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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SAXON INTERESTS, INC.2,699$1.76M0.61%-1313F-HRTimeline
Amicus Financial Advisors, LLC2,696$1.76M0.49%-8113F-HRTimeline
Sheridan Capital Management, LLC2,692$1.76M0.93%-513F-HRTimeline
Spectrum Advisors, Inc.2,685$1.75M1.39%13F-HRTimeline
Northstar Advisory Group, LLC2,685$1.75M0.67%-14,08013F-HRTimeline
Kings Path Partners LLC2,678$1.75M0.6%-2513F-HR/ATimeline
Hudson Oak Wealth Advisory LLC2,674$1.75M1.52%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,672$1.75M0.37%+1,13713F-HRTimeline
PARTHENON LLC2,672$1.75M0.2%-17813F-HRTimeline
PHILADELPHIA TRUST CO2,665$1.74M0.12%-25813F-HRTimeline
Uptown Financial Advisors LLC2,661$1.74M1.41%+6913F-HRTimeline
Ridgeline Wealth Planning, LLC2,657$1.74M1.27%+14213F-HRTimeline
Geometric Wealth Advisors2,654$1.73M0.22%013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,652$1.73M1.81%+44113F-HRTimeline
Code Waechter LLC2,649$1.73M1.03%-2013F-HRTimeline
DDD Partners, LLC2,644$1.73M0.12%-29813F-HRTimeline
TruWealth Advisors, LLC2,643$1.73M0.08%+3713F-HRTimeline
BNP PARIBASin group BNP PARIBAS2,634$1.72M0.05%-4,12513F-HRTimelineGroup
Second Line Capital, LLC2,373$1.71M0.32%+6613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC2,622$1.71M0.58%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC2,610$1.7M0.87%+58413F-HRTimeline
Bay Capital Advisors, LLC2,600$1.7M1.05%+313F-HRTimeline
EXCALIBUR MANAGEMENT CORP2,596$1.7M0.61%013F-HRTimeline
Frederick Financial Consultants, LLC2,592$1.69M0.84%+37913F-HRTimeline
CALTON & ASSOCIATES, INC.2,592$1.69M0.24%-37013F-HRTimeline
River Street Advisors LLC2,586$1.69M0.57%+45513F-HRTimeline
DV Trading LLC2,583$1.69M0.15%+41213F-HRTimeline
Aegis Wealth Management, Inc.2,583$1.69M1.33%+56913F-HRTimeline
Drake & Associates, LLC2,580$1.69M0.32%+5913F-HRTimeline
Intelligence Driven Advisers, LLC2,580$1.69M0.29%-1913F-HRTimeline
CURA WEALTH ADVISORS, LLC2,579$1.68M0.75%013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS2,578$1.68M0.88%-6713F-HRTimeline
Wealth Advisory Solutions, LLC2,576$1.68M0.37%-6413F-HRTimeline
Faithward Advisors, LLC2,573$1.68M0.24%-2413F-HRTimeline
Bank of Marin2,562$1.67M1.22%+29713F-HRTimeline
Vigilare Wealth Management2,562$1.67M0.57%-21613F-HRTimeline
Wills Financial Group LLC2,243$1.67M0.63%+513F-HRTimeline
Summit Wealth Group, LLC2,559$1.67M0.38%-1113F-HRTimeline
Outbound Financial Inc2,558$1.67M1.25%013F-HRTimeline
Elevated Capital Advisors, LLC2,554$1.67M0.42%-2,35313F-HRTimeline
Main Street Research LLC2,554$1.67M0.1%+1,29413F-HRTimeline
Teamwork Financial Advisors, LLC2,545$1.66M0.18%+94613F-HRTimeline
Range Advisory, LLC2,526$1.65M0.31%+1,12213F-HRTimeline
Sageworth Trust Co of South Dakota2,519$1.65M1.3%013F-HRTimeline
Sensible Money, LLC2,519$1.65M0.5%+59613F-HRTimeline
Hardin Capital Partners, LLC2,508$1.64M0.76%-3313F-HRTimeline
Investment Planning Advisors, Inc.2,505$1.64M0.45%+6913F-HRTimeline
Sterling Capital Management LLC2,503$1.63M0.03%+513F-HRTimeline
Hutchens & Kramer Investment Management…2,497$1.63M0.52%-1,52413F-HRTimeline
Israel Discount Bank of New York2,493$1.63M3.57%-25313F-HRTimeline
Atlatl Advisers LLC2,491$1.63M1.21%-2,69313F-HRTimeline
S&T Bank/PA2,488$1.63M0.61%013F-HRTimeline
Coastal Bridge Advisors, LLC2,488$1.63M0.12%+44513F-HRTimeline
McGuire Investment Group, LLC2,487$1.62M0.18%+13413F-HRTimeline
Magnolia Private Wealth, LLC2,485$1.62M1.08%-95213F-HRTimeline
Range Financial Group LLC2,483$1.62M0.54%+413F-HRTimeline
Christensen, King & Associates Investme…2,481$1.62M0.7%-17113F-HRTimeline
Violich Capital Management, Inc.2,479$1.62M0.19%+21013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,478$1.62M0.22%-22613F-HRTimeline
Asset Advisors Investment Management, L…2,476$1.62M0.15%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,474$1.62M0.15%-30013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,468$1.61M0.58%013F-HRTimeline
Waterfront Wealth Inc.2,463$1.61M0.3%-4213F-HRTimeline
Hickory Point Bank & Trust2,461$1.61M1.06%+16213F-HRTimeline
Accretive Wealth Partners, LLC2,459$1.61M0.45%-1513F-HRTimeline
Frisch Financial Group, Inc.2,459$1.61M0.34%-2313F-HRTimeline
IPG Investment Advisors LLC2,458$1.61M0.28%+1,85113F-HRTimeline
Family Office Research LLC2,453$1.6M0.7%+213F-HRTimeline
Maridea Wealth Management LLC2,449$1.6M0.23%-8413F-HRTimeline
Atomic Invest LLC2,516$1.6M0.75%-4,97413F-HRTimeline
Accurate Wealth Management, LLC2,339$1.6M0.19%-41313F-HRTimeline
MBA Advisors LLC2,444$1.6M0.61%-13113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,443$1.6M0.2%-4413F-HRTimeline
LAWOOD & CO2,435$1.59M1.48%013F-HRTimeline
Powers Advisory Group, LLC2,432$1.59M0.56%+27813F-HRTimeline
Trinity Financial Advisors LLC2,430$1.59M0.45%-37313F-HRTimeline
Fortitude Advisory Group L.L.C.2,417$1.58M0.71%-18113F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC2,404$1.57M0.05%-3,92213F-HRTimeline
Clientfirst Wealth Management, LLC2,391$1.56M1.32%013F-HRTimeline
High Probability Advisors, LLC2,390$1.56M0.2%-98013F-HRTimeline
Birchwood Financial Partners, Inc.2,387$1.56M1.5%-1413F-HRTimeline
Mechanics Bank Trust Department2,387$1.56M0.22%+14513F-HRTimeline
Capital Management Associates, Inc2,387$1.56M0.35%-1,95713F-HRTimeline
Carl P. Sherr & Co., LLC2,385$1.56M0.73%013F-HRTimeline
Proactive Wealth Strategies LLC2,381$1.55M0.29%+1,28613F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,378$1.55M1.63%+89913F-HRTimeline
Blue Capital, Inc.2,379$1.55M1.01%+6413F-HRTimeline
Pitti Group Wealth Management, LLC2,377$1.55M1.26%+14713F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.2,373$1.55M0.49%+613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,368$1.55M0.16%-13913F-HRTimeline
EHRLICH FINANCIAL GROUP2,368$1.55M0.89%-49813F-HRTimeline
marrick wealth, LLC2,365$1.54M1.3%-1,81013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,361$1.54M0.6%+2213F-HRTimeline
NCM Capital Management, LLC2,359$1.54M0.55%-6613F-HRTimeline
Painted Porch Advisors LLC2,356$1.54M0.73%-2,38313F-HRTimeline
EVERETT HARRIS & CO /CA/2,344$1.53M0.02%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,344$1.53M0.36%-2413F-HRTimeline
CORA CAPITAL ADVISORS LLC2,341$1.53M0.51%013F-HRTimeline
Pasadena Private Wealth, LLC2,338$1.53M0.21%-10013F-HRTimeline
55 North Private Wealth, LLC2,334$1.52M0.39%+1,37413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,330$1.52M0.99%+6513F-HRTimeline
E&G Advisors, LLC2,325$1.52M0.34%-213F-HRTimeline
SkyOak Wealth, LLC2,319$1.51M0.28%-513F-HRTimeline
Next Level Wealth Planning, LLC2,316$1.51M0.78%+22313F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC2,298$1.51M0.27%+513F-HRTimeline
Lakewood Asset Management LLC2,313$1.51M0.97%-31813F-HRTimeline
Avantra Family Wealth, Inc.2,311$1.51M1.12%-713F-HRTimeline
COZAD ASSET MANAGEMENT INC2,307$1.51M0.12%-3813F-HRTimeline
Athena Investment Management2,307$1.51M0.78%013F-HRTimeline
GLR Partners, LLC2,307$1.51M0.82%13F-HRTimeline
CORRADO ADVISORS, LLC2,307$1.51M0.79%+613F-HRTimeline
CORTLAND ASSOCIATES INC/MO2,306$1.51M0.22%-37313F-HRTimeline
Southeast Asset Advisors, LLC2,302$1.5M0.16%+18513F-HRTimeline
Guardian Asset Advisors, LLC2,297$1.5M0.88%-6913F-HRTimeline
Pekin Hardy Strauss, Inc.2,296$1.5M0.16%-9913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,295$1.5M2.7%+66313F-HRTimeline
Whipplewood Advisors, LLC2,295$1.5M0.78%-60113F-HRTimeline
KLCM Advisors, Inc.2,294$1.5M0.13%+31413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,291$1.5M0.51%+1,41513F-HRTimeline
LCNB CORP2,288$1.49M0.5%+31913F-HRTimeline
Canopy Partners, LLC2,282$1.49M0.51%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,281$1.49M0.36%+3813F-HRTimeline
Sompo Asset Management Co., Ltd.2,281$1.49M0.27%+3513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,280$1.49M0.15%+84713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,278$1.49M0.74%+81813F-HRTimelineGroup
Brown Financial Advisory2,274$1.49M0.74%-6213F-HRTimeline
Triton Financial Group Inc2,210$1.48M2.58%+1,10513F-HRTimeline
WealthTrust Axiom LLC2,260$1.48M0.36%+413F-HRTimeline
HFG Advisors, Inc.2,259$1.48M1.04%013F-HRTimeline
SPINNAKER TRUST2,257$1.47M0.08%+2613F-HRTimeline
Hibernia Wealth Partners, LLC2,255$1.47M0.44%+10313F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.47M0.04%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,987$1.46M0.52%+113F-HRTimeline
Integrity Wealth Solutions LLC2,238$1.46M0.57%+613F-HRTimeline
Hamilton Capital, LLC2,234$1.46M0.08%+5113F-HRTimeline
Haverford Financial Services, Inc.2,232$1.46M0.43%-36813F-HRTimeline
71 West Capital Partners2,229$1.46M0.06%+24213F-HRTimeline
KG Capital Management2,228$1.46M1.04%-40413F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,212$1.44M0.74%-7313F-HRTimeline
Arbor Investment Advisors, LLC2,205$1.44M0.19%013F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,201$1.44M0.13%13F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC2,191$1.43M0.02%+11613F-HRTimeline
TruNorth Capital Management, LLC2,190$1.43M0.27%013F-HRTimeline
Rollins Financial Advisors, LLC2,183$1.43M0.23%+27613F-HRTimeline
Capital Squared Financial LLC2,182$1.43M1.09%-2113F-HRTimeline
Autumn Glory Partners, LLC2,179$1.42M0.52%013F-HRTimeline
White Lighthouse Investment Management …2,172$1.42M0.2%-213F-HRTimeline
Traub Capital Management LLC2,169$1.42M1.41%013F-HRTimeline
Randolph Co Inc2,161$1.41M0.13%-18013F-HRTimeline
MBL Wealth, LLC2,146$1.4M0.11%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,143$1.4M0.07%+40813F-HRTimeline
Hunter Perkins Capital Management, LLC2,140$1.4M0.33%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,199$1.4M0.02%-15813F-HRTimelineGroup
West Wealth Group, LLC2,135$1.4M0.28%+69513F-HRTimeline
A&I FINANCIAL SERVICES, LLC2,131$1.39M0.66%+22313F-HRTimeline
FMB WEALTH MANAGEMENT2,128$1.39M0.58%+2513F-HRTimeline
PATRON PARTNERS, LLC2,127$1.39M0.61%-80813F-HRTimeline
ALTFEST L J & CO INC2,124$1.39M0.15%+6613F-HRTimeline
Black Swift Group, LLC2,121$1.39M0.24%013F-HRTimeline
Ervin Investment Management, LLC2,120$1.38M0.81%-1613F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,118$1.38M0.46%+12513F-HRTimeline
CHILTON INVESTMENT CO INC.2,118$1.38M0.03%+1,02013F-HRTimeline
Capital Investment Advisory Services, L…2,114$1.38M0.1%-20,33913F-HRTimeline
Principle Wealth Partners LLC2,113$1.38M0.08%+3313F-HRTimeline
INDEPENDENT INVESTORS INC2,106$1.38M0.27%013F-HRTimeline
Stirlingshire Investments, Inc.2,104$1.37M1.21%+55313F-HRTimeline
Midwest Heritage Bank, FSB2,101$1.37M0.44%-313F-HRTimeline
Mendel Capital Management LLC2,100$1.37M0.69%13F-HRTimeline
Yarbrough Capital, LLC2,098$1.37M0.05%013F-HRTimeline
Harvest Investment Services, LLC2,097$1.37M0.25%-28413F-HRTimeline
Financial Advisors Network, Inc.2,094$1.37M0.19%-1713F-HRTimeline
Kathmere Capital Management, LLC2,091$1.37M0.08%-1813F-HRTimeline
Center for Financial Planning, Inc.2,089$1.36M0.14%-3113F-HRTimeline
Sequent Planning LLC2,088$1.36M0.33%+32713F-HRTimeline
Cornerstone Wealth, LLC/TN1,904$1.36M0.77%13F-HRTimeline
Wallace Advisory Group, LLC2,082$1.36M1.45%-4913F-HRTimeline
Miller Capital Partners, Inc.2,081$1.36M0.66%+5013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,079$1.36M0.06%+87113F-HRTimelineGroup
Strata Wealth Advisors, LLC2,071$1.35M0.37%-7113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,069$1.35M0.36%-6513F-HRTimeline
McClarren Financial Advisors, Inc.2,066$1.35M0.8%-8,93213F-HRTimeline
Farmers National Bank2,066$1.35M0.3%013F-HRTimeline
BALLAST ADVISORS LLC2,566$1.34M0.39%+63613F-HR/ATimeline
Cannell & Spears LLC2,052$1.34M0.03%+18413F-HR/ATimeline
Strive Financial Group ,LLC2,050$1.34M0.71%+2713F-HRTimeline
SACKS & ASSOCIATES, LLC2,048$1.34M0.99%-6113F-HRTimeline
SmartHarvest Portfolios, LLC2,044$1.33M0.56%-2,77013F-HRTimeline
Cannon Wealth Management Services, LLC2,041$1.33M0.9%-613F-HRTimeline
ABLE Financial Group, LLC2,036$1.33M0.26%-11513F-HRTimeline
SLT Holdings LLC2,033$1.33M0.94%-30513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,029$1.33M0.23%+11113F-HRTimeline
MEANS INVESTMENT CO., INC.2,028$1.32M0.12%-3513F-HRTimeline
Roberts Wealth Advisors, LLC2,027$1.32M0.34%+21513F-HRTimeline
Birchcreek Wealth Management, LLC2,024$1.32M0.64%+24013F-HRTimeline
Accel Wealth Management2,022$1.32M0.34%-30613F-HRTimeline
Indie Asset Partners, LLC2,020$1.32M1.5%-213F-HRTimeline
Crew Capital Management, Ltd2,017$1.32M0.87%+113F-HRTimeline
Pacific Point Advisors, LLC2,006$1.31M0.69%+73013F-HRTimeline
Rock Point Advisors, LLC2,006$1.31M0.35%+4113F-HRTimeline
F/m Investments LLC1,981$1.31M0.09%-82113F-HRTimeline