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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Wells Financial Advisors INC1,492$926K1.27%-41013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,489$925K0.13%+35013F-HRTimeline
Community Financial Services Group, LLC1,487$923K0.18%-40813F-HRTimeline
Sequent Planning LLC1,486$923K0.29%-413F-HRTimeline
NAVELLIER & ASSOCIATES INC1,480$919K0.11%013F-HRTimeline
COMMONS CAPITAL, LLC1,478$918K0.7%-6413F-HRTimeline
Powers Advisory Group, LLC1,478$917K0.4%013F-HRTimeline
InvesTrust1,477$917K0.35%-10513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,476$917K0.88%-74813F-HRTimeline
Tilson Financial Group, Inc.1,474$915K0.35%+41313F-HRTimeline
Teamwork Financial Advisors, LLC1,471$913K0.11%-5013F-HRTimeline
WT Wealth Management1,468$911K0.27%-6513F-HRTimeline
Shakespeare Wealth Management, LLC1,466$910K0.24%+2013F-HRTimeline
Nicollet Investment Management, Inc.1,465$910K0.3%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,466$910K0.72%-9613F-HRTimeline
OMNI 360 Wealth, Inc.1,465$910K0.56%-8213F-HR/ATimeline
Tillman Hartley LLC1,459$906K0.26%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC1,459$906K0.04%+4013F-HRTimeline
Centerpoint Advisory Group1,453$902K0.78%+8913F-HRTimeline
Intellus Advisors LLC1,452$902K0.13%+84313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,450$900K0.33%-6313F-HRTimeline
Amplius Wealth Advisors, LLC1,449$900K0.08%+3113F-HRTimeline
Meritas Wealth Management, LLC1,447$898K0.49%-4113F-HRTimeline
Avion Wealth1,445$897K0.2%+1413F-HR/ATimeline
VSM Wealth Advisory, LLC1,443$896K0.3%+5613F-HRTimeline
Rockport Wealth LLC1,439$893K0.21%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,437$892K0.49%+3413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,434$890K0.14%013F-HRTimeline
Capstone Financial Advisors, Inc.1,430$888K0.05%+15413F-HRTimeline
MN Wealth Advisors, LLC1,429$888K0.52%-8513F-HRTimeline
Parker Financial LLC1,426$885K0.38%new13F-HRTimeline
CULBERTSON A N & CO INC1,420$882K0.14%+1613F-HRTimeline
Partners in Financial Planning1,416$879K0.16%013F-HRTimeline
Shearwater Capital LLC1,416$879K0.55%-1713F-HRTimeline
BCS Wealth Management1,416$879K0.19%-313F-HRTimeline
Silver Oak Advisory Group, Inc.1,410$875K0.42%+40013F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,408$874K0.31%013F-HRTimeline
Johnson Bixby & Associates, LLC1,403$871K0.12%+1613F-HRTimeline
Newman Dignan & Sheerar, Inc.1,403$871K0.2%new13F-HRTimeline
Financial Futures Ltd Liability Co.1,398$868K0.46%-3613F-HRTimeline
Bouchey Financial Group, Ltd.1,397$868K0.07%-113F-HRTimeline
NBZ Investment Advisors LLC1,397$867K0.5%013F-HRTimeline
Lloyd Advisory Services, LLC.1,394$865K0.42%+5413F-HRTimeline
Gibson Capital, LLC1,391$864K0.17%013F-HRTimeline
Elgethun Capital Management1,387$861K0.17%+1,02713F-HRTimeline
Regency Capital Management Inc.\DE1,385$860K0.45%013F-HRTimeline
Capital Management Associates, Inc1,383$859K0.27%+16713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,380$857K0.15%-1013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,375$854K0.14%-2,22013F-HRTimeline
MeadowBrook Investment Advisors LLC1,374$853K0.76%013F-HRTimeline
Tenret Co LLC1,371$851K0.46%013F-HRTimeline
Ethic Inc.1,378$851K0.02%+41113F-HRTimeline
GatePass Capital, LLC1,370$851K0.56%-7513F-HRTimeline
Hudson Capital Management LLC1,369$850K0.24%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,369$850K0.25%+113F-HRTimeline
Summit Investment Advisory Services, LLC1,361$845K0.37%+213F-HR/ATimeline
Slow Capital, Inc.1,359$844K0.1%-3313F-HRTimeline
TruNorth Capital Management, LLC1,349$838K0.19%-48813F-HRTimeline
Lokken Investment Group LLC1,349$837K0.32%+113F-HRTimeline
Tripletail Wealth Management, LLC1,305$836K1.19%13F-HRTimeline
RMG Wealth Management LLC1,319$832K0.13%13F-HRTimeline
Arlington Financial Advisors, LLC1,337$830K0.14%-4,12213F-HRTimeline
TSFG, LLC1,335$829K0.15%-3113F-HRTimeline
Boreal Capital Management LLC1,335$829K0.68%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,331$827K0.72%+1913F-HRTimelineGroup
Wambolt & Associates, LLC1,328$825K0.28%+70613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,326$823K0.15%+2713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,325$823K0.09%+11513F-HRTimelineGroup
Indie Asset Partners, LLC1,323$821K1.49%+4813F-HRTimeline
USAdvisors Wealth Management, LLC1,322$821K0.31%-12213F-HRTimeline
Shilanski & Associates, Inc.1,322$821K0.23%-2713F-HRTimeline
ARS Wealth Advisors Group, LLC1,321$820K0.09%-913F-HRTimeline
Prairie Wealth Advisors, Inc.1,320$819K0.35%-14313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,317$818K0.27%-1213F-HR/ATimeline
Navalign, LLC1,312$815K0.22%-2713F-HRTimeline
Horizons Wealth Management1,312$815K0.59%013F-HRTimeline
LMG Wealth Partners, LLC1,309$813K0.17%new13F-HRTimeline
Bensler, LLC1,306$811K0.09%-413F-HRTimeline
Investment Research & Advisory Group, I…1,305$810K0.3%+413F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,305$810K0.3%-11513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,301$808K0.01%-3,26513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,293$803K0.28%-37213F-HRTimeline
Twelve Points Wealth Management LLC1,292$802K0.22%+513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,288$800K0.2%-11113F-HRTimeline
Compton Wealth Advisory Group, LLC1,287$799K0.2%013F-HRTimeline
Conservest Capital Advisors, Inc.1,281$795K0.08%+213F-HRTimeline
RDA Financial Network1,274$791K0.21%-3913F-HRTimeline
Collaborative Wealth Managment Inc.1,269$788K0.34%+6813F-HRTimeline
First National Bank of Mount Dora, Trus…1,269$788K0.18%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,269$788K0.25%+5213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,267$787K0.25%+52613F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,267$787K0.22%+50813F-HRTimeline
Capital Investment Services of America,…1,264$785K0.07%-12513F-HRTimeline
SpringVest Wealth Management LLC1,263$784K0.63%-513F-HRTimeline
Convergence Financial, LLC1,262$784K0.13%+3513F-HRTimeline
Great Waters Wealth Management1,256$780K0.1%+113F-HRTimeline
Tenon Financial LLC1,252$777K0.34%+713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,251$777K0.14%-2613F-HRTimeline
RENASANT BANK1,250$776K0.52%-6313F-HRTimeline
Garrett Wealth Advisory Group, LLC1,247$774K0.16%-75513F-HRTimeline
Team Hewins, LLC1,244$772K0.28%-1,26713F-HRTimeline
N.E.W. Advisory Services LLC1,243$772K0.07%-22113F-HRTimeline
Ignite Planners, LLC1,221$770K0.13%-4413F-HR/ATimeline
Addison Advisors LLC1,239$769K0.19%-1213F-HRTimeline
KELLY FINANCIAL GROUP LLC1,237$768K0.22%-52313F-HRTimeline
RAM Investment Partners, LLC1,234$766K0.16%013F-HRTimeline
Aspiring Ventures, LLC1,234$766K0.34%013F-HRTimeline
FOSTER & MOTLEY INC1,231$765K0.04%-3813F-HRTimeline
Avant Financial Advisors LLC1,222$759K0.63%013F-HRTimeline
PLIMOTH TRUST CO LLC1,219$757K0.18%+19413F-HRTimeline
MARTIN & CO INC /TN/1,217$756K0.14%013F-HRTimeline
O'Brien Wealth Partners LLC1,215$754K0.12%013F-HRTimeline
Charis Legacy Partners, LLC1,215$754K1.24%013F-HRTimeline
David Kennon Inc1,212$752K0.28%-2313F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,211$752K0.38%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,211$752K0.38%013F-HRTimeline
Team Financial Group, LLC1,207$750K0.37%+35713F-HRTimeline
Main Street Research LLC1,202$746K0.05%-5813F-HRTimeline
Chemistry Wealth Management LLC1,201$746K0.16%-613F-HRTimeline
Fenimore Asset Management Inc1,200$745K0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,200$745K<0.01%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,200$745K<0.01%-9,93013F-HRTimelineGroup
Clearview Wealth Advisors LLC1,198$744K0.52%-17213F-HRTimeline
Bonfire Financial1,197$743K0.61%+20213F-HRTimeline
Veracity Capital LLC1,194$741K0.26%-42513F-HRTimeline
Cove Private Wealth, LLC1,192$740K0.26%+58313F-HRTimeline
Pacific Point Advisors, LLC1,188$738K0.4%+2613F-HRTimeline
180 WEALTH ADVISORS, LLC1,182$734K0.1%-41113F-HRTimeline
Gutierrez Wealth Advisory, LLC1,178$731K0.49%-4913F-HRTimeline
LEGACY SOLUTIONS, LLC1,177$731K0.7%-1813F-HRTimeline
Apriem Advisors1,171$728K0.08%+8813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,167$727K0.08%+68213F-HRTimeline
FWG Investments, LLC.1,170$726K0.55%new13F-HRTimeline
Arrowroot Family Office, LLC1,169$726K0.33%13F-HRTimeline
Stiles Financial Services Inc1,169$726K0.25%+113F-HRTimeline
Axecap Investments, LLC1,168$725K0.47%+12313F-HRTimeline
LJI Wealth Management, LLC1,168$725K0.13%+413F-HRTimeline
Front Row Advisors LLC1,166$724K0.25%013F-HRTimeline
Blankinship & Foster, LLC1,165$723K0.17%-2913F-HRTimeline
Zuckerman Investment Group, LLC1,162$721K0.07%+3313F-HRTimeline
Sharp Wealth Advisory, LLC1,162$721K0.47%-33513F-HRTimeline
CFM WEALTH PARTNERS LLC1,161$721K0.11%-3413F-HRTimeline
Dash Acquisitions Inc.1,131$721K0.15%013F-HRTimeline
Colorado Capital Management, Inc.1,159$720K0.31%-1613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,158$719K0.38%+413F-HRTimeline
True Wealth Design, LLC1,155$717K0.25%+5013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,154$717K0.35%-913F-HRTimelineGroup
Mason Investment Advisory Services, Inc.1,153$716K0.04%+313F-HRTimeline
Argentarii, LLC1,152$715K0.33%+113F-HRTimeline
Somerset Trust Co1,149$713K0.23%013F-HRTimeline
Strategic Financial Planning, Inc.1,149$713K0.44%013F-HRTimeline
Activest Wealth Management1,147$712K0.17%+313F-HRTimeline
M. Kulyk & Associates, LLC1,146$712K0.15%-6913F-HRTimeline
one8zero8, LLC1,144$710K0.17%+213F-HRTimeline
Manske Wealth Management1,141$708K0.23%+613F-HRTimeline
Triton Financial Group Inc1,140$708K0.51%13F-HRTimeline
Radnor Capital Management, LLC1,139$707K0.11%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,137$706K0.11%+4813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,136$706K0.2%+13513F-HRTimeline
VCI Wealth Management LLC1,135$705K0.25%+19413F-HRTimeline
Strategic Investment Advisors / MI1,135$705K0.07%+10413F-HRTimeline
Triton Wealth Management, PLLC1,105$705K0.3%13F-HRTimeline
PINNEY & SCOFIELD, INC.1,134$704K0.48%013F-HRTimeline
Peak Retirement Planning, Inc.1,134$704K0.28%+31013F-HRTimeline
MCDONALD PARTNERS LLC1,133$704K0.17%013F-HRTimeline
Manuka Financial, LLC1,132$703K0.38%013F-HRTimeline
Great Lakes Retirement, Inc.1,131$702K0.08%-6613F-HRTimeline
Sollinda Capital Management LLC1,128$700K0.18%+25313F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,124$698K0.02%013F-HRTimeline
Greystone Financial Group, LLC1,121$696K0.11%new13F-HRTimeline
Slagle Financial, LLC1,120$695K0.28%-6213F-HRTimeline
Glenorchy Capital Ltd1,118$694K0.51%013F-HRTimeline
Heritage Wealth Management, Inc./Texas1,115$692K0.34%+54713F-HRTimeline
Field & Main Bank1,115$692K0.23%-10013F-HRTimeline
Hemenway Trust Co LLC1,113$691K0.05%-36413F-HRTimeline
Wells Trecaso Financial Group, LLC1,113$691K0.21%013F-HRTimeline
GGM Financial LLC1,110$689K0.4%+213F-HR/ATimeline
Opal Wealth Advisors, LLC1,109$689K0.19%+27413F-HRTimeline
Main Street Group, LTD1,109$689K0.22%-7213F-HRTimeline
Pasadena Private Wealth, LLC1,109$688K0.12%-51113F-HRTimeline
Future Financial Wealth Managment LLC1,107$687K0.47%+513F-HRTimeline
L. Roy Papp & Associates, LLP1,106$687K0.08%+17513F-HRTimeline
TPG Advisors LLC1,106$687K0.5%+2413F-HRTimeline
M.E. ALLISON & CO., INC.1,099$682K0.55%+113F-HRTimeline
Wealth Watch Advisors, INC1,098$682K0.4%+1613F-HRTimeline
Seneca House Advisors1,097$681K0.29%+2513F-HRTimeline
Next Level Private LLC1,089$676K0.22%+1713F-HRTimeline
Wealthfront Advisers LLC1,085$674K<0.01%+17813F-HRTimeline
D.B. Root & Company, LLC1,083$673K0.2%-11413F-HRTimeline
Proactive Wealth Strategies LLC1,082$672K0.32%-1913F-HRTimeline
Hanson & Doremus Investment Management1,081$671K0.09%013F-HRTimeline
SYM FINANCIAL Corp1,080$671K0.08%new13F-HRTimeline
United Bank1,079$670K0.26%013F-HRTimeline
Cypress Point Wealth Management, LLC1,078$669K0.16%+38413F-HRTimeline
Innova Wealth Partners1,077$669K0.39%-2913F-HRTimeline
Midwest Capital Advisors, LLC1,075$667K0.35%-6813F-HRTimeline
One Wealth Map LLC1,054$666K0.37%+66013F-HRTimeline
Cardinal Point Capital Management ULC1,070$664K0.05%-7613F-HRTimeline
State of Alaska, Department of Revenue1,069$663K0.01%-2,23713F-HRTimeline
Hamilton Point Investment Advisors, LLC1,067$662K0.11%013F-HRTimeline