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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Virtue Capital Management, LLC2,769$1.9M0.29%-10,25113F-HR/ATimeline
MMBG INVESTMENT ADVISORS CO.2,774$1.9M0.16%013F-HRTimeline
Quent Capital, LLC2,768$1.9M0.14%+20913F-HRTimeline
Quattro Advisors LLC2,766$1.89M1.51%13F-HRTimeline
HEADINVEST, LLC2,764$1.89M0.38%-28013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,764$1.89M0.12%+11013F-HRTimeline
Advance Capital Management, Inc.2,763$1.89M0.08%-13713F-HRTimeline
Strategic Investment Advisors / MI2,761$1.89M0.16%+2,69613F-HRTimeline
Sandhill Capital Partners LLC2,760$1.89M0.13%+3413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,751$1.88M0.41%-913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,750$1.88M0.62%-3913F-HRTimeline
THEORY FINANCIAL LLC2,705$1.88M0.63%+4913F-HRTimeline
Chatterton & Associates Inc.2,748$1.88M1.61%13F-HRTimeline
Israel Discount Bank of New York2,746$1.88M5.12%+7513F-HRTimeline
Brown Miller Wealth Management, LLC2,740$1.88M0.52%-4613F-HRTimeline
Seneca Financial Advisors LLC2,737$1.87M0.57%+34113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,732$1.87M0.42%013F-HRTimeline
Shade Tree Advisors LLC2,722$1.86M1.42%new13F-HRTimeline
Hummer Financial Advisory Services Inc2,714$1.86M1.31%+1013F-HRTimeline
SAXON INTERESTS, INC.2,712$1.86M0.66%-4313F-HRTimeline
VestGen Investment Management2,710$1.86M1.03%-8613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,704$1.85M0.27%+25013F-HRTimeline
Kings Path Partners LLC2,703$1.85M0.65%-1313F-HRTimeline
Sheridan Capital Management, LLC2,697$1.85M0.94%+20013F-HRTimeline
Stonebridge Financial Group, LLC2,692$1.84M0.16%+2,16813F-HRTimeline
Roble, Belko & Company, Inc2,686$1.84M0.24%013F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,679$1.83M0.23%+67413F-HRTimeline
Evergreen Wealth Partners LLC2,674$1.83M1.54%13F-HRTimeline
Hudson Oak Wealth Advisory LLC2,674$1.83M1.62%13F-HRTimeline
Code Waechter LLC2,669$1.83M1.17%+19013F-HRTimeline
Navis Wealth Advisors, LLC2,668$1.83M0.77%-4513F-HRTimeline
RoundAngle Advisors LLC2,665$1.83M1.33%+39713F-HRTimeline
Geometric Wealth Advisors2,654$1.82M0.23%-3813F-HRTimeline
Christensen, King & Associates Investme…2,652$1.82M0.78%+2613F-HRTimeline
Van Diest Capital, LLC2,650$1.82M2.71%13F-HRTimeline
Institute for Wealth Management, LLC.2,650$1.81M0.19%+2713F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,610$1.81M2.34%-70213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS2,645$1.81M0.95%13F-HRTimeline
CEERA INVESTMENTS, LLC2,641$1.81M0.7%-2,59213F-HRTimeline
Wealth Advisory Solutions, LLC2,640$1.81M0.42%+7613F-HRTimeline
KG Capital Management2,632$1.8M0.47%+113F-HRTimeline
Lakewood Asset Management LLC2,631$1.8M1.06%-11313F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,622$1.8M0.65%013F-HRTimeline
Root Financial Partners, LLC2,616$1.79M0.09%+47013F-HRTimeline
Destiny Wealth Partners, LLC2,572$1.79M0.21%-19113F-HRTimeline
TruWealth Advisors, LLC2,606$1.79M0.09%+1,65013F-HRTimeline
Allie Family Office LLC2,604$1.78M0.83%013F-HRTimeline
AXIOM INVESTORS LLC /DE2,600$1.78M0.02%-10013F-HRTimeline
Haverford Financial Services, Inc.2,600$1.78M0.5%+6013F-HRTimeline
Intelligence Driven Advisers, LLC2,599$1.78M0.25%-2613F-HRTimeline
Fortitude Advisory Group L.L.C.2,598$1.78M0.76%-6113F-HRTimeline
Faithward Advisors, LLC2,597$1.78M0.26%-1413F-HRTimeline
Bay Capital Advisors, LLC2,597$1.78M1.09%+2113F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,596$1.78M0.64%-2513F-HRTimeline
Kelman-Lazarov, Inc.2,596$1.78M0.25%+113F-HRTimeline
Uptown Financial Advisors LLC2,592$1.78M1.51%+30013F-HRTimeline
Bogart Wealth, LLC2,587$1.77M0.07%-12413F-HRTimeline
Factor Wealth Management LTD2,584$1.77M0.38%-6613F-HRTimeline
CURA WEALTH ADVISORS, LLC2,579$1.77M0.67%+1113F-HRTimeline
MBA Advisors LLC2,575$1.76M0.71%+1613F-HRTimeline
Summit Wealth Group, LLC2,570$1.76M0.41%-2113F-HRTimeline
Outbound Financial Inc2,558$1.75M1.36%013F-HRTimeline
Altiora Financial Group, LLC2,557$1.75M0.3%-6513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,543$1.74M0.2%-17413F-HR/ATimelineGroup
Waterfront Wealth Inc.2,505$1.74M0.33%-3213F-HRTimeline
Hardin Capital Partners, LLC2,541$1.74M0.82%+60813F-HRTimeline
Maridea Wealth Management LLC2,533$1.73M0.26%-2,79013F-HRTimeline
Talisman Wealth Advisors LLC2,529$1.73M1.35%+4413F-HRTimeline
Drake & Associates, LLC2,521$1.73M0.34%+1,35113F-HRTimeline
Nest Investments, LLC2,519$1.73M1.44%13F-HRTimeline
Sageworth Trust Co of South Dakota2,519$1.73M1.41%+7713F-HRTimeline
Ridgeline Wealth Planning, LLC2,515$1.72M1.23%-43113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,507$1.72M0.17%+11713F-HRTimeline
Sterling Capital Management LLC2,498$1.71M0.03%-15413F-HRTimeline
S&T Bank/PA2,488$1.7M0.54%+38013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,487$1.7M0.21%-76513F-HRTimeline
Frisch Financial Group, Inc.2,482$1.7M0.38%013F-HRTimeline
Range Financial Group LLC2,479$1.7M0.59%013F-HRTimeline
Asset Advisors Investment Management, L…2,476$1.7M0.16%+1,96613F-HRTimeline
Accretive Wealth Partners, LLC2,474$1.69M0.5%+44313F-HRTimeline
Family Office Research LLC2,451$1.69M0.69%+5913F-HRTimeline
Cauble & Harre Wealth Management, Inc.2,472$1.69M1.42%13F-HRTimeline
Tanglewood Legacy Advisors, LLC2,468$1.69M0.63%+3813F-HRTimeline
Tradewinds, LLC.2,467$1.69M0.4%-5113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,449$1.68M0.13%-70,98213F-HRTimeline
Pasadena Private Wealth, LLC2,438$1.67M0.23%+44013F-HRTimeline
Investment Planning Advisors, Inc.2,436$1.67M0.49%+7613F-HRTimeline
LAWOOD & CO2,435$1.67M1.58%13F-HRTimeline
NCM Capital Management, LLC2,425$1.66M0.62%+6213F-HRTimeline
Carl P. Sherr & Co., LLC2,385$1.66M0.74%-3013F-HRTimeline
LAVELLE CAPITAL LP2,415$1.65M1.05%13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA2,414$1.65M3.55%013F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.2,367$1.65M0.49%13F-HRTimeline
Birchwood Financial Partners, Inc.2,401$1.64M1.63%13F-HRTimeline
Pekin Hardy Strauss, Inc.2,395$1.64M0.15%+90013F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.64M1.31%013F-HRTimeline
Harvest Investment Services, LLC2,381$1.63M0.31%+39513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,357$1.63M0.03%+3513F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,368$1.62M0.37%-2813F-HRTimeline
Guardian Asset Advisors, LLC2,366$1.62M0.84%+1213F-HRTimeline
McGuire Investment Group, LLC2,353$1.61M0.17%-2013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,345$1.61M0.12%+14113F-HRTimeline
EVERETT HARRIS & CO /CA/2,344$1.61M0.02%-10313F-HRTimeline
CORA CAPITAL ADVISORS LLC2,341$1.6M0.62%013F-HRTimeline
Randolph Co Inc2,341$1.6M0.15%-28313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,339$1.6M0.62%+6313F-HRTimeline
SLT Holdings LLC2,338$1.6M1.07%+21713F-HRTimeline
Brown Financial Advisory2,336$1.6M0.81%-3913F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,331$1.6M0.33%-54813F-HRTimeline
Accel Wealth Management2,328$1.59M0.44%013F-HRTimeline
E&G Advisors, LLC2,327$1.59M0.36%-1113F-HRTimeline
SkyOak Wealth, LLC2,324$1.59M0.29%013F-HRTimeline
Avantra Family Wealth, Inc.2,318$1.59M1.15%+1713F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,316$1.59M0.18%+313F-HRTimeline
Blue Capital, Inc.2,315$1.59M1.13%+24513F-HRTimeline
Second Line Capital, LLC2,307$1.58M0.32%-31213F-HRTimeline
Athena Investment Management2,307$1.58M0.81%-313F-HRTimeline
CORRADO ADVISORS, LLC2,301$1.58M0.79%+813F-HRTimeline
Washington Trust Advisors, Inc.2,299$1.58M0.12%+4813F-HRTimeline
Hickory Point Bank & Trust2,299$1.57M1.14%013F-HRTimeline
Copia Wealth Management2,296$1.57M1.12%-4413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,293$1.57M0.26%+613F-HRTimeline
Financial Insights, Inc.2,293$1.57M0.53%+1,84113F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,285$1.57M0.8%+6013F-HRTimeline
Canopy Partners, LLC2,282$1.56M0.51%+2913F-HRTimeline
Violich Capital Management, Inc.2,269$1.55M0.17%-2113F-HRTimeline
Bank of Marin2,265$1.55M1.07%-3713F-HRTimeline
LEIGH BALDWIN & CO., LLC2,265$1.55M1.02%-2413F-HRTimeline
VISTA FINANCE, LLC2,260$1.55M1.03%+19213F-HRTimeline
HFG Advisors, Inc.2,259$1.55M1.12%-3913F-HRTimeline
WealthTrust Axiom LLC2,256$1.55M0.4%+5513F-HRTimeline
Almanack Investment Partners, LLC.2,254$1.54M0.26%-44813F-HRTimeline
Sompo Asset Management Co., Ltd.2,246$1.54M0.26%+1,00613F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.54M0.05%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,243$1.54M0.37%-92613F-HRTimeline
Mechanics Bank Trust Department2,242$1.54M0.2%+13713F-HRTimeline
Wills Financial Group LLC2,238$1.53M0.59%+2513F-HRTimeline
Integrity Wealth Solutions LLC2,232$1.53M0.6%new13F-HRTimeline
SPINNAKER TRUST2,231$1.53M0.08%-2013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,231$1.53M0.43%-4313F-HRTimeline
Pitti Group Wealth Management, LLC2,230$1.53M1.26%+6713F-HRTimeline
Frederick Financial Consultants, LLC2,213$1.52M0.83%+5613F-HRTimeline
BFI Infinity Ltd.2,213$1.52M0.94%013F-HR/ATimeline
Oregon Pacific Wealth Management, LLC2,211$1.51M1.56%+55813F-HRTimeline
Arbor Investment Advisors, LLC2,205$1.51M0.2%-713F-HRTimeline
Capital Squared Financial LLC2,203$1.51M1.18%+34913F-HRTimeline
TruNorth Capital Management, LLC2,190$1.5M0.28%+84113F-HRTimeline
True Freedom Investing, LLC2,184$1.5M0.1%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,151$1.5M1.4%13F-HRTimeline
Hamilton Capital, LLC2,183$1.49M0.07%13F-HRTimeline
Autumn Glory Partners, LLC2,179$1.49M0.52%+63913F-HRTimeline
White Lighthouse Investment Management …2,174$1.49M0.21%+213F-HRTimeline
DV Trading LLC2,171$1.49M0.13%13F-HRTimeline
Traub Capital Management LLC2,169$1.49M1.43%-7813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,167$1.48M0.58%-32613F-HRTimeline
Spartan Planning & Wealth Management2,161$1.48M1.09%-13213F-HRTimeline
Blue Line Capital, LLC / IL2,159$1.48M1.75%13F-HRTimeline
Powers Advisory Group, LLC2,154$1.48M0.56%+58913F-HRTimeline
Hibernia Wealth Partners, LLC2,152$1.47M0.44%+1,13113F-HRTimeline
ABLE Financial Group, LLC2,151$1.47M0.3%+7913F-HRTimeline
Strata Wealth Advisors, LLC2,142$1.47M0.41%-6,47113F-HRTimeline
MBL Wealth, LLC2,141$1.47M0.12%013F-HRTimeline
Hunter Perkins Capital Management, LLC2,140$1.47M0.34%013F-HRTimeline
Lantern Wealth Advisors, LLC2,140$1.47M0.78%+5713F-HRTimeline
Cardinal Point Capital Management ULC2,138$1.46M0.1%+5413F-HRTimeline
Ervin Investment Management, LLC2,136$1.46M0.82%-10513F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.2,134$1.46M0.38%+213F-HRTimeline
River Street Advisors LLC2,131$1.46M0.55%-113F-HRTimeline
Wallace Advisory Group, LLC2,131$1.46M1.53%-45913F-HRTimeline
Crown Wealth Group, LLC2,122$1.45M0.41%-213F-HRTimeline
Black Swift Group, LLC2,121$1.45M0.24%013F-HRTimeline
Center for Financial Planning, Inc.2,120$1.45M0.15%-5113F-HRTimeline
Southeast Asset Advisors, LLC2,117$1.45M0.14%-5313F-HRTimeline
Financial Advisors Network, Inc.2,111$1.45M0.2%-3613F-HRTimeline
Kathmere Capital Management, LLC2,109$1.44M0.1%+813F-HRTimeline
SACKS & ASSOCIATES, LLC2,109$1.44M1.06%13F-HRTimeline
INDEPENDENT INVESTORS INC2,106$1.44M0.27%+3013F-HRTimeline
Midwest Heritage Bank, FSB2,104$1.44M0.5%+2813F-HRTimeline
FMB WEALTH MANAGEMENT2,103$1.44M0.57%013F-HRTimeline
Yarbrough Capital, LLC2,098$1.44M0.04%013F-HRTimeline
Topel & Distasi Wealth Management, LLC2,094$1.43M0.7%-1,48513F-HRTimeline
Next Level Wealth Planning, LLC2,093$1.43M0.76%-34413F-HRTimeline
Marion Wealth Management2,068$1.43M0.32%-8013F-HRTimeline
MN Wealth Advisors, LLC2,083$1.43M0.72%+58213F-HRTimeline
Principle Wealth Partners LLC2,080$1.42M0.08%+32313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,075$1.42M0.01%+1,57513F-HRTimeline
Balboa Wealth Partners2,072$1.42M0.23%+6413F-HRTimeline
Farmers National Bank2,066$1.42M0.32%+37113F-HRTimeline
MEANS INVESTMENT CO., INC.2,063$1.41M0.12%-7413F-HRTimeline
McClarren Financial Advisors, Inc.10,998$1.41M0.84%+8,31713F-HRTimeline
ALTFEST L J & CO INC2,058$1.41M0.15%-1613F-HRTimeline
Cannon Wealth Management Services, LLC2,047$1.4M0.99%-7213F-HRTimeline
Coastal Bridge Advisors, LLC2,043$1.4M0.1%+2713F-HRTimeline
Sterling Wealth Management, Inc.2,035$1.39M0.4%-31613F-HRTimeline
LifeWealth Investments, LLC2,035$1.39M0.44%-11313F-HRTimeline
Miller Capital Partners, Inc.2,031$1.39M0.71%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,026$1.39M0.82%-71513F-HRTimeline
Strive Financial Group ,LLC2,023$1.39M0.73%13F-HR/ATimeline
Indie Asset Partners, LLC2,022$1.38M1.54%+56113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,986$1.38M0.53%+1,35413F-HRTimeline