Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Councilor Wealth, LLC2,079$1.17M0.58%-71713F-HRTimeline
Focused Wealth Management, Inc2,079$1.17M0.16%-8113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK2,076$1.17M0.66%-3913F-HRTimeline
Financial Advisors Network, Inc.2,075$1.17M0.19%+12313F-HRTimeline
Harvest Investment Services, LLC2,074$1.17M0.32%+4213F-HRTimeline
WealthTrust Axiom LLC2,071$1.16M0.35%+17813F-HRTimeline
Cape Investment Advisory, Inc.2,066$1.16M0.46%-12513F-HRTimeline
Cable Hill Partners, LLC2,079$1.16M0.11%+27513F-HRTimeline
Precision Wealth Strategies, LLC2,064$1.16M0.89%new13F-HRTimeline
Brookmont Capital Management2,061$1.16M0.65%-20013F-HRTimeline
Bradyco, Inc.2,054$1.15M0.88%+23113F-HRTimeline
Sara-Bay Financial2,067$1.15M0.51%+7813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,042$1.15M0.1%-1,86213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC2,041$1.15M0.11%+2513F-HRTimeline
Accretive Wealth Partners, LLC2,031$1.14M0.4%+13113F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,024$1.14M+110Timeline
VISTA INVESTMENT MANAGEMENT2,016$1.13M0.44%-1113F-HRTimeline
Sightline Wealth Advisors, LLC2,013$1.13M0.6%-15413F-HRTimeline
Northwest Financial Advisors2,011$1.13M0.94%-3713F-HRTimeline
BALLAST ADVISORS LLC2,009$1.13M0.36%-14013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,005$1.13M0.12%-12913F-HR/ATimelineGroup
Hardin Capital Partners, LLC2,003$1.13M0.69%-2913F-HRTimeline
Garrett Wealth Advisory Group, LLC2,002$1.13M0.25%-14613F-HRTimeline
Integras Partners LLC2,001$1.12M1.01%-6213F-HRTimeline
MADDEN SECURITIES Corp2,000$1.12M0.44%013F-HRTimeline
Root Financial Partners, LLC1,998$1.12M0.12%+46913F-HRTimeline
Joule Financial, LLC1,988$1.12M0.39%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,147$1.11M0.49%-1,463,19513F-HR/ATimeline
BALANCED WEALTH GROUP LLC1,971$1.11M0.54%-6513F-HRTimeline
LEIGH BALDWIN & CO., LLC1,969$1.11M0.89%+18213F-HRTimeline
Ardent Capital Management, Inc.1,966$1.1M0.48%013F-HRTimeline
Global View Capital Management LLC1,961$1.1M0.4%-4,10613F-HRTimeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC1,958$1.1M0.17%+1,00713F-HRTimelineGroup
Nvest Financial, LLC1,955$1.1M0.59%-5113F-HRTimeline
Ridgeline Wealth Planning, LLC1,952$1.1M1.08%+64613F-HRTimeline
GUIDANCE CAPITAL, INC1,923$1.09M0.33%+49513F-HRTimeline
Bond & Devick Financial Network, Inc.1,945$1.09M0.4%-23813F-HRTimeline
Clarity Capital Partners LLC1,944$1.09M0.44%-3213F-HRTimeline
Fort Sheridan Advisors LLC1,942$1.09M0.17%-2413F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,941$1.09M0.74%+1,28413F-HRTimeline
Almanack Investment Partners, LLC.1,937$1.09M0.22%-2,27913F-HRTimeline
Long Run Wealth Advisors, LLC1,936$1.09M0.25%+35413F-HRTimeline
Birchcreek Wealth Management, LLC1,930$1.08M0.68%-22413F-HRTimeline
Karani Asset Management LLC1,924$1.08M1.14%-58913F-HRTimeline
Dodds Wealth, LLC1,919$1.08M0.35%-7613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,918$1.08M0.2%-413F-HRTimeline
Sensible Money, LLC1,913$1.08M0.46%-413F-HRTimeline
Guardian Financial Partners, LLC1,913$1.07M0.51%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,907$1.07M0.83%+15213F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,904$1.07M0.71%013F-HRTimeline
Wells Financial Advisors INC1,902$1.07M1.47%+313F-HRTimeline
Members Trust Co1,902$1.07M0.04%+22513F-HRTimeline
Ballast, Inc.1,900$1.07M0.3%-813F-HRTimeline
Princeton Global Asset Management LLC1,896$1.07M0.21%-4613F-HRTimeline
Community Financial Services Group, LLC1,895$1.06M0.23%-3,41613F-HRTimeline
Hartford Funds Management Co LLC1,892$1.06M0.1%+46613F-HRTimeline
Van Cleef Asset Management,Inc1,889$1.06M0.12%-32213F-HRTimeline
Consolidated Portfolio Review Corp1,883$1.06M0.17%+50713F-HRTimeline
Transce3nd, LLC1,883$1.06M0.47%-10613F-HRTimeline
CALTON & ASSOCIATES, INC.1,882$1.06M0.24%+38013F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…1,952$1.06M0.23%-4113F-HRTimeline
Roberts Wealth Advisors, LLC1,881$1.06M0.33%-29613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,879$1.06M0.21%013F-HRTimeline
Agate Pass Investment Management, LLC1,879$1.06M0.45%+5713F-HRTimeline
Garde Capital, Inc.1,877$1.05M0.06%+113F-HRTimeline
Chicago Wealth Management, Inc.1,868$1.05M0.55%-3913F-HRTimeline
Spartan Planning & Wealth Management1,863$1.05M1.01%-2,86213F-HRTimeline
Planning Center, Inc.1,862$1.05M0.12%-21613F-HRTimeline
Advocacy Wealth Management, LLC1,862$1.05M0.07%-2613F-HRTimeline
TPG Financial Advisors, LLC1,860$1.05M0.46%+36913F-HRTimeline
CORTLAND ASSOCIATES INC/MO1,860$1.04M0.13%-9213F-HRTimeline
Penney Financial, LLC1,854$1.04M0.68%013F-HRTimeline
Cannell & Spears LLC1,850$1.04M0.02%-26413F-HRTimeline
LifeWealth Investments, LLC1,850$1.04M0.5%+68013F-HR/ATimeline
PRINCETON CAPITAL MANAGEMENT LLC1,849$1.04M0.37%-92013F-HRTimeline
Hamilton Capital, LLC1,846$1.04M0.06%+113F-HRTimeline
Register Financial Advisors LLC1,844$1.04M0.54%+56713F-HRTimeline
Silicon Valley Capital Partners1,854$1.03M0.14%+613F-HRTimeline
Rollins Financial Advisors, LLC1,841$1.03M0.18%-16813F-HR/ATimeline
TruNorth Capital Management, LLC1,837$1.03M0.26%+48813F-HRTimeline
Relyea Zuckerberg Hanson LLC1,836$1.03M0.14%013F-HRTimeline
Sequent Asset Management, LLC1,836$1.03M0.57%-21013F-HRTimeline
Running Point Capital Advisors, LLC1,834$1.03M0.33%+1,37913F-HRTimeline
Seascape Capital Management1,830$1.03M0.36%-47413F-HRTimeline
Global Assets Advisory, LLC1,922$1.03M0.19%+1,25613F-HRTimeline
Moment Partners, LLC1,829$1.03M0.2%+36313F-HRTimeline
Bill Few Associates, Inc.1,827$1.03M0.37%-2313F-HRTimeline
IronBridge Private Wealth, LLC1,825$1.03M0.4%-413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,813$1.02M0.07%+2813F-HRTimeline
Mission Financial Group, LLC1,550$1.01M0.93%13F-HRTimeline
TrinityBridge Ltd1,794$1.01M0.03%+36413F-HRTimeline
Lavaca Capital LLC1,789$1.01M0.46%-2,41813F-HRTimeline
Sage Capital Management, LLC1,788$1M0.54%+1913F-HRTimeline
Citizens Business Bank1,776$998K0.22%+1,15113F-HRTimeline
ATWOOD & PALMER INC1,760$989K0.07%-36213F-HRTimeline
KELLY FINANCIAL GROUP LLC1,760$989K0.31%-2013F-HRTimeline
Rather & Kittrell, Inc.1,758$988K0.21%-313F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,752$984K0.36%-413F-HRTimeline
Black Swift Group, LLC1,751$984K0.22%+93613F-HRTimeline
Woodside Wealth Management LLC1,750$983K0.91%13F-HRTimeline
Better Money Decisions, LLC1,744$980K0.65%+11713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,742$979K0.02%013F-HRTimelineGroup
Herold Advisors, Inc.1,739$978K0.21%-37713F-HRTimeline
Avalon Trust Co1,738$977K0.08%013F-HRTimeline
CFO4Life Group, LLC1,738$976K0.16%+4413F-HRTimeline
Trinity Wealth Management, LLC1,735$975K0.45%-313F-HRTimeline
Peachtree Investment Partners, LLC1,733$974K0.38%-14313F-HRTimeline
Redmond Asset Management, LLC1,733$974K0.25%+313F-HRTimeline
LongView Wealth Management1,731$973K0.29%+23313F-HRTimeline
CAPITAL CITY TRUST CO/FL1,726$970K0.27%013F-HRTimeline
Insight Wealth Strategies, LLC1,726$970K0.13%+1713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,725$969K0.55%+10013F-HRTimeline
Montz Harcus Wealth Management LLC1,720$966K0.53%+9613F-HRTimeline
Dunhill Financial, LLC1,709$960K0.44%+92613F-HRTimeline
Marshall Financial Group, LLC1,708$960K0.21%-26613F-HRTimeline
Plan A Wealth LLC1,708$960K0.74%-12613F-HRTimeline
Timber Creek Capital Management LLC1,706$959K0.26%013F-HRTimeline
Horizon Wealth Management, LLC1,703$957K0.16%+113F-HRTimeline
Stephens Consulting, LLC1,702$956K0.24%-1613F-HRTimeline
Balboa Wealth Partners1,694$952K0.23%+23713F-HRTimeline
Cornerstone National Bank & Trust Co1,691$950K0.43%+83413F-HRTimeline
Keener Financial Planning LLC1,688$948K0.62%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,684$946K0.18%+28513F-HRTimeline
Aspen Wealth Management LLC1,682$945K0.27%+513F-HRTimeline
Towneley Capital Management, Inc / DE1,680$944K0.22%-213F-HRTimeline
GERBER, LLC1,671$939K0.78%-3213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,665$936K0.36%+3713F-HRTimeline
Vishria Bird Financial Group, LLC1,664$935K0.32%new13F-HRTimeline
Sandbox Financial Partners, LLC1,660$933K0.33%+613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,649$927K0.36%-18113F-HRTimeline
Marks Group Wealth Management, Inc1,647$925K0.09%-2013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,646$925K0.38%013F-HRTimeline
McHugh Group, LLC1,644$924K0.7%-32313F-HRTimeline
Safeguard Financial, LLC1,640$922K0.2%+20013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,637$920K0.67%+1,43113F-HRTimelineGroup
Madden Advisory Services, Inc.1,633$918K0.43%+7013F-HRTimeline
Farmers National Bank1,632$917K0.26%-1113F-HRTimeline
Life Planning Partners, Inc1,629$915K0.83%+113F-HRTimeline
Provenance Wealth Advisors, LLC1,624$913K0.13%-33113F-HRTimeline
PVG ASSET MANAGEMENT CORP1,622$911K3.97%-6613F-HRTimeline
Pasadena Private Wealth, LLC1,620$910K0.18%+1,26213F-HRTimeline
Veracity Capital LLC1,619$910K0.36%+813F-HRTimeline
SMART Wealth LLC1,612$906K0.32%+27113F-HRTimeline
Rappaport Reiches Capital Management, L…1,611$905K0.23%013F-HRTimeline
Aurora Private Wealth, Inc.1,608$903K0.72%013F-HR/ATimeline
RETIREMENT PLANNING GROUP, LLC / NY1,605$902K0.92%+4113F-HRTimeline
Capital Asset Advisory Services LLC1,583$898K0.05%-9313F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,623$898K0.12%+55313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,598$898K0.18%-1,02413F-HRTimeline
Marble Harbor Investment Counsel, LLC1,596$897K0.1%-5013F-HRTimeline
180 WEALTH ADVISORS, LLC1,593$895K0.14%-3013F-HRTimeline
GLOBALT Investments LLC / GA1,584$890K0.04%-9413F-HRTimeline
InvesTrust1,582$889K0.24%-5713F-HRTimeline
DDFG, Inc1,580$888K0.25%+9713F-HRTimeline
Planned Solutions, Inc.1,579$887K0.36%+9613F-HRTimeline
L.M. KOHN & COMPANY1,572$883K0.23%+11313F-HRTimeline
Ifrah Financial Services, Inc.1,571$883K0.25%-4413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,565$879K0.18%+613F-HRTimeline
Union Bancaire Privee, UBP SA1,766$879K0.02%-1,83313F-HRTimeline
Portfolio Strategies, Inc.1,563$878K0.14%-6913F-HRTimeline
Independent Family Office, LLC1,563$878K0.46%+12913F-HRTimeline
Paragon Advisors, LLC1,563$878K0.33%+22213F-HRTimeline
Tanager Wealth Management LLP1,563$878K0.11%+62413F-HRTimeline
Safeguard Investment Advisory Group, LLC1,561$878K0.24%+44813F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,562$878K0.75%-47313F-HRTimeline
Ceeto Capital Group, LLC1,556$874K0.33%013F-HRTimeline
Ramirez Asset Management, Inc.1,555$874K0.18%013F-HRTimeline
Wade Financial Advisory, Inc1,552$872K0.3%013F-HRTimeline
RMR Capital Management, LLC1,551$872K0.63%-8713F-HRTimeline
OMNI 360 Wealth, Inc.1,547$869K0.58%-38713F-HR/ATimeline
COMMONS CAPITAL, LLC1,542$867K0.8%+24513F-HRTimeline
Autumn Glory Partners, LLC1,540$865K0.43%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,538$865K0.21%+8813F-HRTimeline
William Mack & Associates, Inc.1,538$864K0.74%-3313F-HRTimeline
WT Wealth Management1,533$861K0.28%+6313F-HRTimeline
Worth Asset Management, LLC1,525$857K0.47%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,525$857K0.36%-14513F-HR/ATimeline
Teamwork Financial Advisors, LLC1,521$855K0.12%+2813F-HRTimeline
Lake Hills Wealth Management, LLC1,520$854K0.59%-79713F-HRTimeline
Redwood Financial Network Corp1,520$854K0.65%+13013F-HRTimeline
Independent Wealth Network Inc.1,519$854K0.34%-6113F-HRTimeline
Valtrion Capital Management, LLC1,519$853K1.15%-6513F-HRTimeline
REIK & CO., LLC1,516$852K0.2%013F-HRTimeline
MN Wealth Advisors, LLC1,514$851K0.5%-1613F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,514$851K<0.01%+26713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,513$850K0.34%-3613F-HRTimeline
Seaside Wealth Management, Inc.1,506$846K0.3%+5713F-HRTimeline
Pathway Financial Advisors LLC1,502$844K0.15%+20513F-HRTimeline
Adero Partners, LLC1,501$843K0.06%+2613F-HRTimeline
Avion Wealth1,431$842K0.22%013F-HRTimeline
Portland Financial Advisors Inc1,498$842K2.15%013F-HRTimeline
Sharp Wealth Advisory, LLC1,497$841K0.64%-88013F-HRTimeline
Principle Wealth Partners LLC1,496$841K0.06%013F-HRTimeline
Westbourne Investment Advisors, Inc.1,492$838K0.3%+213F-HRTimeline
NAVELLIER & ASSOCIATES INC1,480$838K0.12%013F-HRTimeline
Sequent Planning LLC1,490$837K0.3%-13513F-HRTimeline
KEYVANTAGE WEALTH, LLC1,489$836K0.41%+213F-HRTimeline
Meritas Wealth Management, LLC1,488$836K0.49%-813F-HRTimeline
Frisch Financial Group, Inc.1,486$835K0.23%+17313F-HRTimeline
SUMMITRY LLC1,484$834K0.04%-14313F-HRTimeline