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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hunter Perkins Capital Management, LLC2,140$1.43M0.32%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,137$1.43M0.12%-15513F-HRTimeline
River Street Advisors LLC2,132$1.43M0.55%+30213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,132$1.43M0.39%+1713F-HRTimeline
D. SCOTT NEAL, INC.2,129$1.43M0.66%013F-HRTimeline
Crown Wealth Group, LLC2,124$1.42M0.43%+1713F-HRTimeline
SLT Holdings LLC2,121$1.42M0.93%+1,53613F-HRTimeline
Black Swift Group, LLC2,121$1.42M0.25%+52513F-HRTimeline
Cannon Wealth Management Services, LLC2,119$1.42M1.07%-913F-HRTimeline
Wingate Wealth Advisors, Inc.2,114$1.41M0.98%+40313F-HRTimeline
Intergy Private Wealth, LLC2,112$1.41M0.44%+1013F-HRTimeline
Focused Wealth Management, Inc2,112$1.41M0.15%+2913F-HRTimeline
S&T Bank/PA2,108$1.41M0.4%013F-HRTimeline
Mendel Capital Management LLC2,105$1.41M0.74%013F-HRTimeline
Mechanics Bank Trust Department2,105$1.41M0.2%013F-HRTimeline
FMB WEALTH MANAGEMENT2,103$1.41M0.6%013F-HRTimeline
Kathmere Capital Management, LLC2,101$1.41M0.1%+1,04013F-HRTimeline
Yarbrough Capital, LLC2,098$1.4M0.04%013F-HRTimeline
Lantern Wealth Advisors, LLC2,083$1.39M0.74%+2113F-HRTimeline
Planned Solutions, Inc.2,078$1.39M0.48%+49213F-HRTimeline
INDEPENDENT INVESTORS INC2,076$1.39M0.27%013F-HRTimeline
Midwest Heritage Bank, FSB2,076$1.39M0.49%013F-HRTimeline
ALTFEST L J & CO INC2,074$1.39M0.15%+913F-HRTimeline
Cardinal Point Capital Management ULC2,084$1.39M0.1%+1,01413F-HRTimeline
Crew Capital Management, Ltd2,073$1.39M0.93%-9413F-HRTimeline
ABLE Financial Group, LLC2,072$1.39M0.3%-40513F-HRTimeline
Blue Capital, Inc.2,070$1.39M1.03%+1,03113F-HRTimeline
Councilor Wealth, LLC2,069$1.38M0.64%-1413F-HRTimeline
VISTA FINANCE, LLC2,068$1.38M0.92%-1513F-HRTimeline
McClarren Financial Advisors, Inc.2,681$1.38M0.84%+53613F-HRTimeline
Marble Harbor Investment Counsel, LLC2,054$1.37M0.14%+45813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,054$1.37M0.23%+44213F-HRTimeline
Sightline Wealth Advisors, LLC2,049$1.37M0.62%+3013F-HRTimeline
Comprehensive Financial Consultants Ins…2,048$1.37M0.42%-1713F-HRTimeline
Virtue Capital Management, LLC13,020$1.36M0.22%+9,52213F-HR/ATimeline
Avalon Trust Co2,038$1.36M0.09%-4713F-HRTimeline
Birchcreek Wealth Management, LLC2,033$1.36M0.7%-7013F-HRTimeline
PRENTISS SMITH & CO INC2,033$1.36M0.77%-44013F-HRTimeline
Accretive Wealth Partners, LLC2,031$1.36M0.41%013F-HRTimeline
Elite Financial, Inc.1,978$1.35M0.62%+1713F-HRTimeline
NOVUS ADVISORS, LLC2,020$1.35M3.1%-21613F-HRTimeline
Coastal Bridge Advisors, LLC2,016$1.35M0.1%-18013F-HRTimeline
MADDEN SECURITIES Corp2,012$1.35M0.41%+1213F-HRTimeline
Balboa Wealth Partners2,008$1.34M0.23%+6513F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,005$1.34M0.16%+14513F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,004$1.34M0.47%-413F-HRTimeline
Gibbs Wealth Management2,002$1.34M0.3%-99513F-HRTimeline
Colonial River Investments, LLC2,000$1.34M0.49%+5813F-HRTimeline
Clarity Financial LLC1,999$1.34M0.13%+1,26913F-HRTimeline
Pasadena Private Wealth, LLC1,998$1.34M0.19%+88913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,992$1.33M0.45%-4,65413F-HRTimeline
Harvest Investment Services, LLC1,986$1.33M0.27%-23313F-HRTimeline
TrinityBridge Ltd1,986$1.33M0.03%+13313F-HRTimeline
Long Run Wealth Advisors, LLC1,979$1.32M0.26%+713F-HRTimeline
LCNB CORP1,969$1.32M0.46%-1,37513F-HRTimeline
Ethic Inc.1,967$1.32M0.02%+58913F-HRTimeline
GEN Financial Management, INC.1,967$1.32M1.14%013F-HRTimeline
Ardent Capital Management, Inc.1,966$1.32M0.56%013F-HRTimeline
Morangie Management LLC1,958$1.31M1.13%+7613F-HRTimeline
BALLAST ADVISORS LLC1,952$1.31M0.36%-19913F-HRTimeline
Fort Sheridan Advisors LLC1,942$1.3M0.17%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,934$1.3M0.63%-3713F-HRTimeline
Hardin Capital Partners, LLC1,933$1.29M0.69%-813F-HRTimeline
Princeton Global Asset Management LLC1,930$1.29M0.21%+3313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,927$1.29M0.24%-5113F-HRTimeline
Sensible Money, LLC1,919$1.28M0.44%+313F-HRTimeline
Ballast, Inc.1,916$1.28M0.31%013F-HRTimeline
Peck Wealth Management, LLC1,906$1.28M1.22%13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,904$1.27M0.19%013F-HRTimeline
Rather & Kittrell, Inc.1,904$1.27M0.22%+13513F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,904$1.27M0.82%013F-HRTimeline
SUMMITRY LLC1,903$1.27M0.05%+113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,903$1.27M0.71%-3213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,902$1.27M0.05%-13913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,715$1.27M0.79%+2,29513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,887$1.26M0.6%-26613F-HRTimeline
Register Financial Advisors LLC1,885$1.26M0.5%+3613F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,874$1.25M0.34%013F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC1,873$1.25M0.15%new13F-HRTimeline
Cambria Investment Management, L.P.1,868$1.25M0.08%+18413F-HR/ATimeline
Chicago Wealth Management, Inc.1,868$1.25M0.54%013F-HRTimeline
Rollins Financial Advisors, LLC1,865$1.25M0.19%+2413F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,860$1.25M0.14%013F-HRTimeline
Silicon Valley Capital Partners1,865$1.25M0.12%+613F-HRTimeline
Smart Money Group LLC1,864$1.25M0.37%+613F-HRTimeline
Roberts Wealth Advisors, LLC1,862$1.25M0.33%-313F-HRTimeline
CRUX WEALTH ADVISORS1,860$1.25M0.49%+1713F-HRTimeline
Clarendon Private LLC1,860$1.24M1.13%-39913F-HRTimeline
Capital Squared Financial LLC1,854$1.24M1.08%+413F-HRTimeline
Cannell & Spears LLC1,850$1.24M0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.1,848$1.24M1.05%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,830$1.22M0.92%+7913F-HRTimeline
IronBridge Private Wealth, LLC1,825$1.22M0.39%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,821$1.22M0.4%-6413F-HRTimeline
Financial Network Wealth Advisors LLC1,819$1.22M1.33%-3313F-HRTimeline
McLean Asset Management Corp1,803$1.22M0.25%+6513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,815$1.21M0.22%013F-HRTimeline
Woodside Wealth Management LLC1,805$1.21M0.95%013F-HRTimeline
Sage Capital Management, LLC1,802$1.21M0.54%+1313F-HRTimeline
GUIDANCE CAPITAL, INC1,773$1.21M0.31%+913F-HRTimeline
RDA Financial Network1,801$1.21M0.3%+52713F-HRTimeline
Advocacy Wealth Management, LLC1,801$1.21M0.05%-113F-HRTimeline
Wealthfront Advisers LLC1,798$1.2M<0.01%+71313F-HRTimeline
Moment Partners, LLC1,792$1.2M0.21%-913F-HRTimeline
Ceeto Capital Group, LLC1,789$1.2M0.35%+23313F-HRTimeline
Planning Center, Inc.1,787$1.2M0.13%013F-HRTimeline
BALANCED WEALTH GROUP LLC1,927$1.2M0.53%+1513F-HRTimeline
SwitchPoint Financial Planning, LLC1,785$1.19M0.87%013F-HRTimeline
Citizens Business Bank1,776$1.19M0.2%013F-HRTimeline
ATWOOD & PALMER INC1,775$1.19M0.07%+1513F-HRTimeline
Agate Pass Investment Management, LLC1,772$1.19M0.45%-1313F-HRTimeline
J.Safra Asset Management Corp1,771$1.19M0.07%013F-HRTimeline
Rock Point Advisors, LLC1,769$1.18M0.31%+2813F-HRTimeline
Sequent Asset Management, LLC1,759$1.18M0.56%-6813F-HRTimeline
Principle Wealth Partners LLC1,757$1.18M0.07%013F-HRTimeline
Bond & Devick Financial Network, Inc.1,747$1.17M0.35%-11613F-HRTimeline
Brooklyn FI, LLC1,744$1.17M0.26%+813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,738$1.16M0.57%+30113F-HRTimeline
CFO4Life Group, LLC1,738$1.16M0.17%013F-HRTimeline
Avantax Planning Partners, Inc.1,737$1.16M0.03%-2,05513F-HRTimeline
Visionary Horizons, LLC1,734$1.16M0.65%+1,30013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,729$1.16M0.98%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,726$1.16M0.07%-2413F-HRTimeline
Horizon Wealth Management, LLC1,725$1.15M0.17%-69,20713F-HRTimeline
Smart Portfolios, LLC1,722$1.15M1.11%-9313F-HRTimeline
Valtrion Capital Management, LLC1,721$1.15M1.24%+20013F-HR/ATimeline
Merkkuri Wealth Advisors LLC1,719$1.15M0.83%-1,12313F-HRTimeline
RENASANT BANK1,716$1.15M0.73%+46613F-HRTimeline
Marshall Financial Group, LLC1,715$1.15M0.22%+413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,720$1.15M0.13%-27513F-HRTimeline
Lavaca Capital LLC1,712$1.15M0.21%-3413F-HRTimeline
Aspen Wealth Management LLC1,708$1.14M0.25%+1013F-HRTimeline
Bradyco, Inc.1,705$1.14M1.29%-34913F-HRTimeline
Douglass Winthrop Advisors, LLC1,704$1.14M0.02%new13F-HRTimeline
Silver Grove Financial Group, Inc.1,700$1.14M1.08%13F-HRTimeline
Timber Creek Capital Management LLC1,698$1.14M0.27%013F-HRTimeline
Farmers National Bank1,695$1.13M0.27%+6313F-HRTimeline
Sandbox Financial Partners, LLC1,688$1.13M0.32%+2513F-HRTimeline
Keener Financial Planning LLC1,688$1.13M0.52%013F-HRTimeline
Garde Capital, Inc.1,684$1.13M0.06%-19313F-HRTimeline
GERBER, LLC1,684$1.13M0.71%+1313F-HRTimeline
Rockport Wealth LLC1,682$1.13M0.23%+24313F-HRTimeline
Northwest Financial Advisors1,670$1.12M1.44%+1613F-HRTimeline
Vishria Bird Financial Group, LLC1,664$1.11M0.22%013F-HRTimeline
Montz Harcus Wealth Management LLC1,661$1.11M0.49%+513F-HRTimeline
Insight Wealth Strategies, LLC1,654$1.11M0.13%-14413F-HRTimeline
Capital Management Associates, Inc1,653$1.11M0.3%+27013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,653$1.11M0.96%-86513F-HRTimeline
Sara-Bay Financial1,653$1.11M0.31%+8013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,652$1.11M0.06%-1,39513F-HRTimelineGroup
LMCG INVESTMENTS, LLC1,652$1.11M0.06%013F-HRTimeline
Brookmont Capital Management1,650$1.1M0.61%-42013F-HRTimeline
McHugh Group, LLC1,644$1.1M0.66%013F-HRTimeline
Peachtree Investment Partners, LLC1,635$1.09M0.38%+75213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,634$1.09M0.09%+60513F-HRTimeline
Madden Advisory Services, Inc.1,630$1.09M0.42%-313F-HRTimeline
Provenance Wealth Advisors, LLC1,624$1.09M0.14%013F-HRTimeline
Redmond Asset Management, LLC1,621$1.08M0.27%-1513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,567$1.08M0.17%+5013F-HRTimeline
Guardian Financial Partners, LLC1,612$1.08M0.46%-30713F-HRTimeline
Equity Wealth Partners, LLC1,609$1.08M0.87%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,602$1.07M0.23%+1013F-HRTimeline
Marks Group Wealth Management, Inc1,601$1.07M0.1%+313F-HRTimeline
Seascape Capital Management1,601$1.07M0.31%+7713F-HRTimeline
Life Planning Partners, Inc1,598$1.07M0.78%-3213F-HRTimeline
Granite Bay Wealth Management, LLC1,588$1.06M0.28%new13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,581$1.06M0.14%+9213F-HRTimeline
PVG ASSET MANAGEMENT CORP1,587$1.06M3.91%-3413F-HRTimeline
Sheets Smith Investment Management1,587$1.06M0.69%new13F-HRTimeline
Fermata Advisors, LLC1,583$1.06M0.27%-5,97813F-HRTimeline
Ifrah Financial Services, Inc.1,570$1.05M0.27%+4513F-HRTimeline
DSG Capital Advisors, LLC1,568$1.05M0.17%-11813F-HRTimeline
Independent Family Office, LLC1,568$1.05M0.44%013F-HRTimeline
CONNABLE OFFICE INC1,566$1.05M0.1%+2013F-HRTimeline
Powers Advisory Group, LLC1,565$1.05M0.42%+8713F-HRTimeline
Portfolio Strategies, Inc.1,563$1.05M0.12%013F-HRTimeline
Tanager Wealth Management LLP1,563$1.05M0.11%013F-HRTimeline
Sincerus Advisory, LLC1,562$1.05M0.9%-313F-HRTimeline
VSM Wealth Advisory, LLC1,562$1.05M0.33%+11913F-HRTimeline
Asset Allocation Strategies LLC1,558$1.04M0.21%-11813F-HRTimeline
CAPITAL CITY TRUST CO/FL1,557$1.04M0.25%013F-HRTimeline
Bill Few Associates, Inc.1,555$1.04M0.27%-33813F-HRTimeline
Ramirez Asset Management, Inc.1,555$1.04M0.14%013F-HRTimeline
Skyline Advisors, Inc.1,554$1.04M0.36%-37713F-HRTimeline
Independent Wealth Network Inc.1,552$1.04M0.33%-913F-HRTimeline
RMR Capital Management, LLC1,551$1.04M0.73%013F-HRTimeline
Dodds Wealth, LLC1,551$1.04M0.26%-4113F-HRTimeline
COMMONS CAPITAL, LLC1,549$1.04M0.7%+7113F-HRTimeline
ProVise Management Group, LLC1,541$1.03M0.08%+213F-HRTimeline
Autumn Glory Partners, LLC1,540$1.03M0.42%013F-HRTimeline
Redwood Financial Network Corp1,537$1.03M0.65%-25213F-HRTimeline
Fulcrum Equity Management1,533$1.03M1.04%+2113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,532$1.03M0.34%-613F-HRTimeline
Towneley Capital Management, Inc / DE1,532$1.03M0.22%+213F-HRTimeline
Worth Asset Management, LLC1,531$1.02M0.46%013F-HRTimeline
William Mack & Associates, Inc.1,525$1.02M0.55%-213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,525$1.02M0.52%013F-HRTimeline
Karani Asset Management LLC1,524$1.02M0.87%013F-HRTimeline
Lake Hills Wealth Management, LLC1,520$1.02M0.54%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,520$1.02M0.34%013F-HRTimeline