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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pacifica Partners Inc.3,052$1.79M0.77%+13313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.3,034$1.79M0.6%-14013F-HRTimeline
Johnson & White Wealth Management, LLC3,039$1.78M1.08%new13F-HRTimeline
Sugarloaf Wealth Management, LLC3,032$1.78M0.34%-3613F-HRTimeline
Scott Capital Advisors, LLC3,055$1.78M0.51%+913F-HRTimeline
CNB Bank3,031$1.78M0.83%-73113F-HRTimeline
Arbor Wealth Advisors LLC3,030$1.78M1.59%+1113F-HRTimeline
TrueWealth Advisors, LLC3,025$1.78M0.59%+15213F-HRTimeline
Atlantic Private Wealth, LLC3,024$1.78M1.34%-10313F-HRTimeline
MKT Advisors LLC2,960$1.78M0.77%-9213F-HRTimeline
PCG Wealth Advisors, LLC3,015$1.77M0.66%-413F-HRTimeline
Sebold Capital Management, Inc.3,007$1.77M1.19%013F-HRTimeline
Briaud Financial Planning Inc3,001$1.77M0.72%+10113F-HRTimeline
Bolthouse Investments, LLC2,993$1.76M1.63%13F-HRTimeline
Berger Financial Group, Inc2,982$1.76M0.12%-10413F-HRTimeline
FIRST AMERICAN TRUST, FSB2,969$1.75M0.17%+913F-HRTimeline
Corundum Group, Inc.2,960$1.74M0.65%new13F-HRTimeline
Corundum Trust Company, INC2,957$1.74M5.23%013F-HRTimeline
Triad Wealth Partners, LLC2,954$1.74M0.63%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,953$1.74M0.39%-813F-HRTimeline
PARTHENON LLC2,947$1.73M0.21%-413F-HRTimeline
Archer Investment Corp2,946$1.73M0.46%+4613F-HRTimeline
FreeGulliver LLC2,944$1.73M0.9%+29313F-HRTimeline
GEM Asset Management, LLC2,943$1.73M0.97%013F-HRTimeline
PHILADELPHIA TRUST CO2,938$1.73M0.13%-1613F-HRTimeline
Advance Capital Management, Inc.2,936$1.73M0.08%+413F-HRTimeline
Sandhill Capital Partners LLC2,935$1.73M0.14%-35113F-HRTimeline
Fonville Wealth Management LLC2,932$1.73M0.57%+12113F-HRTimeline
LexAurum Advisors, LLC2,932$1.73M0.34%+91513F-HRTimeline
Advisory Alpha, LLC2,925$1.72M0.06%+70513F-HRTimeline
Schechter Investment Advisors, LLC2,925$1.72M0.13%+9913F-HRTimeline
Mezzasalma Advisors, LLC2,925$1.72M0.56%+4813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,924$1.72M0.18%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,921$1.72M0.29%+44913F-HRTimeline
Bordeaux Wealth Advisors LLC2,903$1.71M0.27%+5013F-HR/ATimeline
Sterling Investment Counsel, LLC2,903$1.71M1.13%-8,97213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,901$1.71M0.2%-6513F-HRTimeline
Sterling Wealth Management, Inc.2,900$1.71M0.63%-1,00513F-HRTimeline
Signature Wealth Management Partners, L…2,894$1.7M1.17%+9113F-HRTimeline
Financial Symmetry Inc2,894$1.7M1.15%-3813F-HRTimeline
Fortis Capital Advisors, LLC2,994$1.7M0.58%-11,00713F-HRTimeline
KG Capital Management2,866$1.69M0.54%-613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,859$1.68M0.36%-4913F-HRTimeline
Benin Management CORP2,850$1.68M0.46%+4413F-HRTimeline
CORA CAPITAL ADVISORS LLC2,848$1.68M0.81%013F-HRTimeline
Financial Advisors, LLC2,834$1.67M0.32%013F-HRTimeline
Ellevest, Inc.2,832$1.67M0.1%-12,93413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,830$1.67M2.84%+25213F-HRTimeline
Prossimo Advisors, LLC2,828$1.67M1.2%+5913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,825$1.66M<0.01%+3713F-HR/ATimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC2,818$1.66M0.16%-20213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,748$1.66M0.01%+35013F-HRTimeline
Forza Wealth Management, LLC2,804$1.65M0.75%-43213F-HRTimeline
BURNEY CO/2,798$1.65M0.06%-42513F-HRTimeline
Councilor Wealth, LLC2,796$1.65M0.78%+713F-HRTimeline
Roble, Belko & Company, Inc2,796$1.65M0.26%-8913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,794$1.64M0.6%-32413F-HRTimeline
Traveka Wealth, LLC2,794$1.64M0.91%-35013F-HRTimeline
SAXON INTERESTS, INC.2,794$1.64M0.72%-32013F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.64M1.17%013F-HRTimeline
CONNABLE OFFICE INC2,782$1.64M0.17%013F-HRTimeline
WR Wealth Planners, LLC2,779$1.64M0.53%-4,51013F-HRTimeline
O'Dell Group, LLC2,776$1.63M0.37%+513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC2,769$1.63M0.5%+23013F-HRTimeline
VISTA FINANCE, LLC2,758$1.62M1.67%013F-HRTimeline
Asset Allocation Strategies LLC2,666$1.62M0.39%+32513F-HRTimeline
Strategic Investment Advisors / MI2,742$1.61M0.17%+75113F-HRTimeline
Bay Capital Advisors, LLC2,741$1.61M1.3%13F-HRTimeline
Austin Asset Management Co Inc2,738$1.61M0.32%+27913F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,735$1.61M0.41%+7713F-HRTimeline
Texas Capital Bank Wealth Management Se…2,724$1.6M0.16%+9913F-HRTimeline
Faithward Advisors, LLC2,722$1.6M0.27%-613F-HRTimeline
Morton Capital Management LLC/CA2,718$1.6M0.3%+33413F-HRTimeline
Kings Path Partners LLC2,709$1.59M0.68%+1,36213F-HRTimeline
Capital Square, LLC2,609$1.59M0.91%+1113F-HRTimeline
SIERRA OCEAN, LLC2,679$1.58M1.29%13F-HRTimeline
Tradewinds, LLC.2,595$1.58M0.44%-93113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,674$1.57M0.59%+1,34913F-HRTimeline
Family Office Research LLC2,670$1.57M0.69%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,656$1.57M0.22%-59613F-HRTimeline
Freedom Investment Management, Inc.2,661$1.57M0.13%-2,30413F-HRTimeline
EPIQ PARTNERS, LLC2,657$1.56M0.85%+2913F-HRTimeline
Arbor Investment Advisors, LLC2,655$1.56M0.22%013F-HRTimeline
Round Rock Advisors LLC2,651$1.56M0.32%-4013F-HRTimeline
Bradyco, Inc.1,823$1.55M0.96%13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,627$1.55M0.74%-2513F-HRTimeline
Fortitude Advisory Group L.L.C.2,626$1.55M0.93%-4013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,622$1.54M0.33%-1413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,621$1.54M0.18%+13613F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,620$1.54M0.61%+10013F-HRTimeline
Ervin Investment Management, LLC2,619$1.54M0.99%-13213F-HRTimeline
McGuire Investment Group, LLC2,615$1.54M0.22%-1013F-HRTimeline
Archford Capital Strategies, LLC2,612$1.54M0.23%+6313F-HRTimeline
EVERETT HARRIS & CO /CA/2,611$1.54M0.02%-14213F-HRTimeline
RENASANT BANK2,608$1.54M1%-1,34213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,606$1.53M0.01%-7013F-HRTimelineGroup
Guardian Asset Advisors, LLC2,602$1.53M0.98%-41513F-HRTimeline
Rodgers & Associates, LTD2,598$1.53M0.18%-3713F-HRTimeline
Magnolia Private Wealth, LLC2,597$1.53M1.36%13F-HRTimeline
MJP ASSOCIATES INC /ADV2,594$1.53M0.27%-513F-HRTimeline
Mechanics Bank Trust Department2,585$1.52M0.2%013F-HRTimeline
HFG Advisors, Inc.2,581$1.52M1.33%+2913F-HRTimeline
Accel Wealth Management2,577$1.52M0.58%-9113F-HRTimeline
Lakewood Asset Management LLC2,577$1.52M1.04%+513F-HRTimeline
E&G Advisors, LLC2,576$1.52M0.41%013F-HRTimeline
Arcadia Wealth Management, Inc.2,575$1.52M1.29%13F-HRTimeline
Altiora Financial Group, LLC2,568$1.51M0.33%+75013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,567$1.51M0.65%+3813F-HRTimeline
DDD Partners, LLC2,566$1.51M0.19%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,561$1.51M0.95%-3913F-HRTimeline
Impact Partnership Wealth, LLC2,550$1.5M0.3%+1,49513F-HRTimeline
Mullaney, Keating & Wright, Inc.2,544$1.5M1.01%-7413F-HRTimeline
Intelligence Driven Advisers, LLC2,541$1.5M0.28%-5,16113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,532$1.49M0.07%+45113F-HRTimeline
LCNB CORP2,530$1.49M0.54%-2813F-HRTimeline
Atlas Private Wealth Advisors2,525$1.49M0.21%+1213F-HRTimeline
Code Waechter LLC2,524$1.49M1.3%-3013F-HRTimeline
Randolph Co Inc2,524$1.49M0.17%-4513F-HRTimeline
Prepared Retirement Institute LLC2,519$1.48M0.85%-513F-HRTimeline
Karani Asset Management LLC2,513$1.48M1.38%13F-HRTimeline
Team Hewins, LLC2,511$1.48M0.58%013F-HR/ATimeline
Lantern Wealth Advisors, LLC2,504$1.47M0.96%-8113F-HRTimeline
Avantra Family Wealth, Inc.2,504$1.47M1.38%13F-HRTimeline
MAYPORT, LLC2,503$1.47M0.43%+1,16713F-HRTimeline
GEN Financial Management, INC.2,495$1.47M0.95%13F-HRTimeline
Range Financial Group LLC2,489$1.47M0.68%+31813F-HRTimeline
Parkside Advisors LLC2,485$1.46M0.34%-31613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,475$1.46M0.02%-8013F-HRTimelineGroup
Carl P. Sherr & Co., LLC2,467$1.45M0.76%-8413F-HRTimeline
SkyOak Wealth, LLC2,462$1.45M0.31%+9713F-HRTimeline
Waterfront Wealth Inc.2,457$1.45M0.35%-1413F-HRTimeline
Kelman-Lazarov, Inc.2,445$1.44M0.26%-67613F-HRTimeline
Brown Financial Advisory2,444$1.44M1.02%-9313F-HRTimeline
Moss Adams Wealth Advisors LLC2,441$1.44M0.15%-70613F-HRTimeline
Canopy Partners, LLC2,431$1.43M0.55%-5913F-HRTimeline
FSC Wealth Advisors, LLC2,423$1.43M0.92%+17013F-HRTimeline
Geometric Wealth Advisors2,418$1.42M0.26%+10013F-HRTimeline
Bogart Wealth, LLC2,415$1.42M0.07%-3213F-HRTimeline
Bragg Financial Advisors, Inc2,410$1.42M0.06%+34213F-HRTimeline
Watts Gwilliam & Co., LLC2,394$1.42M0.3%-7213F-HRTimeline
LEE DANNER & BASS INC2,403$1.41M0.11%+1,68213F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.41M1.42%13F-HRTimeline
Seneca Financial Advisors LLC2,390$1.41M0.7%+613F-HRTimeline
PRENTISS SMITH & CO INC2,387$1.41M0.92%-18013F-HRTimeline
Wealth Advisory Solutions, LLC2,387$1.41M0.39%+22413F-HRTimeline
NCM Capital Management, LLC2,384$1.4M0.63%-4913F-HRTimeline
REBALANCE, LLC2,383$1.4M0.1%-8113F-HRTimeline
CAMDEN NATIONAL BANK2,382$1.4M0.21%-5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TrinityPoint Wealth, LLC2,382$1.4M0.2%-313F-HRTimeline
Sharp Wealth Advisory, LLC2,377$1.4M1.06%+1,19113F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,375$1.4M0.36%-25013F-HRTimeline
CIBC WORLD MARKETS CORP2,372$1.4M0.01%-6513F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,367$1.39M0.18%-1613F-HRTimeline
Intergy Private Wealth, LLC2,365$1.39M0.52%+14413F-HRTimeline
Copia Wealth Management2,364$1.39M1.32%13F-HRTimeline
Athena Investment Management2,363$1.39M0.81%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,362$1.39M0.45%+213F-HRTimeline
JFG Wealth Management, LLC2,356$1.39M0.32%-46513F-HRTimeline
Destiny Wealth Partners, LLC2,355$1.39M0.23%+4013F-HRTimeline
Scientech Research LLC2,349$1.38M0.39%new13F-HRTimeline
Washington Trust Advisors, Inc.2,348$1.38M0.12%+4713F-HRTimeline
Embree Financial Group2,345$1.38M0.24%+1013F-HRTimeline
CORRADO ADVISORS, LLC2,342$1.38M0.9%-1713F-HRTimeline
Bank of Marin2,329$1.37M1.08%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,327$1.37M0.14%+113F-HRTimeline
Mendel Capital Management LLC2,325$1.37M0.83%+5813F-HRTimeline
Skyline Advisors, Inc.2,318$1.36M0.53%-2113F-HRTimeline
Lake Hills Wealth Management, LLC2,317$1.36M0.93%-813F-HRTimeline
Authentikos Wealth Advisory, LLC2,315$1.36M1.35%-26713F-HRTimeline
Greenspring Advisors, LLC2,306$1.36M0.3%-13513F-HRTimeline
Seascape Capital Management2,304$1.36M0.47%+213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,298$1.35M0.5%-70413F-HRTimeline
Samalin Investment Counsel, LLC2,293$1.35M0.58%+1,20313F-HRTimeline
Uptown Financial Advisors LLC2,292$1.35M1.45%13F-HRTimeline
Clarius Group, LLC2,289$1.35M0.09%-12913F-HRTimeline
Smith Salley Wealth Management2,288$1.35M0.09%+70713F-HRTimeline
Next Level Wealth Planning, LLC2,285$1.35M1.06%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,282$1.34M0.33%013F-HRTimeline
RoundAngle Advisors LLC2,277$1.34M1.28%13F-HRTimeline
Midwest Heritage Bank, FSB2,276$1.34M0.62%-10013F-HRTimeline
CRUX WEALTH ADVISORS2,275$1.34M0.75%13F-HRTimeline
PATRON PARTNERS, LLC2,273$1.34M0.73%-23413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,267$1.33M0.66%13F-HRTimeline
Capital Advisors, Ltd. LLC2,266$1.33M0.17%-5713F-HRTimeline
Violich Capital Management, Inc.2,265$1.33M0.17%+28013F-HRTimeline
Brookmont Capital Management2,261$1.33M0.71%-43213F-HRTimeline
Upper Left Wealth Management, LLC2,254$1.33M1.13%+72513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,247$1.32M0.32%-20613F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.32M0.05%013F-HRTimeline
Pitti Group Wealth Management, LLC2,245$1.32M1.34%-12913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,242$1.32M0.71%+213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,239$1.32M0.54%-4213F-HRTimeline
D. SCOTT NEAL, INC.2,237$1.32M0.72%+36013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,233$1.31M0.23%+613F-HRTimeline
BFI Infinity Ltd.2,213$1.3M1.41%13F-HRTimeline
Oak Harvest Investment Services2,212$1.3M0.18%013F-HRTimeline
HBC Financial Services, PLLC2,212$1.3M0.8%-12013F-HRTimeline
Gibbs Wealth Management2,211$1.3M0.35%+18213F-HRTimeline
Van Cleef Asset Management,Inc2,211$1.3M0.14%-3613F-HRTimeline
Roberts Wealth Advisors, LLC2,177$1.3M0.39%+3313F-HRTimeline