Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TMB Capital Partners, LLC3,900$2.92M0.91%-2413F-HRTimeline
Decker Wealth Management LLC3,897$2.92M0.62%013F-HRTimeline
Alliance Private Wealth, LLC3,886$2.91M1.01%+14813F-HRTimeline
PANAGORA ASSET MANAGEMENT INC3,878$2.9M0.01%+97413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,876$2.9M0.62%+40513F-HRTimeline
Key Financial Inc3,869$2.9M0.47%+113F-HRTimeline
Team Hewins, LLC3,853$2.89M0.79%+3413F-HRTimeline
Empirical Asset Management, LLC3,832$2.87M0.65%-47013F-HRTimeline
Walleye Partners, LLC3,831$2.87M3.27%-35713F-HRTimeline
Relyea Zuckerberg Hanson LLC3,816$2.86M0.24%+20413F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,810$2.85M0.2%-613F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV3,804$2.85M0.36%-28513F-HRTimeline
Huntleigh Advisors, Inc.3,801$2.85M0.4%+24613F-HRTimeline
Old Port Advisors3,799$2.84M0.56%-69413F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,797$2.84M0.54%-58413F-HRTimeline
SAGE RHINO CAPITAL LLC3,787$2.84M0.47%+2013F-HRTimeline
Aspire Capital Advisors LLC3,786$2.84M0.55%-5813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV3,765$2.82M0.56%013F-HRTimeline
Indiana Trust & Investment Management Co3,760$2.82M0.77%013F-HRTimeline
LongView Wealth Management3,760$2.82M0.72%-213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,755$2.81M0.9%-3613F-HRTimelineGroup
Hyposwiss Advisors SA3,750$2.81M2.66%013F-HRTimeline
Strategic Financial Concepts, LLC3,844$2.8M0.83%-9,87813F-HRTimeline
Arsenal Capital Advisors LLC3,736$2.8M1.65%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,732$2.79M0.2%013F-HRTimeline
Altiora Financial Group, LLC3,725$2.79M0.44%-5413F-HRTimeline
United Capital Management of KS, Inc.3,723$2.79M0.37%-6013F-HRTimeline
Clarity Wealth Advisors, LLC3,723$2.79M0.49%-8213F-HRTimeline
Greenspring Advisors, LLC3,710$2.78M0.15%+16913F-HRTimeline
Tradewinds, LLC.1,398$2.78M0.65%new13F-HRTimeline
Goldstein Advisors, LLC3,707$2.78M0.25%+4013F-HRTimeline
Hollow Brook Wealth Management LLC3,701$2.77M0.55%013F-HRTimeline
Bragg Financial Advisors, Inc3,693$2.77M0.07%-5113F-HRTimeline
Envision Financial LLC3,690$2.76M1.27%-4913F-HRTimeline
Peachtree Investment Partners, LLC3,686$2.76M0.89%+2,19513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,683$2.76M0.15%+13013F-HRTimeline
Roble, Belko & Company, Inc3,682$2.76M0.3%013F-HRTimeline
Sunflower Bank, N.A.3,681$2.76M0.66%+213F-HR/ATimeline
Naviter Wealth, LLC3,675$2.75M0.25%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,640$2.74M0.65%-4613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,636$2.72M0.27%+23213F-HRTimeline
Strategic Equity Management3,620$2.71M0.91%-2913F-HRTimeline
Curbstone Financial Management Corp3,614$2.71M0.46%-36213F-HRTimeline
SOA Wealth Advisors, LLC.3,609$2.7M0.45%+5813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,605$2.7M0.52%+93313F-HRTimeline
Manchester Capital Management LLC3,603$2.7M0.35%-16813F-HRTimeline
Gallacher Capital Management LLC3,602$2.7M1.51%-74013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,598$2.69M0.27%+45913F-HRTimelineGroup
Graetz Wealth LLC3,595$2.69M2.15%+913F-HRTimeline
Silver Grove Financial Group, Inc.3,588$2.69M1.45%+1,98613F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,587$2.69M0.3%-6513F-HRTimeline
Trinity Wealth Management, LLC3,585$2.68M0.85%-413F-HRTimeline
Atlatl Advisers LLC3,585$2.68M0.64%+1,09413F-HRTimeline
Texas Capital Bank Wealth Management Se…3,577$2.68M0.14%-11713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,574$2.68M0.18%+1,29413F-HRTimeline
BANK OZK3,570$2.67M0.79%-25813F-HRTimeline
Shearwater Capital LLC3,564$2.67M1.27%-11613F-HRTimeline
Denver PWM, LLC3,412$2.66M0.87%+4213F-HRTimeline
Hutchens & Kramer Investment Management…3,548$2.66M0.71%+1,05113F-HRTimeline
High Point Wealth Management, LLC3,547$2.66M2.17%+713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,544$2.65M0.01%+15213F-HRTimelineGroup
REGIMEN WEALTH, LLC3,518$2.64M0.71%-6813F-HRTimeline
Aviance Capital Partners, LLC3,527$2.64M0.27%+4613F-HRTimeline
Urban Wealth Management, LLC3,521$2.64M2.3%+513F-HRTimeline
Essex LLC3,520$2.64M0.4%-9413F-HRTimeline
Nest Investments, LLC3,515$2.63M2%+50613F-HRTimeline
Aspen Capital Management, LLC3,514$2.63M0.58%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC3,512$2.63M2.34%+1013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,510$2.63M0.12%-13613F-HRTimelineGroup
Versant Capital Management, Inc3,499$2.62M0.23%-1213F-HRTimeline
Berger Financial Group, Inc3,498$2.62M0.13%+9613F-HRTimeline
Disciplined Investments, LLC3,496$2.62M0.85%+513F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,495$2.62M1.08%+1,21713F-HRTimelineGroup
Navis Wealth Advisors, LLC3,495$2.62M0.99%+76913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,493$2.62M1.23%+88313F-HRTimeline
YANKCOM Partnership3,490$2.61M0.94%+1013F-HRTimeline
Plancorp, LLC3,467$2.61M0.06%+57413F-HRTimeline
NTV Asset Management LLC3,482$2.61M0.26%+9013F-HRTimeline
Signature Wealth Management Partners, L…3,473$2.6M1.21%-5313F-HRTimeline
STAR Financial Bank3,473$2.6M1.06%+36213F-HRTimeline
BNP PARIBASin group BNP PARIBAS3,472$2.6M0.07%+83813F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC3,470$2.6M2.44%+81813F-HRTimeline
Schrum Private Wealth Management LLC3,714$2.6M2.67%+10113F-HRTimeline
Scott Capital Advisors, LLC3,460$2.59M0.41%+713F-HRTimeline
FIDUCIARY ADVISORS, INC.3,456$2.59M1.74%-5813F-HRTimeline
Root Financial Partners, LLC3,455$2.59M0.1%+11013F-HRTimeline
Financial Symmetry Inc3,451$2.58M0.86%+113F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,448$2.58M2.65%-10313F-HRTimeline
WEIK CAPITAL MANAGEMENT3,448$2.58M0.99%+513F-HRTimeline
Tradition Wealth Management, LLC3,445$2.58M0.16%-1313F-HRTimeline
DV Trading LLC3,434$2.57M0.21%+85113F-HRTimeline
Glass Jacobson Investment Advisors llc3,427$2.57M0.8%-3013F-HRTimeline
Francis Financial, Inc.3,426$2.57M0.42%-21713F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,418$2.56M0.41%+37313F-HRTimeline
Odyssey Capital Advisors, Inc.3,407$2.55M1.83%-28413F-HRTimeline
SlateStone Wealth, LLC3,401$2.55M0.2%+11813F-HRTimeline
Hartford Funds Management Co LLC3,397$2.54M0.2%-30513F-HRTimeline
Quattro Advisors LLC3,390$2.54M1.69%+5913F-HRTimeline
Austin Asset Management Co Inc3,387$2.54M0.35%+39913F-HRTimeline
Signature Equity Partners, LLC3,384$2.53M1.16%+27913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,370$2.52M1.48%+4113F-HRTimeline
Petros Family Wealth, LLC3,367$2.52M1.54%+19313F-HRTimeline
Peak Financial Management, Inc.3,365$2.52M0.58%-3313F-HRTimeline
Avantra Family Wealth, Inc.3,359$2.52M1.61%+1,04813F-HRTimeline
Garden State Investment Advisory Servic…3,345$2.51M0.49%-16413F-HRTimeline
Downshift Financial, LLC3,343$2.5M1.14%+813F-HRTimeline
VAN STRUM & TOWNE INC.3,343$2.5M0.68%-1813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,342$2.5M0.2%+5313F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,331$2.5M0.31%-32413F-HRTimeline
Plan A Wealth LLC3,335$2.5M1.06%-89513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC3,333$2.5M8.38%-55313F-HRTimeline
Commerce Advisors, LLC3,320$2.49M1.35%-5813F-HRTimeline
Narus Financial Partners, LLC3,317$2.48M0.64%-8013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,309$2.48M0.47%-2513F-HRTimeline
Corundum Trust Company, INC3,306$2.48M6.61%013F-HRTimeline
Archer Investment Corp3,303$2.47M0.47%+30013F-HR/ATimeline
MJP ASSOCIATES INC /ADV3,299$2.47M0.27%-2813F-HRTimeline
Maple Capital Management, Inc.3,298$2.47M0.15%+11013F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC3,290$2.46M0.4%+3513F-HRTimelineGroup
Cardinal Point Capital Management ULC3,289$2.46M0.14%+1,75013F-HRTimeline
Ellevest, Inc.3,318$2.46M0.29%+3513F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding3,281$2.46M-801Timeline
Talisman Wealth Advisors LLC3,276$2.45M1.82%+39813F-HRTimeline
SEARLE & CO.3,274$2.45M0.55%013F-HRTimeline
FIRST MERCHANTS CORP3,273$2.45M0.09%-2913F-HRTimeline
Iowa State Bank3,273$2.45M0.41%013F-HRTimeline
Values Added Financial LLC3,271$2.45M0.88%-113F-HRTimeline
Granite Bay Wealth Management, LLC3,270$2.45M0.23%+1,68213F-HRTimeline
TOWER BRIDGE ADVISORS3,266$2.45M0.22%013F-HRTimeline
Capital Asset Advisory Services LLC3,264$2.44M0.09%+71913F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,256$2.44M0.29%-43213F-HRTimeline
Regent Peak Wealth Advisors LLC3,254$2.44M0.45%-15513F-HRTimeline
CEERA INVESTMENTS, LLC3,253$2.44M1.03%+713F-HRTimeline
626 Financial, LLC3,245$2.43M0.95%+813F-HRTimeline
WJ Wealth Management, LLC3,240$2.43M0.96%-2413F-HRTimeline
Burton Enright Welch3,223$2.41M0.28%-1213F-HRTimeline
Werba Rubin Papier Wealth Management3,221$2.41M0.29%+7613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,214$2.41M0.02%+25913F-HRTimeline
FORBES J M & CO LLP3,210$2.4M0.19%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,205$2.4M2.04%+1,40613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.3,198$2.39M2.06%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,196$2.39M0.25%+513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,196$2.39M0.09%-1113F-HRTimeline
F&V Capital Management, LLC3,194$2.39M0.44%013F-HRTimeline
Thayer Partners, LLC / MA3,192$2.39M0.99%+17413F-HRTimeline
J2 Capital Management Inc3,181$2.38M1.6%-6913F-HRTimeline
Advance Capital Management, Inc.3,178$2.38M0.08%+11313F-HRTimeline
KERR FINANCIAL PLANNING Corp3,176$2.38M2.65%-7013F-HRTimeline
21 West Wealth Management LLC3,168$2.37M2.03%-6813F-HRTimeline
Johnson & White Wealth Management, LLC3,162$2.37M0.89%+17813F-HRTimeline
Granite FO LLC3,160$2.37M1.25%013F-HRTimeline
Fingerlakes Wealth Management, Inc.3,152$2.36M1.27%+913F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$2.36M0.04%013F-HRTimeline
Counterweight Ventures, LLC3,139$2.35M1.17%-2513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,136$2.35M0.11%+11313F-HRTimeline
ORBA Wealth Advisors, L.L.C.3,129$2.34M2%-2,84113F-HRTimeline
EPIQ PARTNERS, LLC3,127$2.34M0.99%+17313F-HRTimeline
StoneCrest Wealth Management, Inc.3,116$2.33M0.75%-34713F-HRTimeline
Performance Wealth Partners, LLC3,114$2.33M0.06%+1913F-HRTimeline
Formidable Asset Management, LLC3,566$2.33M0.37%-3013F-HRTimeline
Kagan Cocozza Asset Management3,097$2.32M1.45%+1713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,089$2.31M0.47%013F-HRTimeline
Arbor Wealth Advisors LLC3,086$2.31M1.41%+813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,084$2.31M1.15%-2413F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC3,078$2.3M0.47%-1,36313F-HRTimeline
Roan Capital Partners3,071$2.3M1.91%-33813F-HRTimeline
Intelligence Driven Advisers, LLC3,069$2.3M0.37%+48913F-HRTimeline
Benin Management CORP3,068$2.3M0.47%+14013F-HRTimeline
Greenwich Wealth Management LLC3,059$2.29M0.08%-4213F-HRTimeline
Aerodigm Wealth, LLC3,051$2.28M0.77%-2813F-HRTimeline
Laurel Wealth Advisors LLC3,043$2.28M0.22%+14913F-HRTimeline
Precision Wealth Strategies, LLC3,035$2.27M0.69%-78213F-HRTimeline
GRANDFIELD & DODD, LLC3,030$2.27M0.12%-11413F-HRTimeline
Hanson & Doremus Investment Management3,030$2.27M0.23%+2,70813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,015$2.26M0.23%-12913F-HRTimeline
Rodgers & Associates, LTD3,013$2.26M0.2%-11913F-HRTimeline
Trust Co of Tennessee3,011$2.25M0.39%-46213F-HRTimeline
Kinetic Wealth Investment Advisors LLC3,007$2.25M1.06%13F-HRTimeline
My Personal CFO, LLC3,007$2.25M0.88%+3513F-HRTimeline
Zullo Investment Group, Inc.3,000$2.25M0.77%-2913F-HRTimeline
AXIOM INVESTORS LLC /DE3,000$2.25M0.02%+10013F-HRTimeline
CNB Bank2,986$2.24M0.87%013F-HRTimeline
Amicus Financial Advisors, LLC2,985$2.24M0.55%+28913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,984$2.23M0.48%+64013F-HRTimeline
Sankala Group LLC2,892$2.23M1.49%-13513F-HRTimeline
Bolthouse Investments, LLC2,978$2.23M1.81%-413F-HRTimeline
PSI Advisors, LLC2,963$2.22M0.52%-6213F-HRTimeline
GEM Asset Management, LLC2,961$2.22M0.87%+313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,958$2.22M0.18%-55313F-HRTimeline
Next Level Private LLC2,955$2.21M0.43%-7913F-HRTimeline
Sequent Planning LLC2,953$2.21M0.47%+86513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,949$2.21M0.08%-29413F-HRTimeline
Frontier Asset Management, LLC2,948$2.21M0.4%-8813F-HRTimeline
S Harris Financial Group, LLC2,931$2.19M1.7%-1513F-HRTimeline
Spartan Wealth Advisory Services LLC2,927$2.19M0.18%+113F-HRTimeline
Hobart Private Capital, LLC2,923$2.19M0.38%-1,15913F-HRTimeline
Sterling Wealth Management, Inc.2,916$2.18M0.54%+96913F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,911$2.18M0.29%-38013F-HRTimeline
Bogart Wealth, LLC2,911$2.18M0.07%+3013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$2.17M0.45%013F-HRTimeline