth Management Inc.4,122$2.69M0.63%-1,67513F-HRTimeline
Operose Advisors LLC4,111$2.69M0.62%-28713F-HRTimeline
Ironsides Asset Advisors, LLC4,100$2.68M0.67%013F-HRTimeline
tru Independence LLC4,091$2.67M1.32%-14613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,089$2.67M0.35%+39913F-HRTimeline
Carrera Capital Advisors4,085$2.67M0.41%+13813F-HRTimeline
Hobart Private Capital, LLC4,082$2.67M0.52%-16913F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding4,082$2.67M+875Timeline
Addison Capital Co4,069$2.66M0.47%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,055$2.65M0.74%-38613F-HRTimeline
Pacifica Partners Inc.4,051$2.65M0.88%+61913F-HRTimeline
Advisory Alpha, LLC4,027$2.63M0.07%+36413F-HRTimeline
CGN Advisors LLC4,020$2.63M0.21%+113F-HRTimeline
LongView Wealth Management3,762$2.62M0.66%+33413F-HRTimeline
SeaCrest Wealth Management, LLC3,997$2.61M0.28%+16313F-HRTimeline
Everest Financial Group LLC3,995$2.61M0.43%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,994$2.61M0.79%+2713F-HRTimeline
Park Capital Management, LLC / WI3,987$2.6M2.54%-7313F-HRTimeline
Curbstone Financial Management Corp3,976$2.6M0.5%+14213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC3,974$2.6M0.26%-12213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,972$2.59M1.2%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,960$2.59M0.15%-37513F-HRTimelineGroup
FINANCIAL CONSULATE, INC3,950$2.58M0.32%+17713F-HRTimeline
Bath Savings Trust Co3,942$2.57M0.28%+96013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,935$2.57M0.38%+40213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,925$2.56M0.24%+29513F-HRTimeline
TMB Capital Partners, LLC3,924$2.56M0.86%-14113F-HRTimeline
W.H. Cornerstone Investments Inc.3,921$2.56M1.6%+1113F-HRTimeline
Opus Capital Group, LLC3,915$2.56M0.28%-25613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,908$2.55M0.12%-2,28613F-HRTimeline
Decker Wealth Management LLC3,897$2.55M0.58%013F-HRTimeline
Briaud Financial Planning Inc3,894$2.54M0.67%+413F-HRTimeline
Clark Asset Management, LLC3,893$2.54M0.24%-2713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC3,886$2.54M4.07%-35,55813F-HRTimeline
Resurgent Financial Advisors LLC3,875$2.53M0.92%+23713F-HRTimeline
Impact Capital Partners LLC3,869$2.53M0.76%-9313F-HRTimeline
Key Financial Inc3,868$2.53M0.45%013F-HRTimeline
Aspire Capital Advisors LLC3,844$2.51M0.57%-2913F-HRTimeline
Efficient Advisors, LLC3,838$2.51M0.18%-44313F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,686$2.5M0.69%-6213F-HRTimeline
BANK OZK3,828$2.5M0.88%+24913F-HRTimeline
Denver PWM, LLC3,370$2.5M0.86%-34913F-HRTimeline
Team Hewins, LLC3,819$2.49M0.74%-1313F-HRTimeline
Precision Wealth Strategies, LLC3,817$2.49M0.83%-45413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,816$2.49M0.2%-1613F-HRTimelineGroup
Financial Symmetry Inc3,450$2.49M0.89%+16013F-HRTimeline
Talon Private Wealth, LLC3,810$2.49M0.33%13F-HRTimeline
Clarity Wealth Advisors, LLC3,805$2.49M0.51%-4213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,791$2.48M0.89%-4813F-HRTimelineGroup
United Capital Management of KS, Inc.3,783$2.47M0.37%-19313F-HRTimeline
Altiora Financial Group, LLC3,779$2.47M0.41%+1,22213F-HRTimeline
Chatterton & Associates Inc.3,608$2.46M1.73%+86013F-HRTimeline
Manchester Capital Management LLC3,771$2.46M0.35%+18613F-HRTimeline
Formidable Asset Management, LLC3,596$2.46M0.38%+6113F-HRTimeline
Cambria Investment Management, L.P.3,770$2.46M0.14%-77013F-HRTimeline
SAGE RHINO CAPITAL LLC3,767$2.46M0.46%+113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,765$2.46M0.53%013F-HRTimeline
Indiana Trust & Investment Management Co3,760$2.46M0.76%+23613F-HRTimeline
Hyposwiss Advisors SA3,750$2.45M2.42%013F-HRTimeline
Bragg Financial Advisors, Inc3,744$2.45M0.08%+55713F-HRTimeline
Envision Financial LLC3,739$2.44M1.31%+32913F-HRTimeline
Alliance Private Wealth, LLC3,738$2.44M0.88%-10913F-HRTimeline
Arsenal Capital Advisors LLC3,736$2.44M1.77%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,732$2.44M0.2%013F-HRTimeline
Hartford Funds Management Co LLC3,702$2.42M0.21%-2,24413F-HRTimeline
Hollow Brook Wealth Management LLC3,701$2.42M0.62%-3,76113F-HRTimeline
Texas Capital Bank Wealth Management Se…3,694$2.41M0.14%+413F-HRTimeline
Odyssey Capital Advisors, Inc.3,691$2.41M2.16%-14213F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,688$2.41M0.32%+213F-HRTimeline
SANDERS MORRIS HARRIS LLC3,685$2.41M0.38%new13F-HRTimeline
Roble, Belko & Company, Inc3,682$2.4M0.31%+99613F-HRTimeline
Shearwater Capital LLC3,680$2.4M1.26%+1,88013F-HRTimeline
Sunflower Bank, N.A.3,679$2.4M0.61%-413F-HRTimeline