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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
A&I FINANCIAL SERVICES, LLC2,117$1.59M0.69%-1413F-HRTimeline
Vigilare Wealth Management2,116$1.58M0.49%-44613F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,115$1.58M0.48%-313F-HRTimeline
Black Swift Group, LLC2,108$1.58M0.23%-1313F-HRTimeline
INDEPENDENT INVESTORS INC2,106$1.58M0.3%013F-HRTimeline
SmartHarvest Portfolios, LLC2,106$1.58M0.51%+6213F-HRTimeline
Mendel Capital Management LLC2,102$1.57M0.71%+213F-HRTimeline
Financial Advisors Network, Inc.2,101$1.57M0.19%+713F-HRTimeline
Horizon Wealth Management, LLC2,101$1.57M0.2%+36313F-HRTimeline
Yarbrough Capital, LLC2,098$1.57M0.05%013F-HRTimeline
Center for Financial Planning, Inc.2,089$1.56M0.15%013F-HRTimeline
Autumn Glory Partners, LLC2,089$1.56M0.44%-9013F-HRTimeline
Crown Wealth Group, LLC2,089$1.56M0.4%+11613F-HRTimeline
Miller Capital Partners, Inc.2,081$1.56M0.61%013F-HRTimeline
KG Capital Management2,074$1.55M0.92%-15413F-HRTimeline
Valtrion Capital Management, LLC2,071$1.55M1.15%+49313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,069$1.55M0.36%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,989$1.55M0.5%+213F-HRTimeline
Harvest Investment Services, LLC2,059$1.54M0.24%-3813F-HRTimeline
71 West Capital Partners2,055$1.54M0.05%-17413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,055$1.54M0.44%+1,32013F-HRTimeline
Wallace Advisory Group, LLC2,052$1.54M1.45%-3013F-HRTimeline
Midwest Heritage Bank, FSB2,051$1.54M0.44%-5013F-HRTimeline
Financial Network Wealth Advisors LLC2,047$1.53M1.56%+13613F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,045$1.53M0.79%+18113F-HRTimeline
Cannell & Spears LLC2,043$1.53M0.03%-913F-HRTimeline
PENINSULA ASSET MANAGEMENT INC2,042$1.53M0.73%-17013F-HRTimeline
Paladin Wealth, LLC2,039$1.53M0.89%+26413F-HRTimeline
SeaCrest Wealth Management, LLC2,039$1.53M0.17%-1,95813F-HRTimeline
MEANS INVESTMENT CO., INC.2,039$1.53M0.12%+1113F-HRTimeline
ABLE Financial Group, LLC2,036$1.52M0.26%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,028$1.52M0.69%+6813F-HRTimeline
Accel Wealth Management2,022$1.51M0.34%013F-HRTimeline
Cannon Wealth Management Services, LLC2,019$1.51M0.83%-2213F-HRTimeline
McLean Asset Management Corp2,008$1.51M0.2%+20513F-HRTimeline
Focused Wealth Management, Inc2,010$1.51M0.13%+3313F-HRTimeline
10Elms LLP2,009$1.5M0.64%+24213F-HRTimeline
BCI SECURITIES, INC.2,009$1.5M12.96%+9713F-HRTimeline
MADDEN SECURITIES Corp2,000$1.5M0.42%013F-HRTimeline
LAVELLE CAPITAL LP2,000$1.5M0.76%013F-HRTimeline
Register Financial Advisors LLC1,999$1.5M0.46%+813F-HRTimeline
Balboa Wealth Partners1,997$1.5M0.2%+4013F-HRTimeline
GatePass Capital, LLC1,994$1.49M0.57%+81313F-HRTimeline
FOSTER & MOTLEY INC1,994$1.49M0.07%+12213F-HRTimeline
COWA, LLC1,983$1.49M0.37%+16913F-HRTimeline
Ervin Investment Management, LLC1,978$1.48M0.8%-14213F-HRTimeline
LexAurum Advisors, LLC1,978$1.48M0.17%+1013F-HRTimeline
PRENTISS SMITH & CO INC1,977$1.48M0.81%013F-HRTimeline
J.Safra Asset Management Corp1,976$1.48M0.07%+20513F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,974$1.48M0.32%new13F-HRTimeline
Blue Line Capital, LLC / IL1,974$1.48M1.28%+15913F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,969$1.47M0.19%+1,10913F-HRTimeline
Ardent Capital Management, Inc.1,966$1.47M0.61%013F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC1,962$1.47M0.75%13F-HRTimeline
Wingate Wealth Advisors, Inc.1,961$1.47M0.65%+613F-HRTimeline
Avalon Trust Co1,961$1.47M0.09%013F-HRTimeline
CONNABLE OFFICE INC1,959$1.47M0.13%+14013F-HRTimeline
Financial Insights, Inc.1,956$1.46M0.39%+8113F-HRTimeline
Cornerstone Wealth, LLC/TN1,929$1.46M0.74%+2513F-HRTimeline
Birchcreek Wealth Management, LLC1,952$1.46M0.57%-7213F-HRTimeline
Provident Co of the Employees of the He…1,944$1.46M1.11%new13F-HRTimeline
Woodside Wealth Management LLC1,944$1.46M1.01%+913F-HRTimeline
Hamilton Capital, LLC1,943$1.45M0.07%-29113F-HRTimeline
Fort Sheridan Advisors LLC1,942$1.45M0.16%013F-HRTimeline
Elite Financial, Inc.1,941$1.45M0.59%+1313F-HRTimeline
Advocacy Wealth Management, LLC1,938$1.45M0.05%+11613F-HRTimeline
Sara-Bay Financial1,938$1.45M0.39%+4813F-HRTimeline
Rock Point Advisors, LLC1,936$1.45M0.35%-7013F-HRTimeline
Roberts Wealth Advisors, LLC1,935$1.45M0.33%-9213F-HRTimeline
Strata Wealth Advisors, LLC1,932$1.45M0.35%-13913F-HRTimeline
Intellus Advisors LLC1,928$1.44M0.18%013F-HRTimeline
Farmers National Bank1,924$1.44M0.3%-14213F-HRTimeline
Adelphi Trust Co1,916$1.43M0.95%013F-HRTimeline
Northwest Financial Advisors1,915$1.43M0.19%-113F-HRTimeline
Marion Wealth Management1,915$1.43M0.29%-8413F-HRTimeline
Crew Capital Management, Ltd1,912$1.43M0.78%-10513F-HRTimeline
Ballast, Inc.1,905$1.43M0.27%-1513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,904$1.43M0.18%-113F-HRTimeline
CMH Wealth Management LLC1,900$1.42M0.22%+12513F-HRTimeline
Rather & Kittrell, Inc.1,897$1.42M0.2%013F-HRTimeline
TrustBankin group TrustBank1,894$1.42M0.48%+2913F-HRTimelineGroup
Clear Harbor Asset Management, LLC1,893$1.42M0.09%+3613F-HRTimeline
Morangie Management LLC1,891$1.42M1.18%-413F-HRTimeline
SACKS & ASSOCIATES, LLC1,883$1.41M0.95%-16513F-HRTimeline
SIERRA OCEAN, LLC1,883$1.41M0.98%-6713F-HRTimeline
Planned Solutions, Inc.1,876$1.4M0.4%+113F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,874$1.4M0.32%013F-HRTimeline
BALLAST ADVISORS LLC1,874$1.4M0.33%-69213F-HRTimeline
Bond & Devick Financial Network, Inc.1,873$1.4M0.35%013F-HRTimeline
BFI Infinity Ltd.1,868$1.4M0.67%013F-HRTimeline
GEN Financial Management, INC.1,868$1.4M0.84%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,867$1.4M0.18%+14013F-HRTimeline
Chicago Wealth Management, Inc.1,866$1.4M0.5%013F-HRTimeline
Sharp Wealth Advisory, LLC1,857$1.39M0.64%+69813F-HRTimeline
TrueWealth Advisors, LLC1,856$1.39M0.31%+38413F-HRTimeline
BCS Wealth Management1,854$1.39M0.25%013F-HRTimeline
Vertrix Wealth Management, LLC1,853$1.39M0.47%+1,02013F-HRTimeline
Beutel, Goodman & Co Ltd.1,849$1.39M0.01%013F-HRTimeline
Peck Wealth Management, LLC1,841$1.38M1.16%-513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,840$1.38M0.08%-6313F-HRTimelineGroup
Brooklyn FI, LLC1,821$1.37M0.25%+413F-HRTimeline
GKV Capital Management Co., Inc.1,824$1.37M0.44%+12313F-HRTimeline
Rockbridge Investment Management, LCC1,817$1.36M0.11%-213F-HRTimeline
Van Diest Capital, LLC1,817$1.36M1.22%-14813F-HRTimeline
Main Street Research LLC1,810$1.36M0.06%-74413F-HRTimeline
Frisch Financial Group, Inc.1,805$1.35M0.23%-65413F-HRTimeline
JM2 Capital Inc.1,801$1.35M0.93%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,797$1.35M<0.01%-12213F-HRTimelineGroup
Centerpoint Advisory Group1,793$1.34M0.85%-9213F-HRTimeline
Opal Wealth Advisors, LLC1,791$1.34M0.29%+51713F-HRTimeline
Elevation Wealth Management LLC1,788$1.34M1%+48613F-HRTimeline
Tanager Wealth Management LLP1,788$1.34M0.12%013F-HRTimeline
VCI Wealth Management LLC1,788$1.34M0.34%+24313F-HRTimeline
SwitchPoint Financial Planning, LLC1,785$1.34M0.77%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,783$1.34M0.26%013F-HRTimeline
Worth Asset Management, LLC1,783$1.34M0.43%013F-HRTimeline
Keener Financial Planning LLC1,781$1.33M0.48%+4713F-HRTimeline
Smart Money Group LLC1,778$1.33M0.34%-3313F-HRTimeline
Citizens Business Bank1,776$1.33M0.2%013F-HRTimeline
Brookmont Capital Management1,774$1.33M0.71%+3913F-HRTimeline
Portland Financial Advisors Inc1,774$1.33M2.42%013F-HRTimeline
Silicon Valley Capital Partners1,774$1.33M0.11%-3013F-HRTimeline
Orcam Financial Group1,771$1.33M0.65%+1,18913F-HRTimeline
Redwood Financial Network Corp1,771$1.33M0.74%+5513F-HRTimeline
Aventus Investment Advisors, Inc.1,768$1.32M0.97%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC1,766$1.32M0.26%+10513F-HRTimeline
D'Orazio & Associates, Inc.1,765$1.32M0.15%+20813F-HRTimeline
Councilor Wealth, LLC1,762$1.32M0.53%+113F-HRTimeline
Hardin Capital Partners, LLC1,754$1.32M0.61%-75413F-HRTimeline
J. Derek Lewis & Associates Inc.1,755$1.31M0.25%+34313F-HRTimeline
CALTON & ASSOCIATES, INC.1,754$1.31M0.19%-83813F-HRTimeline
Avion Wealth1,752$1.31M0.24%+25113F-HRTimeline
Storgate, LLC1,751$1.31M0.27%new13F-HRTimeline
Ryan Investment Management, Inc.1,748$1.31M0.59%+97113F-HRTimeline
RED REEF ADVISORS LLC1,746$1.31M1.21%-6913F-HRTimeline
Sightline Wealth Advisors, LLC1,740$1.3M0.48%+313F-HRTimeline
Jackson Wealth Management, LLC1,736$1.3M0.77%-33,73113F-HRTimeline
CRUX WEALTH ADVISORS1,732$1.3M0.45%+513F-HRTimeline
LMCG INVESTMENTS, LLC1,730$1.3M0.07%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,642$1.29M0.96%-8713F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,729$1.29M1.16%-18913F-HRTimeline
ATWOOD & PALMER INC1,725$1.29M0.07%013F-HRTimeline
Juno Financial Group LLC1,724$1.29M0.46%+413F-HRTimeline
Aspen Wealth Management LLC1,724$1.29M0.22%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC1,725$1.29M1.4%-10013F-HRTimeline
Addison Advisors LLC1,716$1.29M0.61%+34113F-HRTimeline
Everest Private Wealth1,716$1.29M0.48%013F-HRTimeline
Agate Pass Investment Management, LLC1,714$1.28M0.47%+4813F-HRTimeline
180 WEALTH ADVISORS, LLC1,710$1.28M0.13%+18113F-HRTimeline
Sincerus Advisory, LLC1,710$1.28M0.87%-5413F-HRTimeline
Atlas Private Wealth Advisors1,706$1.28M0.28%+3613F-HRTimeline
Sage Capital Management, LLC1,705$1.28M0.5%+213F-HRTimeline
Strategic Financial Services, Inc.1,702$1.27M0.06%013F-HRTimeline
Bill Few Associates, Inc.1,702$1.27M0.27%-613F-HRTimeline
NOVUS ADVISORS, LLC1,702$1.27M2.66%-26413F-HRTimeline
Xena Financial Planning, LLC1,701$1.27M1.22%+1,14713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,698$1.27M0.24%+10813F-HRTimeline
Timber Creek Capital Management LLC1,698$1.27M0.26%013F-HRTimeline
Key Capital Management, INC1,696$1.27M0.65%+5313F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,695$1.27M0.21%013F-HRTimeline
Team Financial Group, LLC1,695$1.27M0.54%+24813F-HRTimeline
Regency Capital Management Inc.\DE1,692$1.27M0.5%013F-HRTimeline
Stone Wealth Partners1,674$1.26M0.92%-1313F-HRTimeline
Clarity Financial LLC1,686$1.26M0.11%-6413F-HRTimeline
Rockport Wealth LLC1,682$1.26M0.21%013F-HRTimeline
Life Planning Partners, Inc1,681$1.26M0.94%-14513F-HRTimeline
Aspiring Ventures, LLC1,681$1.26M0.33%+30513F-HRTimeline
Selby Wealth Management, LLC1,678$1.26M0.45%+413F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/1,678$1.26M0.02%new13F-HRTimeline
Montz Harcus Wealth Management LLC1,675$1.25M0.45%+113F-HRTimeline
Financial Planning Navigators CORP1,673$1.25M0.47%-113F-HRTimeline
BALANCED WEALTH GROUP LLC1,669$1.25M0.4%+313F-HRTimeline
Steelhead Wealth Management LLC1,670$1.25M0.5%-26313F-HRTimeline
Independent Family Office, LLC1,668$1.25M0.5%+10013F-HRTimeline
Prosperity Planning, Inc.1,648$1.23M0.28%+28513F-HRTimeline
GERBER, LLC1,646$1.23M0.58%-3913F-HRTimeline
McHugh Group, LLC1,645$1.23M0.63%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,641$1.23M0.15%+17113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,641$1.23M0.21%-513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,639$1.23M0.08%+50913F-HRTimeline
Align Financial, LLC1,635$1.22M0.61%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC1,634$1.22M0.23%+1113F-HRTimeline
Charter Capital Management, LLC\DE1,632$1.22M0.54%-8413F-HRTimeline
BARLOW WEALTH PARTNERS, LLC1,630$1.22M0.13%013F-HRTimeline
Aureum Wealth Management, LLC1,629$1.22M0.76%-1513F-HRTimeline
Provenance Wealth Advisors, LLC1,624$1.22M0.12%013F-HRTimeline
SLT Holdings LLC1,618$1.21M0.77%-41513F-HRTimeline
Avantax Planning Partners, Inc.1,614$1.21M0.03%-1913F-HRTimeline
Teamwork Financial Advisors, LLC1,613$1.21M0.11%-93213F-HRTimeline
Arrowroot Family Office, LLC1,612$1.21M0.35%+32513F-HRTimeline
Marshall Financial Group, LLC1,611$1.21M0.18%+1,05713F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC1,611$1.21M0.73%+313F-HRTimeline
Taylor Securities Services, Inc.1,610$1.21M0.49%-23313F-HRTimeline
Revisor Wealth Management LLC1,607$1.2M0.29%+42513F-HRTimeline
Seascape Capital Management1,606$1.2M0.29%+213F-HRTimeline
Jordan Park Group LLC1,601$1.2M0.06%+44413F-HRTimeline
PW Nova Financial Services LLC1,601$1.2M0.26%+913F-HRTimeline
MARTIN & CO INC /TN/1,598$1.2M0.19%+38113F-HRTimeline
Marks Group Wealth Management, Inc1,598$1.2M0.1%013F-HRTimeline
Hillman Capital Management, Inc.1,589$1.19M0.86%+33913F-HRTimeline