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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Crew Capital Management, Ltd2,016$1.38M0.87%-5713F-HRTimeline
Aegis Wealth Management, Inc.2,014$1.38M1.08%13F-HRTimeline
NOVUS ADVISORS, LLC2,014$1.38M3.08%-613F-HRTimeline
Intergy Private Wealth, LLC2,013$1.38M0.42%-9913F-HRTimeline
Gibbs Wealth Management1,976$1.38M0.33%-2613F-HRTimeline
Marks Group Wealth Management, Inc2,009$1.38M0.13%+40813F-HRTimeline
Holistic Financial Partners2,003$1.37M0.5%+82913F-HRTimeline
Indivisible Partners2,003$1.37M0.15%13F-HRTimeline
Hound Partners, LLCin group Hound Partners, LLC2,000$1.37M0.19%new13F-HRTimelineGroup
MADDEN SECURITIES Corp2,000$1.37M0.42%-1213F-HRTimeline
DF DENT & CO INC1,998$1.37M0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,996$1.37M0.46%+413F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,993$1.37M0.45%-1113F-HRTimeline
Focused Wealth Management, Inc1,992$1.36M0.14%-12013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,989$1.36M0.71%+8613F-HRTimeline
71 West Capital Partners1,987$1.36M0.06%13F-HRTimeline
KLCM Advisors, Inc.1,980$1.36M0.12%new13F-HRTimeline
PRENTISS SMITH & CO INC1,977$1.35M0.81%-5613F-HRTimeline
Elite Financial, Inc.1,978$1.35M0.62%013F-HRTimeline
Wingate Wealth Advisors, Inc.1,971$1.35M0.75%-14313F-HRTimeline
Long Run Wealth Advisors, LLC1,971$1.35M0.25%-813F-HRTimeline
LCNB CORP1,969$1.35M0.45%013F-HRTimeline
Everest Private Wealth1,967$1.35M0.75%+1,54713F-HRTimeline
Samalin Investment Counsel, LLC1,966$1.35M0.48%-64813F-HRTimeline
Ardent Capital Management, Inc.1,966$1.35M0.53%013F-HRTimeline
Rock Point Advisors, LLC1,965$1.35M0.34%+19613F-HRTimeline
Goldenstone Wealth Management LLC1,964$1.34M1.01%13F-HRTimeline
Avalon Trust Co1,961$1.34M0.09%-7713F-HRTimeline
Morangie Management LLC1,958$1.34M1.07%013F-HRTimeline
Northwest Financial Advisors1,953$1.34M2.75%+28313F-HRTimeline
SIERRA OCEAN, LLC1,950$1.34M1.11%-50013F-HRTimeline
Fort Sheridan Advisors LLC1,942$1.33M0.17%013F-HRTimeline
Princeton Global Asset Management LLC1,936$1.33M0.21%+613F-HRTimeline
BALLAST ADVISORS LLC1,930$1.32M0.36%-2213F-HRTimeline
Bond & Devick Financial Network, Inc.1,924$1.32M0.37%+17713F-HRTimeline
Sensible Money, LLC1,923$1.32M0.42%+413F-HRTimeline
Rather & Kittrell, Inc.1,921$1.32M0.21%+1713F-HRTimeline
Register Financial Advisors LLC1,920$1.32M0.51%+3513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,918$1.31M0.24%-913F-HRTimeline
Ballast, Inc.1,916$1.31M0.31%013F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,908$1.31M0.62%-2613F-HRTimeline
Axecap Investments, LLC1,907$1.31M0.81%+72113F-HRTimeline
Rollins Financial Advisors, LLC1,907$1.31M0.19%+4213F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,904$1.3M0.19%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,903$1.3M0.68%-81013F-HRTimeline
Rockbridge Investment Management, LCC1,899$1.3M0.12%-1,38513F-HRTimeline
Grant Private Wealth Management Inc1,897$1.3M0.78%+68013F-HRTimeline
AMERIFLEX GROUP, INC.1,891$1.3M0.67%-1,64213F-HRTimeline
Marble Harbor Investment Counsel, LLC1,887$1.29M0.14%-16713F-HRTimeline
Avantax Planning Partners, Inc.1,886$1.29M0.04%+14913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC1,885$1.29M0.55%-213F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,880$1.29M0.33%+613F-HRTimeline
GKV Capital Management Co., Inc.1,877$1.29M0.48%+39313F-HRTimeline
Peck Wealth Management, LLC1,877$1.29M1.22%-2913F-HRTimeline
Woodside Wealth Management LLC1,875$1.28M0.96%+7013F-HRTimeline
Planned Solutions, Inc.1,874$1.28M0.42%-20413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,872$1.28M0.04%+89113F-HRTimeline
Silicon Valley Capital Partners1,871$1.28M0.12%+613F-HRTimeline
Cannell & Spears LLC1,868$1.28M0.02%+1813F-HRTimeline
GEN Financial Management, INC.1,868$1.28M0.81%-9913F-HRTimeline
BALANCED WEALTH GROUP LLC1,904$1.28M0.47%-2313F-HRTimeline
Chicago Wealth Management, Inc.1,866$1.28M0.51%-213F-HRTimeline
Sara-Bay Financial1,851$1.28M0.38%+19813F-HRTimeline
Financial Network Wealth Advisors LLC1,864$1.28M1.33%+4513F-HRTimeline
Financially in Tune, LLC1,863$1.28M1.19%13F-HRTimeline
Gleason Group, Inc.1,860$1.27M0.12%+85413F-HRTimeline
Capital Asset Advisory Services LLC1,826$1.27M0.05%-44213F-HRTimeline
Asset Allocation Strategies LLC1,850$1.27M0.23%+29213F-HRTimeline
First Long Island Investors, LLC1,850$1.27M0.09%new13F-HRTimeline
Aventus Investment Advisors, Inc.1,848$1.27M1.03%013F-HRTimeline
Douglass Winthrop Advisors, LLC1,839$1.26M0.02%+13513F-HRTimeline
Smart Money Group LLC1,835$1.26M0.37%-2913F-HRTimeline
TrustBankin group TrustBank1,831$1.25M0.52%13F-HRTimelineGroup
McLean Asset Management Corp1,803$1.25M0.22%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,825$1.25M0.85%-513F-HRTimeline
Clear Harbor Asset Management, LLC1,824$1.25M0.09%-46213F-HRTimeline
CRUX WEALTH ADVISORS1,817$1.24M0.46%-4313F-HRTimeline
Brooklyn FI, LLC1,814$1.24M0.27%+7013F-HRTimeline
Roberts Wealth Advisors, LLC1,812$1.24M0.32%-5013F-HRTimeline
TrinityBridge Ltd1,812$1.24M0.03%-17413F-HRTimeline
Centerpoint Advisory Group1,810$1.24M0.95%+32713F-HRTimeline
Life Planning Partners, Inc1,808$1.24M0.95%+21013F-HRTimeline
SB Capital Management Inc1,808$1.24M0.45%13F-HRTimeline
Advocacy Wealth Management, LLC1,801$1.23M0.05%013F-HRTimeline
JM2 Capital Inc.1,801$1.23M0.99%13F-HRTimeline
Shearwater Capital LLC1,800$1.23M0.71%+38413F-HRTimeline
Nvest Financial, LLC1,797$1.23M0.51%+38813F-HRTimeline
Planning Center, Inc.1,787$1.22M0.13%013F-HRTimeline
SwitchPoint Financial Planning, LLC1,785$1.22M0.86%013F-HRTimeline
Birchcreek Wealth Management, LLC1,784$1.22M0.6%-24913F-HRTimeline
IronBridge Private Wealth, LLC1,825$1.22M0.39%013F-HRTimeline
Silver Grove Financial Group, Inc.1,797$1.22M1.06%+9713F-HRTimeline
Citizens Business Bank1,776$1.22M0.2%013F-HRTimeline
ATWOOD & PALMER INC1,775$1.22M0.07%013F-HRTimeline
Creegan & Nassoura Financial Group, LLC1,775$1.22M0.79%-12913F-HRTimeline
Stone Wealth Partners1,775$1.22M1.08%13F-HRTimeline
J.Safra Asset Management Corp1,771$1.21M0.06%013F-HRTimeline
Sequent Asset Management, LLC1,768$1.21M0.54%+913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,767$1.21M0.19%-28713F-HRTimeline
Sequent Planning LLC1,761$1.21M0.31%+55313F-HRTimeline
GUIDANCE CAPITAL, INC1,740$1.2M0.29%-3313F-HRTimeline
CV Advisors LLC1,662$1.2M0.31%+1,21113F-HRTimeline
Councilor Wealth, LLC1,753$1.2M0.57%-31613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,746$1.2M0.38%-7513F-HRTimeline
Sightline Wealth Advisors, LLC1,739$1.19M0.51%-31013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,738$1.19M0.07%+8613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,735$1.19M0.07%+913F-HRTimeline
Insight Wealth Strategies, LLC1,734$1.19M0.14%+8013F-HRTimeline
Keener Financial Planning LLC1,734$1.19M0.51%+4613F-HRTimeline
Colonial River Investments, LLC1,732$1.19M0.42%-26813F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,729$1.18M0.93%013F-HRTimeline
Horizon Wealth Management, LLC1,722$1.18M0.18%-313F-HRTimeline
Aspen Wealth Management LLC1,716$1.18M0.25%+813F-HRTimeline
Juno Financial Group LLC1,715$1.17M0.47%13F-HRTimeline
Marshall Financial Group, LLC1,715$1.17M0.23%013F-HRTimeline
Sage Capital Management, LLC1,702$1.17M0.54%-10013F-HRTimeline
Financial Planning Navigators CORP1,702$1.17M0.54%13F-HRTimeline
Sandbox Financial Partners, LLC1,702$1.17M0.32%+1413F-HRTimeline
BDFS Capital LLC1,699$1.16M0.59%13F-HRTimeline
Timber Creek Capital Management LLC1,698$1.16M0.27%013F-HRTimeline
Independent Wealth Network Inc.1,691$1.16M0.35%+13913F-HRTimeline
Saratoga Research & Investment Manageme…1,688$1.16M0.06%new13F-HRTimeline
CONNABLE OFFICE INC1,687$1.16M0.11%+12113F-HRTimeline
Clarity Financial LLC1,686$1.15M0.11%-31313F-HRTimeline
GERBER, LLC1,685$1.15M0.64%+113F-HRTimeline
Rockport Wealth LLC1,682$1.15M0.22%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,673$1.15M0.29%+28713F-HRTimeline
Agate Pass Investment Management, LLC1,669$1.14M0.42%-10313F-HRTimeline
Gilman Hill Asset Management, LLC1,668$1.14M0.18%new13F-HRTimeline
Lavaca Capital LLC1,668$1.14M0.19%-4413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,668$1.14M0.54%-7013F-HRTimeline
Avion Wealth1,669$1.14M0.24%+17113F-HRTimeline
Montz Harcus Wealth Management LLC1,666$1.14M0.46%+513F-HRTimeline
RED REEF ADVISORS LLC1,660$1.14M1.16%13F-HRTimeline
Regency Capital Management Inc.\DE1,656$1.13M0.47%+27113F-HRTimeline
Redwood Financial Network Corp1,653$1.13M0.72%+11613F-HRTimeline
LMCG INVESTMENTS, LLC1,651$1.13M0.06%-113F-HRTimeline
RENASANT BANK1,651$1.13M0.77%-6513F-HRTimeline
Taylor Securities Services, Inc.1,647$1.13M0.51%13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,646$1.13M0.21%-16913F-HRTimeline
McHugh Group, LLC1,645$1.13M0.64%+113F-HRTimeline
Tenon Financial LLC1,641$1.12M0.47%+39513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,640$1.12M0.23%+3813F-HRTimeline
Brookmont Capital Management1,640$1.12M0.65%-1013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,632$1.12M2.14%-1,05113F-HRTimeline
Provenance Wealth Advisors, LLC1,624$1.11M0.12%013F-HRTimeline
Parker Financial LLC1,622$1.11M0.45%+20513F-HRTimeline
Merkkuri Wealth Advisors LLC1,622$1.11M0.76%-9713F-HRTimeline
Guardian Financial Partners, LLC1,618$1.11M0.47%+613F-HRTimeline
Corundum Group, Inc.1,618$1.11M0.37%new13F-HRTimeline
Veracity Capital LLC1,616$1.11M0.33%+46213F-HRTimeline
Redmond Asset Management, LLC1,614$1.11M0.28%-713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.1,610$1.1M0.81%+23013F-HRTimeline
State of Alaska, Department of Revenue1,610$1.1M0.01%+88513F-HRTimeline
Madden Advisory Services, Inc.1,608$1.1M0.44%-2213F-HRTimeline
Equity Wealth Partners, LLC1,608$1.1M0.71%-113F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC1,605$1.1M0.75%13F-HRTimeline
PW Nova Financial Services LLC1,602$1.1M0.42%13F-HRTimeline
Seascape Capital Management1,603$1.1M0.31%+213F-HRTimeline
Selby Wealth Management, LLC1,601$1.1M0.44%13F-HRTimeline
Capital Developers, LLC1,600$1.1M0.98%13F-HRTimeline
Teamwork Financial Advisors, LLC1,599$1.1M0.12%+22513F-HRTimeline
Granite Bay Wealth Management, LLC1,588$1.09M0.26%013F-HRTimeline
46 Peaks LLC1,588$1.09M0.8%13F-HRTimeline
Addison Advisors LLC1,580$1.08M0.24%+6313F-HRTimeline
SJS Investment Consulting Inc.1,574$1.08M0.14%+24213F-HRTimeline
Berkshire Money Management, Inc.1,569$1.07M0.1%new13F-HRTimeline
Independent Family Office, LLC1,568$1.07M0.45%013F-HRTimeline
Tanager Wealth Management LLP1,563$1.07M0.11%013F-HRTimeline
Ceeto Capital Group, LLC1,556$1.07M0.31%-23313F-HRTimeline
Ramirez Asset Management, Inc.1,555$1.07M0.14%013F-HRTimeline
Dodds Wealth, LLC1,554$1.06M0.26%+313F-HRTimeline
Sincerus Advisory, LLC1,552$1.06M0.85%-1013F-HRTimeline
RMR Capital Management, LLC1,551$1.06M0.77%013F-HRTimeline
Stirlingshire Investments, Inc.1,551$1.06M0.94%13F-HRTimeline
Charter Capital Management, LLC\DE1,548$1.06M0.55%+6013F-HRTimeline
Ifrah Financial Services, Inc.1,545$1.06M0.27%-2513F-HRTimeline
Valtrion Capital Management, LLC1,541$1.06M1.05%-18013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,535$1.05M0.24%+55413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,534$1.05M0.31%+4313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,534$1.05M0.04%-36813F-HRTimeline
Worth Asset Management, LLC1,531$1.05M0.44%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,531$1.05M0.3%-113F-HRTimeline
Van Cleef Asset Management,Inc1,529$1.05M0.11%+4613F-HRTimeline
Warwick Investment Management, Inc.1,527$1.05M0.16%+1413F-HRTimeline
Karani Asset Management LLC1,524$1.04M0.92%013F-HRTimeline
Pathway Financial Advisors LLC1,502$1.04M0.13%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC1,521$1.04M0.36%+113F-HRTimeline
Lake Hills Wealth Management, LLC1,520$1.04M0.54%013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,518$1.04M0.23%-3913F-HRTimeline
Smart Portfolios, LLC1,516$1.04M1.03%-20613F-HRTimeline
REIK & CO., LLC1,516$1.04M0.29%013F-HRTimeline
United Bank1,516$1.04M0.35%+43713F-HRTimeline
FOSTER & MOTLEY INC1,516$1.04M0.06%+5013F-HRTimeline
William Mack & Associates, Inc.1,514$1.04M0.49%-1113F-HRTimeline
Vilga Financial Planning LLC1,510$1.03M0.99%13F-HRTimeline
GLOBALT Investments LLC / GA1,509$1.03M0.04%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,488$1.03M0.15%-7913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,503$1.03M0.25%-213F-HRTimeline
Aureum Wealth Management, LLC1,503$1.03M0.96%13F-HRTimeline