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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WEATHERLY ASSET MANAGEMENT L. P.3,732$2.56M0.2%013F-HRTimeline
STAR Financial Bank3,726$2.55M1.3%+64013F-HRTimeline
SMART Wealth LLC3,718$2.55M0.78%+1,07213F-HRTimeline
Francis Financial, Inc.3,713$2.54M0.5%-18613F-HRTimeline
Pacific Park Financial, Inc.3,695$2.53M1.58%13F-HRTimeline
Texas Capital Bank Wealth Management Se…3,690$2.53M0.15%-3713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,690$2.53M0.33%-14313F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,686$2.52M0.34%+18813F-HRTimeline
Sunflower Bank, N.A.3,683$2.52M0.64%-1613F-HRTimeline
FIDUCIARY ADVISORS, INC.3,680$2.52M1.92%-5013F-HRTimeline
NTV Asset Management LLC3,667$2.51M0.27%-40013F-HRTimeline
Truvestments Capital LLC3,666$2.51M0.46%-17113F-HRTimeline
Advisory Alpha, LLC3,663$2.51M0.07%+78613F-HRTimeline
MONECO ADVISORS, LLC3,661$2.51M0.2%-5413F-HRTimeline
Schrum Private Wealth Management LLC3,658$2.51M1.85%+1013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,657$2.5M0.68%-5513F-HRTimeline
Greenspring Advisors, LLC3,645$2.5M0.15%+1,40413F-HRTimeline
Resurgent Financial Advisors LLC3,638$2.49M1.25%-9413F-HRTimeline
SOA Wealth Advisors, LLC.3,635$2.49M0.42%-29313F-HRTimeline
High Point Wealth Management, LLC3,635$2.49M2.34%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,630$2.49M0.25%+6513F-HRTimeline
Aspen Capital Management, LLC3,625$2.48M0.61%013F-HRTimeline
MONEYWISE, INC.3,622$2.48M1.03%+2313F-HRTimeline
Relyea Zuckerberg Hanson LLC3,612$2.47M0.25%+28713F-HRTimeline
Versant Capital Management, Inc3,611$2.47M0.31%-1113F-HRTimeline
Tennessee Valley Asset Management Partn…3,604$2.47M0.32%+20913F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,603$2.47M2.81%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,603$2.47M0.34%+37613F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC3,596$2.46M2.43%13F-HRTimeline
Strategic Equity Management3,594$2.46M0.83%-2913F-HRTimeline
Trinity Wealth Management, LLC3,589$2.46M0.91%-1013F-HRTimeline
Manchester Capital Management LLC3,585$2.46M0.33%-93213F-HRTimeline
BANK OZK3,579$2.45M0.87%+4713F-HRTimeline
Graetz Wealth LLC3,576$2.45M2.23%13F-HRTimeline
Essex LLC3,565$2.44M0.43%-213F-HRTimeline
StoneCrest Wealth Management, Inc.3,551$2.43M0.98%-8513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,548$2.43M0.15%-9913F-HRTimeline
Disciplined Investments, LLC3,540$2.43M0.93%-7413F-HRTimeline
First PREMIER Bank3,537$2.42M0.56%-6913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC3,533$2.42M0.37%+713F-HRTimeline
1ST SOURCE BANK3,526$2.42M0.13%-913F-HRTimeline
Indiana Trust & Investment Management Co3,524$2.41M0.71%013F-HRTimeline
Urban Wealth Management, LLC3,516$2.41M2.24%13F-HRTimeline
Beacon Capital Management, LLC3,503$2.4M0.37%+66213F-HRTimeline
Goldstein Advisors, LLC3,497$2.4M0.27%-10413F-HRTimeline
LongView Wealth Management3,428$2.39M0.58%+86613F-HRTimeline
Peak Financial Management, Inc.3,490$2.39M0.62%-3213F-HRTimeline
Aviance Capital Partners, LLC3,473$2.38M0.27%+1113F-HRTimeline
WJ Wealth Management, LLC3,466$2.37M1.04%-1713F-HRTimeline
Maple Capital Management, Inc.3,463$2.37M0.15%-3113F-HRTimeline
Formidable Asset Management, LLC3,535$2.37M0.34%+17713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,449$2.36M0.56%-51913F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,447$2.36M0.38%-413F-HRTimeline
Pacifica Partners Inc.3,432$2.36M1.05%-3713F-HRTimeline
Magnolia Private Wealth, LLC3,437$2.35M1.65%-39313F-HRTimeline
HHM Wealth Advisors, LLC3,432$2.35M0.28%+6513F-HRTimeline
WEIK CAPITAL MANAGEMENT3,430$2.35M0.88%-11513F-HRTimeline
Heritage Financial Services, LLC3,422$2.34M0.2%-14113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,420$2.34M1.46%new13F-HRTimeline
Granite FO LLC3,413$2.34M1.25%013F-HRTimeline
Envision Financial LLC3,410$2.34M1.23%-42013F-HRTimeline
Counterweight Ventures, LLC3,401$2.33M1.31%+4313F-HRTimeline
Cadence Bank3,395$2.33M0.14%013F-HRTimeline
Live Oak Private Wealth LLC3,389$2.32M0.32%-8813F-HRTimeline
Mattson Financial Services, LLC3,377$2.31M0.54%+3813F-HRTimeline
Narus Financial Partners, LLC3,377$2.31M0.64%+113F-HRTimeline
Denver PWM, LLC3,719$2.31M0.77%013F-HRTimeline
High Probability Advisors, LLC3,370$2.31M0.31%+2,30213F-HRTimeline
MJP ASSOCIATES INC /ADV3,370$2.31M0.29%-1013F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,369$2.31M0.62%+13313F-HRTimeline
Meadowbrook Advisors Group, LLC3,358$2.3M1.29%13F-HRTimeline
Tradition Wealth Management, LLC3,343$2.29M0.16%-6713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,341$2.29M0.56%-46013F-HRTimeline
Capital Investment Counsel, LLC3,335$2.28M0.32%+80313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,334$2.28M0.46%-4013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,330$2.28M0.32%-23313F-HRTimeline
FIRST MERCHANTS CORP3,327$2.28M0.08%+14013F-HRTimeline
YANKCOM Partnership3,316$2.27M0.97%+2213F-HRTimeline
DBK Financial Counsel, LLC3,313$2.27M1.74%-613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,312$2.27M0.09%-2613F-HRTimeline
Burton Enright Welch3,309$2.27M0.32%+19513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,306$2.26M0.35%+20813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,303$2.26M0.09%-913F-HRTimeline
Signature Wealth Management Partners, L…3,297$2.26M1.12%-2613F-HRTimeline
Berger Financial Group, Inc3,296$2.26M0.13%-613F-HRTimeline
Financial Symmetry Inc3,290$2.25M0.92%-3513F-HRTimeline
SlateStone Wealth, LLC3,285$2.25M0.19%+17113F-HRTimeline
GRANDFIELD & DODD, LLC3,284$2.25M0.13%-5013F-HRTimeline
Frontier Asset Management, LLC3,283$2.25M0.52%-1,82013F-HRTimeline
FARMERS TRUST CO3,279$2.25M0.37%-5713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,278$2.25M0.2%+113F-HRTimeline
SEARLE & CO.3,274$2.24M0.58%013F-HRTimeline
Values Added Financial LLC3,272$2.24M0.95%013F-HRTimeline
21 West Wealth Management LLC3,265$2.24M2.04%-2913F-HRTimeline
Octavia Wealth Advisors, LLC3,262$2.23M0.21%-5113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding3,259$2.23M-196Timeline
Ellevest, Inc.3,257$2.23M0.31%+15413F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC3,255$2.23M0.39%013F-HRTimelineGroup
FIDUCIARY MANAGEMENT INC /WI/3,246$2.22M0.02%+2,48013F-HRTimeline
Clarendon Private LLC3,241$2.22M1.88%+1,38113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,241$2.22M0.24%+7913F-HRTimeline
Scott Capital Advisors, LLC3,239$2.22M0.49%+1013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,222$2.21M0.24%-9113F-HRTimeline
Atlantic Private Wealth, LLC3,219$2.2M1.41%-16013F-HRTimeline
Sachetta, LLC3,214$2.2M1.21%-1,32713F-HRTimeline
PSI Advisors, LLC3,207$2.2M0.55%+7313F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,207$2.2M0.02%013F-HRTimelineGroup
Werba Rubin Papier Wealth Management3,204$2.19M0.59%-18113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,202$2.19M1.81%+54913F-HRTimeline
Iowa State Bank3,201$2.19M0.41%013F-HRTimeline
Integras Partners LLC3,199$2.19M1.77%-7813F-HRTimeline
FORBES J M & CO LLP3,197$2.19M0.18%+7213F-HRTimeline
F&V Capital Management, LLC3,194$2.19M0.47%013F-HR/ATimeline
Bragg Financial Advisors, Inc3,187$2.18M0.07%-3113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,183$2.18M0.72%-6013F-HRTimeline
Signature Equity Partners, LLC3,175$2.18M1.2%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,172$2.17M0.24%-15013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,165$2.17M0.5%-34413F-HRTimeline
Regent Peak Wealth Advisors LLC3,151$2.16M0.43%-18213F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$2.16M0.04%013F-HRTimeline
TABLEAUX LLC3,146$2.15M1.53%-3,20613F-HR/ATimeline
Smith Salley Wealth Management3,116$2.13M0.11%+3113F-HRTimeline
Kagan Cocozza Asset Management3,115$2.13M1.52%-2013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,108$2.13M1.57%+113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co3,099$2.12M0.01%+2,26413F-HRTimelineGroup
My Personal CFO, LLC3,093$2.12M0.88%-17,26813F-HRTimeline
Realta Investment Advisors3,090$2.12M0.7%-10213F-HRTimeline
Huntleigh Advisors, Inc.3,090$2.12M0.36%-2113F-HRTimeline
Arbor Wealth Advisors LLC3,069$2.1M1.5%+1113F-HRTimeline
Rodgers & Associates, LTD3,063$2.1M0.21%-1013F-HRTimeline
Performance Wealth Partners, LLC3,061$2.1M0.06%+34913F-HRTimeline
Aerodigm Wealth, LLC3,057$2.09M0.81%+23313F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC3,045$2.09M0.42%-1413F-HRTimeline
Sankala Group LLC3,023$2.08M1.67%13F-HRTimeline
Greenwich Wealth Management LLC3,036$2.08M0.09%+14113F-HRTimeline
KERR FINANCIAL PLANNING Corp3,050$2.08M2.81%+913F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,975$2.08M0.02%-35013F-HRTimeline
Johnson & White Wealth Management, LLC3,027$2.07M0.9%-5213F-HRTimeline
S Harris Financial Group, LLC3,026$2.07M1.99%13F-HRTimeline
Qube Research & Technologies Ltd3,018$2.07M<0.01%-4,88313F-HRTimeline
J2 Capital Management Inc3,014$2.06M1.51%+10513F-HRTimeline
Fingerlakes Wealth Management, Inc.3,011$2.06M1.31%-8213F-HRTimeline
Zullo Investment Group, Inc.3,005$2.06M0.75%-20613F-HRTimeline
Wealthquest Corp3,004$2.06M0.16%new13F-HRTimeline
Aspire Private Capital, LLC2,998$2.05M0.46%-6013F-HRTimeline
Bolthouse Investments, LLC2,992$2.05M1.82%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.2,989$2.05M1.92%13F-HRTimeline
CNB Bank2,986$2.05M0.84%-1213F-HRTimeline
Crusonia Wealth Advisors LLC2,983$2.04M0.45%13F-HRTimeline
Bath Savings Trust Co2,982$2.04M0.2%+4013F-HRTimeline
Clarius Group, LLC2,980$2.04M0.12%+213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,979$2.04M0.69%+9213F-HR/ATimeline
Archer Investment Corp2,977$2.04M0.46%-11513F-HRTimeline
GEM Asset Management, LLC2,943$2.04M0.91%013F-HRTimeline
Broussard Financial Group LLC2,975$2.04M1.65%13F-HRTimeline
MKT Advisors LLC2,942$2.03M0.69%-1813F-HRTimeline
CALTON & ASSOCIATES, INC.2,962$2.03M0.3%+39413F-HRTimeline
Morton Capital Management LLC/CA2,960$2.03M0.31%+31313F-HRTimeline
Wealthfront Advisers LLC2,960$2.03M<0.01%+1,16213F-HRTimeline
Clarity Retirement & Wealth, LLC2,957$2.03M1.78%13F-HRTimeline
ZEGA Investments, LLC2,956$2.02M0.39%-513F-HRTimeline
ALM First Financial Advisors, LLC2,955$2.02M0.4%new13F-HRTimeline
LEE DANNER & BASS INC2,944$2.02M0.14%013F-HRTimeline
Austin Asset Management Co Inc2,944$2.02M0.33%+18513F-HRTimeline
Corundum Trust Company, INC2,943$2.02M4.59%-1413F-HRTimeline
DDD Partners, LLC2,942$2.01M0.13%+37713F-HRTimeline
EPIQ PARTNERS, LLC2,938$2.01M0.94%+213F-HRTimeline
PATRON PARTNERS, LLC2,935$2.01M0.9%-14113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,934$2.01M0.04%-30513F-HRTimeline
Union Bancaire Privee, UBP SA3,697$2.01M0.02%+2,64013F-HRTimeline
PHILADELPHIA TRUST CO2,923$2M0.14%013F-HRTimeline
Benin Management CORP2,920$2M0.45%013F-HRTimeline
Capital Square, LLC2,918$2M1.02%-4713F-HRTimeline
Generations Wealth, LLC2,916$2M2.04%13F-HRTimeline
Thayer Partners, LLC / MA2,913$1.99M0.97%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$1.99M0.46%013F-HRTimeline
Oak Harvest Investment Services2,899$1.99M0.22%+51413F-HRTimeline
Westchester Capital Management, Inc.2,896$1.98M0.41%013F-HRTimeline
Whipplewood Advisors, LLC2,896$1.98M1.27%-3313F-HRTimeline
TCV Trust & Wealth Management, Inc.2,884$1.98M0.16%-33413F-HRTimeline
Greenline Partners, LLC2,877$1.97M0.23%013F-HRTimeline
True North Advisors, LLC2,874$1.97M0.25%+63613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,868$1.96M0.01%+14413F-HRTimeline
Plancorp, LLC2,866$1.96M0.06%+2813F-HRTimeline
EHRLICH FINANCIAL GROUP2,866$1.96M1.12%-4913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,858$1.96M0.16%+2413F-HRTimeline
Moss Adams Wealth Advisors LLC2,855$1.96M0.14%+113F-HRTimeline
BETO FINANCIAL GROUP, LLC2,795$1.95M1.32%13F-HRTimeline
PARTHENON LLC2,850$1.95M0.21%-3713F-HRTimeline
REBALANCE, LLC2,833$1.94M0.11%+2213F-HRTimeline
Goodwin Investment Advisory2,825$1.93M2.12%-13313F-HRTimeline
Round Rock Advisors LLC2,824$1.93M0.29%+22613F-HR/ATimeline
Laurel Wealth Advisors LLC2,815$1.93M0.25%-1,51613F-HRTimeline
Trinity Financial Advisors LLC2,803$1.92M0.54%+24413F-HRTimeline
F/m Investments LLC2,802$1.92M0.07%-1913F-HRTimeline
Fiduciary Alliance LLC2,801$1.92M0.13%+45213F-HRTimeline
Accurate Wealth Management, LLC2,752$1.92M0.24%+7513F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.91M1.42%013F-HRTimeline
Vigilare Wealth Management2,778$1.9M0.64%-15413F-HRTimeline
Amicus Financial Advisors, LLC2,777$1.9M0.53%13F-HRTimeline