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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Corundum Trust Company, INC2,957$1.66M4.79%013F-HRTimeline
Johnson Financial Group, LLC2,956$1.66M0.18%+98813F-HRTimeline
GEM Asset Management, LLC2,943$1.66M0.93%013F-HRTimeline
Bordeaux Wealth Advisors LLC2,950$1.66M0.31%+4713F-HRTimeline
Second Line Capital, LLC2,944$1.65M0.43%new13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,941$1.65M0.31%13F-HRTimeline
Advance Capital Management, Inc.2,940$1.65M0.08%+413F-HRTimeline
PHILADELPHIA TRUST CO2,938$1.65M0.14%013F-HRTimeline
PARTHENON LLC2,937$1.65M0.2%-1013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,924$1.64M0.19%013F-HRTimeline
Watts Gwilliam & Co., LLC2,923$1.64M0.36%+52913F-HRTimeline
STAR Financial Bank2,921$1.64M1.2%+1,45213F-HRTimeline
Allegheny Financial Group2,919$1.64M0.42%-59213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,907$1.63M0.09%-22013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$1.63M0.44%+52513F-HRTimeline
Benin Management CORP2,890$1.62M0.46%+4013F-HRTimeline
Sebold Capital Management, Inc.2,872$1.61M1.06%-13513F-HRTimeline
CORA CAPITAL ADVISORS LLC2,848$1.6M0.77%013F-HRTimeline
FreeGulliver LLC2,842$1.6M0.81%-10213F-HRTimeline
Sandhill Capital Partners LLC2,841$1.6M0.13%-9413F-HRTimeline
Berger Financial Group, Inc2,838$1.59M0.11%-14413F-HRTimeline
Texas Capital Bank Wealth Management Se…2,838$1.59M0.16%+11413F-HRTimeline
Ellevest, Inc.2,836$1.59M0.11%+413F-HRTimeline
Prossimo Advisors, LLC2,834$1.59M1.2%+613F-HRTimeline
Quent Capital, LLC2,825$1.59M0.17%-11,28513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,823$1.59M0.16%+513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,822$1.59M0.06%+1,32613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,814$1.58M<0.01%-1113F-HRTimelineGroup
Financial Advisors, LLC2,798$1.57M0.31%-3613F-HRTimeline
REBALANCE, LLC2,793$1.57M0.12%+41013F-HRTimeline
Roble, Belko & Company, Inc2,793$1.57M0.25%-313F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.56M1.37%013F-HRTimeline
Traveka Wealth, LLC2,785$1.56M0.88%-913F-HRTimeline
Embree Financial Group2,777$1.56M0.26%+43213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,776$1.56M0.43%+78613F-HRTimeline
MBA Advisors LLC2,775$1.56M0.77%-29113F-HRTimeline
Austin Asset Management Co Inc2,773$1.56M0.32%+3513F-HRTimeline
LM Advisors LLC2,766$1.55M0.28%-34013F-HRTimeline
VISTA FINANCE, LLC2,758$1.55M1.34%013F-HRTimeline
Forza Wealth Management, LLC2,754$1.55M0.7%-5013F-HRTimeline
SAXON INTERESTS, INC.2,739$1.54M0.72%-5513F-HRTimeline
Morton Capital Management LLC/CA2,728$1.53M0.3%+1013F-HRTimeline
Capital Investment Counsel, LLC2,727$1.53M0.25%-32813F-HRTimeline
Accurate Wealth Management, LLC2,854$1.53M0.29%-1,03513F-HRTimeline
Faithward Advisors, LLC2,722$1.53M0.27%013F-HRTimeline
Kelman-Lazarov, Inc.2,717$1.53M0.28%+27213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,715$1.53M0.59%+4113F-HRTimeline
Kings Path Partners LLC2,709$1.52M0.74%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,704$1.52M0.98%+14313F-HRTimeline
Engineers Gate Manager LP2,697$1.52M0.03%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,686$1.51M0.21%+50213F-HRTimeline
SIERRA OCEAN, LLC2,679$1.51M1.19%013F-HRTimeline
Westfuller Advisors, LLC2,669$1.5M1%-13,42513F-HRTimeline
MKT Advisors LLC2,960$1.5M0.7%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2,664$1.5M0.11%+2,43813F-HRTimeline
Round Rock Advisors LLC2,664$1.5M0.28%+1313F-HRTimeline
EPIQ PARTNERS, LLC2,661$1.5M0.79%+413F-HRTimeline
Fonville Wealth Management LLC2,658$1.49M0.44%-27413F-HRTimeline
Intelligence Driven Advisers, LLC2,645$1.49M0.29%+10413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,640$1.48M0.21%-1613F-HRTimeline
Wealth Advisory Solutions, LLC2,637$1.48M0.39%+25013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,622$1.47M0.27%-46513F-HRTimeline
Capital Square, LLC2,621$1.47M0.86%+1213F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,621$1.47M0.58%+113F-HRTimeline
Arbor Investment Advisors, LLC2,616$1.47M0.2%-3913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,616$1.47M0.67%-1113F-HRTimeline
Bay Capital Advisors, LLC2,615$1.47M1.22%-12613F-HRTimeline
Christensen, King & Associates Investme…2,540$1.47M0.7%+41013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,606$1.46M0.01%013F-HRTimelineGroup
Tradewinds, LLC.2,605$1.46M0.41%+1013F-HRTimeline
McGuire Investment Group, LLC2,602$1.46M0.22%-1313F-HRTimeline
AXIOM INVESTORS LLC /DE2,600$1.46M0.01%+1,10013F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC2,599$1.46M0.49%+30113F-HR/ATimeline
MJP ASSOCIATES INC /ADV2,598$1.46M0.26%+413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,598$1.46M0.31%+44713F-HRTimeline
L.K. Benson & Company, P.C.2,595$1.46M1.01%+1,46613F-HRTimeline
Rodgers & Associates, LTD2,591$1.46M0.18%-713F-HRTimeline
EVERETT HARRIS & CO /CA/2,581$1.45M0.02%-3013F-HRTimeline
HFG Advisors, Inc.2,581$1.45M1.24%013F-HRTimeline
DDD Partners, LLC2,581$1.45M0.18%+1513F-HRTimeline
Lakewood Asset Management LLC2,577$1.45M0.98%013F-HRTimeline
True North Advisors, LLC2,572$1.45M0.26%new13F-HRTimeline
Altiora Financial Group, LLC2,568$1.44M0.31%013F-HRTimeline
LCNB CORP2,559$1.44M0.53%+2913F-HRTimeline
Mechanics Bank Trust Department2,555$1.44M0.2%-3013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,530$1.42M0.62%-3713F-HRTimeline
Ervin Investment Management, LLC2,524$1.42M0.96%-9513F-HRTimeline
MAYPORT, LLC2,521$1.42M0.39%+1813F-HRTimeline
Team Hewins, LLC2,511$1.41M0.55%013F-HR/ATimeline
VISTA CAPITAL PARTNERS, INC.2,510$1.41M0.17%-39113F-HRTimeline
PBMares Wealth Management LLC2,505$1.41M0.28%-78413F-HRTimeline
Parkside Advisors LLC2,485$1.4M0.34%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,482$1.39M0.13%+98813F-HRTimeline
Financial Network Wealth Advisors LLC2,481$1.39M1.83%+1,22713F-HRTimeline
PRENTISS SMITH & CO INC2,473$1.39M0.9%+8613F-HRTimeline
Range Financial Group LLC2,469$1.39M0.62%-2013F-HRTimeline
Carl P. Sherr & Co., LLC2,467$1.39M0.76%013F-HRTimeline
Gibbs Wealth Management2,466$1.39M0.33%+25513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,475$1.38M0.03%013F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP2,455$1.38M0.06%+36413F-HRTimeline
Impact Partnership Wealth, LLC2,446$1.37M0.29%-10413F-HRTimeline
F/m Investments LLC2,672$1.37M0.05%+80013F-HRTimeline
Next Level Wealth Planning, LLC2,433$1.37M1.04%+14813F-HRTimeline
Samalin Investment Counsel, LLC2,425$1.36M0.55%+13213F-HRTimeline
Haverford Financial Services, Inc.2,420$1.36M0.42%+1,38013F-HRTimeline
GEN Financial Management, INC.2,420$1.36M0.92%-7513F-HRTimeline
Geometric Wealth Advisors2,418$1.36M0.23%013F-HRTimeline
Brown Financial Advisory2,416$1.36M0.86%-2813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,411$1.35M0.16%-21013F-HRTimeline
Bogart Wealth, LLC2,409$1.35M0.06%-613F-HRTimeline
Guardian Asset Advisors, LLC2,415$1.35M0.88%-18713F-HRTimeline
Randolph Co Inc2,405$1.35M0.16%-11913F-HRTimeline
Waterfront Wealth Inc.2,398$1.35M0.33%-5913F-HRTimeline
Avantra Family Wealth, Inc.2,396$1.35M1.29%-10813F-HRTimeline
LEE DANNER & BASS INC2,393$1.34M0.11%-1013F-HRTimeline
CIBC WORLD MARKETS CORP2,392$1.34M0.01%+2013F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.34M1.52%013F-HRTimeline
Seneca Financial Advisors LLC2,390$1.34M0.65%013F-HRTimeline
Violich Capital Management, Inc.2,378$1.34M0.18%+11313F-HRTimeline
Accel Wealth Management2,371$1.33M0.48%-20613F-HRTimeline
E&G Advisors, LLC2,371$1.33M0.38%-20513F-HRTimeline
Family Office Research LLC2,370$1.33M0.65%-30013F-HRTimeline
Athena Investment Management2,363$1.33M0.8%013F-HRTimeline
NCM Capital Management, LLC2,363$1.33M0.6%-2113F-HRTimeline
ABLE Financial Group, LLC2,361$1.33M0.37%+21213F-HRTimeline
Washington Trust Advisors, Inc.2,357$1.32M0.12%+913F-HRTimeline
Destiny Wealth Partners, LLC2,356$1.32M0.21%+113F-HRTimeline
CAMDEN NATIONAL BANK2,356$1.32M0.2%-2613F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,347$1.32M0.28%+48713F-HRTimeline
Copia Wealth Management2,336$1.31M1.21%-2813F-HRTimeline
CURA WEALTH ADVISORS, LLC2,330$1.31M0.53%+61813F-HRTimeline
Crew Capital Management, Ltd2,327$1.31M1.07%+18813F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,327$1.31M0.17%-4013F-HRTimeline
RoundAngle Advisors LLC2,327$1.31M1.2%+5013F-HRTimeline
Mendel Capital Management LLC2,326$1.31M0.79%+113F-HRTimeline
SkyOak Wealth, LLC2,324$1.31M0.29%-13813F-HRTimeline
Crown Wealth Group, LLC2,324$1.31M0.68%-78713F-HRTimeline
Skyline Advisors, Inc.2,318$1.3M0.51%013F-HRTimeline
PATRON PARTNERS, LLC2,312$1.3M0.7%+3913F-HRTimeline
Fortitude Advisory Group L.L.C.2,456$1.3M0.93%-17013F-HRTimeline
Parcion Private Wealth LLC2,306$1.3M0.11%+67713F-HRTimeline
Mullaney, Keating & Wright, Inc.2,304$1.29M0.87%-24013F-HRTimeline
Bank of Marin2,302$1.29M1.65%-2713F-HRTimeline
Atlas Private Wealth Advisors2,295$1.29M0.18%-23013F-HRTimeline
Clarius Group, LLC2,293$1.29M0.08%+413F-HRTimeline
Uptown Financial Advisors LLC2,292$1.29M1.33%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,290$1.29M0.48%-50413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,282$1.28M0.32%013F-HRTimeline
Pitti Group Wealth Management, LLC2,280$1.28M1.31%+3513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,276$1.28M0.25%+4313F-HRTimeline
Midwest Heritage Bank, FSB2,276$1.28M0.53%013F-HRTimeline
Clarendon Private LLC2,275$1.28M1.35%+15713F-HRTimeline
Capital Advisors, Ltd. LLC2,270$1.28M0.17%+413F-HRTimeline
Smith Salley Wealth Management2,269$1.27M0.08%-1913F-HRTimeline
BURNEY CO/2,268$1.27M0.05%-53013F-HRTimeline
Intergy Private Wealth, LLC2,268$1.27M0.48%-9713F-HRTimeline
Canopy Partners, LLC2,253$1.27M0.49%-17813F-HRTimeline
Revere Asset Management, Inc2,248$1.26M1.36%+1,62513F-HRTimeline
McClarren Financial Advisors, Inc.3,207$1.26M0.84%new13F-HRTimeline
Oak Harvest Investment Services2,247$1.26M0.18%+3513F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.26M0.05%013F-HRTimeline
Greenspring Advisors, LLC2,241$1.26M0.3%-6513F-HRTimeline
Oregon Pacific Wealth Management, LLC2,239$1.26M1.26%-1,87913F-HRTimeline
CRUX WEALTH ADVISORS2,238$1.26M0.65%-3713F-HRTimeline
Prepared Retirement Institute LLC2,238$1.26M0.8%-28113F-HRTimeline
MEANS INVESTMENT CO., INC.2,237$1.26M0.13%-9013F-HRTimeline
Talisman Wealth Advisors LLC2,228$1.25M1.29%+27313F-HRTimeline
SJS Investment Consulting Inc.2,227$1.25M0.21%+55513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC2,224$1.25M0.71%-1813F-HRTimeline
Hickory Point Bank & Trust2,208$1.24M1.09%+1,18713F-HRTimeline
Center for Financial Planning, Inc.2,207$1.24M0.16%+1,34713F-HRTimeline
CORRADO ADVISORS, LLC2,192$1.23M0.82%-15013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,189$1.23M0.11%+20613F-HRTimeline
FMB WEALTH MANAGEMENT2,181$1.23M0.68%+7813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,324$1.22M0.5%+8513F-HRTimeline
Sterling Capital Management LLC2,180$1.22M0.02%+5213F-HRTimeline
Frederick Financial Consultants, LLC2,177$1.22M0.88%+17913F-HRTimeline
SPINNAKER TRUST2,171$1.22M0.08%+10913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,160$1.21M0.73%+613F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…2,155$1.21M0.22%-3,52613F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC2,154$1.21M0.55%-4213F-HRTimeline
White Lighthouse Investment Management …2,147$1.21M0.22%-3213F-HRTimeline
Drake & Associates, LLC2,145$1.21M0.34%+23413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,144$1.2M0.29%-10313F-HRTimeline
Hunter Perkins Capital Management, LLC2,140$1.2M0.28%new13F-HRTimeline
Smart Money Group LLC2,137$1.2M0.41%-8,34313F-HR/ATimeline
Clear Harbor Asset Management, LLC2,136$1.2M0.1%+45913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,135$1.2M0.4%-22713F-HRTimeline
Cannon Wealth Management Services, LLC2,128$1.2M1.07%-1413F-HRTimeline
MBL Wealth, LLC2,127$1.2M0.12%+19513F-HRTimeline
Factor Wealth Management LTD2,125$1.19M0.37%-3513F-HRTimeline
Hummer Financial Advisory Services Inc2,119$1.19M0.97%+50913F-HRTimeline
D. SCOTT NEAL, INC.2,118$1.19M0.66%-11913F-HRTimeline
Wealthquest Corp2,112$1.19M0.1%-7113F-HR/ATimeline
S&T Bank/PA2,108$1.18M0.39%013F-HRTimeline
Southeast Asset Advisors, LLC2,105$1.18M0.15%+4713F-HRTimeline
Yarbrough Capital, LLC2,098$1.18M0.05%013F-HRTimeline
INDEPENDENT INVESTORS INC2,096$1.18M0.25%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,093$1.18M0.2%+49813F-HRTimeline
Comprehensive Financial Consultants Ins…2,091$1.17M0.42%-2613F-HRTimeline