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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MKT Advisors LLC2,960$1.99M0.74%013F-HRTimeline
Capital Square, LLC2,965$1.98M1.01%+3413F-HRTimeline
ZEGA Investments, LLC2,961$1.98M0.45%-6313F-HRTimeline
Goodwin Investment Advisory2,958$1.98M2.12%-1,43313F-HRTimeline
Corundum Trust Company, INC2,957$1.98M4.29%013F-HRTimeline
GEM Asset Management, LLC2,943$1.98M0.94%013F-HRTimeline
Ridgeline Wealth Planning, LLC2,946$1.97M1.48%+3013F-HRTimeline
LEE DANNER & BASS INC2,944$1.97M0.14%+63713F-HRTimeline
Bath Savings Trust Co2,942$1.97M0.19%+313F-HRTimeline
EPIQ PARTNERS, LLC2,936$1.97M0.93%+17713F-HRTimeline
Vigilare Wealth Management2,932$1.96M0.68%-5113F-HRTimeline
Whipplewood Advisors, LLC2,929$1.96M1.29%-39313F-HRTimeline
PHILADELPHIA TRUST CO2,923$1.96M0.14%013F-HRTimeline
Benin Management CORP2,920$1.95M0.46%+3013F-HRTimeline
EHRLICH FINANCIAL GROUP2,915$1.95M1.16%-16313F-HRTimeline
J2 Capital Management Inc2,909$1.95M1.46%-70313F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$1.94M0.45%013F-HRTimeline
Advance Capital Management, Inc.2,900$1.94M0.08%-5413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,898$1.94M0.37%+38513F-HRTimeline
Westchester Capital Management, Inc.2,896$1.94M0.42%new13F-HRTimeline
Greenwich Wealth Management LLC2,895$1.94M0.1%-36413F-HRTimeline
Advisory Alpha, LLC2,877$1.94M0.05%+3313F-HRTimeline
PARTHENON LLC2,887$1.93M0.21%-5013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,887$1.93M0.65%-43613F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,879$1.93M0.38%+9513F-HRTimeline
Greenline Partners, LLC2,877$1.93M0.23%new13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,872$1.92M0.1%-2513F-HRTimeline
Moss Adams Wealth Advisors LLC2,854$1.91M0.15%+7313F-HRTimeline
Beacon Capital Management, LLC2,841$1.9M0.27%-27513F-HRTimeline
Plancorp, LLC2,838$1.9M0.06%-1,78213F-HRTimeline
Aerodigm Wealth, LLC2,824$1.9M0.8%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,834$1.9M0.16%+413F-HRTimeline
F/m Investments LLC2,821$1.89M0.07%-82413F-HRTimeline
REBALANCE, LLC2,811$1.88M0.11%+913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,252$1.88M0.26%+72713F-HRTimeline
VestGen Investment Management2,796$1.87M1.12%+30513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,789$1.87M0.63%+7613F-HRTimeline
Brown Miller Wealth Management, LLC2,786$1.86M0.53%-2313F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.86M1.44%013F-HRTimeline
Capital Advisors, Ltd. LLC2,778$1.86M0.21%-4813F-HRTimeline
Strategic Financial Concepts, LLC2,790$1.86M0.27%-1,26813F-HRTimeline
Northwest Capital Management Inc2,775$1.86M1.95%-1,29513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,774$1.86M0.16%-15013F-HRTimeline
Financial Advisors, LLC2,771$1.85M0.33%013F-HRTimeline
Destiny Wealth Partners, LLC2,763$1.85M0.23%+50613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,760$1.85M0.43%-5213F-HRTimeline
Austin Asset Management Co Inc2,759$1.85M0.34%013F-HRTimeline
Lakewood Asset Management LLC2,744$1.84M1.11%+4713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,741$1.83M1.06%+913F-HRTimeline
LM Advisors LLC2,736$1.83M0.26%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,732$1.83M0.43%-213F-HRTimeline
Sandhill Capital Partners LLC2,726$1.82M0.13%+4313F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,724$1.82M0.01%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,717$1.82M0.2%+17613F-HR/ATimelineGroup
Kings Path Partners LLC2,716$1.82M0.67%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,713$1.82M0.99%-613F-HRTimeline
Navis Wealth Advisors, LLC2,713$1.82M1.36%-2613F-HRTimeline
Performance Wealth Partners, LLC2,712$1.82M0.05%-12213F-HRTimeline
Bogart Wealth, LLC2,711$1.81M0.07%+18713F-HRTimeline
Hummer Financial Advisory Services Inc2,704$1.81M1.32%013F-HRTimeline
Almanack Investment Partners, LLC.2,702$1.81M0.28%-29513F-HRTimeline
AXIOM INVESTORS LLC /DE2,700$1.81M0.01%+20013F-HRTimeline
Geometric Wealth Advisors2,692$1.8M0.24%+21813F-HRTimeline
Roble, Belko & Company, Inc2,686$1.8M0.24%-10713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,683$1.8M2.26%+10513F-HRTimeline
THEORY FINANCIAL LLC2,656$1.79M0.63%-42413F-HRTimeline
Israel Discount Bank of New York2,671$1.79M5.29%+6613F-HRTimeline
PBMares Wealth Management LLC2,669$1.79M0.29%+61213F-HRTimeline
SAXON INTERESTS, INC.2,755$1.79M0.7%+1613F-HRTimeline
Accurate Wealth Management, LLC2,677$1.78M0.24%-12413F-HRTimeline
Fortitude Advisory Group L.L.C.2,659$1.78M0.96%-1413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,654$1.78M0.12%-313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,653$1.78M1.82%-35713F-HR/ATimeline
Sterling Capital Management LLC2,652$1.77M0.03%+29913F-HRTimeline
Factor Wealth Management LTD2,650$1.77M0.44%+1213F-HRTimeline
Morton Capital Management LLC/CA2,647$1.77M0.29%-1213F-HRTimeline
SMART Wealth LLC2,646$1.77M0.67%+68113F-HRTimeline
Parcion Private Wealth LLC2,645$1.77M0.11%-914,41313F-HRTimeline
KG Capital Management2,631$1.76M0.48%-25013F-HRTimeline
LexAurum Advisors, LLC2,628$1.76M0.25%-2413F-HRTimeline
Christensen, King & Associates Investme…2,626$1.76M0.76%-713F-HRTimeline
Intelligence Driven Advisers, LLC2,625$1.76M0.24%-1013F-HRTimeline
Randolph Co Inc2,624$1.76M0.17%-65113F-HRTimeline
Institute for Wealth Management, LLC.2,623$1.76M0.18%+1313F-HRTimeline
Altiora Financial Group, LLC2,622$1.75M0.32%-8613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,622$1.75M0.66%+613F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,621$1.75M0.64%013F-HRTimeline
Second Line Capital, LLC2,619$1.75M0.36%-5613F-HRTimeline
Samalin Investment Counsel, LLC2,614$1.75M0.6%+113F-HRTimeline
Faithward Advisors, LLC2,611$1.75M0.26%-10513F-HRTimeline
Allie Family Office LLC2,604$1.74M0.83%-1,50013F-HRTimeline
Plan A Wealth LLC2,598$1.74M0.88%+20013F-HRTimeline
Kelman-Lazarov, Inc.2,595$1.74M0.26%+1013F-HRTimeline
Round Rock Advisors LLC2,598$1.74M0.27%+4713F-HRTimeline
Summit Wealth Group, LLC2,591$1.73M0.42%-9213F-HRTimeline
Bay Capital Advisors, LLC2,576$1.72M1.12%+2713F-HRTimeline
CALTON & ASSOCIATES, INC.2,568$1.72M0.26%+213F-HRTimeline
CURA WEALTH ADVISORS, LLC2,568$1.72M0.66%013F-HRTimeline
DDD Partners, LLC2,565$1.72M0.11%013F-HRTimeline
Wealth Advisory Solutions, LLC2,564$1.72M0.42%+5013F-HRTimeline
Cannon Advisors, Inc.2,541$1.72M1.15%+2,21613F-HRTimeline
LongView Wealth Management2,562$1.71M0.46%+48613F-HRTimeline
MBA Advisors LLC2,559$1.71M0.73%+913F-HRTimeline
Quent Capital, LLC2,559$1.71M0.14%013F-HRTimeline
Trinity Financial Advisors LLC2,559$1.71M0.49%+613F-HRTimeline
Outbound Financial Inc2,558$1.71M1.4%-1713F-HRTimeline
CAMDEN NATIONAL BANK2,542$1.7M0.24%+15913F-HRTimeline
Waterfront Wealth Inc.2,537$1.7M0.35%+15913F-HRTimeline
Haverford Financial Services, Inc.2,540$1.7M0.48%+12013F-HRTimeline
LTG Capital LLC2,536$1.7M1.34%+3113F-HRTimeline
Capital Investment Counsel, LLC2,532$1.69M0.25%-7313F-HRTimeline
Tradewinds, LLC.2,518$1.69M0.41%-32413F-HRTimeline
MAYPORT, LLC2,516$1.68M0.36%-613F-HRTimeline
INTRUST BANK NA2,498$1.67M0.14%-1,03013F-HRTimeline
Sheridan Capital Management, LLC2,497$1.67M0.88%+5013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,493$1.67M0.47%-5213F-HR/ATimeline
Talisman Wealth Advisors LLC2,485$1.66M1.38%+7913F-HRTimeline
Frisch Financial Group, Inc.2,482$1.66M0.39%+113F-HRTimeline
Range Financial Group LLC2,479$1.66M0.6%+213F-HRTimeline
Code Waechter LLC2,479$1.65M1.08%-513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,464$1.65M<0.01%new13F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…2,454$1.64M0.25%+8113F-HRTimeline
SIERRA OCEAN, LLC2,450$1.64M1.38%-14513F-HRTimeline
EVERETT HARRIS & CO /CA/2,447$1.64M0.02%-11513F-HRTimeline
Sageworth Trust Co of South Dakota2,442$1.63M1.54%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,437$1.63M0.24%-4313F-HRTimeline
Next Level Wealth Planning, LLC2,437$1.63M0.92%+7813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,433$1.63M0.06%-8513F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,430$1.63M0.63%+1013F-HRTimeline
Watts Gwilliam & Co., LLC2,427$1.62M0.26%+113F-HRTimeline
Carl P. Sherr & Co., LLC2,415$1.62M0.77%-3113F-HRTimeline
BURNEY CO/2,414$1.62M0.05%-5913F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,414$1.62M3.29%+28813F-HRTimeline
Wallace Advisory Group, LLC2,590$1.61M1.29%-2,33113F-HRTimeline
Seneca Financial Advisors LLC2,396$1.6M0.52%+313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,396$1.6M0.34%+8613F-HRTimeline
Family Office Research LLC2,392$1.6M0.7%+2113F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.6M1.28%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,390$1.6M0.16%-7313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,386$1.6M0.02%-95613F-HRTimelineGroup
Oak Harvest Investment Services2,385$1.6M0.19%+1313F-HRTimeline
Brown Financial Advisory2,375$1.59M0.83%-1613F-HRTimeline
McGuire Investment Group, LLC2,373$1.59M0.18%+213F-HRTimeline
NCM Capital Management, LLC2,363$1.58M0.61%-49813F-HRTimeline
Investment Planning Advisors, Inc.2,360$1.58M0.5%+1,38013F-HRTimeline
Guardian Asset Advisors, LLC2,354$1.58M0.85%-2913F-HRTimeline
Sterling Wealth Management, Inc.2,351$1.57M0.48%-16713F-HRTimeline
Mullaney, Keating & Wright, Inc.2,350$1.57M0.87%+1913F-HRTimeline
Fiduciary Alliance LLC2,349$1.57M0.11%+5913F-HRTimeline
Impact Partnership Wealth, LLC2,347$1.57M0.23%-19613F-HRTimeline
CORA CAPITAL ADVISORS LLC2,341$1.57M0.67%-9213F-HRTimeline
Copia Wealth Management2,340$1.57M1.16%-1313F-HRTimeline
E&G Advisors, LLC2,338$1.56M0.36%+9013F-HRTimeline
Accel Wealth Management2,328$1.56M0.45%-4313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,328$1.56M0.49%+213F-HRTimeline
SkyOak Wealth, LLC2,324$1.56M0.29%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,322$1.55M0.03%+7713F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC2,313$1.55M0.17%-1413F-HRTimeline
Athena Investment Management2,310$1.55M0.81%-2013F-HRTimeline
Bank of Marin2,302$1.54M1.09%013F-HRTimeline
Avantra Family Wealth, Inc.2,301$1.54M1.15%new13F-HRTimeline
Hickory Point Bank & Trust2,299$1.54M1.15%013F-HRTimeline
HFG Advisors, Inc.2,298$1.54M1.13%+2913F-HRTimeline
CORRADO ADVISORS, LLC2,293$1.53M0.82%+613F-HRTimeline
Spartan Planning & Wealth Management2,293$1.53M1.2%-19413F-HRTimeline
Uptown Financial Advisors LLC2,292$1.53M1.35%013F-HRTimeline
Violich Capital Management, Inc.2,290$1.53M0.18%+13813F-HRTimeline
LEIGH BALDWIN & CO., LLC2,289$1.53M0.86%+25013F-HR/ATimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,287$1.53M0.26%+513F-HRTimeline
Clear Harbor Asset Management, LLC2,286$1.53M0.11%+17113F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC2,276$1.52M0.58%+9213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,274$1.52M0.41%-5113F-HRTimeline
Capital Asset Advisory Services LLC2,268$1.52M0.07%-13113F-HRTimeline
RoundAngle Advisors LLC2,268$1.52M1.18%-8213F-HRTimeline
Canopy Partners, LLC2,253$1.51M0.5%013F-HRTimeline
Washington Trust Advisors, Inc.2,251$1.51M0.11%+3613F-HRTimeline
SPINNAKER TRUST2,251$1.51M0.08%+8013F-HRTimeline
Traub Capital Management LLC2,247$1.5M1.49%-1813F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.5M0.05%013F-HRTimeline
Greenspring Advisors, LLC2,241$1.5M0.27%13F-HRTimeline
Ervin Investment Management, LLC2,241$1.5M0.86%-9513F-HRTimeline
True North Advisors, LLC2,238$1.5M0.24%+28813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,229$1.49M0.67%+40413F-HRTimelineGroup
PENINSULA ASSET MANAGEMENT INC2,225$1.49M0.76%+2713F-HRTimeline
BFI Infinity Ltd.2,213$1.48M0.99%013F-HR/ATimeline
Wills Financial Group LLC2,213$1.48M0.61%+11913F-HRTimeline
Arbor Investment Advisors, LLC2,212$1.48M0.19%-40413F-HRTimeline
COZAD ASSET MANAGEMENT INC2,204$1.48M0.12%-1013F-HRTimeline
WealthTrust Axiom LLC2,201$1.47M0.39%+3813F-HRTimeline
Apella Capital, LLC2,196$1.46M0.03%+7313F-HRTimeline
White Lighthouse Investment Management …2,172$1.45M0.22%-1313F-HRTimeline
Center for Financial Planning, Inc.2,171$1.45M0.16%-1713F-HRTimeline
Southeast Asset Advisors, LLC2,170$1.45M0.16%013F-HRTimeline
Pitti Group Wealth Management, LLC2,163$1.45M1.23%-18013F-HRTimeline
Frederick Financial Consultants, LLC2,157$1.44M0.81%-2113F-HRTimeline
Marion Wealth Management2,148$1.44M0.34%013F-HRTimeline
LifeWealth Investments, LLC2,148$1.44M0.47%+9113F-HR/ATimeline
Financial Advisors Network, Inc.2,147$1.44M0.2%-2113F-HRTimeline
Root Financial Partners, LLC2,146$1.44M0.09%+1213F-HRTimeline
MBL Wealth, LLC2,141$1.43M0.13%-6613F-HRTimeline