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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MKT Advisors LLC2,890$2.17M0.67%-213F-HRTimeline
OBSIDIAN CIO, LLC2,896$2.17M1.61%-2,58713F-HRTimeline
Westchester Capital Management, Inc.2,896$2.17M0.39%013F-HRTimeline
1ST SOURCE BANK2,894$2.17M0.1%-55813F-HRTimeline
Atlantic Private Wealth, LLC2,883$2.16M1.32%-6813F-HRTimeline
Wealthquest Corp2,878$2.16M0.14%+6413F-HRTimeline
Greenline Partners, LLC2,877$2.15M0.22%013F-HRTimeline
Spinnaker Investment Group, LLC2,875$2.15M0.35%+2,53713F-HRTimeline
Smith Salley Wealth Management2,870$2.15M0.09%-25013F-HRTimeline
THEORY FINANCIAL LLC2,869$2.15M0.68%+9613F-HRTimeline
TCV Trust & Wealth Management, Inc.2,868$2.15M0.16%-14413F-HRTimeline
Pacific Park Financial, Inc.2,866$2.15M1.25%-26513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,860$2.14M0.12%+10813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,859$2.14M0.16%-413F-HRTimeline
LEE DANNER & BASS INC2,849$2.13M0.12%-9513F-HRTimeline
Realta Investment Advisors2,848$2.13M0.66%-23613F-HRTimeline
REICON WEALTH ADVISORS, LLC2,847$2.13M1.33%+1,50013F-HRTimeline
Vienna Asset Management LLC2,845$2.13M1.52%+2,50113F-HRTimeline
Drake & Associates, LLC2,838$2.13M0.36%+25813F-HRTimeline
TABLEAUX LLC2,819$2.11M0.89%-28413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,811$2.11M0.65%-913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,810$2.1M0.14%-7013F-HRTimeline
Warwick Investment Management, Inc.2,799$2.1M0.24%+1,22913F-HRTimeline
REBALANCE, LLC2,796$2.09M0.11%-4413F-HRTimeline
Goldenstone Wealth Management LLC2,795$2.09M1.37%+82713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,792$2.09M0.04%013F-HRTimeline
Maridea Wealth Management LLC2,786$2.09M0.23%+33713F-HRTimeline
FIRST COMMUNITY TRUST NA2,785$2.09M0.94%013F-HRTimeline
Hummer Financial Advisory Services Inc2,774$2.08M1.37%013F-HRTimeline
Morton Capital Management LLC/CA2,767$2.07M0.28%-51913F-HRTimeline
Oak Harvest Investment Services2,763$2.07M0.19%+5513F-HRTimeline
Broussard Financial Group LLC2,760$2.07M1.66%-4813F-HRTimeline
Israel Discount Bank of New York2,760$2.07M3.83%+26713F-HRTimeline
Capital Square, LLC2,723$2.06M0.91%+3313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,752$2.06M0.24%new13F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.2,662$2.06M1.61%-1813F-HRTimeline
Seneca Financial Advisors LLC2,743$2.05M0.53%+313F-HRTimeline
HEADINVEST, LLC2,743$2.05M0.38%-113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,741$2.05M0.39%-2713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,753$2.05M0.03%+55413F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC2,730$2.04M0.41%-213F-HRTimeline
Nvest Financial, LLC2,728$2.04M0.65%+98713F-HRTimeline
Shade Tree Advisors LLC2,723$2.04M1.19%+113F-HRTimeline
Quent Capital, LLC2,722$2.04M0.13%-313F-HRTimeline
LM Advisors LLC2,707$2.02M0.23%+92013F-HRTimeline
Brown Miller Wealth Management, LLC2,691$2.02M0.51%-4613F-HRTimeline
Northstar Advisory Group, LLC2,679$2.01M0.62%-613F-HRTimeline
Kings Path Partners LLC2,678$2.01M0.53%013F-HRTimeline
Strive Financial Group ,LLC2,676$2M0.87%+62613F-HR/ATimeline
Moss Adams Wealth Advisors LLC2,674$2M0.13%-18213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,674$2M0.48%+71113F-HRTimeline
Stirlingshire Investments, Inc.2,671$2M1.48%+56713F-HRTimeline
PHILADELPHIA TRUST CO2,665$2M0.13%013F-HRTimeline
Spectrum Advisors, Inc.2,664$2M1.41%-2113F-HRTimeline
Sheridan Capital Management, LLC2,662$1.99M0.96%-3013F-HRTimeline
Clear Trail Advisors, LLC2,659$1.99M0.3%+2,07413F-HRTimeline
Clarity Retirement & Wealth, LLC2,658$1.99M1.38%-12913F-HRTimeline
Geometric Wealth Advisors2,654$1.99M0.21%013F-HRTimeline
DDD Partners, LLC2,644$1.98M0.12%013F-HRTimeline
Uptown Financial Advisors LLC2,631$1.97M1.44%-3013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,630$1.97M0.25%-37913F-HR/ATimeline
FAMILY WEALTH PARTNERS, LLC2,622$1.96M0.6%013F-HRTimeline
Veracity Capital LLC2,615$1.96M0.53%+87513F-HRTimeline
Code Waechter LLC2,609$1.95M1.01%-4013F-HRTimeline
Faithward Advisors, LLC2,605$1.95M0.24%+3213F-HRTimeline
Goodwin Investment Advisory2,597$1.95M3.92%-22813F-HRTimeline
R2 Capital Strategies, LLC2,596$1.94M0.88%13F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,596$1.94M0.64%013F-HRTimeline
Institute for Wealth Management, LLC.2,593$1.94M0.17%-23513F-HRTimeline
MBA Advisors LLC2,590$1.94M0.66%+14613F-HRTimeline
NCM Capital Management, LLC2,584$1.94M0.6%+22513F-HRTimeline
CURA WEALTH ADVISORS, LLC2,577$1.93M0.82%-213F-HRTimeline
River Street Advisors LLC2,576$1.93M0.57%-1013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,574$1.93M0.52%-1,95713F-HRTimeline
Wealth Advisory Solutions, LLC2,571$1.93M0.4%-513F-HRTimeline
Ridgeline Wealth Planning, LLC2,571$1.93M1.22%-8613F-HRTimeline
ZEGA Investments, LLC2,566$1.92M0.32%-34113F-HRTimeline
PARTHENON LLC2,557$1.91M0.2%-11513F-HRTimeline
Investment Planning Advisors, Inc.2,554$1.91M0.44%+4913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,553$1.91M0.07%+47413F-HRTimelineGroup
SAXON INTERESTS, INC.2,550$1.91M0.53%-14913F-HRTimeline
Summit Wealth Group, LLC2,545$1.91M0.39%-1413F-HRTimeline
marrick wealth, LLC2,544$1.9M1.35%+17913F-HRTimeline
Frederick Financial Consultants, LLC2,539$1.9M0.81%-5313F-HRTimeline
Bank of Marin2,537$1.9M1.32%-2513F-HRTimeline
Pasadena Private Wealth, LLC2,534$1.9M0.24%+19613F-HRTimeline
Intergy Private Wealth, LLC2,530$1.89M0.44%+54213F-HRTimeline
McGuire Investment Group, LLC2,527$1.89M0.17%+4013F-HRTimeline
Atomic Invest LLC2,541$1.89M0.17%+2513F-HRTimeline
Bay Capital Advisors, LLC2,520$1.89M1.01%-8013F-HRTimeline
Proactive Wealth Strategies LLC2,522$1.89M0.3%+14113F-HRTimeline
Sageworth Trust Co of South Dakota2,519$1.89M1.16%013F-HRTimeline
Kelman-Lazarov, Inc.2,517$1.88M0.25%-18613F-HRTimeline
AMERIFLEX GROUP, INC.2,513$1.88M0.77%+76713F-HRTimeline
Sterling Capital Management LLC2,506$1.88M0.03%+313F-HRTimeline
RASP WEALTH SOLUTIONS, LLC2,504$1.88M0.62%13F-HRTimeline
Outbound Financial Inc2,502$1.87M1.21%-5613F-HRTimeline
Hudson Oak Wealth Advisory LLC2,497$1.87M1.44%-17713F-HRTimeline
GLR Partners, LLC2,496$1.87M0.87%+18913F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.2,493$1.87M0.38%+12013F-HRTimeline
Waterfront Wealth Inc.2,452$1.86M0.29%-1113F-HRTimeline
Trinity Financial Advisors LLC2,481$1.86M0.48%+5113F-HRTimeline
Christensen, King & Associates Investme…2,481$1.86M0.74%013F-HRTimeline
S&T Bank/PA2,478$1.86M0.56%-1013F-HRTimeline
Asset Advisors Investment Management, L…2,476$1.85M0.17%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,474$1.85M0.15%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,474$1.85M0.25%-413F-HRTimeline
Painted Porch Advisors LLC2,473$1.85M0.81%+11713F-HRTimeline
Accurate Wealth Management, LLC2,438$1.85M0.18%+9913F-HRTimeline
Tanglewood Legacy Advisors, LLC2,468$1.85M0.6%013F-HRTimeline
WealthTrust Axiom LLC2,459$1.84M0.41%+19913F-HRTimeline
EVERETT HARRIS & CO /CA/2,444$1.83M0.02%+10013F-HRTimeline
Violich Capital Management, Inc.2,444$1.83M0.2%-3513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,435$1.82M0.21%-813F-HRTimeline
Independent Wealth Network Inc.2,435$1.82M0.46%+62013F-HRTimeline
LAWOOD & CO2,435$1.82M1.24%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.82M0.43%013F-HRTimelineAmount filed as zero, left out of ratios.
Cauble & Harre Wealth Management, Inc.2,426$1.82M1.46%-4613F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,425$1.82M0.18%-49113F-HRTimeline
High Probability Advisors, LLC2,422$1.81M0.19%+3213F-HRTimeline
Bell Bank2,418$1.81M0.07%+1,84413F-HRTimeline
Sensible Money, LLC2,417$1.81M0.48%-10213F-HRTimeline
Griffith & Werner, Inc.2,410$1.8M0.85%+2,00313F-HRTimeline
Marble Harbor Investment Counsel, LLC2,410$1.8M0.18%+52313F-HRTimeline
Holistic Financial Partners2,406$1.8M1.1%-1,02713F-HRTimeline
Next Level Wealth Planning, LLC2,406$1.8M0.79%+9013F-HRTimeline
Warner Group LLC2,402$1.8M0.44%+1,20213F-HRTimeline
Birchwood Financial Partners, Inc.2,397$1.8M1.47%+1013F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.79M1.47%013F-HRTimeline
Insight Wealth Strategies, LLC2,381$1.78M0.17%+70613F-HRTimeline
Family Office Research LLC2,380$1.78M0.67%-7313F-HRTimeline
Hickory Point Bank & Trust2,379$1.78M1.08%-8213F-HRTimeline
Capital Management Associates, Inc2,374$1.78M0.36%-1313F-HRTimeline
COZAD ASSET MANAGEMENT INC2,365$1.77M0.11%+5813F-HRTimeline
BETO FINANCIAL GROUP, LLC2,372$1.77M0.93%-15313F-HRTimeline
Carl P. Sherr & Co., LLC2,360$1.77M0.74%-2513F-HRTimeline
True North Advisors, LLC2,360$1.77M0.17%-2,13313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,358$1.77M0.64%-313F-HRTimeline
Powers Advisory Group, LLC2,349$1.76M0.55%-8313F-HRTimeline
Pitti Group Wealth Management, LLC2,348$1.76M1.28%-2913F-HRTimeline
CORA CAPITAL ADVISORS LLC2,341$1.75M0.49%013F-HRTimeline
Accretive Wealth Partners, LLC2,339$1.75M0.43%-12013F-HRTimeline
Octavia Wealth Advisors, LLC2,335$1.75M0.15%-1,12213F-HRTimeline
White Lighthouse Investment Management …2,324$1.74M0.22%+15213F-HRTimeline
Fortitude Advisory Group L.L.C.2,323$1.74M0.66%-9413F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,321$1.74M0.4%+4013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,322$1.74M0.5%+3113F-HRTimeline
55 North Private Wealth, LLC2,320$1.74M0.34%-1413F-HRTimeline
Destiny Wealth Partners, LLC2,315$1.74M0.25%-42513F-HRTimeline
CORRADO ADVISORS, LLC2,312$1.73M0.8%+513F-HRTimeline
Global View Capital Management LLC2,309$1.73M0.36%+51513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,303$1.72M0.27%+513F-HRTimeline
Southeast Asset Advisors, LLC2,302$1.72M0.18%013F-HRTimeline
KLCM Advisors, Inc.2,294$1.72M0.14%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,292$1.72M0.13%+1,47713F-HRTimelineGroup
EHRLICH FINANCIAL GROUP2,288$1.71M0.88%-8013F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,287$1.71M0.25%-1913F-HRTimeline
Coastal Bridge Advisors, LLC2,284$1.71M0.11%-20413F-HRTimeline
Canopy Partners, LLC2,282$1.71M0.51%013F-HRTimeline
SkyOak Wealth, LLC2,271$1.7M0.28%-4813F-HRTimeline
Range Financial Group LLC2,267$1.7M0.46%-21613F-HRTimeline
Second Line Capital, LLC2,263$1.69M0.32%-11013F-HR/ATimeline
LMG Wealth Partners, LLC2,260$1.69M0.27%+95113F-HRTimeline
SPINNAKER TRUST2,257$1.69M0.08%013F-HRTimeline
HFG Advisors, Inc.2,246$1.68M1.05%-1313F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.68M0.04%013F-HRTimeline
LCNB CORP2,243$1.68M0.52%-4513F-HRTimeline
Brown Financial Advisory2,236$1.67M0.7%-3813F-HRTimeline
Haverford Financial Services, Inc.2,232$1.67M0.49%013F-HRTimeline
Lakewood Asset Management LLC2,221$1.66M0.91%-9213F-HRTimeline
Wills Financial Group LLC2,219$1.66M0.6%-2413F-HRTimeline
Principle Wealth Partners LLC2,217$1.66M0.08%+10413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,216$1.66M0.23%-8,72713F-HRTimeline
E&G Advisors, LLC2,215$1.66M0.32%-11013F-HRTimeline
West Wealth Group, LLC2,206$1.65M0.27%+7113F-HRTimeline
TOP Private Wealth LLC.2,205$1.65M1.58%13F-HRTimeline
Arbor Investment Advisors, LLC2,205$1.65M0.19%013F-HRTimeline
Whipplewood Advisors, LLC2,197$1.65M1.11%-9813F-HRTimeline
Castellan Group2,196$1.64M0.18%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,193$1.64M0.26%+16413F-HRTimeline
TruNorth Capital Management, LLC2,190$1.64M0.26%013F-HRTimeline
White Knight Strategic Wealth Advisors,…2,186$1.64M1.15%+1,65513F-HRTimeline
Randolph Co Inc2,183$1.63M0.14%+2213F-HRTimeline
MBL Wealth, LLC2,182$1.63M0.11%+3613F-HRTimeline
Rollins Financial Advisors, LLC2,180$1.63M0.22%-313F-HRTimeline
Athena Investment Management2,180$1.63M0.97%-12713F-HRTimeline
ALTFEST L J & CO INC2,179$1.63M0.16%+5513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,179$1.63M0.17%+80113F-HRTimeline
Capital Squared Financial LLC2,174$1.63M1.06%-813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,166$1.62M0.65%+24013F-HRTimeline
Capital Investment Advisory Services, L…2,155$1.61M0.1%+4113F-HRTimeline
Indie Asset Partners, LLC2,152$1.61M1.54%+13213F-HRTimeline
McClarren Financial Advisors, Inc.2,150$1.61M0.83%+8413F-HRTimeline
Traub Capital Management LLC2,150$1.61M1.44%-1913F-HRTimeline
Pekin Hardy Strauss, Inc.2,147$1.61M0.14%-14913F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,143$1.61M0.06%013F-HRTimeline
Hunter Perkins Capital Management, LLC2,140$1.6M0.36%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,135$1.6M0.14%-23313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,135$1.6M0.87%-1,00413F-HRTimeline
FMB WEALTH MANAGEMENT2,128$1.59M0.59%013F-HRTimeline