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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Invera Wealth Advisors, LLC1,518$1.02M0.63%+613F-HRTimeline
Addison Advisors LLC1,517$1.02M0.24%+27813F-HRTimeline
REIK & CO., LLC1,516$1.01M0.26%013F-HRTimeline
Warwick Investment Management, Inc.1,513$1.01M0.18%+113F-HRTimeline
GLOBALT Investments LLC / GA1,509$1.01M0.04%-7513F-HRTimeline
Bouchey Financial Group, Ltd.1,507$1.01M0.08%+11013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,505$1.01M0.26%-49313F-HRTimeline
Pathway Financial Advisors LLC1,502$1.01M0.13%013F-HRTimeline
MN Wealth Advisors, LLC1,501$1M0.54%+7213F-HRTimeline
Tilson Financial Group, Inc.1,498$1M0.33%+2413F-HRTimeline
Milestones Private Investment Advisors …1,498$1M0.68%013F-HRTimeline
Avion Wealth1,498$1M0.21%+5313F-HRTimeline
Objectivity Squared, LLC1,497$1M0.6%+213F-HRTimeline
DDFG, Inc1,497$1M0.23%-8413F-HRTimeline
Sepio Capital, LP1,496$1M0.06%-4,98513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,496$1M0.25%+1,06113F-HRTimeline
Kondo Wealth Advisors, Inc.1,496$1M0.4%-213F-HRTimeline
Westbourne Investment Advisors, Inc.1,496$1M0.28%+213F-HRTimeline
Pekin Hardy Strauss, Inc.1,495$1M0.1%+98313F-HRTimeline
BostonPremier Wealth LLC1,495$1M0.5%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC1,492$999K0.42%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,491$998K0.3%+22413F-HRTimeline
Charter Capital Management, LLC\DE1,488$996K0.54%-1913F-HRTimeline
Portland Financial Advisors Inc1,486$995K2.12%-1213F-HRTimeline
GKV Capital Management Co., Inc.1,484$993K0.39%-3013F-HRTimeline
Centerpoint Advisory Group1,483$993K0.77%+3013F-HRTimeline
Van Cleef Asset Management,Inc1,483$993K0.1%-5513F-HRTimeline
Nicollet Investment Management, Inc.1,480$991K0.32%+1513F-HRTimeline
NAVELLIER & ASSOCIATES INC1,480$991K0.1%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC1,478$989K0.42%+213F-HRTimeline
Global Assets Advisory, LLC1,478$989K0.29%-6313F-HRTimeline
TWO SIGMA SECURITIES, LLC1,473$986K0.15%-4,01713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,466$981K0.73%013F-HRTimeline
FOSTER & MOTLEY INC1,466$981K0.05%+23513F-HRTimeline
WT Wealth Management1,465$981K0.28%-313F-HRTimeline
Joule Financial, LLC1,463$979K0.29%-52513F-HRTimeline
OMNI 360 Wealth, Inc.1,463$979K0.55%-213F-HRTimeline
Colorado Capital Management, Inc.1,463$979K0.38%+30413F-HRTimeline
InvesTrust1,462$979K0.36%-1513F-HRTimeline
Indie Asset Partners, LLC1,461$978K1.3%+13813F-HRTimeline
STALEY CAPITAL ADVISERS INC1,459$977K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC1,458$976K0.13%+5513F-HRTimeline
Main Street Research LLC1,450$970K0.05%+24813F-HRTimeline
Meritas Wealth Management, LLC1,447$969K0.48%013F-HRTimeline
Cordatus Wealth Management LLC1,447$968K0.23%-18,25913F-HRTimeline
West Wealth Group, LLC1,425$953K0.21%-25113F-HRTimeline
180 WEALTH ADVISORS, LLC1,421$951K0.12%+23913F-HRTimeline
Parker Financial LLC1,417$949K0.39%-913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,417$948K0.14%+4213F-HRTimeline
Partners in Financial Planning1,416$948K0.16%013F-HRTimeline
Shearwater Capital LLC1,416$948K0.56%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,414$946K0.43%+58813F-HRTimeline
Nvest Financial, LLC1,409$943K0.54%-39713F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,408$942K0.31%013F-HRTimeline
Prepared Retirement Institute LLC1,408$942K0.49%-60913F-HRTimeline
L. Roy Papp & Associates, LLP1,406$941K0.11%+30013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,405$940K0.14%-2913F-HRTimeline
CULBERTSON A N & CO INC1,400$937K0.13%-2013F-HRTimeline
NBZ Investment Advisors LLC1,397$935K0.49%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,394$933K0.15%+1413F-HRTimeline
Gibson Capital, LLC1,391$931K0.17%013F-HRTimeline
Amplius Wealth Advisors, LLC1,391$931K0.08%-5813F-HRTimeline
Elgethun Capital Management1,387$928K0.17%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,386$927K0.23%-16413F-HRTimeline
Inscription Capital, LLC1,385$927K0.1%+54713F-HRTimeline
DHJJ Financial Advisors, Ltd.1,385$927K0.31%-6513F-HRTimeline
Regency Capital Management Inc.\DE1,385$927K0.44%013F-HRTimeline
Great Waters Wealth Management1,384$926K0.11%+12813F-HRTimeline
Newman Dignan & Sheerar, Inc.1,383$926K0.2%-2013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.1,380$924K0.67%-19213F-HRTimeline
Teamwork Financial Advisors, LLC1,374$920K0.1%-9713F-HRTimeline
MeadowBrook Investment Advisors LLC1,374$920K0.79%013F-HRTimeline
Penney Financial, LLC1,374$920K0.41%-48013F-HRTimeline
Shilanski & Associates, Inc.1,373$919K0.24%+5113F-HRTimeline
Tenret Co LLC1,371$918K0.47%013F-HRTimeline
Summit Investment Advisory Services, LLC1,369$916K0.36%+813F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,369$916K0.25%013F-HRTimeline
GatePass Capital, LLC1,365$914K0.53%-513F-HRTimeline
Hudson Capital Management LLC1,364$913K0.24%-513F-HRTimeline
Prairie Wealth Advisors, Inc.1,354$906K0.37%+3413F-HRTimeline
TruNorth Capital Management, LLC1,349$903K0.18%013F-HRTimeline
Lokken Investment Group LLC1,349$903K0.31%013F-HRTimeline
Manske Wealth Management1,345$900K0.28%+20413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,344$899K0.74%+1313F-HRTimelineGroup
USAdvisors Wealth Management, LLC1,344$899K0.31%+2213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,407$899K0.03%+96413F-HRTimelineGroup
Boreal Capital Management LLC1,335$894K0.72%013F-HRTimeline
Financial Futures Ltd Liability Co.1,334$893K0.43%-6413F-HRTimeline
SJS Investment Consulting Inc.1,332$892K0.12%+47113F-HRTimeline
Torrey Growth & Income Advisors1,330$890K0.26%13F-HRTimeline
Bensler, LLC1,329$889K0.09%+2313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,325$887K0.09%013F-HRTimelineGroup
RMG Wealth Management LLC1,319$886K0.12%013F-HRTimeline
Noble Wealth Management PBC1,321$884K0.47%13F-HRTimeline
Arlington Financial Advisors, LLC1,320$884K0.13%-1713F-HRTimeline
M.E. ALLISON & CO., INC.1,319$883K0.61%+22013F-HRTimeline
Tripletail Wealth Management, LLC1,305$882K1.04%013F-HRTimeline
Capstone Financial Advisors, Inc.1,315$880K0.05%-11513F-HRTimeline
TSFG, LLC1,314$880K0.14%-2113F-HRTimeline
TrueWealth Advisors, LLC1,311$878K0.24%+32813F-HRTimeline
LMG Wealth Partners, LLC1,309$876K0.16%013F-HRTimeline
ARS Wealth Advisors Group, LLC1,309$876K0.09%-1213F-HRTimeline
Navalign, LLC1,306$874K0.23%-613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,305$873K0.15%-2113F-HRTimeline
Members Trust Co1,305$873K0.03%-61913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,300$870K0.27%+713F-HRTimeline
Lloyd Advisory Services, LLC.1,298$869K0.41%-9613F-HRTimeline
Apriem Advisors1,297$868K0.08%+12613F-HRTimeline
Twelve Points Wealth Management LLC1,292$865K0.22%013F-HRTimeline
Compton Wealth Advisory Group, LLC1,287$862K0.2%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,287$861K0.2%-113F-HRTimeline
Chemistry Wealth Management LLC1,285$860K0.17%+8413F-HRTimeline
Conservest Capital Advisors, Inc.1,281$857K0.08%013F-HRTimeline
Tactive Advisors, LLC1,278$855K0.24%+28213F-HRTimeline
Hillman Capital Management, Inc.1,277$855K0.5%+54513F-HRTimeline
FourThought Financial Partners, LLC1,276$854K0.08%+21513F-HRTimeline
San Luis Wealth Advisors LLC1,274$853K0.15%new13F-HR/ATimeline
Kassira Wealth Management LLC1,273$852K0.82%13F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,270$850K0.26%+113F-HRTimeline
First National Bank of Mount Dora, Trus…1,269$849K0.19%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,269$849K0.14%+1813F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC1,237$849K0.25%+57313F-HRTimeline
TPG Financial Advisors, LLC1,268$849K0.32%-48113F-HRTimeline
Collaborative Wealth Managment Inc.1,264$846K0.34%-513F-HRTimeline
Aspiring Ventures, LLC1,264$846K0.3%+3013F-HRTimeline
Capital Investment Services of America,…1,264$846K0.08%013F-HRTimeline
SpringVest Wealth Management LLC1,263$845K0.62%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,260$844K0.26%-5713F-HRTimeline
Convergence Financial, LLC1,259$843K0.13%-313F-HRTimeline
Horizons Wealth Management1,258$842K0.58%-5413F-HRTimeline
Community Financial Services Group, LLC1,253$839K0.15%-23413F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,250$837K0.22%-1713F-HRTimeline
Freedom Investment Management, Inc.1,249$836K0.22%-10,52013F-HRTimeline
BCS Wealth Management1,248$835K0.19%-16813F-HRTimeline
Shakespeare Wealth Management, LLC1,247$835K0.19%-21913F-HRTimeline
Tenon Financial LLC1,246$834K0.43%-613F-HRTimeline
N.E.W. Advisory Services LLC1,243$832K0.07%013F-HRTimeline
Team Financial Group, LLC1,241$830K0.38%+3413F-HRTimeline
Sompo Asset Management Co., Ltd.1,240$830K0.14%-44013F-HRTimeline
Peak Retirement Planning, Inc.1,238$829K0.23%+10413F-HRTimeline
Garrett Wealth Advisory Group, LLC1,234$826K0.16%-1313F-HRTimeline
RAM Investment Partners, LLC1,234$826K0.15%013F-HRTimeline
KELLY FINANCIAL GROUP LLC1,232$824K0.22%-513F-HRTimeline
VCI Wealth Management LLC1,230$823K0.25%+9513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,226$820K0.4%+6813F-HRTimeline
Innova Wealth Partners1,222$818K0.44%+14513F-HRTimeline
Avant Financial Advisors LLC1,222$818K0.62%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,209$818K0.08%+4213F-HRTimeline
Ignite Planners, LLC1,220$816K0.13%-113F-HRTimeline
Fortis Advisors, LLC1,217$815K0.46%new13F-HRTimeline
MARTIN & CO INC /TN/1,217$815K0.14%013F-HRTimeline
PLIMOTH TRUST CO LLC1,217$815K0.18%-213F-HRTimeline
Grant Private Wealth Management Inc1,217$815K0.5%+80913F-HRTimeline
O'Brien Wealth Partners LLC1,215$813K0.11%013F-HRTimeline
Charis Legacy Partners, LLC1,215$813K1.21%013F-HRTimeline
David Kennon Inc1,213$812K0.29%+113F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,211$811K0.39%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,211$811K0.38%013F-HRTimeline
Sequent Planning LLC1,208$809K0.23%-27813F-HRTimeline
Intellus Advisors LLC1,208$809K0.11%-24413F-HRTimeline
Fenimore Asset Management Inc1,200$803K0.02%013F-HRTimeline
Bonfire Financial1,197$801K0.62%013F-HRTimeline
Coastwise Capital Group, LLC1,196$800K0.56%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.1,194$799K0.13%new13F-HRTimeline
Cove Private Wealth, LLC1,192$798K0.25%013F-HRTimeline
Drake & Associates, LLC1,170$797K0.17%-74113F-HRTimeline
Penobscot Investment Management Company…1,190$797K0.06%+16213F-HRTimeline
Pacific Point Advisors, LLC1,188$795K0.46%013F-HRTimeline
Axecap Investments, LLC1,186$794K0.49%+1813F-HRTimeline
TPG Advisors LLC1,184$792K0.52%+7813F-HRTimeline
Gutierrez Wealth Advisory, LLC1,181$791K0.51%+313F-HRTimeline
Zuckerman Investment Group, LLC1,180$790K0.07%+1813F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,179$789K0.27%-12613F-HRTimeline
LEGACY SOLUTIONS, LLC1,178$788K0.71%+113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,178$788K0.11%+4113F-HRTimeline
Holistic Financial Partners1,174$786K0.32%+48313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,172$785K0.21%+3613F-HRTimeline
Arrowroot Family Office, LLC1,169$783K0.31%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,168$781K0.12%+12513F-HRTimeline
Front Row Advisors LLC1,166$780K0.26%013F-HRTimeline
M. Kulyk & Associates, LLC1,157$774K0.16%+1113F-HRTimeline
Investment Research & Advisory Group, I…1,157$774K0.26%-14813F-HRTimeline
Mason Investment Advisory Services, Inc.1,156$774K0.04%+313F-HRTimeline
Slow Capital, Inc.1,156$774K0.09%-20313F-HRTimeline
Manuka Financial, LLC1,155$773K0.48%+2313F-HRTimeline
Veracity Capital LLC1,154$772K0.25%-4013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,154$772K0.39%013F-HRTimelineGroup
Argentarii, LLC1,152$771K0.31%013F-HRTimeline
Blankinship & Foster, LLC1,152$771K0.17%-1313F-HRTimeline
Triangle Securities Wealth Management1,150$770K0.17%+15813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Financial Planning, Inc.1,149$769K0.45%013F-HRTimeline
Seneca House Advisors1,147$768K0.31%+5013F-HRTimeline
Clearview Wealth Advisors LLC1,146$767K0.49%-5213F-HRTimeline
one8zero8, LLC1,145$766K0.17%+113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,144$766K0.04%+32013F-HRTimeline
Somerset Trust Co1,142$764K0.24%-713F-HRTimeline
Triton Financial Group Inc1,141$763K0.51%+113F-HRTimeline
Radnor Capital Management, LLC1,139$762K0.12%013F-HRTimeline
Sharp Wealth Advisory, LLC1,137$761K0.41%-2513F-HRTimeline
Wells Financial Advisors INC1,134$759K1.02%-35813F-HRTimeline