IVV ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Performance Wealth Partners, LLC	1,049	$589K	0.02%	-196	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	1,046	$588K	0.19%	-2	13F-HR Timeline
Axecap Investments, LLC	1,045	$587K	0.5%	-702	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,045	$587K	0.27%	-33	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	1,045	$587K	0.11%	-323	13F-HR Timeline
SEVEN MILE ADVISORY	1,041	$585K	0.39%	0	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	1,036	$582K	0.05%	-67	13F-HR Timeline
Resolute Wealth Strategies, LLC	1,032	$580K	0.32%	-77	13F-HR Timeline
Strategic Investment Advisors / MI	1,031	$579K	0.06%	-1,711	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	1,029	$578K	0.05%	0	13F-HR Timeline
Penobscot Investment Management Company…	1,028	$578K	0.05%	+227	13F-HR Timeline
PLIMOTH TRUST CO LLC	1,025	$576K	0.15%	+39	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	1,024	$575K	0.03%	-356	13F-HR Timeline Group
Compass Wealth Management LLC	1,022	$574K	0.15%	+43	13F-HR Timeline
Collier Financial	1,022	$574K	0.49%	-13,901	13F-HR Timeline
Stonekeep Investments, LLC	1,020	$573K	0.42%	-10	13F-HR Timeline
Frazier Financial Advisors, LLC	1,020	$573K	0.44%	+104	13F-HR Timeline
Passive Capital Management, LLC.	1,020	$573K	0.18%	new	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	1,020	$573K	0.11%	+125	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	1,015	$571K	0.12%	-52	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	1,015	$570K	0.02%	0	13F-HR Timeline
Hibernia Wealth Partners, LLC	1,014	$570K	0.4%	-5	13F-HR Timeline
Silver Oak Advisory Group, Inc.	1,010	$567K	0.3%	-9	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	1,007	$566K	0.02%	-250	13F-HR Timeline
Tidemark, LLC	1,007	$566K	0.21%	+1	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	1,003	$564K	0.34%	-260	13F-HR Timeline
Stonebrook Private Inc.	1,003	$564K	0.15%	+58	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	1,003	$563K	0.26%	-18	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	1,001	$563K	0.18%	+65	13F-HR Timeline
Iron Horse Wealth Management, LLC	1,001	$562K	0.18%	+11	13F-HR Timeline
Gleason Group, Inc.	1,000	$562K	0.1%	+3	13F-HR Timeline
City State Bank	997	$560K	0.18%	+15	13F-HR Timeline
UNITED BANK	996	$560K	0.07%	0	13F-HR Timeline
Bonfire Financial	995	$559K	0.52%	+11	13F-HR Timeline
Andrew Hill Investment Advisors, Inc.	992	$558K	0.54%	-350	13F-HR Timeline
Ipsen Advisor Group LLC	993	$558K	0.48%	+1	13F-HR Timeline
MATAURO, LLC	992	$557K	0.11%	+92	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	987	$555K	0.11%	+30	13F-HR Timeline
Monument Group Wealth Advisors, LLC	985	$554K	0.38%	+11	13F-HR Timeline
Cypress Capital, LLC	985	$553K	0.16%	0	13F-HR Timeline
Joel Adams & Associates, Inc.	981	$551K	0.5%	-548	13F-HR Timeline
Balefire, LLC	980	$551K	0.19%	+685	13F-HR Timeline
Mirador Capital Partners LP	979	$550K	0.1%	+1	13F-HR Timeline
Peregrine Asset Advisers, Inc.	978	$550K	0.21%	+520	13F-HR Timeline
PETREDIS INVESTMENT ADVISORS LLC	978	$550K	0.06%	0	13F-HR Timeline
Cambridge Advisors Inc.	973	$547K	0.12%	0	13F-HR Timeline
First Nebraska Trust Co	973	$547K	0.05%	0	13F-HR Timeline
Ethic Inc.	967	$545K	0.01%	-118	13F-HR Timeline
Global Wealth Strategies & Associates	967	$544K	0.16%	+57	13F-HR Timeline
Azimuth Capital Investment Management L…	966	$543K	0.02%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	966	$543K	0.14%	-16	13F-HR Timeline
BIP Alliance, LLC	961	$540K	0.23%	0	13F-HR Timeline
Revisor Wealth Management LLC	960	$540K	0.24%	+395	13F-HR Timeline
Austin Wealth Management, LLC	982	$539K	0.11%	+8	13F-HR Timeline
HMS Capital Management, LLC	1,064	$539K	0.3%	-12	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	956	$537K	0.09%	+142	13F-HR Timeline
Wealthstream Advisors, Inc.	948	$532K	0.1%	-157	13F-HR Timeline
Rothschild Capital Partners, LLC	946	$532K	0.14%	+198	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	945	$531K	0.01%	+86	13F-HR Timeline
Smith & Howard Wealth Management, LLC	944	$530K	0.14%	-9	13F-HR Timeline
Aries Wealth Management	943	$530K	0.14%	-226	13F-HR Timeline
VCI Wealth Management LLC	941	$529K	0.22%	-345	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	941	$529K	0.47%	0	13F-HR Timeline
Security Financial Services, INC.	940	$528K	0.1%	+126	13F-HR Timeline
Mascagni Wealth Management, Inc.	938	$527K	0.52%	0	13F-HR/A Timeline
BCO Wealth Management LLC	935	$525K	0.41%	0	13F-HR Timeline
AdviceOne Advisory Services, LLC	934	$525K	0.43%	+35	13F-HR Timeline
Bell Bank	932	$524K	0.03%	-55	13F-HR Timeline
L. Roy Papp & Associates, LLP	931	$523K	0.06%	-13	13F-HR Timeline
Level Financial Advisors	930	$523K	0.18%	new	13F-HR Timeline
RVW Wealth, LLC	930	$523K	0.05%	+188	13F-HR Timeline
Grange Capital, LLC	929	$522K	0.61%	-33	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	927	$521K	0.25%	+1	13F-HR Timeline
TruWealth Advisors, LLC	926	$520K	0.03%	+1	13F-HR Timeline
Crossmark Global Holdings, Inc.	925	$520K	0.01%	+229	13F-HR Timeline
Beacon Financial Strategies CORP	925	$520K	0.35%	0	13F-HR Timeline
Arkos Global Advisors	920	$517K	0.08%	0	13F-HR Timeline
Richardson Capital Management LLC	919	$516K	0.32%	-5	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	917	$515K	0.28%	-90	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	913	$513K	0.14%	+47	13F-HR Timeline
Chris Bulman Inc	909	$511K	0.32%	-393	13F-HR Timeline
Jacksonville Wealth Management, LLC	908	$510K	0.5%	0	13F-HR Timeline
KKM Financial LLC	908	$510K	0.22%	-229	13F-HR Timeline
Wealthfront Advisers LLC	907	$510K	<0.01%	-288	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	904	$508K	0.4%	+26	13F-HR Timeline
Crews Bank & Trust	903	$507K	0.09%	-105	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	903	$507K	0.06%	0	13F-HR Timeline
RW Investment Management LLC	900	$506K	0.06%	-426	13F-HR Timeline
Cravens & Co Advisors, LLC	900	$506K	0.39%	0	13F-HR Timeline
Brio Consultants, LLC	898	$505K	0.08%	+157	13F-HR/A Timeline
Pinnacle Financial Group, LLC / IL	895	$503K	0.18%	-70	13F-HR Timeline
Walleye Trading LLCin group Walleye Capital LLC	894	$502K	0.01%	new	13F-HR Timeline Group
Navis Wealth Advisors, LLC	892	$501K	0.49%	-9	13F-HR Timeline
HALL LAURIE J TRUSTEE	892	$501K	0.18%	-712	13F-HR Timeline
WILLNER & HELLER, LLC	891	$501K	0.46%	-10	13F-HR Timeline
KICKSTAND VENTURES, LLC.	889	$499K	0.13%	-46	13F-HR Timeline
Castle Rock Wealth Management, LLC	887	$499K	0.13%	0	13F-HR Timeline
Pointe Capital Management LLC	888	$499K	0.29%	0	13F-HR Timeline
Lodestone Wealth Management LLC	887	$498K	0.27%	0	13F-HR Timeline
WestEnd Advisors, LLC	881	$495K	0.01%	-689	13F-HR Timeline
Sollinda Capital Management LLC	875	$492K	0.14%	-4	13F-HR Timeline
Challenger Wealth Management	875	$492K	0.39%	+3	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	875	$492K	0.04%	+6	13F-HR Timeline
Covenant Partners, LLC	875	$492K	0.16%	0	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	873	$491K	0.19%	+3	13F-HR Timeline
Heritage Wealth Management, Inc.	873	$491K	0.17%	-37	13F-HR Timeline
Grant/GrossMendelsohn, LLC	886	$490K	0.27%	+5	13F-HR Timeline
UNION SAVINGS BANK	871	$489K	0.24%	0	13F-HR Timeline
Perissos Private Wealth Management, LLC	870	$489K	0.45%	new	13F-HR Timeline
Davis Capital Management	866	$487K	0.39%	+24	13F-HR Timeline
Whitener Capital Management, Inc.	864	$486K	0.14%	0	13F-HR Timeline
Kiker Wealth Management, LLC	864	$485K	0.33%	+169	13F-HR Timeline
Warwick Investment Management, Inc.	863	$485K	0.1%	0	13F-HR Timeline
Financial Strategies Group, Inc.	897	$485K	0.11%	0	13F-HR Timeline
Alpha Zero LLC	860	$483K	0.37%	-4	13F-HR Timeline
Brooklyn Investment Group	860	$483K	0.1%	+787	13F-HR Timeline
Investment Planning Advisors, Inc.	859	$483K	0.2%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	854	$480K	0.11%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	873	$480K	0.1%	-37	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	852	$479K	0.02%	+160	13F-HR Timeline
Greenfield Savings Bank	852	$479K	0.23%	0	13F-HR Timeline
Team Financial Group, LLC	850	$478K	0.28%	-53	13F-HR Timeline
Westside Investment Management, Inc.	849	$477K	0.1%	+19	13F-HR Timeline
Howard Capital Management Group, LLC	849	$477K	0.04%	+16	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	846	$475K	0.12%	+1	13F-HR Timeline
Sustainable Growth Advisers, LP	845	$475K	<0.01%	-36	13F-HR Timeline
Financial Enhancement Group LLC	895	$474K	0.07%	-51	13F-HR Timeline
Buttonwood Financial Advisors Inc.	837	$470K	0.21%	0	13F-HR Timeline
Exchange Bank	835	$469K	0.38%	+2	13F-HR Timeline
First City Capital Management, Inc.	835	$469K	0.28%	-67	13F-HR Timeline
Opal Wealth Advisors, LLC	835	$469K	0.14%	-1,173	13F-HR Timeline
Grove Street Fiduciary, LLC	831	$467K	0.24%	-10	13F-HR Timeline
Annandale Capital, LLC	829	$466K	0.09%	0	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	828	$465K	0.39%	-23	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	824	$463K	0.02%	new	13F-HR Timeline
Peak Retirement Planning, Inc.	824	$463K	0.26%	+35	13F-HR Timeline
Axis Wealth Partners, LLC	821	$461K	0.34%	-104	13F-HR Timeline
Taylor Financial Group, Inc.	820	$461K	0.32%	0	13F-HR Timeline
Canandaigua National Trust Co of Florida	818	$460K	0.41%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	816	$459K	0.39%	-1	13F-HR Timeline
Monte Financial Group, LLC	867	$458K	0.2%	-113	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	814	$457K	0.06%	-3,387	13F-HR Timeline Group
Nordwand Advisors, LLC	814	$457K	0.17%	-71	13F-HR Timeline
Emprise Bank	814	$457K	0.24%	-30	13F-HR Timeline
Parkwoods Wealth Partners, LLC	813	$457K	0.31%	new	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	810	$455K	0.13%	0	13F-HR Timeline
Piedmont Capital Management, LLC	908	$453K	0.33%	+26	13F-HR Timeline
BURNS J W & CO INC/NY	805	$452K	0.06%	+45	13F-HR Timeline
WealthTrust Asset Management, LLC	804	$452K	0.34%	+36	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	801	$451K	0.34%	-194	13F-HR Timeline
Vectors Research Management, LLC	801	$450K	0.16%	+223	13F-HR Timeline
Beckerman Institutional, LLC	796	$447K	0.32%	0	13F-HR Timeline
O'ROURKE & COMPANY, Inc	795	$447K	0.22%	+12	13F-HR Timeline
Richmond Brothers, Inc.	793	$446K	0.28%	-16	13F-HR Timeline
Westshore Wealth, LLC	789	$443K	0.19%	0	13F-HR Timeline
FAGAN ASSOCIATES, INC.	786	$442K	0.07%	-16	13F-HR Timeline
Riverview Trust Co	785	$441K	0.44%	-20	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	783	$440K	0.15%	+423	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	781	$439K	0.06%	0	13F-HR Timeline
Quantum Financial Advisors, LLC	779	$438K	0.07%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	778	$437K	0.04%	0	13F-HR Timeline
LVW Advisors, LLC	777	$437K	0.05%	-30	13F-HR Timeline
Mid-American Wealth Advisory Group, Inc.	777	$437K	0.23%	-104	13F-HR Timeline
Priebe Wealth Holdings LLC	776	$436K	0.27%	+13	13F-HR Timeline
Orange Investment Advisors, Inc.	775	$435K	0.05%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	775	$435K	0.05%	-22	13F-HR Timeline
Kaizen Financial Strategies	773	$434K	0.25%	0	13F-HR Timeline
Nicholson Meyer Capital Management, Inc.	772	$434K	0.4%		13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	772	$434K	0.03%	+342	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	771	$433K	0.36%	-11	13F-HR Timeline
Core Wealth Partners LLC	769	$432K	0.25%	+1	13F-HR Timeline
GenWealth Group, Inc.	767	$431K	0.1%	-35,542	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	767	$431K	0.1%	+22	13F-HR Timeline
GoalVest Advisory LLC	767	$431K	0.12%	+2	13F-HR Timeline
BAXTER BROS INC	766	$430K	0.06%	+25	13F-HR Timeline
Columbia Asset Management	766	$430K	0.09%	0	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	764	$429K	0.09%	-7	13F-HR/A Timeline
Significant Wealth Partners LLC	764	$429K	0.22%	+281	13F-HR Timeline
Compass Planning Associates Inc	764	$429K	0.43%	+83	13F-HR Timeline
von Borstel & Associates, Inc.	765	$429K	0.13%	0	13F-HR Timeline
WealthCare Investment Partners, LLC	830	$428K	0.18%	+10	13F-HR Timeline
RMR Wealth Builders	761	$428K	0.05%	-33	13F-HR Timeline
Holcombe Financial, Inc.	760	$427K	0.35%	0	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	759	$426K	0.14%	0	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	756	$425K	0.05%	0	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	758	$423K	0.19%	-43	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	750	$421K	0.1%	0	13F-HR Timeline
Kidder Stephen W	750	$421K	0.13%	0	13F-HR Timeline
OLIO Financial Planning	749	$421K	0.15%	0	13F-HR Timeline
Private Wealth Group, LLC	749	$421K	0.25%	-182	13F-HR Timeline
Finley Financial, LLC	755	$420K	0.23%	0	13F-HR Timeline
Core Alternative Capital	747	$420K	0.1%	-18	13F-HR Timeline
COOKSON PEIRCE & CO INC	745	$419K	0.02%	+353	13F-HR Timeline
Integrity Financial Corp /WA	745	$419K	0.24%	-108	13F-HR Timeline
Financial Security Advisor, Inc.	742	$417K	0.11%	-192	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	741	$416K	0.03%	-282	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	741	$416K	0.13%	-59	13F-HR Timeline
Capital Market Strategies LLC	740	$416K	0.28%	-607	13F-HR Timeline
Finer Wealth Management, Inc.	740	$416K	0.25%	0	13F-HR Timeline
Guided Capital Wealth Management, LLC	736	$414K	0.35%	0	13F-HR Timeline