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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HARRELL INVESTMENT PARTNERS, LLC1,496$881K0.25%-3313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,496$881K0.03%+26213F-HRTimeline
Principle Wealth Partners LLC1,496$881K0.06%013F-HRTimeline
Meritas Wealth Management, LLC1,496$881K0.53%-9413F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,494$880K0.08%+83213F-HRTimeline
Teamwork Financial Advisors, LLC1,493$879K0.11%+5413F-HRTimeline
TPG Financial Advisors, LLC1,491$878K0.38%-7913F-HRTimeline
Westbourne Investment Advisors, Inc.1,490$877K0.3%+313F-HRTimeline
KEYVANTAGE WEALTH, LLC1,487$875K0.63%13F-HRTimeline
Planned Solutions, Inc.1,483$873K0.36%-613F-HRTimeline
DDFG, Inc1,483$873K0.25%+213F-HRTimeline
GUIDANCE CAPITAL, INC1,428$872K0.27%+59513F-HRTimeline
NAVELLIER & ASSOCIATES INC1,480$871K0.1%013F-HRTimeline
Summit Investment Advisory Services, LLC1,477$869K0.45%+813F-HRTimeline
Adero Partners, LLC1,475$868K0.06%-8713F-HRTimeline
WT Wealth Management1,470$865K0.27%-813F-HRTimeline
STAR Financial Bank1,469$865K0.62%-65013F-HRTimeline
Moment Partners, LLC1,466$863K0.16%13F-HRTimeline
Burton Enright Welch1,463$861K0.18%+22813F-HRTimeline
L.M. KOHN & COMPANY1,459$859K0.22%-7713F-HRTimeline
Objectivity Squared, LLC1,471$858K0.6%-2813F-HRTimeline
Balboa Wealth Partners1,457$858K0.2%+16513F-HRTimeline
Sincerus Advisory, LLC1,457$858K0.92%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,450$854K0.21%+14613F-HRTimeline
CULBERTSON A N & CO INC1,450$854K0.14%-9113F-HRTimeline
Seaside Wealth Management, Inc.1,449$853K0.31%+4413F-HRTimeline
DSG Capital Advisors, LLC1,445$851K0.15%13F-HRTimeline
Shearwater Capital LLC1,442$849K0.58%013F-HRTimeline
McLean Asset Management Corp1,440$848K0.25%013F-HRTimeline
Safeguard Financial, LLC1,440$848K0.18%-72013F-HRTimeline
Lloyd Advisory Services, LLC.1,437$846K0.4%-14213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,437$846K0.28%013F-HRTimeline
GatePass Capital, LLC1,436$845K0.92%13F-HRTimeline
Shakespeare Wealth Management, LLC1,434$844K0.23%-9713F-HRTimeline
Independent Family Office, LLC1,434$844K0.44%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,432$843K0.7%-15013F-HRTimelineGroup
Avion Wealth1,431$842K0.22%-813F-HRTimeline
TrinityBridge Ltd1,430$842K0.02%013F-HRTimeline
Hartford Funds Management Co LLC1,426$839K0.08%+1,05813F-HRTimeline
Signature Resources Capital Management,…1,425$839K0.75%013F-HRTimeline
Reyes Financial Architecture, Inc.1,423$838K0.66%13F-HRTimeline
Cambria Investment Management, L.P.1,420$836K0.05%new13F-HRTimeline
Chemistry Wealth Management LLC1,418$835K0.2%+413F-HRTimeline
Partners in Financial Planning1,416$833K0.17%+20213F-HRTimeline
Amplius Wealth Advisors, LLC1,413$832K0.09%+513F-HRTimeline
Capital Investment Services of America,…1,410$830K0.08%+313F-HRTimeline
BCS Wealth Management1,409$830K0.21%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,408$829K0.33%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,399$824K0.16%13F-HRTimeline
NBZ Investment Advisors LLC1,397$822K0.46%13F-HRTimeline
Hudson Capital Management LLC1,394$821K0.26%-513F-HRTimeline
STALEY CAPITAL ADVISERS INC1,393$820K0.04%013F-HRTimeline
River Street Advisors LLC1,393$820K0.42%-44613F-HRTimeline
Slow Capital, Inc.1,392$819K0.12%013F-HRTimeline
Gibson Capital, LLC1,391$819K0.17%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,391$819K0.26%+313F-HRTimeline
Navalign, LLC1,391$819K0.24%-6313F-HRTimeline
Redwood Financial Network Corp1,390$818K0.61%+43513F-HRTimeline
Bouchey Financial Group, Ltd.1,390$818K0.07%-33713F-HRTimeline
Elm3 Financial Group, LLC1,389$818K0.7%13F-HRTimeline
Johnson Bixby & Associates, LLC1,387$817K0.12%-213F-HRTimeline
VSM Wealth Advisory, LLC1,387$816K0.29%13F-HRTimeline
Regency Capital Management Inc.\DE1,385$815K0.44%013F-HRTimeline
Blankinship & Foster, LLC1,381$813K0.2%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,380$812K0.05%-1413F-HRTimelineGroup
Consolidated Portfolio Review Corp1,376$810K0.13%+71313F-HRTimeline
MeadowBrook Investment Advisors LLC1,374$809K0.72%new13F-HRTimeline
Yardley Wealth Management LLC1,382$808K0.39%+90413F-HRTimeline
Tenret Co LLC1,371$807K0.51%+6413F-HRTimeline
Clearview Wealth Advisors LLC1,369$806K0.61%-4813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,368$806K0.21%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,368$805K0.24%-22213F-HRTimeline
Main Street Research LLC1,366$804K0.05%-51113F-HRTimeline
Financial Futures Ltd Liability Co.1,365$803K0.46%+1613F-HRTimeline
Sabal Trust CO1,362$802K0.05%+18213F-HRTimeline
Great Waters Wealth Management1,357$799K0.1%+3113F-HRTimeline
LJI Wealth Management, LLC1,357$799K0.16%+1513F-HRTimeline
KPP Advisory Services LLC1,356$798K0.19%-2013F-HRTimeline
TruNorth Capital Management, LLC1,349$794K0.22%013F-HRTimeline
Capital Market Strategies LLC1,347$793K0.46%-113F-HRTimeline
Andrew Hill Investment Advisors, Inc.1,342$791K0.59%-17713F-HRTimeline
Paragon Advisors, LLC1,341$789K0.27%+27013F-HRTimeline
SMART Wealth LLC1,341$789K0.28%+7913F-HRTimeline
ProVise Management Group, LLC1,337$787K0.07%-34913F-HRTimeline
Arrowroot Family Office, LLC1,333$784K0.41%-39213F-HRTimeline
Main Street Group, LTD1,328$782K0.29%+10913F-HRTimeline
Bath Savings Trust Co1,328$782K0.08%+7213F-HRTimeline
RW Investment Management LLC1,326$781K0.1%-84313F-HRTimeline
Investment Research & Advisory Group, I…1,323$779K0.32%-2013F-HRTimeline
SpringVest Wealth Management LLC1,320$777K0.67%13F-HRTimeline
Opes Wealth Management LLC1,316$775K0.16%+91013F-HRTimeline
USAdvisors Wealth Management, LLC1,316$774K0.25%+4313F-HRTimeline
Frisch Financial Group, Inc.1,313$773K0.23%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,309$771K0.13%013F-HRTimeline
Ridgeline Wealth Planning, LLC1,306$769K0.74%13F-HRTimeline
Conservest Capital Advisors, Inc.1,303$767K0.08%-6013F-HRTimeline
Sageworth Trust Co of South Dakota1,302$766K0.97%013F-HRTimeline
Chris Bulman Inc1,302$766K0.49%-1213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,299$765K0.28%-413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,297$764K<0.01%013F-HRTimelineGroup
COMMONS CAPITAL, LLC1,297$763K0.69%new13F-HRTimeline
Pathway Financial Advisors LLC1,297$763K0.18%-1713F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,295$762K0.38%+4513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,292$761K0.35%+3613F-HRTimeline
Compton Wealth Advisory Group, LLC1,287$758K0.2%-56813F-HRTimeline
VCI Wealth Management LLC1,286$757K0.32%+7813F-HR/ATimeline
Grant Private Wealth Management Inc1,284$756K0.82%13F-HRTimeline
Fenimore Asset Management Inc1,280$754K0.02%-2013F-HRTimeline
White Knight Strategic Wealth Advisors,…1,280$754K0.32%new13F-HRTimeline
Lokken Investment Group LLC1,278$752K0.32%+5313F-HRTimeline
Register Financial Advisors LLC1,277$752K0.38%+4413F-HRTimeline
FOSTER & MOTLEY INC1,272$749K0.05%-6413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,282$748K0.16%-3113F-HRTimeline
Friedenthal Financial1,270$748K0.44%+1,08513F-HRTimeline
First National Bank of Mount Dora, Trus…1,269$747K0.17%013F-HRTimeline
Collaborative Wealth Managment Inc.1,269$747K0.34%+3113F-HRTimeline
Powers Advisory Group, LLC1,264$744K0.37%+37613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,263$744K0.42%+26013F-HRTimeline
Centerpoint Advisory Group1,260$742K0.72%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,257$740K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,256$739K0.27%+11413F-HRTimeline
TSFG, LLC1,256$739K0.15%-213F-HRTimeline
Indie Asset Partners, LLC1,255$739K0.58%+3013F-HRTimeline
Capstone Financial Advisors, Inc.1,254$738K0.05%-6013F-HRTimeline
Financial Network Wealth Advisors LLC1,254$738K1.37%-1,98313F-HRTimeline
ARS Wealth Advisors Group, LLC1,251$736K0.1%-20613F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,247$734K<0.01%+82013F-HRTimelineGroup
Performance Wealth Partners, LLC1,245$733K0.02%-21913F-HRTimeline
Tenon Financial LLC1,243$730K0.47%+313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,239$729K0.13%+1913F-HRTimeline
N.E.W. Advisory Services LLC1,236$728K0.07%+2313F-HRTimeline
Convergence Financial, LLC1,231$724K0.14%-1313F-HRTimeline
CFM WEALTH PARTNERS LLC1,230$724K0.12%+9713F-HRTimeline
O'Brien Wealth Partners LLC1,220$718K0.13%013F-HRTimeline
MARTIN & CO INC /TN/1,217$716K0.18%013F-HRTimeline
Fiduciary Alliance LLC1,215$716K0.07%+22013F-HRTimeline
Horizons Wealth Management1,215$715K0.55%-5313F-HRTimeline
Charis Legacy Partners, LLC1,215$715K1.46%13F-HRTimeline
Field & Main Bank1,215$715K0.25%013F-HRTimeline
Kondo Wealth Advisors, Inc.1,213$714K0.36%13F-HRTimeline
Avant Financial Advisors LLC1,211$713K0.65%13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,211$713K0.38%+3013F-HRTimeline
RAM Investment Partners, LLC1,210$712K0.18%+1013F-HRTimeline
Eagle Ridge Investment Management1,207$711K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mittelman Wealth Management1,206$710K0.66%-513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,204$709K0.32%+48513F-HRTimeline
Tennessee Valley Asset Management Partn…1,204$709K0.12%-34713F-HRTimeline
Wealthfront Advisers LLC1,195$703K<0.01%-34713F-HR/ATimeline
Kolinsky Wealth Management, LLC1,191$701K0.43%+35213F-HRTimeline
LEGACY SOLUTIONS, LLC1,190$701K0.76%13F-HRTimeline
NESTEGG ADVISORS, INC.1,147$691K0.7%13F-HRTimeline
LifeWealth Investments, LLC1,170$689K0.46%13F-HRTimeline
Rock Point Advisors, LLC1,170$689K0.2%new13F-HRTimeline
Aries Wealth Management1,169$688K0.19%013F-HRTimeline
D.B. Root & Company, LLC1,168$688K0.22%-5513F-HRTimeline
Stiles Financial Services Inc1,168$688K0.25%+113F-HRTimeline
Front Row Advisors LLC1,166$686K0.24%-5313F-HRTimeline
Innova Wealth Partners1,166$686K0.43%new13F-HRTimeline
GK Wealth Management LLC1,165$686K0.87%13F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,163$685K0.37%13F-HRTimelineGroup
GGM Financial LLC1,159$682K0.73%-1213F-HRTimeline
Tilson Financial Group, Inc.1,153$679K0.28%+4013F-HRTimeline
Argentarii, LLC1,151$678K0.34%13F-HRTimeline
Strategic Financial Planning, Inc.1,149$676K0.46%013F-HRTimeline
Zuckerman Investment Group, LLC1,124$675K0.06%+2013F-HRTimeline
Mason Investment Advisory Services, Inc.1,147$675K0.04%-6813F-HRTimeline
W1M Investment Management Ltd1,145$674K0.01%-55013F-HRTimeline
Aspiring Ventures, LLC1,123$674K0.43%13F-HRTimeline
Marion Wealth Management1,143$673K0.18%-6713F-HRTimeline
KKM Financial LLC1,137$669K0.28%013F-HRTimeline
Smart Portfolios, LLC1,136$669K0.7%-91113F-HRTimeline
Michael A. Dubis Financial Planning, LLC1,137$669K0.65%13F-HRTimeline
PINNEY & SCOFIELD, INC.1,134$668K0.51%13F-HRTimeline
Manuka Financial, LLC1,132$666K0.45%13F-HRTimeline
L.K. Benson & Company, P.C.1,129$665K0.47%13F-HRTimeline
Activest Wealth Management1,127$664K0.19%+1213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,124$662K0.12%-3813F-HRTimeline
Somerset Trust Co1,123$661K0.25%013F-HRTimeline
TPG Advisors LLC1,121$660K0.52%+2413F-HRTimeline
RDA Financial Network1,120$660K0.19%+513F-HRTimeline
St. Louis Trust Co1,120$659K0.09%013F-HRTimeline
Glenorchy Capital Ltd1,118$658K0.47%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,114$656K0.11%-9213F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC1,113$655K0.18%-2313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,114$655K0.1%+14613F-HRTimeline
one8zero8, LLC1,111$654K0.14%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,111$654K0.16%+15613F-HRTimeline
Resolute Wealth Strategies, LLC1,109$653K0.34%+8213F-HRTimeline
ATMOS ADVISORY, LLC1,109$653K0.45%new13F-HRTimeline
True Wealth Design, LLC1,105$650K0.25%013F-HRTimeline
Wealthstream Advisors, Inc.1,105$650K0.12%+19513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,103$649K0.06%+5213F-HRTimeline
Future Financial Wealth Managment LLC1,102$649K0.47%013F-HRTimeline
John W. Brooker & Co., CPAs1,100$648K0.28%+23213F-HRTimeline
Seneca House Advisors1,100$647K0.26%+6813F-HRTimeline
M.E. ALLISON & CO., INC.1,098$646K0.71%13F-HRTimeline
Bensler, LLC1,097$646K0.08%+1413F-HRTimeline
FWG Investments, LLC.1,097$646K0.5%-2513F-HRTimeline
Radnor Capital Management, LLC1,089$641K0.11%-10013F-HRTimeline
Apriem Advisors1,089$641K0.07%+33113F-HRTimeline