IVV ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Total Wealth Planning, LLC	1,088	$640K	0.1%	0	13F-HR Timeline
FourThought Financial Partners, LLC	1,087	$640K	0.07%	0	13F-HR Timeline
Ethic Inc.	1,085	$639K	0.01%	new	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	1,070	$637K	0.08%	+8	13F-HR Timeline
Hanson & Doremus Investment Management	1,081	$636K	0.1%	0	13F-HR Timeline
United Bank	1,078	$635K	0.27%	-1	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,078	$635K	0.3%	0	13F-HR Timeline
Proactive Wealth Strategies LLC	1,077	$634K	0.33%	+211	13F-HR Timeline
HMS Capital Management, LLC	1,076	$633K	0.31%	0	13F-HR Timeline
LITTLEJOHN FINANCIAL SERVICES, INC.	1,075	$633K	0.57%		13F-HR Timeline
LongView Asset Management LLC	1,071	$630K	0.55%		13F-HR Timeline
Next Level Private LLC	1,070	$630K	0.25%	+20	13F-HR Timeline
FSA Wealth Management LLC	1,068	$629K	0.26%	-80	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	1,067	$628K	0.14%	+1	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	1,067	$628K	0.11%	0	13F-HR Timeline
Twelve Points Wealth Management LLC	1,066	$628K	0.18%	-8	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,060	$624K	0.05%	+542	13F-HR Timeline Group
Hobbs Group Advisors, LLC	1,060	$624K	0.23%	+25	13F-HR Timeline
Hofer & Associates. Inc	1,060	$624K	0.42%	-8	13F-HR Timeline
Capital International Investorsin group Capital International Investo…	1,053	$622K	<0.01%	+202	13F-HR Timeline Group
PENINSULA ASSET MANAGEMENT INC	1,053	$620K	0.33%	+46	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,048	$617K	0.19%	-76	13F-HR Timeline
SEVEN MILE ADVISORY	1,041	$613K	0.39%	0	13F-HR Timeline
Haverford Financial Services, Inc.	1,040	$612K	0.19%	0	13F-HR Timeline
West Wealth Group, LLC	1,035	$610K	0.18%	+140	13F-HR Timeline
Slagle Financial, LLC	1,033	$608K	0.27%	-88	13F-HR Timeline
Rockport Wealth LLC	1,031	$607K	0.27%	+91	13F-HR Timeline
Stonekeep Investments, LLC	1,030	$606K	0.45%	-38	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	1,029	$606K	0.05%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	1,023	$602K	0.04%	0	13F-HR Timeline
Dash Acquisitions Inc.	991	$602K	0.13%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	1,021	$601K	0.27%	-5	13F-HR Timeline
Hickory Point Bank & Trust	1,021	$601K	0.53%		13F-HR Timeline
Hibernia Wealth Partners, LLC	1,019	$600K	0.46%	-1,576	13F-HR Timeline
MCDONALD PARTNERS LLC	1,017	$599K	0.15%	-38	13F-HR Timeline
Silver Oak Advisory Group, Inc.	1,019	$599K	0.32%	0	13F-HR Timeline
Financial & Tax Architects, LLC	1,015	$598K	0.15%	-861	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	1,015	$598K	0.02%	+177	13F-HR Timeline
Griffith & Werner, Inc.	1,012	$596K	0.39%		13F-HR Timeline
Crews Bank & Trust	1,008	$593K	0.1%		13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	1,007	$593K	0.32%	+5	13F-HR Timeline
Tidemark, LLC	1,006	$592K	0.23%	-3	13F-HR Timeline
Black Maple Capital Management LP	1,000	$589K	0.45%	new	13F-HR Timeline
Gleason Group, Inc.	997	$587K	0.1%	-3	13F-HR Timeline
Cardinal Point Capital Management ULC	997	$587K	0.09%	+85	13F-HR Timeline
UNITED BANK	996	$586K	0.07%	0	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	995	$586K	0.44%	+1	13F-HR Timeline
Austin Wealth Management, LLC	974	$585K	0.12%	+30	13F-HR Timeline
Ipsen Advisor Group LLC	992	$584K	0.5%		13F-HR Timeline
BARR E S & CO	992	$584K	0.03%	0	13F-HR Timeline
Valued Wealth Advisors LLC	991	$584K	0.37%	+393	13F-HR Timeline
Iron Horse Wealth Management, LLC	990	$583K	0.2%	-20	13F-HR Timeline
Bell Bank	987	$581K	0.04%	+32	13F-HR Timeline
PLIMOTH TRUST CO LLC	986	$580K	0.15%	-26	13F-HR Timeline
Cypress Capital, LLC	985	$580K	0.17%	-9,208	13F-HR Timeline
Bonfire Financial	984	$579K	0.52%		13F-HR Timeline
Carlson Capital Management	982	$578K	0.03%	+152	13F-HR Timeline
City State Bank	982	$578K	0.2%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	982	$578K	0.16%	-44	13F-HR Timeline
Monte Financial Group, LLC	980	$577K	0.25%	-47	13F-HR Timeline
Compass Wealth Management LLC	979	$576K	0.14%	0	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	978	$576K	0.06%	0	13F-HR Timeline
Mirador Capital Partners LP	978	$576K	0.1%	+202	13F-HR Timeline
Financial Partners Group, LLC	975	$574K	0.24%	+127	13F-HR Timeline
Monument Group Wealth Advisors, LLC	974	$574K	0.41%	+2	13F-HR Timeline
Cambridge Advisors Inc.	973	$573K	0.13%	0	13F-HR Timeline
First Nebraska Trust Co	973	$573K	0.06%	0	13F-HR Timeline
Azimuth Capital Investment Management L…	966	$569K	0.02%	+39	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	965	$568K	0.22%	+209	13F-HR Timeline
Grange Capital, LLC	962	$566K	0.59%		13F-HR Timeline
BIP Alliance, LLC	961	$566K	0.24%		13F-HR Timeline
Riggs Capital Management LLC	961	$566K	0.55%		13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	957	$563K	0.11%	+123	13F-HR Timeline
Great Lakes Retirement, Inc.	956	$563K	0.07%	-26	13F-HR Timeline
Smith & Howard Wealth Management, LLC	953	$561K	0.16%	-114	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	951	$560K	0.43%	0	13F-HR Timeline
BRANDYWINE TRUST COin group BRANDYWINE MANAGERS, LLC	951	$560K	0.09%	new	13F-HR Timeline Group
Stonebrook Private Inc.	945	$556K	0.15%	-47	13F-HR Timeline
L. Roy Papp & Associates, LLP	944	$556K	0.06%	0	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	941	$554K	0.55%	0	13F-HR Timeline
Tanager Wealth Management LLP	939	$553K	0.07%	-680	13F-HR Timeline
Financial Enhancement Group LLC	946	$553K	0.08%	new	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	936	$551K	0.18%	-3	13F-HR Timeline
BCO Wealth Management LLC	935	$550K	0.46%		13F-HR Timeline
KICKSTAND VENTURES, LLC.	935	$550K	0.14%	-11	13F-HR Timeline
Financial Security Advisor, Inc.	934	$550K	0.14%	-67	13F-HR Timeline
Private Wealth Group, LLC	931	$548K	0.27%	0	13F-HR Timeline
Nicollet Investment Management, Inc.	931	$548K	0.19%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	910	$546K	0.11%	+170	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	926	$545K	0.25%	-1	13F-HR Timeline
Axis Wealth Partners, LLC	925	$545K	0.46%		13F-HR Timeline
TruWealth Advisors, LLC	925	$545K	0.03%	0	13F-HR Timeline
Beacon Financial Strategies CORP	925	$544K	0.36%	0	13F-HR Timeline
Richardson Capital Management LLC	924	$544K	0.35%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	887	$543K	0.13%	-46	13F-HR Timeline
Arkos Global Advisors	920	$542K	0.08%	-503	13F-HR Timeline
Frazier Financial Advisors, LLC	916	$541K	0.43%	+334	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	917	$540K	0.32%	+345	13F-HR Timeline
Global Wealth Strategies & Associates	910	$536K	0.17%	0	13F-HR Timeline
Heritage Wealth Management, Inc.	910	$536K	0.18%	0	13F-HR Timeline
Jacksonville Wealth Management, LLC	908	$535K	0.5%		13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	903	$532K	0.06%	+332	13F-HR Timeline
Team Financial Group, LLC	903	$531K	0.3%	+13	13F-HR Timeline
First City Capital Management, Inc.	902	$531K	0.28%	0	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	901	$530K	0.12%	new	13F-HR Timeline
Navis Wealth Advisors, LLC	901	$530K	0.58%	+16	13F-HR Timeline
WILLNER & HELLER, LLC	901	$530K	0.46%	-32	13F-HR Timeline
MATAURO, LLC	900	$530K	0.11%		13F-HR Timeline
Cravens & Co Advisors, LLC	900	$530K	0.4%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	899	$529K	0.47%		13F-HR Timeline
Mascagni Wealth Management, Inc.	938	$527K	0.52%		13F-HR/A Timeline
REGATTA CAPITAL GROUP, LLC	895	$527K	0.1%	-6	13F-HR Timeline
Financial Strategies Group, Inc.	897	$523K	0.13%	0	13F-HR Timeline
Pointe Capital Management LLC	888	$523K	0.3%	0	13F-HR/A Timeline
Lodestone Wealth Management LLC	887	$522K	0.26%	0	13F-HR Timeline
Nordwand Advisors, LLC	885	$521K	0.21%	0	13F-HR Timeline
Sustainable Growth Advisers, LP	881	$519K	<0.01%	new	13F-HR Timeline
Mid-American Wealth Advisory Group, Inc.	881	$519K	0.3%	+180	13F-HR Timeline
Grant/GrossMendelsohn, LLC	881	$519K	0.27%	-11	13F-HR Timeline
Piedmont Capital Management, LLC	882	$518K	0.31%	+26	13F-HR Timeline
Sollinda Capital Management LLC	879	$518K	0.14%	+16	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	878	$517K	0.43%	-17	13F-HR Timeline
Covenant Partners, LLC	875	$515K	0.16%	0	13F-HR Timeline
NewSquare Capital LLC	874	$515K	0.04%	0	13F-HR Timeline
Challenger Wealth Management	872	$513K	0.44%		13F-HR Timeline
UNION SAVINGS BANK	871	$513K	0.25%	0	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	870	$512K	0.19%	-642	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	869	$512K	0.04%	+33	13F-HR Timeline
Family Capital Trust Co	869	$512K	0.17%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	866	$510K	0.15%	new	13F-HR Timeline
Whitener Capital Management, Inc.	864	$509K	0.14%	-62	13F-HR Timeline
Alpha Zero LLC	864	$509K	0.39%		13F-HR Timeline
Warwick Investment Management, Inc.	863	$508K	0.1%	new	13F-HR Timeline
Center for Financial Planning, Inc.	860	$506K	0.07%	-6	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	859	$506K	0.01%	+3	13F-HR Timeline
SS&H Financial Advisors, Inc.	858	$506K	0.18%	0	13F-HR Timeline
Investment Planning Advisors, Inc.	859	$506K	0.22%	-57	13F-HR Timeline
Cornerstone National Bank & Trust Co	857	$504K	0.23%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	854	$503K	0.11%	-506	13F-HR Timeline
Integrity Financial Corp /WA	853	$502K	0.29%	+551	13F-HR Timeline
Greenfield Savings Bank	852	$502K	0.24%	-40	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	851	$501K	0.53%		13F-HR Timeline
Blue Capital, Inc.	850	$500K	0.35%		13F-HR Timeline
Farrell Financial LLC	850	$500K	0.36%	-11	13F-HR Timeline
KRAFT ASSET MANAGEMENT, LLC	839	$500K	0.39%	0	13F-HR Timeline
Evolution Wealth Advisors, LLC	847	$499K	0.08%	0	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	845	$498K	0.12%	0	13F-HR Timeline
Hill Investment Group Partners, LLC	845	$497K	0.07%	0	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	844	$497K	0.46%		13F-HR Timeline
Emprise Bank	844	$497K	0.28%	new	13F-HR Timeline
Davis Capital Management	842	$496K	0.4%	-52	13F-HR Timeline
Grove Street Fiduciary, LLC	841	$495K	0.26%		13F-HR Timeline
Buttonwood Financial Advisors Inc.	837	$492K	0.22%	+7	13F-HR Timeline
Howard Capital Management Group, LLC	833	$490K	0.03%	0	13F-HR Timeline
Exchange Bank	833	$490K	0.39%	+333	13F-HR Timeline
Westside Investment Management, Inc.	830	$489K	0.1%	+196	13F-HR Timeline
Annandale Capital, LLC	829	$488K	0.1%	0	13F-HR Timeline
PLANNING DIRECTIONS INC	826	$486K	0.28%	-4	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	843	$486K	0.44%	0	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	801	$484K	0.23%	+152	13F-HR Timeline
Taylor Financial Group, Inc.	820	$483K	0.33%	0	13F-HR Timeline
Canandaigua National Trust Co of Florida	818	$482K	0.38%	-22	13F-HR Timeline
WealthCare Investment Partners, LLC	820	$481K	0.21%	-19	13F-HR Timeline
Longview Financial Advisors, Inc.	817	$481K	0.38%	-36	13F-HR Timeline
Black Swift Group, LLC	815	$480K	0.1%	+238	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	814	$479K	0.08%	0	13F-HR Timeline
Security Financial Services, INC.	814	$479K	0.1%	-37	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	810	$477K	0.14%	0	13F-HR Timeline
Richmond Brothers, Inc.	809	$476K	0.31%	0	13F-HR Timeline
LVW Advisors, LLC	807	$475K	0.06%	-2	13F-HR Timeline
Riverview Trust Co	805	$474K	0.43%	-20	13F-HR Timeline
M. Kulyk & Associates, LLC	803	$473K	0.1%	0	13F-HR Timeline
FAGAN ASSOCIATES, INC.	802	$472K	0.08%	0	13F-HR Timeline
Penobscot Investment Management Company…	801	$472K	0.04%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	800	$471K	0.05%	+357	13F-HR Timeline
Vienna Asset Management LLC	797	$469K	0.32%	+286	13F-HR Timeline
Syntegra Private Wealth Group, LLC	797	$469K	0.05%	0	13F-HR Timeline
Beckerman Institutional, LLC	796	$469K	0.38%	0	13F-HR Timeline
RMR Wealth Builders	794	$468K	0.05%	-26	13F-HR/A Timeline
Prism Advisors, Inc.	793	$467K	0.14%	0	13F-HR Timeline
Peak Retirement Planning, Inc.	789	$465K	0.31%		13F-HR Timeline
Westshore Wealth, LLC	789	$464K	0.19%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	783	$461K	0.23%	+21	13F-HR Timeline
Dunhill Financial, LLC	783	$461K	0.21%	+406	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	782	$460K	0.31%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	781	$460K	0.06%	0	13F-HR Timeline
Quantum Financial Advisors, LLC	779	$459K	0.07%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	778	$458K	0.04%	+109	13F-HR Timeline
Orange Investment Advisors, Inc.	775	$456K	0.05%	0	13F-HR Timeline
Kaizen Financial Strategies	773	$455K	0.26%	-243	13F-HR Timeline
Hillman Capital Management, Inc.	772	$454K	0.17%	+360	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	771	$454K	0.09%	-47	13F-HR Timeline
Core Wealth Partners LLC	768	$452K	0.26%	+11	13F-HR Timeline
WealthTrust Asset Management, LLC	768	$452K	0.32%	+2	13F-HR Timeline
Columbia Asset Management	766	$451K	0.09%	0	13F-HR Timeline
Core Alternative Capital	765	$450K	0.09%	-129	13F-HR Timeline
GoalVest Advisory LLC	765	$450K	0.12%	+167	13F-HR Timeline
von Borstel & Associates, Inc.	765	$450K	0.18%	0	13F-HR Timeline
Finley Financial, LLC	755	$450K	0.23%		13F-HR Timeline
Priebe Wealth Holdings LLC	763	$449K	0.3%	-3	13F-HR Timeline