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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hibernia Wealth Partners, LLC2,120$1.32M0.48%+1,10613F-HRTimeline
Clear Harbor Asset Management, LLC2,115$1.31M0.1%-2113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,115$1.31M0.39%+82613F-HRTimeline
S&T Bank/PA2,108$1.31M0.4%013F-HRTimeline
Crown Wealth Group, LLC2,107$1.31M0.49%-21713F-HRTimeline
Mendel Capital Management LLC2,105$1.31M0.75%-22113F-HRTimeline
Mechanics Bank Trust Department2,105$1.31M0.19%-45013F-HRTimeline
Birchcreek Wealth Management, LLC2,103$1.31M0.74%+17313F-HRTimeline
FMB WEALTH MANAGEMENT2,103$1.31M0.62%-7813F-HRTimeline
Intergy Private Wealth, LLC2,102$1.31M0.45%-16613F-HRTimeline
Yarbrough Capital, LLC2,098$1.3M0.05%013F-HRTimeline
Wills Financial Group LLC2,094$1.3M0.56%+1,37413F-HRTimeline
Avalon Trust Co2,085$1.29M0.09%+34713F-HRTimeline
Councilor Wealth, LLC2,083$1.29M0.6%+413F-HRTimeline
VISTA FINANCE, LLC2,083$1.29M1.12%-67513F-HRTimeline
Focused Wealth Management, Inc2,083$1.29M0.16%+413F-HRTimeline
INDEPENDENT INVESTORS INC2,076$1.29M0.28%-2013F-HRTimeline
Midwest Heritage Bank, FSB2,076$1.29M0.48%-20013F-HRTimeline
LongView Wealth Management2,076$1.29M0.39%+34513F-HRTimeline
Brookmont Capital Management2,070$1.29M0.74%+913F-HRTimeline
ALTFEST L J & CO INC2,065$1.28M0.15%-9,49113F-HRTimeline
Comprehensive Financial Consultants Ins…2,065$1.28M0.42%-2613F-HRTimeline
Lantern Wealth Advisors, LLC2,062$1.28M0.76%13F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,041$1.28M0.07%-10613F-HR/ATimeline
PBMares Wealth Management LLC2,057$1.28M0.23%-44813F-HRTimeline
LifeWealth Investments, LLC2,057$1.28M0.46%+20713F-HR/ATimeline
LEIGH BALDWIN & CO., LLC2,039$1.27M0.83%+7013F-HRTimeline
Accretive Wealth Partners, LLC2,031$1.26M0.41%013F-HRTimeline
Sightline Wealth Advisors, LLC2,019$1.25M0.61%+613F-HRTimeline
Prepared Retirement Institute LLC2,017$1.25M0.74%-22113F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,008$1.25M0.46%-813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,219$1.25M0.49%13F-HRTimeline
Elite Financial, Inc.1,961$1.24M0.61%+70013F-HRTimeline
MADDEN SECURITIES Corp2,000$1.24M0.42%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,998$1.24M0.38%-29213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,995$1.24M0.16%-69113F-HRTimeline
Joule Financial, LLC1,988$1.23M0.4%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,978$1.23M0.25%+2613F-HRTimeline
Long Run Wealth Advisors, LLC1,972$1.22M0.26%+3613F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,971$1.22M0.69%+3013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,967$1.22M0.05%-48813F-HRTimeline
GEN Financial Management, INC.1,967$1.22M1%-45313F-HRTimeline
Colonial River Investments, LLC1,942$1.22M0.53%-1,32513F-HRTimeline
Ardent Capital Management, Inc.1,966$1.22M0.59%013F-HRTimeline
SMART Wealth LLC1,965$1.22M0.38%+35313F-HRTimeline
BALANCED WEALTH GROUP LLC1,912$1.21M0.53%-5913F-HRTimeline
Bradyco, Inc.2,054$1.21M0.91%013F-HR/ATimeline
True North Advisors, LLC1,950$1.21M0.23%-62213F-HRTimeline
Balboa Wealth Partners1,943$1.21M0.24%+24913F-HRTimeline
Fort Sheridan Advisors LLC1,942$1.21M0.17%013F-HRTimeline
Hardin Capital Partners, LLC1,941$1.2M0.71%-6213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,935$1.2M0.82%+2813F-HRTimeline
Skyline Advisors, Inc.1,931$1.2M0.44%-38713F-HRTimeline
Members Trust Co1,924$1.19M0.04%+2213F-HRTimeline
Guardian Financial Partners, LLC1,919$1.19M0.53%+613F-HRTimeline
Sensible Money, LLC1,916$1.19M0.45%+313F-HRTimeline
Ballast, Inc.1,916$1.19M0.31%+1613F-HR/ATimeline
Drake & Associates, LLC1,911$1.19M0.29%-23413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,904$1.18M0.19%-1413F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,904$1.18M0.77%013F-HRTimeline
SUMMITRY LLC1,902$1.18M0.05%+41813F-HRTimeline
Princeton Global Asset Management LLC1,897$1.18M0.21%+113F-HRTimeline
Bill Few Associates, Inc.1,893$1.18M0.33%+6613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,885$1.17M0.42%+23613F-HRTimeline
Morangie Management LLC1,882$1.17M1.01%new13F-HRTimeline
Garde Capital, Inc.1,877$1.17M0.06%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,874$1.16M0.35%+2513F-HRTimeline
Herold Advisors, Inc.1,869$1.16M0.24%+13013F-HRTimeline
Chicago Wealth Management, Inc.1,868$1.16M0.55%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,860$1.16M0.14%+23713F-HRTimeline
Roberts Wealth Advisors, LLC1,865$1.16M0.33%-1613F-HRTimeline
Bond & Devick Financial Network, Inc.1,863$1.16M0.38%-8213F-HRTimeline
CORTLAND ASSOCIATES INC/MO1,860$1.16M0.13%013F-HRTimeline
Silicon Valley Capital Partners1,859$1.15M0.12%+513F-HRTimeline
Smart Money Group LLC1,858$1.15M0.36%-27913F-HRTimeline
Penney Financial, LLC1,854$1.15M0.59%013F-HRTimeline
TrinityBridge Ltd1,853$1.15M0.03%+5913F-HRTimeline
Financial Network Wealth Advisors LLC1,852$1.15M1.4%-62913F-HRTimeline
Cannell & Spears LLC1,850$1.15M0.02%013F-HRTimeline
Capital Squared Financial LLC1,850$1.15M1.34%13F-HRTimeline
Register Financial Advisors LLC1,849$1.15M0.5%+513F-HRTimeline
Aventus Investment Advisors, Inc.1,848$1.15M1.03%13F-HRTimeline
Hamilton Capital, LLC1,847$1.15M0.06%+113F-HRTimeline
CRUX WEALTH ADVISORS1,843$1.14M0.49%-39513F-HRTimeline
Rollins Financial Advisors, LLC1,841$1.14M0.18%013F-HRTimeline
River Street Advisors LLC1,830$1.14M0.49%+39013F-HRTimeline
Sequent Asset Management, LLC1,827$1.13M0.91%-913F-HRTimeline
Legacy Investment Solutions, LLC1,825$1.13M0.6%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,825$1.13M0.6%+18813F-HRTimelineGroup
IronBridge Private Wealth, LLC1,825$1.13M0.39%013F-HRTimeline
Smart Portfolios, LLC1,815$1.13M1.14%+70513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,815$1.13M0.22%-6413F-HRTimeline
Nvest Financial, LLC1,806$1.12M0.58%-14913F-HRTimeline
Woodside Wealth Management LLC1,805$1.12M0.96%+5513F-HRTimeline
Advocacy Wealth Management, LLC1,802$1.12M0.07%-6013F-HRTimeline
Moment Partners, LLC1,801$1.12M0.21%-2813F-HRTimeline
Insight Wealth Strategies, LLC1,798$1.12M0.14%+7213F-HRTimeline
Redwood Financial Network Corp1,789$1.11M0.75%+26913F-HRTimeline
Sage Capital Management, LLC1,789$1.11M0.53%+113F-HRTimeline
Planning Center, Inc.1,787$1.11M0.12%-7513F-HRTimeline
DRW Securities, LLC1,786$1.11M0.08%-1,25713F-HRTimeline
Agate Pass Investment Management, LLC1,785$1.11M0.46%-9413F-HRTimeline
SwitchPoint Financial Planning, LLC1,785$1.11M0.91%+1,18513F-HRTimeline
Citizens Business Bank1,776$1.1M0.21%013F-HRTimeline
GUIDANCE CAPITAL, INC1,764$1.1M0.31%-15913F-HRTimeline
J.Safra Asset Management Corp1,771$1.1M0.08%new13F-HR/ATimeline
Rather & Kittrell, Inc.1,769$1.1M0.22%+1113F-HRTimeline
ATWOOD & PALMER INC1,760$1.09M0.07%013F-HRTimeline
Principle Wealth Partners LLC1,757$1.09M0.07%+26113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,751$1.09M0.96%+14613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,750$1.09M0.07%-6313F-HRTimeline
TPG Financial Advisors, LLC1,749$1.09M0.43%-11113F-HRTimeline
Lavaca Capital LLC1,746$1.08M0.44%-4313F-HR/ATimeline
McLean Asset Management Corp1,738$1.08M0.28%+29813F-HRTimeline
Rock Point Advisors, LLC1,741$1.08M0.3%+30713F-HRTimeline
Better Money Decisions, LLC1,741$1.08M0.66%-313F-HRTimeline
Transce3nd, LLC1,738$1.08M0.46%-14513F-HRTimeline
CFO4Life Group, LLC1,738$1.08M0.17%013F-HRTimeline
Octavia Wealth Advisors, LLC1,737$1.08M0.12%-1,74913F-HRTimeline
Brooklyn FI, LLC1,736$1.08M0.28%new13F-HRTimeline
Clarity Capital Partners LLC1,732$1.08M0.38%-21213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,729$1.07M0.97%+1,32113F-HRTimeline
Timber Creek Capital Management LLC1,698$1.07M0.27%-813F-HRTimeline
Marshall Financial Group, LLC1,711$1.07M0.21%+313F-HRTimeline
West Wealth Group, LLC1,676$1.07M0.27%+60213F-HRTimeline
Wingate Wealth Advisors, Inc.1,711$1.06M0.95%+30613F-HRTimeline
Aspen Wealth Management LLC1,698$1.05M0.26%+1613F-HRTimeline
Revisor Wealth Management LLC1,675$1.05M0.38%+71513F-HRTimeline
Keener Financial Planning LLC1,688$1.05M0.52%013F-HRTimeline
DSG Capital Advisors, LLC1,686$1.05M0.19%+24113F-HRTimeline
Cambria Investment Management, L.P.1,684$1.05M0.07%+39013F-HRTimeline
Sompo Asset Management Co., Ltd.1,680$1.04M0.18%-1,71713F-HRTimeline
Asset Allocation Strategies LLC1,676$1.04M0.23%-1,77913F-HRTimeline
GERBER, LLC1,671$1.04M0.73%013F-HRTimeline
Capital International Investorsin group Capital International Investo…1,677$1.04M<0.01%+42913F-HRTimelineGroup
Vishria Bird Financial Group, LLC1,664$1.03M0.34%013F-HRTimeline
Sandbox Financial Partners, LLC1,663$1.03M0.33%+313F-HRTimeline
Montz Harcus Wealth Management LLC1,656$1.03M0.5%-6413F-HRTimeline
Northwest Financial Advisors1,654$1.03M1.43%-35713F-HRTimeline
LMCG INVESTMENTS, LLC1,652$1.03M0.06%new13F-HRTimeline
McHugh Group, LLC1,644$1.02M0.68%013F-HRTimeline
Redmond Asset Management, LLC1,636$1.02M0.24%-9713F-HRTimeline
Madden Advisory Services, Inc.1,633$1.01M0.43%013F-HRTimeline
Farmers National Bank1,632$1.01M0.27%013F-HRTimeline
Life Planning Partners, Inc1,630$1.01M0.81%+113F-HRTimeline
Provenance Wealth Advisors, LLC1,624$1.01M0.14%013F-HRTimeline
PVG ASSET MANAGEMENT CORP1,621$1.01M3.43%-113F-HRTimeline
Sincerus Advisory, LLC1,565$1M0.94%+11713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,612$1M0.18%+1413F-HRTimeline
Stephens Consulting, LLC1,605$997K0.24%-9713F-HRTimeline
Marks Group Wealth Management, Inc1,598$992K0.09%-4913F-HRTimeline
Marble Harbor Investment Counsel, LLC1,596$991K0.11%013F-HRTimeline
Black Swift Group, LLC1,596$991K0.2%-15513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,592$989K0.23%+5413F-HRTimeline
Dodds Wealth, LLC1,592$989K0.27%-32713F-HRTimeline
Planned Solutions, Inc.1,586$985K0.38%+713F-HRTimeline
GLOBALT Investments LLC / GA1,584$984K0.04%013F-HRTimeline
DDFG, Inc1,581$982K0.25%+113F-HRTimeline
Sara-Bay Financial1,573$976K0.35%-49413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.1,572$976K0.75%+29313F-HRTimeline
Independent Family Office, LLC1,568$974K0.45%+513F-HRTimeline
Portfolio Strategies, Inc.1,563$970K0.13%013F-HRTimeline
Tanager Wealth Management LLP1,563$970K0.11%013F-HRTimeline
Independent Wealth Network Inc.1,561$969K0.35%+4213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,561$969K0.33%-19113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,525$968K0.52%-20013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,557$967K0.25%-16913F-HRTimeline
Ceeto Capital Group, LLC1,556$966K0.34%013F-HRTimeline
Ramirez Asset Management, Inc.1,555$965K0.15%013F-HRTimeline
RMR Capital Management, LLC1,551$963K0.69%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,550$962K0.24%-1113F-HRTimeline
CONNABLE OFFICE INC1,546$960K0.1%+34913F-HRTimeline
Global Assets Advisory, LLC1,541$956K0.37%-38113F-HRTimeline
Autumn Glory Partners, LLC1,540$956K0.45%013F-HRTimeline
ProVise Management Group, LLC1,539$956K0.08%+13913F-HRTimeline
Van Cleef Asset Management,Inc1,538$955K0.1%-35113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,538$955K0.36%+1313F-HRTimeline
Worth Asset Management, LLC1,531$951K0.47%+613F-HRTimeline
Towneley Capital Management, Inc / DE1,530$950K0.22%-15013F-HRTimeline
William Mack & Associates, Inc.1,527$948K0.6%-1113F-HRTimeline
Ifrah Financial Services, Inc.1,525$947K0.26%-4613F-HRTimeline
Karani Asset Management LLC1,524$946K0.92%-40013F-HRTimeline
Seascape Capital Management1,524$946K0.3%-30613F-HRTimeline
Valtrion Capital Management, LLC1,521$944K1.13%+213F-HRTimeline
Lake Hills Wealth Management, LLC1,520$944K0.54%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,520$944K0.36%-12613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,517$942K0.18%-4813F-HRTimeline
REIK & CO., LLC1,516$941K0.23%013F-HRTimeline
GKV Capital Management Co., Inc.1,514$940K0.42%+1,21013F-HRTimeline
Fulcrum Equity Management1,512$939K0.96%new13F-HRTimeline
Invera Wealth Advisors, LLC1,512$939K0.61%-2,06713F-HRTimeline
Warwick Investment Management, Inc.1,512$938K0.18%+64913F-HRTimeline
Charter Capital Management, LLC\DE1,507$935K0.55%13F-HRTimeline
Pathway Financial Advisors LLC1,502$932K0.14%013F-HRTimeline
Milestones Private Investment Advisors …1,498$930K0.69%13F-HRTimeline
Portland Financial Advisors Inc1,498$930K2.23%013F-HRTimeline
Kondo Wealth Advisors, Inc.1,498$930K0.41%+28813F-HRTimeline
Objectivity Squared, LLC1,495$929K0.64%+413F-HRTimeline
Westbourne Investment Advisors, Inc.1,494$928K0.28%+213F-HRTimeline
KEYVANTAGE WEALTH, LLC1,492$927K0.42%+313F-HRTimeline