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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PARTHENON LLC2,937$1.82M0.21%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,924$1.82M0.18%013F-HRTimeline
PHILADELPHIA TRUST CO2,923$1.81M0.14%-1513F-HRTimeline
Ridgeline Wealth Planning, LLC2,916$1.81M1.49%+96413F-HRTimeline
Sterling Investment Counsel, LLC2,914$1.81M1.06%-8,93913F-HRTimeline
Atlantic Private Wealth, LLC2,900$1.8M1.21%-11213F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$1.8M0.44%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,897$1.8M0.1%-1013F-HRTimeline
Benin Management CORP2,890$1.79M0.47%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,883$1.79M<0.01%+6913F-HRTimelineGroup
Sebold Capital Management, Inc.2,883$1.79M1.1%+1113F-HRTimeline
NCM Capital Management, LLC2,861$1.79M0.73%+49813F-HRTimeline
KG Capital Management2,881$1.79M0.53%-7713F-HRTimeline
Advisory Alpha, LLC2,844$1.77M0.05%-18713F-HRTimeline
Tradewinds, LLC.2,842$1.76M1.34%+23713F-HRTimeline
Merkkuri Wealth Advisors LLC2,842$1.76M1.34%-3,01213F-HRTimeline
Accurate Wealth Management, LLC2,801$1.76M0.27%-5313F-HRTimeline
Berger Financial Group, Inc2,835$1.76M0.11%-313F-HRTimeline
Performance Wealth Partners, LLC2,834$1.76M0.06%+1,78513F-HRTimeline
Aspire Private Capital, LLC2,833$1.76M0.41%-2,11413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,830$1.76M0.16%+713F-HRTimeline
Capital Advisors, Ltd. LLC2,826$1.75M0.22%+55613F-HRTimeline
Aerodigm Wealth, LLC2,824$1.75M0.84%-66913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,812$1.75M0.45%-22513F-HRTimeline
Brown Miller Wealth Management, LLC2,809$1.74M0.54%-58213F-HRTimeline
Cape Investment Advisory, Inc.2,807$1.74M0.64%+74113F-HRTimeline
REBALANCE, LLC2,802$1.74M0.12%+913F-HRTimeline
Roble, Belko & Company, Inc2,793$1.73M0.25%013F-HRTimeline
Texas Capital Bank Wealth Management Se…2,788$1.73M0.16%-5013F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.73M1.4%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,784$1.73M0.35%-40213F-HRTimeline
Moss Adams Wealth Advisors LLC2,781$1.73M0.16%-36513F-HRTimeline
Financial Advisors, LLC2,771$1.72M0.32%-2713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,765$1.72M0.06%-5713F-HRTimeline
Enterprise Bank & Trust Co2,765$1.72M0.64%-4,60913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,762$1.71M0.07%-78613F-HRTimelineGroup
Austin Asset Management Co Inc2,759$1.71M0.33%-1413F-HRTimeline
EPIQ PARTNERS, LLC2,759$1.71M0.87%+9813F-HRTimeline
Bordeaux Wealth Advisors LLC2,740$1.7M0.22%-21013F-HRTimeline
Navis Wealth Advisors, LLC2,739$1.7M1.43%+1,84713F-HRTimeline
LM Advisors LLC2,736$1.7M0.22%-3013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,734$1.7M0.43%-4213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,732$1.7M1.09%-81113F-HRTimeline
17 CAPITAL PARTNERS, LLC2,719$1.69M0.97%+1513F-HRTimeline
Faithward Advisors, LLC2,716$1.69M0.26%-613F-HRTimeline
Kings Path Partners LLC2,716$1.69M0.68%+713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,713$1.68M0.6%-213F-HRTimeline
Altiora Financial Group, LLC2,708$1.68M0.33%+14013F-HRTimeline
Hummer Financial Advisory Services Inc2,704$1.68M1.26%+58513F-HRTimeline
Lakewood Asset Management LLC2,697$1.67M1.12%+12013F-HRTimeline
Exchange Capital Management, Inc.2,693$1.67M0.25%-29913F-HRTimeline
Summit Wealth Group, LLC2,683$1.67M0.43%+1,33213F-HRTimeline
Sandhill Capital Partners LLC2,683$1.67M0.12%-15813F-HRTimeline
EWG Elevate Inc.2,677$1.66M0.51%-3,84313F-HRTimeline
Second Line Capital, LLC2,675$1.66M0.39%-26913F-HRTimeline
Fortitude Advisory Group L.L.C.2,673$1.66M0.95%+21713F-HRTimeline
Morton Capital Management LLC/CA2,659$1.65M0.29%-6913F-HRTimeline
Fonville Wealth Management LLC2,658$1.65M0.42%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,657$1.65M0.12%+46813F-HRTimeline
LexAurum Advisors, LLC2,652$1.65M0.26%-36313F-HRTimeline
Factor Wealth Management LTD2,638$1.64M0.45%+51313F-HRTimeline
Intelligence Driven Advisers, LLC2,635$1.64M0.25%-1013F-HRTimeline
Christensen, King & Associates Investme…2,633$1.63M0.75%+9313F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,621$1.63M0.61%013F-HRTimeline
Arbor Investment Advisors, LLC2,616$1.62M0.21%013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,616$1.62M0.65%013F-HRTimeline
Samalin Investment Counsel, LLC2,613$1.62M0.62%+18813F-HRTimeline
Institute for Wealth Management, LLC.2,610$1.62M0.18%-91913F-HRTimeline
Capital Investment Counsel, LLC2,605$1.62M0.25%-12213F-HRTimeline
Israel Discount Bank of New York2,605$1.62M6.14%-48913F-HRTimeline
SIERRA OCEAN, LLC2,595$1.61M1.16%-8413F-HRTimeline
Watts Gwilliam & Co., LLC2,426$1.61M0.26%-49713F-HRTimeline
Kelman-Lazarov, Inc.2,585$1.6M0.26%-13213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,578$1.6M2.16%-52113F-HRTimeline
Outbound Financial Inc2,575$1.6M1.46%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,574$1.6M0.19%+16313F-HRTimeline
CURA WEALTH ADVISORS, LLC2,568$1.59M0.74%+23813F-HRTimeline
CALTON & ASSOCIATES, INC.2,566$1.59M0.28%+68413F-HRTimeline
DDD Partners, LLC2,565$1.59M0.17%-1613F-HRTimeline
EVERETT HARRIS & CO /CA/2,562$1.59M0.02%-1913F-HRTimeline
Quent Capital, LLC2,559$1.59M0.15%-26613F-HRTimeline
Trinity Financial Advisors LLC2,553$1.59M0.49%+1,21613F-HRTimeline
MBA Advisors LLC2,550$1.58M0.73%-22513F-HRTimeline
Round Rock Advisors LLC2,551$1.58M0.27%-11313F-HRTimeline
Bay Capital Advisors, LLC2,549$1.58M1.21%-6613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,545$1.58M0.49%-5413F-HR/ATimeline
Impact Partnership Wealth, LLC2,543$1.58M0.29%+9713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,541$1.58M0.17%+53613F-HR/ATimelineGroup
INSPIRION WEALTH ADVISORS, LLC2,525$1.57M0.21%-11513F-HRTimeline
Bogart Wealth, LLC2,524$1.57M0.07%+11513F-HRTimeline
MAYPORT, LLC2,522$1.57M0.38%+113F-HRTimeline
Oregon Pacific Wealth Management, LLC2,518$1.56M1.48%+27913F-HRTimeline
Sterling Wealth Management, Inc.2,518$1.56M0.53%13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,518$1.56M0.06%-74213F-HRTimelineGroup
Wealth Advisory Solutions, LLC2,514$1.56M0.4%-12313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,513$1.56M0.31%-8513F-HRTimeline
LTG Capital LLC2,505$1.56M1.33%-66113F-HRTimeline
AXIOM INVESTORS LLC /DE2,500$1.55M0.01%-10013F-HRTimeline
VestGen Investment Management2,491$1.55M1.11%-1,93813F-HRTimeline
Spartan Planning & Wealth Management2,487$1.54M1.32%+62413F-HRTimeline
Code Waechter LLC2,484$1.54M1.1%-66013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,484$1.54M+460Timeline
Frisch Financial Group, Inc.2,481$1.54M0.38%+99513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,481$1.54M0.01%-12513F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,480$1.54M0.27%-46113F-HRTimeline
SAXON INTERESTS, INC.2,739$1.54M0.72%013F-HRTimeline
Range Financial Group LLC2,477$1.54M0.6%+813F-HRTimeline
ABLE Financial Group, LLC2,477$1.54M0.37%+11613F-HRTimeline
Geometric Wealth Advisors2,474$1.54M0.23%+5613F-HRTimeline
BURNEY CO/2,473$1.54M0.05%+20513F-HRTimeline
PRENTISS SMITH & CO INC2,473$1.54M0.91%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,463$1.53M0.17%-4713F-HRTimeline
Westfuller Advisors, LLC2,457$1.53M0.87%-21213F-HRTimeline
Sheridan Capital Management, LLC2,447$1.52M1.05%new13F-HRTimeline
Carl P. Sherr & Co., LLC2,446$1.52M0.77%-2113F-HRTimeline
Ellevest, Inc.2,445$1.52M0.24%-39113F-HRTimeline
Sageworth Trust Co of South Dakota2,442$1.52M1.64%+1,14013F-HRTimeline
CORA CAPITAL ADVISORS LLC2,433$1.51M0.67%-41513F-HRTimeline
Atlatl Advisers LLC2,432$1.51M0.71%-2,43013F-HRTimeline
Wealthquest Corp2,427$1.51M0.12%+31513F-HRTimeline
Tanglewood Legacy Advisors, LLC2,420$1.5M0.62%-11013F-HRTimeline
Haverford Financial Services, Inc.2,420$1.5M0.44%013F-HRTimeline
Talisman Wealth Advisors LLC2,406$1.49M1.36%+17813F-HRTimeline
CIBC WORLD MARKETS CORP2,399$1.49M0.01%+713F-HRTimeline
Capital Asset Advisory Services LLC2,399$1.49M0.07%+81613F-HRTimeline
Plan A Wealth LLC2,398$1.49M0.84%+69013F-HRTimeline
Seneca Financial Advisors LLC2,393$1.49M0.57%+313F-HRTimeline
Brown Financial Advisory2,391$1.48M0.82%-2513F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.48M1.52%013F-HRTimeline
Guardian Asset Advisors, LLC2,383$1.48M0.85%-3213F-HRTimeline
CAMDEN NATIONAL BANK2,383$1.48M0.21%+2713F-HRTimeline
Waterfront Wealth Inc.2,378$1.48M0.33%-2013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,373$1.47M0.24%-24913F-HRTimeline
Oak Harvest Investment Services2,372$1.47M0.18%+12513F-HRTimeline
Family Office Research LLC2,371$1.47M0.7%+113F-HRTimeline
Accel Wealth Management2,371$1.47M0.49%013F-HRTimeline
McGuire Investment Group, LLC2,371$1.47M0.19%-23113F-HRTimeline
L2 Asset Management, LLC2,361$1.47M0.24%new13F-HRTimeline
Next Level Wealth Planning, LLC2,359$1.46M0.94%-7413F-HRTimeline
Sterling Capital Management LLC2,353$1.46M0.02%+17313F-HR/ATimeline
Copia Wealth Management2,353$1.46M1.23%+1713F-HRTimeline
RoundAngle Advisors LLC2,350$1.46M1.22%+2313F-HRTimeline
Pitti Group Wealth Management, LLC2,343$1.45M1.26%+6313F-HRTimeline
Ervin Investment Management, LLC2,336$1.45M0.91%-18813F-HRTimeline
Mullaney, Keating & Wright, Inc.2,331$1.45M0.95%+2713F-HRTimeline
Athena Investment Management2,330$1.45M0.81%-3313F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,327$1.44M0.17%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,326$1.44M0.5%+213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,325$1.44M0.43%+19013F-HRTimeline
SkyOak Wealth, LLC2,324$1.44M0.29%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,310$1.43M0.3%+2813F-HRTimeline
LEE DANNER & BASS INC2,307$1.43M0.11%-8613F-HRTimeline
Bank of Marin2,302$1.43M1.08%013F-HRTimeline
Hickory Point Bank & Trust2,299$1.43M1.15%+9113F-HRTimeline
Uptown Financial Advisors LLC2,292$1.42M1.32%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,292$1.42M0.13%+5513F-HRTimeline
Fiduciary Alliance LLC2,290$1.42M0.11%+90413F-HRTimeline
CORRADO ADVISORS, LLC2,287$1.42M0.87%+9513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,282$1.42M0.25%+613F-HRTimeline
Atlas Private Wealth Advisors2,277$1.41M0.18%-1813F-HRTimeline
HFG Advisors, Inc.2,269$1.41M1.12%-31213F-HRTimeline
Traub Capital Management LLC2,265$1.41M1.3%13F-HRTimeline
Clarendon Private LLC2,259$1.4M1.35%-1613F-HRTimeline
Destiny Wealth Partners, LLC2,257$1.4M0.19%-9913F-HRTimeline
Canopy Partners, LLC2,253$1.4M0.51%013F-HRTimeline
E&G Advisors, LLC2,248$1.4M0.36%-12313F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.39M0.05%013F-HRTimeline
NOVUS ADVISORS, LLC2,236$1.39M2.12%-2,70213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,245$1.39M0.02%-23013F-HRTimelineGroup
Harvest Investment Services, LLC2,219$1.38M0.31%+14513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,218$1.38M+1,132Timeline
Washington Trust Advisors, Inc.2,215$1.38M0.11%-14213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,214$1.37M0.12%+17313F-HR/ATimeline
BFI Infinity Ltd.2,213$1.37M1.15%new13F-HR/ATimeline
MBL Wealth, LLC2,207$1.37M0.13%+8013F-HRTimeline
Mattson Financial Services, LLC2,206$1.37M0.37%+1,98613F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,198$1.36M0.72%+1,13513F-HRTimeline
Coastal Bridge Advisors, LLC2,196$1.36M0.11%-78413F-HRTimeline
Center for Financial Planning, Inc.2,188$1.36M0.16%-1913F-HRTimeline
White Lighthouse Investment Management …2,185$1.36M0.22%+3813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,184$1.36M0.56%+3013F-HRTimeline
Frederick Financial Consultants, LLC2,178$1.35M0.84%+113F-HRTimeline
Integras Partners LLC2,178$1.35M1.36%+17713F-HRTimeline
SPINNAKER TRUST2,171$1.35M0.08%013F-HRTimeline
Southeast Asset Advisors, LLC2,170$1.35M0.16%+6513F-HRTimeline
Financial Advisors Network, Inc.2,168$1.35M0.2%+9313F-HRTimeline
Crew Capital Management, Ltd2,167$1.35M0.96%-16013F-HRTimeline
WealthTrust Axiom LLC2,163$1.34M0.39%+9213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,153$1.34M0.7%-713F-HRTimeline
Violich Capital Management, Inc.2,152$1.34M0.19%-22613F-HRTimeline
BALLAST ADVISORS LLC2,151$1.34M0.39%+14213F-HRTimeline
Marion Wealth Management2,148$1.33M0.33%+1,03113F-HRTimeline
McClarren Financial Advisors, Inc.2,145$1.33M0.87%-1,06213F-HRTimeline
Hunter Perkins Capital Management, LLC2,140$1.33M0.31%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,135$1.33M0.17%+4213F-HRTimeline
Root Financial Partners, LLC2,134$1.32M0.13%+13613F-HRTimeline
Apella Capital, LLC2,123$1.32M0.04%+64513F-HRTimeline
D. SCOTT NEAL, INC.2,129$1.32M0.66%+1113F-HRTimeline
Cannon Wealth Management Services, LLC2,128$1.32M1.08%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,126$1.32M2.7%+2,07013F-HRTimeline