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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TIEMANN INVESTMENT ADVISORS, LLC2,196$1.29M0.57%+13413F-HRTimeline
Cape Investment Advisory, Inc.2,191$1.29M0.5%-9313F-HRTimeline
Christensen, King & Associates Investme…2,130$1.29M0.6%-1713F-HRTimeline
Cannon Wealth Management Services, LLC2,142$1.29M1.11%+4713F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC2,351$1.29M0.81%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,184$1.29M0.19%-37313F-HRTimeline
Wealthquest Corp2,183$1.29M0.1%-5113F-HRTimeline
White Lighthouse Investment Management …2,179$1.28M0.23%+4713F-HRTimeline
Noble Wealth Management PBC2,173$1.28M0.89%13F-HRTimeline
Sightline Wealth Advisors, LLC2,167$1.28M0.69%+3513F-HRTimeline
Factor Wealth Management LTD2,160$1.27M0.42%13F-HRTimeline
Focused Wealth Management, Inc2,160$1.27M0.17%-4013F-HRTimeline
Birchcreek Wealth Management, LLC2,154$1.27M0.8%-22513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC2,154$1.27M0.71%+1013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,151$1.27M0.26%+42013F-HRTimeline
BALLAST ADVISORS LLC2,149$1.27M0.39%-18913F-HRTimeline
ABLE Financial Group, LLC2,149$1.27M0.37%-21313F-HRTimeline
Garrett Wealth Advisory Group, LLC2,148$1.26M0.29%-81513F-HRTimeline
Crew Capital Management, Ltd2,139$1.26M1.04%-713F-HRTimeline
Bond & Devick Financial Network, Inc.2,183$1.26M0.54%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,134$1.26M0.12%+12013F-HR/ATimelineGroup
Sterling Capital Management LLC2,128$1.25M0.02%+1,64113F-HRTimeline
ATWOOD & PALMER INC2,122$1.25M0.09%013F-HRTimeline
Clarendon Private LLC2,118$1.25M1.3%13F-HRTimeline
Herold Advisors, Inc.2,116$1.25M0.27%+2313F-HRTimeline
Comprehensive Financial Consultants Ins…2,117$1.25M0.45%-3813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK2,115$1.25M0.69%+2813F-HRTimeline
Cannell & Spears LLC2,114$1.24M0.03%013F-HRTimeline
Addison Advisors LLC2,108$1.24M0.35%+85713F-HRTimeline
S&T Bank/PA2,108$1.24M0.4%013F-HRTimeline
FMB WEALTH MANAGEMENT2,103$1.24M0.7%013F-HRTimeline
Yarbrough Capital, LLC2,098$1.24M0.05%013F-HRTimeline
INDEPENDENT INVESTORS INC2,093$1.23M0.24%-1013F-HRTimeline
BALANCED WEALTH GROUP LLC2,036$1.23M0.55%-2213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,091$1.23M0.05%+15813F-HRTimeline
Planning Center, Inc.2,078$1.22M0.16%013F-HRTimeline
Dodds Wealth, LLC1,995$1.22M0.39%+1813F-HRTimeline
Integras Partners LLC2,063$1.22M1.04%13F-HRTimeline
SPINNAKER TRUST2,062$1.21M0.08%+33313F-HRTimeline
Southeast Asset Advisors, LLC2,058$1.21M0.15%013F-HRTimeline
Northwest Financial Advisors2,048$1.21M1%+30713F-HRTimeline
Sequent Asset Management, LLC2,046$1.2M0.59%+1,13713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,040$1.2M0.56%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,035$1.2M0.99%+35813F-HRTimeline
Harvest Investment Services, LLC2,032$1.2M0.29%-1313F-HRTimeline
Hardin Capital Partners, LLC2,032$1.2M0.72%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,027$1.19M0.45%-3013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,022$1.19M0.74%+6513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,016$1.19M0.11%+113F-HRTimeline
Rollins Financial Advisors, LLC2,009$1.18M0.18%+4613F-HRTimeline
Opal Wealth Advisors, LLC2,008$1.18M0.35%+23813F-HRTimeline
Nvest Financial, LLC2,006$1.18M0.6%new13F-HRTimeline
MADDEN SECURITIES Corp2,000$1.18M0.47%013F-HRTimeline
Frederick Financial Consultants, LLC1,998$1.18M0.94%13F-HRTimeline
Sara-Bay Financial1,989$1.18M0.44%+1313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,995$1.18M0.1%new13F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …1,995$1.17M2.28%+1,04713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,993$1.17M0.27%-3713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,990$1.17M0.34%13F-HRTimeline
Transce3nd, LLC1,989$1.17M0.4%13F-HRTimeline
Joule Financial, LLC1,988$1.17M0.41%+17213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,983$1.17M0.1%+313F-HRTimeline
Clarity Capital Partners LLC1,976$1.16M0.6%-5113F-HRTimeline
Marshall Financial Group, LLC1,974$1.16M0.28%-1113F-HRTimeline
Johnson Financial Group, LLC1,968$1.16M0.14%+42313F-HRTimeline
McHugh Group, LLC1,967$1.16M0.86%13F-HRTimeline
Fort Sheridan Advisors LLC1,966$1.16M0.17%-1413F-HRTimeline
Ardent Capital Management, Inc.1,966$1.16M0.53%013F-HRTimeline
Drake & Associates, LLC1,911$1.15M0.33%-313F-HRTimeline
Talisman Wealth Advisors LLC1,955$1.15M1.22%-58113F-HRTimeline
Provenance Wealth Advisors, LLC1,955$1.15M0.15%013F-HRTimeline
Financial Advisors Network, Inc.1,952$1.15M0.19%13F-HRTimeline
CORTLAND ASSOCIATES INC/MO1,952$1.15M0.13%013F-HRTimeline
Princeton Global Asset Management LLC1,942$1.14M0.21%+56913F-HRTimeline
OMNI 360 Wealth, Inc.1,934$1.14M0.76%-2513F-HR/ATimeline
MBL Wealth, LLC1,932$1.14M0.11%013F-HRTimeline
Hemenway Trust Co LLC1,924$1.13M0.09%+63613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,922$1.13M0.2%013F-HRTimeline
Sensible Money, LLC1,917$1.13M0.49%+2313F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,914$1.13MnewTimeline
Ballast, Inc.1,908$1.12M0.32%013F-HRTimeline
Chicago Wealth Management, Inc.1,907$1.12M0.58%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,904$1.12M0.75%013F-HRTimeline
Accretive Wealth Partners, LLC1,900$1.12M0.47%-5413F-HRTimeline
Wells Financial Advisors INC1,899$1.12M1.52%-13813F-HRTimeline
WealthTrust Axiom LLC1,893$1.11M0.33%+51913F-HRTimeline
Advocacy Wealth Management, LLC1,888$1.11M0.08%+16213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,879$1.11M0.22%013F-HRTimeline
Garde Capital, Inc.1,876$1.1M0.07%013F-HRTimeline
Peachtree Investment Partners, LLC1,876$1.1M0.41%+3313F-HRTimeline
F/m Investments LLC1,872$1.1M0.04%-78313F-HRTimeline
CORDA Investment Management, LLC.1,864$1.1M0.09%-4313F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,860$1.09M0.22%13F-HRTimeline
Penney Financial, LLC1,854$1.09M0.73%013F-HRTimeline
Bill Few Associates, Inc.1,850$1.09M0.38%-5013F-HRTimeline
Silicon Valley Capital Partners1,848$1.09M0.12%+613F-HRTimeline
Hamilton Capital, LLC1,845$1.09M0.08%-23013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,836$1.08M0.15%+11413F-HRTimeline
Plan A Wealth LLC1,834$1.08M0.99%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,830$1.08M0.43%013F-HRTimeline
IronBridge Private Wealth, LLC1,829$1.08M0.4%013F-HRTimeline
Ignite Planners, LLC1,810$1.08M0.24%+65513F-HRTimeline
Aristides Capital LLC1,827$1.08M0.34%new13F-HRTimeline
Agate Pass Investment Management, LLC1,822$1.07M0.48%+3113F-HRTimeline
ALTFEST L J & CO INC1,811$1.07M0.14%+2613F-HRTimeline
Cable Hill Partners, LLC1,804$1.06M0.11%-1813F-HRTimeline
LEIGH BALDWIN & CO., LLC1,787$1.05M0.89%13F-HR/ATimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,787$1.05M0.21%+3613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,785$1.05M0.07%+10313F-HRTimeline
KELLY FINANCIAL GROUP LLC1,780$1.05M0.37%13F-HRTimeline
Sage Capital Management, LLC1,769$1.04M0.53%+313F-HRTimeline
Rather & Kittrell, Inc.1,761$1.04M0.24%-24413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,756$1.03M0.38%-2213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,755$1.03M0.89%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,754$1.03M0.13%+56413F-HRTimeline
Wealth Watch Advisors, INC1,752$1.03M0.64%13F-HRTimeline
Axecap Investments, LLC1,747$1.03M0.77%-3213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,742$1.03M0.02%013F-HRTimelineGroup
Trinity Wealth Management, LLC1,738$1.02M0.46%013F-HRTimeline
Avalon Trust Co1,738$1.02M0.07%013F-HRTimeline
JMAC ENTERPRISES LLC1,736$1.02M0.16%-1213F-HRTimeline
Redmond Asset Management, LLC1,730$1.02M0.25%+41013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,726$1.02M0.25%013F-HRTimeline
Advisor Resource Council1,723$1.01M0.73%-10,26213F-HRTimeline
Stephens Consulting, LLC1,718$1.01M0.25%-27413F-HRTimeline
CURA WEALTH ADVISORS, LLC1,712$1.01M0.45%13F-HRTimeline
Insight Wealth Strategies, LLC1,709$1.01M0.13%+3313F-HRTimeline
Timber Creek Capital Management LLC1,706$1M0.29%013F-HRTimeline
GERBER, LLC1,703$1M0.73%013F-HRTimeline
Horizon Wealth Management, LLC1,702$1M0.17%new13F-HRTimeline
CFO4Life Group, LLC1,694$998K0.18%-1313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,628$997K0.36%13F-HRTimeline
Capital Asset Advisory Services LLC1,676$997K0.05%-10613F-HRTimeline
PVG ASSET MANAGEMENT CORP1,688$994K4.7%-18313F-HRTimeline
Keener Financial Planning LLC1,688$993K0.59%013F-HRTimeline
Towneley Capital Management, Inc / DE1,682$990K0.24%-12413F-HRTimeline
Sompo Asset Management Co., Ltd.1,680$989K0.17%-16013F-HRTimeline
State of Alaska, Department of Revenue1,680$988K0.01%new13F-HRTimeline
GLOBALT Investments LLC / GA1,678$988K0.04%-31013F-HRTimeline
Clear Harbor Asset Management, LLC1,677$988K0.08%+85213F-HRTimeline
Aspen Wealth Management LLC1,677$987K0.29%-1013F-HRTimeline
SJS Investment Consulting Inc.1,672$984K0.17%+81113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,670$983K0.58%13F-HRTimeline
Marks Group Wealth Management, Inc1,667$981K0.1%-14413F-HRTimeline
Sandbox Financial Partners, LLC1,654$974K0.32%+1813F-HRTimeline
Prairie Wealth Advisors, Inc.1,650$971K0.47%+8613F-HRTimeline
Marble Harbor Investment Counsel, LLC1,646$969K0.11%-1,18613F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,646$969K0.41%013F-HRTimeline
InvesTrust1,639$969K0.27%13F-HRTimeline
Farmers National Bank1,643$967K0.28%13F-HRTimeline
RMR Capital Management, LLC1,638$964K0.72%013F-HRTimeline
Portfolio Strategies, Inc.1,632$961K0.14%+2313F-HRTimeline
Parcion Private Wealth LLC1,629$959K0.07%013F-HRTimeline
Life Planning Partners, Inc1,628$959K0.89%013F-HR/ATimeline
Better Money Decisions, LLC1,627$958K0.66%-1213F-HRTimeline
SUMMITRY LLC1,627$958K0.05%+213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,625$957K0.57%013F-HRTimeline
Sequent Planning LLC1,625$956K0.35%+13613F-HRTimeline
Montz Harcus Wealth Management LLC1,624$956K0.53%+1113F-HRTimeline
180 WEALTH ADVISORS, LLC1,623$955K0.15%-54413F-HRTimeline
Hexagon Capital Partners LLC1,622$955K0.17%+14213F-HRTimeline
Verity & Verity, LLC1,618$952K0.09%+10013F-HRTimeline
American Investment Services, Inc.1,615$951K0.17%-3013F-HR/ATimeline
Ifrah Financial Services, Inc.1,615$950K0.26%+213F-HRTimeline
Rappaport Reiches Capital Management, L…1,611$948K0.24%013F-HRTimeline
Veracity Capital LLC1,611$948K0.35%+11813F-HRTimeline
Hummer Financial Advisory Services Inc1,610$948K0.75%013F-HRTimeline
Aurora Private Wealth, Inc.1,608$947K0.71%-213F-HRTimeline
Prosperity Planning, Inc.1,608$947K0.3%-4313F-HRTimeline
HALL LAURIE J TRUSTEE1,604$944K0.31%+39213F-HRTimeline
Belvedere Trading LLC1,601$942K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,595$940K0.19%+22113F-HRTimeline
Valtrion Capital Management, LLC1,584$933K1.22%13F-HRTimeline
Long Run Wealth Advisors, LLC1,582$931K0.22%-87813F-HRTimeline
Independent Wealth Network Inc.1,580$930K0.38%-16113F-HRTimeline
William Mack & Associates, Inc.1,571$925K0.97%13F-HRTimeline
WestEnd Advisors, LLC1,570$924K0.02%+1,55313F-HRTimeline
Madden Advisory Services, Inc.1,563$921K0.43%-513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,564$920K1.01%13F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.1,560$918K0.93%+6013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,559$918K0.19%013F-HRTimeline
Ceeto Capital Group, LLC1,556$916K0.34%013F-HRTimeline
Ramirez Asset Management, Inc.1,555$915K0.18%013F-HRTimeline
Wade Financial Advisory, Inc1,552$914K0.31%013F-HRTimeline
INGALLS & SNYDER LLC1,551$913K0.04%+16813F-HRTimeline
Apella Capital, LLC1,549$912K0.03%+7513F-HRTimeline
Colorado Capital Management, Inc.1,550$912K0.44%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,549$912K0.36%013F-HRTimeline
Autumn Glory Partners, LLC1,540$907K0.44%013F-HRTimeline
MN Wealth Advisors, LLC1,530$901K0.51%-713F-HRTimeline
Joel Adams & Associates, Inc.1,529$900K0.82%13F-HRTimeline
Root Financial Partners, LLC1,529$900K0.11%+3813F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,529$900K0.34%13F-HRTimeline
Worth Asset Management, LLC1,525$898K0.48%013F-HRTimeline
REIK & CO., LLC1,516$892K0.21%013F-HRTimeline
Wealthstar Advisors, LLC1,512$890K0.39%13F-HRTimeline
CALTON & ASSOCIATES, INC.1,502$884K0.39%+1013F-HRTimeline
AXIOM INVESTORS LLC /DE1,500$883K0.01%-64713F-HRTimeline
Portland Financial Advisors Inc1,498$882K2.37%13F-HRTimeline
LongView Wealth Management1,498$882K0.27%+5613F-HRTimeline