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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Signature Resources Capital Management,…1,479$831K0.71%+5413F-HRTimeline
Powers Advisory Group, LLC1,478$830K0.4%+21413F-HRTimeline
Hemenway Trust Co LLC1,477$830K0.07%-44713F-HRTimeline
Prosperity Planning, Inc.1,470$826K0.26%-13813F-HRTimeline
Hexagon Capital Partners LLC1,468$825K0.16%-15413F-HRTimeline
Nicollet Investment Management, Inc.1,465$823K0.29%+53413F-HRTimeline
N.E.W. Advisory Services LLC1,464$822K0.06%+22813F-HRTimeline
Prairie Wealth Advisors, Inc.1,463$822K0.4%-18713F-HRTimeline
Sincerus Advisory, LLC1,448$814K0.86%-913F-HRTimeline
Shakespeare Wealth Management, LLC1,446$813K0.22%+1213F-HRTimeline
DSG Capital Advisors, LLC1,445$812K0.16%013F-HRTimeline
GatePass Capital, LLC1,445$812K0.61%+913F-HRTimeline
USAdvisors Wealth Management, LLC1,444$811K0.28%+12813F-HRTimeline
River Street Advisors LLC1,440$809K0.4%+4713F-HRTimeline
Apella Capital, LLC1,478$808K0.03%-7113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,434$806K0.13%+12513F-HRTimeline
Rock Point Advisors, LLC1,434$806K0.25%+26413F-HRTimeline
Financial Futures Ltd Liability Co.1,434$806K0.46%+6913F-HRTimeline
Shearwater Capital LLC1,433$805K0.57%-913F-HR/ATimeline
Verity & Verity, LLC1,428$802K0.07%-19013F-HRTimeline
TrueWealth Advisors, LLC1,427$802K0.26%-1,59813F-HRTimeline
Objectivity Squared, LLC1,491$801K0.67%+2013F-HRTimeline
Reyes Financial Architecture, Inc.1,423$800K0.59%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,420$798K0.38%-10913F-HRTimeline
STALEY CAPITAL ADVISERS INC1,419$797K0.04%+2613F-HRTimeline
BCS Wealth Management1,419$797K0.2%+1013F-HRTimeline
Amplius Wealth Advisors, LLC1,418$797K0.08%+513F-HRTimeline
Partners in Financial Planning1,416$796K0.16%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,408$791K0.31%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,405$789K0.91%-1,72613F-HRTimeline
CULBERTSON A N & CO INC1,404$789K0.13%-4613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,403$788K0.56%-61913F-HRTimeline
ProVise Management Group, LLC1,400$787K0.07%+6313F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,399$786K0.23%-9713F-HRTimeline
Bouchey Financial Group, Ltd.1,398$786K0.07%+813F-HRTimeline
NBZ Investment Advisors LLC1,397$785K0.45%013F-HRTimeline
Slow Capital, Inc.1,392$782K0.1%013F-HRTimeline
Gibson Capital, LLC1,391$782K0.16%013F-HR/ATimeline
American Investment Services, Inc.1,391$781K0.14%-22413F-HRTimeline
Capital Investment Services of America,…1,389$780K0.08%-2113F-HRTimeline
Johnson Bixby & Associates, LLC1,387$779K0.12%013F-HRTimeline
VSM Wealth Advisory, LLC1,387$779K0.28%013F-HRTimeline
Fiduciary Alliance LLC1,386$779K0.08%+17113F-HRTimeline
Regency Capital Management Inc.\DE1,385$778K0.47%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,382$777K0.36%+9013F-HRTimeline
MeadowBrook Investment Advisors LLC1,374$772K0.72%013F-HRTimeline
Tenret Co LLC1,371$770K0.47%013F-HRTimeline
Clearview Wealth Advisors LLC1,370$770K0.58%+113F-HRTimeline
Hudson Capital Management LLC1,369$769K0.23%-2513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,368$769K0.23%013F-HRTimeline
TSFG, LLC1,366$767K0.16%+11013F-HRTimeline
Centerpoint Advisory Group1,364$766K0.75%+10413F-HRTimeline
J HAGAN CAPITAL, INC.1,301$766K0.62%13F-HRTimeline
Summit Investment Advisory Services, LLC1,359$764K0.37%-11813F-HRTimeline
Burton Enright Welch1,357$762K0.16%-10613F-HRTimeline
Summit Wealth Group, LLC1,351$759K0.22%new13F-HRTimeline
Shilanski & Associates, Inc.1,349$758K0.24%+74013F-HRTimeline
Lokken Investment Group LLC1,348$758K0.32%+7013F-HRTimeline
Financial & Tax Architects, LLC1,341$753K0.19%+32613F-HRTimeline
Tennessee Valley Asset Management Partn…1,340$753K0.12%+13613F-HRTimeline
Lloyd Advisory Services, LLC.1,340$753K0.38%-9713F-HRTimeline
Navalign, LLC1,339$752K0.21%-5213F-HRTimeline
ARS Wealth Advisors Group, LLC1,330$747K0.11%+7913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,329$747K0.29%+12513F-HRTimeline
RDA Financial Network1,313$738K0.22%+19313F-HRTimeline
RENASANT BANK1,313$738K0.49%-1,29513F-HRTimeline
Horizons Wealth Management1,312$737K0.56%+9713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,312$737K0.63%-12013F-HRTimelineGroup
Bensler, LLC1,310$736K0.09%+21313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,390$733K0.16%+10813F-HRTimeline
Sageworth Trust Co of South Dakota1,302$732K0.88%013F-HRTimeline
Investment Research & Advisory Group, I…1,301$731K0.31%-2213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,299$730K0.14%+6013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,297$729K<0.01%013F-HRTimelineGroup
Cambria Investment Management, L.P.1,294$727K0.05%-12613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,294$727K1.42%-70113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,289$724K0.23%-10213F-HRTimeline
Compton Wealth Advisory Group, LLC1,287$723K0.2%013F-HRTimeline
Twelve Points Wealth Management LLC1,287$723K0.2%+22113F-HRTimeline
Trinity Financial Advisors LLC1,337$722K0.26%+96813F-HR/ATimeline
Barnes Dennig Private Wealth Management…1,282$720K1.09%13F-HRTimeline
Conservest Capital Advisors, Inc.1,279$719K0.08%-2413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.1,279$719K0.57%+20413F-HRTimeline
McLean Asset Management Corp1,440$719K0.24%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,277$718K0.15%-1,58213F-HRTimeline
Capstone Financial Advisors, Inc.1,276$717K0.04%+2213F-HRTimeline
Indie Asset Partners, LLC1,275$716K0.62%+2013F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,211$715K0.38%-8413F-HRTimeline
First National Bank of Mount Dora, Trus…1,269$713K0.17%013F-HRTimeline
FOSTER & MOTLEY INC1,269$713K0.04%-313F-HRTimeline
SpringVest Wealth Management LLC1,268$712K0.59%-5213F-HRTimeline
Grant Private Wealth Management Inc1,264$710K0.77%-2013F-HRTimeline
Ignite Planners, LLC1,265$710K0.14%-54513F-HRTimeline
Sabal Trust CO1,262$709K0.04%-10013F-HRTimeline
Elite Financial, Inc.1,261$708K0.37%-27,91013F-HRTimeline
Main Street Research LLC1,260$708K0.05%-10613F-HRTimeline
Great Waters Wealth Management1,255$705K0.1%-10213F-HRTimeline
Addison Advisors LLC1,251$703K0.19%-85713F-HRTimeline
Plan Group Financial, LLC1,248$701K0.25%+49513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,246$700K0.23%+13513F-HRTimeline
Tenon Financial LLC1,245$700K0.43%+213F-HRTimeline
Capital International Investorsin group Capital International Investo…1,248$697K<0.01%+19513F-HRTimelineGroup
Aspiring Ventures, LLC1,234$696K0.39%+11113F-HRTimeline
David Kennon Inc1,235$694K0.28%+54213F-HRTimeline
RAM Investment Partners, LLC1,234$694K0.17%+2413F-HRTimeline
Gutierrez Wealth Advisory, LLC1,227$689K0.56%+63513F-HRTimeline
Convergence Financial, LLC1,227$689K0.14%-413F-HRTimeline
Avant Financial Advisors LLC1,222$687K0.62%+1113F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,217$684K0.24%-3913F-HRTimeline
MARTIN & CO INC /TN/1,217$684K0.13%013F-HRTimeline
Capital Management Associates, Inc1,216$683K0.15%+63913F-HRTimeline
O'Brien Wealth Partners LLC1,215$683K0.13%-513F-HRTimeline
M. Kulyk & Associates, LLC1,215$683K0.16%+41213F-HRTimeline
Charis Legacy Partners, LLC1,215$683K1.29%013F-HRTimeline
Field & Main Bank1,215$683K0.24%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,211$680K0.38%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,210$680K0.08%new13F-HRTimelineGroup
Kondo Wealth Advisors, Inc.1,210$680K0.34%-313F-HRTimeline
Chemistry Wealth Management LLC1,207$678K0.16%-21113F-HRTimeline
Collaborative Wealth Managment Inc.1,201$675K0.32%-6813F-HRTimeline
Fenimore Asset Management Inc1,200$674K0.01%-8013F-HRTimeline
D.B. Root & Company, LLC1,197$673K0.22%+2913F-HRTimeline
CONNABLE OFFICE INC1,197$673K0.07%-1,58513F-HRTimeline
Great Lakes Retirement, Inc.1,197$673K0.09%+24113F-HRTimeline
LEGACY SOLUTIONS, LLC1,195$672K0.74%+513F-HRTimeline
CFM WEALTH PARTNERS LLC1,195$671K0.12%-3513F-HRTimeline
Blankinship & Foster, LLC1,194$671K0.17%-18713F-HRTimeline
Alpha Financial Advisors, LLC1,187$667K0.3%+62713F-HRTimeline
Dash Acquisitions Inc.1,131$667K0.15%+14013F-HRTimeline
GK Wealth Management LLC1,183$665K0.83%+1813F-HR/ATimeline
Slagle Financial, LLC1,182$664K0.29%+14913F-HRTimeline
Main Street Group, LTD1,181$664K0.26%-14713F-HRTimeline
Colorado Capital Management, Inc.1,175$660K0.31%-37513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,171$658K0.05%+42213F-HRTimelineGroup
Noble Wealth Management PBC1,169$657K0.45%-1,00413F-HRTimeline
Stiles Financial Services Inc1,168$657K0.25%013F-HRTimeline
Front Row Advisors LLC1,166$655K0.25%013F-HRTimeline
LJI Wealth Management, LLC1,164$654K0.13%-19313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,163$653K0.38%013F-HRTimelineGroup
John W. Brooker & Co., CPAs1,162$653K0.27%+6213F-HRTimeline
Pacific Point Advisors, LLC1,162$653K0.36%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,154$649K0.4%+23713F-HRTimeline
Argentarii, LLC1,151$647K0.32%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,150$646K0.04%+313F-HRTimeline
Mittelman Wealth Management1,149$646K0.58%-5713F-HRTimeline
Somerset Trust Co1,149$646K0.23%+2613F-HRTimeline
Strategic Financial Planning, Inc.1,149$645K0.44%013F-HRTimeline
Cardinal Point Capital Management ULC1,146$644K0.06%+14913F-HRTimeline
KM Capital Management Ltd.1,145$643K0.35%new13F-HRTimeline
Activest Wealth Management1,144$643K0.17%+1713F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,191$642K0.32%new13F-HRTimeline
Midwest Capital Advisors, LLC1,143$642K0.39%+65113F-HRTimeline
one8zero8, LLC1,142$642K0.15%+3113F-HRTimeline
New Century Financial Group, LLC1,140$641K0.74%-8,22613F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,139$640K0.1%+38013F-HRTimeline
Radnor Capital Management, LLC1,139$640K0.11%+5013F-HRTimeline
Michael A. Dubis Financial Planning, LLC1,137$639K0.62%013F-HRTimeline
Manske Wealth Management1,135$638K0.24%+41913F-HRTimeline
PINNEY & SCOFIELD, INC.1,134$637K0.46%013F-HRTimeline
MCDONALD PARTNERS LLC1,133$637K0.17%+11613F-HRTimeline
Manuka Financial, LLC1,132$636K0.41%013F-HRTimeline
Zuckerman Investment Group, LLC1,129$634K0.07%+513F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,124$632K0.02%-2,19813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,121$630K0.04%+6113F-HRTimelineGroup
Elm3 Financial Group, LLC1,119$629K0.55%-27013F-HRTimeline
Glenorchy Capital Ltd1,118$628K0.47%013F-HR/ATimeline
Marion Wealth Management1,117$628K0.17%-2613F-HRTimeline
Wells Trecaso Financial Group, LLC1,113$625K0.21%+35813F-HRTimeline
Smart Portfolios, LLC1,110$623K0.68%-2613F-HRTimeline
GGM Financial LLC1,108$623K0.43%-5113F-HRTimeline
Valued Wealth Advisors LLC1,107$622K0.37%+11613F-HRTimeline
Innova Wealth Partners1,106$621K0.39%-6013F-HRTimeline
True Wealth Design, LLC1,105$621K0.24%013F-HRTimeline
Future Financial Wealth Managment LLC1,102$619K0.45%013F-HRTimeline
Proactive Wealth Strategies LLC1,101$619K0.33%+2413F-HRTimeline
M.E. ALLISON & CO., INC.1,098$617K0.61%013F-HRTimeline
Cornerstone Planning Group LLC1,143$615K0.15%+41413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,089$612K0.11%-3513F-HRTimeline
Total Wealth Planning, LLC1,088$611K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,086$610K0.1%-2813F-HRTimelineGroup
Inscription Capital, LLC1,159$609K0.1%13F-HRTimeline
Apriem Advisors1,083$609K0.07%-613F-HRTimeline
Wealth Watch Advisors, INC1,082$608K0.49%-67013F-HRTimeline
TPG Advisors LLC1,082$608K0.48%-3913F-HRTimeline
Hanson & Doremus Investment Management1,081$607K0.09%013F-HRTimeline
NESTEGG ADVISORS, INC.1,080$607K0.64%-6713F-HRTimeline
United Bank1,079$606K0.25%+113F-HRTimeline
West Wealth Group, LLC1,074$606K0.18%+3913F-HRTimeline
Seneca House Advisors1,072$602K0.26%-2813F-HRTimeline
Next Level Private LLC1,072$602K0.22%+213F-HRTimeline
Hamilton Point Investment Advisors, LLC1,067$600K0.11%013F-HRTimeline
Hofer & Associates. Inc1,067$599K0.41%+713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,064$598K0.23%-23513F-HRTimeline
PENINSULA ASSET MANAGEMENT INC1,063$597K0.33%+1013F-HRTimeline
FourThought Financial Partners, LLC1,061$596K0.06%-2613F-HRTimeline
Tilson Financial Group, Inc.1,061$596K0.24%-9213F-HRTimeline
LongView Asset Management LLC1,059$595K0.51%-1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,053$593K0.27%+29813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,054$592K0.09%-6013F-HRTimeline
Wealthstar Advisors, LLC1,049$590K0.27%-46313F-HRTimeline