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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Aspire Private Capital, LLC3,671$2.4M0.54%+67313F-HRTimeline
Goldstein Advisors, LLC3,667$2.4M0.27%+17013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,655$2.39M0.43%-213F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,652$2.38M0.31%+4913F-HRTimeline
Strategic Equity Management3,649$2.38M0.9%+5513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,646$2.38M0.13%-10213F-HRTimelineGroup
Francis Financial, Inc.3,643$2.38M0.44%-7013F-HRTimeline
Trivium Point Advisory, LLC3,642$2.38M0.43%-1,43713F-HRTimeline
Downshift Financial, LLC3,335$2.38M1.23%-97713F-HRTimeline
Essex LLC3,614$2.36M0.42%+4913F-HRTimeline
Schrum Private Wealth Management LLC3,613$2.36M1.8%-4513F-HRTimeline
Relyea Zuckerberg Hanson LLC3,612$2.36M0.24%013F-HRTimeline
Scott Capital Advisors, LLC3,453$2.36M0.48%+21413F-HRTimeline
Trinity Wealth Management, LLC3,589$2.34M0.86%013F-HRTimeline
REGIMEN WEALTH, LLC3,586$2.34M0.68%-92313F-HRTimeline
Graetz Wealth LLC3,586$2.34M2.09%+1013F-HRTimeline
Truvestments Capital LLC3,567$2.33M0.42%-9913F-HRTimeline
VISTA FINANCE, LLC3,564$2.33M1.85%+1,30413F-HRTimeline
Huntleigh Advisors, Inc.3,555$2.32M0.4%+46513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,553$2.32M0.12%-67213F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,551$2.32M2.66%-5213F-HRTimeline
SOA Wealth Advisors, LLC.3,551$2.32M0.44%-8413F-HRTimeline
KERR FINANCIAL PLANNING Corp3,246$2.31M1.63%+19613F-HR/ATimeline
Greenspring Advisors, LLC3,541$2.31M0.14%-10413F-HRTimeline
High Point Wealth Management, LLC3,540$2.31M2.23%-9513F-HRTimeline
MONECO ADVISORS, LLC3,538$2.31M0.18%-12313F-HRTimeline
Signature Wealth Management Partners, L…3,526$2.3M1.16%+22913F-HRTimeline
Urban Wealth Management, LLC3,516$2.3M2.35%013F-HRTimeline
Aspen Capital Management, LLC3,514$2.3M0.57%-11113F-HRTimeline
FIDUCIARY ADVISORS, INC.3,514$2.3M1.72%-16613F-HRTimeline
Garden State Investment Advisory Servic…3,509$2.29M0.55%-53113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,511$2.29M0.22%-1,73813F-HRTimeline
Versant Capital Management, Inc3,511$2.29M0.23%-10013F-HRTimeline
First PREMIER Bank3,511$2.29M0.53%-2613F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC3,502$2.29M2.26%-9413F-HRTimeline
Disciplined Investments, LLC3,491$2.28M0.82%-4913F-HRTimeline
Aviance Capital Partners, LLC3,481$2.27M0.27%+813F-HRTimeline
YANKCOM Partnership3,480$2.27M0.93%+16413F-HRTimeline
Trust Co of Tennessee3,473$2.27M0.42%-49313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,471$2.27M0.55%+13013F-HRTimeline
StoneCrest Wealth Management, Inc.3,463$2.26M0.96%-8813F-HRTimeline
Union Bancaire Privee, UBP SA4,305$2.26M0.03%+60813F-HRTimeline
Tradition Wealth Management, LLC3,458$2.26M0.16%+11513F-HRTimeline
Glass Jacobson Investment Advisors llc3,457$2.26M0.78%-29913F-HRTimeline
Octavia Wealth Advisors, LLC3,457$2.26M0.22%+19513F-HRTimeline
1ST SOURCE BANK3,452$2.25M0.12%-7413F-HRTimeline
WEIK CAPITAL MANAGEMENT3,443$2.25M0.9%+1313F-HRTimeline
Holistic Financial Partners3,433$2.24M0.83%+1,43013F-HRTimeline
Live Oak Private Wealth LLC3,410$2.23M0.31%+2113F-HRTimeline
Regent Peak Wealth Advisors LLC3,409$2.23M0.45%+25813F-HRTimeline
Roan Capital Partners3,409$2.23M2.06%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,404$2.22M0.24%+16313F-HRTimeline
Berger Financial Group, Inc3,402$2.22M0.12%+10613F-HRTimeline
Peak Financial Management, Inc.3,398$2.22M0.56%-9213F-HRTimeline
Narus Financial Partners, LLC3,397$2.22M0.58%+2013F-HRTimeline
NTV Asset Management LLC3,392$2.22M0.24%-27513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,392$2.22M0.01%new13F-HRTimelineGroup
Commerce Advisors, LLC3,378$2.21M1.85%13F-HRTimeline
VAN STRUM & TOWNE INC.3,361$2.19M0.64%-46013F-HRTimeline
Root Financial Partners, LLC3,345$2.19M0.1%+72913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,334$2.18M0.45%013F-HRTimeline
Quattro Advisors LLC3,331$2.18M1.89%+56513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,329$2.17M1.59%+12713F-HRTimeline
MJP ASSOCIATES INC /ADV3,327$2.17M0.26%-4313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,315$2.17M0.34%+913F-HRTimeline
Meadowbrook Advisors Group, LLC3,314$2.16M1.29%-4413F-HRTimeline
Corundum Trust Company, INC3,306$2.16M4.93%+36313F-HRTimeline
FIRST MERCHANTS CORP3,302$2.16M0.08%-2513F-HRTimeline
RIVERSEDGE ADVISORS, LLC3,291$2.15M0.35%-15613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,289$2.15M0.2%+1113F-HRTimeline
Morton Capital Management LLC/CA3,286$2.15M0.32%+32613F-HRTimeline
Lantern Wealth Advisors, LLC3,284$2.15M1.1%+1,14413F-HRTimeline
SlateStone Wealth, LLC3,283$2.15M0.18%-213F-HRTimeline
Ellevest, Inc.3,283$2.14M0.3%+2613F-HRTimeline
Laurel Wealth Advisors LLC2,894$2.14M0.21%+7913F-HRTimeline
SEARLE & CO.3,274$2.14M0.54%013F-HRTimeline
Iowa State Bank3,273$2.14M0.39%+7213F-HRTimeline
Values Added Financial LLC3,272$2.14M0.9%013F-HRTimeline
TOWER BRIDGE ADVISORS3,266$2.13M0.21%new13F-HRTimeline
WJ Wealth Management, LLC3,264$2.13M1%-20213F-HRTimeline
SEEDS INVESTOR LLC3,050$2.13M0.29%+2,46113F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC3,255$2.13M0.39%013F-HRTimelineGroup
J2 Capital Management Inc3,250$2.12M1.46%+23613F-HRTimeline
CEERA INVESTMENTS, LLC3,246$2.12M0.93%+60513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,243$2.12M0.08%-6913F-HRTimeline
626 Financial, LLC3,237$2.11M0.95%+2,85013F-HRTimeline
21 West Wealth Management LLC3,236$2.11M1.96%-2913F-HRTimeline
Burton Enright Welch3,235$2.11M0.29%-7413F-HRTimeline
VestGen Investment Management3,218$2.1M1.16%+50813F-HRTimeline
FORBES J M & CO LLP3,210$2.1M0.18%+1313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC3,207$2.09M0.09%-9613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.3,198$2.09M2%+20913F-HRTimeline
F&V Capital Management, LLC3,194$2.09M0.44%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,191$2.08M0.24%-3113F-HRTimeline
Maple Capital Management, Inc.3,188$2.08M0.14%-27513F-HRTimeline
Petros Family Wealth, LLC3,174$2.07M1.48%-61413F-HRTimeline
Counterweight Ventures, LLC3,164$2.07M1.16%-23713F-HRTimeline
Granite FO LLC3,160$2.06M1.22%-25313F-HR/ATimeline
CASTLE WEALTH MANAGEMENT LLC3,157$2.06M0.67%-2613F-HRTimeline
Lazard Freres Gestion S.A.S.3,150$2.06M0.04%013F-HRTimeline
Werba Rubin Papier Wealth Management3,145$2.05M0.29%-5913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,144$2.05M0.23%-2813F-HRTimeline
GRANDFIELD & DODD, LLC3,144$2.05M0.12%-14013F-HRTimeline
Fingerlakes Wealth Management, Inc.3,143$2.05M1.36%+13213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,139$2.05M0.25%+59613F-HR/ATimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY3,139$2.05M1.32%+1,31413F-HRTimeline
Rodgers & Associates, LTD3,132$2.05M0.21%+6913F-HRTimeline
Pacific Park Financial, Inc.3,131$2.05M1.34%-56413F-HRTimeline
Sachetta, LLC3,131$2.05M1.11%-8313F-HRTimeline
Smith Salley Wealth Management3,120$2.04M0.1%+413F-HRTimeline
FARMERS TRUST CO3,112$2.03M0.32%-16713F-HRTimeline
STAR Financial Bank3,111$2.03M0.96%-61513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,108$2.03M1.5%013F-HRTimeline
Signature Equity Partners, LLC3,105$2.03M1.09%-7013F-HRTimeline
TABLEAUX LLC3,103$2.03M0.98%-4313F-HRTimeline
Greenwich Wealth Management LLC3,101$2.03M0.08%+6513F-HRTimeline
Performance Wealth Partners, LLC3,095$2.02M0.06%+3413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,089$2.02M0.45%-7613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,955$2.02M0.02%-2013F-HRTimeline
Realta Investment Advisors3,084$2.01M0.7%-613F-HRTimeline
Kagan Cocozza Asset Management3,080$2.01M1.42%-3513F-HRTimeline
Aerodigm Wealth, LLC3,079$2.01M0.76%+2213F-HRTimeline
Arbor Wealth Advisors LLC3,078$2.01M1.41%+913F-HRTimeline
Advance Capital Management, Inc.3,065$2M0.08%+30213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,680$1.99M1.88%+7013F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,045$1.99M0.38%013F-HRTimeline
Frontier Asset Management, LLC3,036$1.98M0.42%-24713F-HRTimeline
Integras Partners LLC3,036$1.98M1.3%-16313F-HRTimeline
Next Level Private LLC3,034$1.98M0.45%+1,86813F-HRTimeline
Zullo Investment Group, Inc.3,029$1.98M0.75%+2413F-HRTimeline
PSI Advisors, LLC3,025$1.98M0.47%-18213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,023$1.97M0.12%-52513F-HRTimeline
Plancorp, LLC2,893$1.97M0.06%+2713F-HRTimeline
Thayer Partners, LLC / MA3,018$1.97M0.94%+10513F-HRTimeline
TCV Trust & Wealth Management, Inc.3,012$1.97M0.16%+12813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,009$1.97M0.27%-32113F-HRTimeline
Nest Investments, LLC3,009$1.97M1.6%+49013F-HRTimeline
Archer Investment Corp3,003$1.96M0.42%+2613F-HRTimeline
Crusonia Wealth Advisors LLC2,994$1.96M0.4%+1113F-HRTimeline
Austin Asset Management Co Inc2,988$1.95M0.32%+4413F-HRTimeline
CNB Bank2,986$1.95M0.82%013F-HRTimeline
Johnson & White Wealth Management, LLC2,984$1.95M0.82%-4313F-HRTimeline
Bolthouse Investments, LLC2,982$1.95M1.76%-1013F-HRTimeline
Sankala Group LLC3,027$1.95M1.59%+413F-HRTimeline
My Personal CFO, LLC2,972$1.94M0.85%-12113F-HRTimeline
GEM Asset Management, LLC2,958$1.93M0.85%+1513F-HRTimeline
EPIQ PARTNERS, LLC2,954$1.93M0.9%+1613F-HRTimeline
Capital Square, LLC2,690$1.93M0.89%-22813F-HRTimeline
Atlantic Private Wealth, LLC2,951$1.93M1.26%-26813F-HRTimeline
S Harris Financial Group, LLC2,946$1.92M1.75%-8013F-HRTimeline
LEE DANNER & BASS INC2,944$1.92M0.12%013F-HRTimeline
MKT Advisors LLC2,892$1.92M0.64%-5013F-HRTimeline
Benin Management CORP2,928$1.91M0.43%+813F-HRTimeline
Spartan Wealth Advisory Services LLC2,926$1.91M0.17%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,916$1.9M0.22%+60013F-HRTimeline
DBK Financial Counsel, LLC2,913$1.9M1.44%-40013F-HRTimeline
ZEGA Investments, LLC2,907$1.9M0.36%-4913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,904$1.9M0.01%+3613F-HRTimeline
AXIOM INVESTORS LLC /DE2,900$1.89M0.02%+30013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,900$1.89M0.45%013F-HRTimeline
Generations Wealth, LLC2,896$1.89M1.84%-2013F-HRTimeline
Westchester Capital Management, Inc.2,896$1.89M0.38%013F-HRTimeline
Bogart Wealth, LLC2,881$1.88M0.07%+29413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,880$1.88M0.14%+1,86513F-HRTimeline
Talisman Wealth Advisors LLC2,878$1.88M1.51%+34913F-HRTimeline
Greenline Partners, LLC2,877$1.88M0.2%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,867$1.87M0.49%-50213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,863$1.87M0.16%+513F-HRTimeline
Moss Adams Wealth Advisors LLC2,856$1.87M0.14%+113F-HRTimeline
Worth Financial Advisory Group, LLC1,912$1.86M0.83%-3,15113F-HRTimeline
BETO FINANCIAL GROUP, LLC2,525$1.86M1.09%-27013F-HRTimeline
REBALANCE, LLC2,840$1.86M0.11%+713F-HRTimeline
Parcion Private Wealth LLC2,834$1.85M0.11%-891,58113F-HRTimeline
Institute for Wealth Management, LLC.2,828$1.85M0.2%+17813F-HRTimeline
Goodwin Investment Advisory2,825$1.85M2.2%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,820$1.84M0.64%-15913F-HRTimeline
Wealthquest Corp2,814$1.84M0.13%-19013F-HR/ATimeline
Broussard Financial Group LLC2,808$1.83M1.47%-16713F-HRTimeline
Cauble & Harre Wealth Management, Inc.2,472$1.83M1.46%013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,792$1.82M0.04%-14213F-HRTimeline
Clarity Retirement & Wealth, LLC2,787$1.82M1.47%-17013F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$1.82M1.34%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,775$1.81M0.61%+2513F-HRTimeline
Capital Asset Advisory Services LLC2,545$1.81M0.07%+71913F-HRTimeline
Hummer Financial Advisory Services Inc2,774$1.81M1.28%+6013F-HRTimeline
THEORY FINANCIAL LLC2,773$1.81M0.64%+6813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,768$1.81M0.39%+1713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,752$1.8M0.12%-1213F-HRTimeline
HEADINVEST, LLC2,744$1.79M0.37%-2013F-HRTimeline
Destiny Wealth Partners, LLC2,740$1.79M0.2%+16813F-HRTimeline
Seneca Financial Advisors LLC2,740$1.79M0.52%+313F-HRTimeline
Brown Miller Wealth Management, LLC2,737$1.79M0.51%-313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,732$1.78M0.41%013F-HRTimeline
Navis Wealth Advisors, LLC2,726$1.78M0.91%+5813F-HRTimeline
Quent Capital, LLC2,725$1.78M0.13%-4313F-HRTimeline
Fullerton Fund Management Co Ltd.2,724$1.78M0.14%-3,21013F-HRTimeline
Shade Tree Advisors LLC2,722$1.78M1.27%013F-HRTimeline
Oak Harvest Investment Services2,708$1.77M0.18%-19113F-HRTimeline
RoundAngle Advisors LLC2,708$1.77M1.32%+4313F-HRTimeline
Kelman-Lazarov, Inc.2,703$1.77M0.25%+10713F-HRTimeline