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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
Hofer & Associates. Inc1,065$661K0.41%-213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,065$661K0.24%+113F-HRTimeline
High Probability Advisors, LLC1,064$661K0.1%new13F-HRTimeline
Beutel, Goodman & Co Ltd.1,064$660K<0.01%new13F-HRTimeline
Kathmere Capital Management, LLC1,061$659K0.05%+36513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,061$659K0.19%+1513F-HRTimeline
FourThought Financial Partners, LLC1,061$659K0.07%013F-HRTimeline
GK Wealth Management LLC1,058$657K0.65%-12513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,057$656K0.41%+69713F-HRTimeline
HMS Capital Management, LLC1,056$656K0.3%-813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,054$655K0.1%013F-HRTimeline
Wealthstar Advisors, LLC1,049$652K0.25%013F-HRTimeline
American Investment Services, Inc.1,045$649K0.17%-34613F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,043$648K0.11%+2313F-HRTimeline
SEVEN MILE ADVISORY1,041$646K0.39%013F-HRTimeline
Verity & Verity, LLC1,040$646K0.06%-38813F-HRTimeline
Blue Capital, Inc.1,039$645K0.46%13F-HRTimeline
Iron Horse Wealth Management, LLC1,035$643K0.19%+3413F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,033$641K0.27%-1213F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,122$639K0.24%-6913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,029$639K0.06%013F-HRTimeline
Penobscot Investment Management Company…1,028$638K0.05%013F-HRTimeline
Resolute Wealth Strategies, LLC1,023$635K0.34%-913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,022$635K0.09%+20813F-HRTimelineGroup
City State Bank1,022$635K0.2%+2513F-HRTimeline
Compass Wealth Management LLC1,020$633K0.15%-213F-HRTimeline
Passive Capital Management, LLC.1,020$633K0.2%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,019$633K0.05%-1713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,017$632K0.13%+213F-HRTimeline
Everstar Asset Management, LLC1,017$631K0.39%new13F-HRTimeline
Austin Wealth Management, LLC993$631K0.11%+1113F-HRTimeline
LongView Asset Management LLC1,009$626K0.47%-5013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,008$626K0.04%-11313F-HRTimelineGroup
Stonebrook Private Inc.1,004$624K0.15%+113F-HRTimeline
Seaside Wealth Management, Inc.1,003$623K0.2%-50313F-HRTimeline
Gleason Group, Inc.1,003$623K0.07%+313F-HRTimeline
Wealthstream Advisors, Inc.997$619K0.1%+4913F-HRTimeline
UNITED BANK996$618K0.07%013F-HRTimeline
Tactive Advisors, LLC996$618K0.2%13F-HRTimeline
Ipsen Advisor Group LLC996$618K0.47%+313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC995$618K0.02%-2013F-HRTimeline
Bowman & Co S.C.993$617K0.28%+37113F-HRTimeline
Triangle Securities Wealth Management992$616K0.15%+50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Frazier Financial Advisors, LLC991$615K0.43%-2913F-HRTimeline
Key Client Fiduciary Advisors, LLC988$613K0.25%-1513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC987$613K0.01%+4213F-HRTimeline
Monument Group Wealth Advisors, LLC987$613K0.39%+213F-HRTimeline
Rothschild Capital Partners, LLC986$612K0.16%+4013F-HRTimeline
Valued Wealth Advisors LLC986$612K0.32%-12113F-HRTimeline
Cypress Capital, LLC985$612K0.18%013F-HRTimeline
TrueWealth Advisors, LLC983$610K0.18%-44413F-HRTimeline
Investment Planning Advisors, Inc.980$609K0.22%+12113F-HRTimeline
First Nebraska Trust Co973$604K0.06%013F-HRTimeline
Paladin Wealth, LLC972$604K0.47%+26913F-HRTimeline
Stonekeep Investments, LLC967$600K0.4%-5313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…965$599K0.47%+2413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC962$597K0.02%-4513F-HRTimeline
BIP Alliance, LLC961$597K0.23%013F-HRTimeline
Prosperity Planning, Inc.958$595K0.17%-51213F-HRTimeline
AssuredPartners Investment Advisors, LLC955$593K0.14%-72913F-HRTimeline
UNION SAVINGS BANK931$591K0.27%+6013F-HRTimeline
Union Bancaire Privee, UBP SA1,197$590K0.01%-56913F-HRTimeline
Azimuth Capital Investment Management L…948$589K0.02%-1813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…947$588K0.1%-913F-HRTimeline
Cambridge Advisors Inc.947$588K0.12%-2613F-HRTimeline
Smith & Howard Wealth Management, LLC944$586K0.15%013F-HRTimeline
Aries Wealth Management943$586K0.15%013F-HRTimeline
Grey Fox Wealth Advisors, LLC942$585K0.14%-2413F-HRTimeline
Mascagni Wealth Management, Inc.938$582K0.5%013F-HRTimeline
Prospect Financial Services LLC938$582K0.36%new13F-HR/ATimeline
BCO Wealth Management LLC935$581K0.41%013F-HRTimeline
MATAURO, LLC934$580K0.11%-5813F-HRTimeline
AdviceOne Advisory Services, LLC934$580K0.43%013F-HRTimeline
Brio Consultants, LLC933$579K0.08%+3513F-HRTimeline
Piedmont Capital Management, LLC931$578K0.33%+2313F-HRTimeline
Level Financial Advisors930$578K0.18%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC930$578K0.17%+34113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK930$577K0.31%-1,14613F-HRTimeline
RVW Wealth, LLC930$577K0.05%013F-HRTimeline
Reyes Financial Architecture, Inc.930$577K0.5%-49313F-HRTimeline
Tidemark, LLC927$575K0.19%-8013F-HRTimeline
Crossmark Global Holdings, Inc.925$574K0.01%013F-HRTimeline
TruWealth Advisors, LLC925$574K0.03%-113F-HRTimeline
Beacon Financial Strategies CORP925$574K0.36%013F-HRTimeline
Mirador Capital Partners LP924$574K0.09%-5513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …922$572K0.93%-37213F-HRTimeline
Richardson Capital Management LLC918$570K0.3%-113F-HRTimeline
Monte Financial Group, LLC918$570K0.22%+5113F-HRTimeline
NESTEGG ADVISORS, INC.917$570K0.55%-16313F-HRTimeline
Elm3 Financial Group, LLC917$569K0.47%-20213F-HRTimeline
WILLNER & HELLER, LLC917$569K0.48%+2613F-HRTimeline
Howard Capital Management Group, LLC915$568K0.04%+6613F-HRTimeline
Hurley Capital, LLC915$568K0.4%+32213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC914$568K0.33%-8913F-HRTimeline
Heritage Wealth Management, Inc.913$567K0.18%+4013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV913$567K0.12%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC912$566K0.3%-513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC910$565K0.2%+48713F-HRTimeline
Jacksonville Wealth Management, LLC908$564K0.45%013F-HRTimeline
KKM Financial LLC908$564K0.2%013F-HRTimeline
Arkos Global Advisors906$563K0.08%-1413F-HRTimeline
Castle Rock Wealth Management, LLC887$562K0.13%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI903$561K0.06%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP903$561K0.1%+13913F-HRTimeline
Joel Adams & Associates, Inc.902$560K0.5%-7913F-HRTimeline
Cravens & Co Advisors, LLC900$559K0.42%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…900$559K0.25%-2713F-HRTimeline
Bell Bank894$555K0.03%-3813F-HRTimeline
Exchange Bank892$554K0.44%+5713F-HRTimeline
HALL LAURIE J TRUSTEE892$554K0.18%013F-HRTimeline
Lodestone Wealth Management LLC889$552K0.27%+213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS888$552K0.38%-1613F-HRTimeline
KICKSTAND VENTURES, LLC.888$551K0.13%-113F-HRTimeline
HAZLETT, BURT & WATSON, INC.886$550K0.23%-16713F-HRTimeline
Peachtree Investment Partners, LLC883$548K0.21%-85013F-HRTimeline
Global Wealth Strategies & Associates882$547K0.16%-8513F-HRTimeline
Crews Bank & Trust880$546K0.09%-2313F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.879$546K0.04%+413F-HRTimeline
Peregrine Asset Advisers, Inc.878$545K0.17%-10013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …877$545K0.01%-86513F-HRTimelineGroup
JACKSON SQUARE CAPITAL, LLC875$543K0.12%-37113F-HRTimeline
Premier Financial Group841$542K0.15%13F-HRTimeline
KM Capital Management Ltd.871$541K0.27%-27413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC870$540K0.09%-17513F-HRTimeline
Revere Asset Management, Inc869$540K0.26%-1,37913F-HRTimeline
Greenfield Savings Bank869$540K0.24%+1713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.867$538K0.22%+29913F-HRTimeline
Vawter Financial, Ltd.866$538K6.07%-8,34713F-HR/ATimeline
RW Investment Management LLC865$537K0.06%-3513F-HRTimeline
Andrew Hill Investment Advisors, Inc.864$537K0.43%-12813F-HRTimeline
CHANNEL WEALTH LLC863$536K0.15%+29713F-HRTimeline
SJS Investment Consulting Inc.861$535K0.08%-1,36613F-HRTimeline
Whitener Capital Management, Inc.860$534K0.14%-413F-HRTimeline
Alpha Zero LLC860$534K0.35%013F-HRTimeline
Cornerstone National Bank & Trust Co857$532K0.23%-83413F-HRTimeline
WealthTrust Asset Management, LLC857$532K0.4%+5313F-HRTimeline
HOLDERNESS INVESTMENTS CO854$530K0.11%013F-HRTimeline
L.M. KOHN & COMPANY854$530K0.14%-71813F-HRTimeline
Westside Investment Management, Inc.849$528K0.1%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC847$525K0.12%+113F-HRTimeline
Reynders McVeigh Capital Management, LLC844$524K0.03%+16013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co841$522K<0.01%-67313F-HRTimelineGroup
Inscription Capital, LLC838$520K0.07%-32113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC836$519K0.02%-1613F-HRTimeline
First City Capital Management, Inc.835$518K0.3%013F-HRTimeline
WealthCare Investment Partners, LLC823$517K0.19%-713F-HRTimeline
Buttonwood Financial Advisors Inc.832$516K0.21%-513F-HRTimeline
Grove Street Fiduciary, LLC831$516K0.25%013F-HRTimeline
Annandale Capital, LLC829$515K0.09%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES827$513K0.2%-4613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.826$513K0.25%-2,49513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…824$512K0.03%013F-HRTimeline
W1M Investment Management Ltd820$509K0.01%+17513F-HRTimeline
Canandaigua National Trust Co of Florida818$508K0.36%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.815$506K0.48%13F-HR/ATimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.815$506K0.03%-20913F-HRTimelineGroup
Parkwoods Wealth Partners, LLC813$505K0.29%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.810$503K0.14%013F-HRTimeline
Covenant Partners, LLC808$502K0.15%-6713F-HRTimeline
Longview Financial Advisors, Inc.802$498K0.42%-1413F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC802$498K0.32%+113F-HRTimeline
Taylor Financial Group, Inc.797$495K0.31%-2313F-HRTimeline
Beckerman Institutional, LLC796$494K0.33%013F-HRTimeline
Pointe Capital Management LLC794$493K0.26%-9413F-HRTimeline
Three Magnolias Financial Advisors, LLC791$491K0.34%-3713F-HRTimeline
Trevian Wealth Management LLC791$491K0.3%+5613F-HRTimeline
O'ROURKE & COMPANY, Inc789$490K0.23%-613F-HRTimeline
Westshore Wealth, LLC789$490K0.19%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC788$489K0.31%+1713F-HRTimeline
Challenger Wealth Management787$489K0.34%-8813F-HRTimeline
FAGAN ASSOCIATES, INC.786$488K0.08%013F-HRTimeline
Vectors Research Management, LLC785$487K0.17%-1613F-HRTimeline
von Borstel & Associates, Inc.765$485K0.13%013F-HRTimeline
Quantum Financial Advisors, LLC779$484K0.07%013F-HRTimeline
J. L. Bainbridge & Co., Inc.778$483K0.04%013F-HRTimeline
Grange Capital, LLC777$482K0.5%-15213F-HRTimeline
Ellsworth Advisors, LLC777$482K0.12%+4613F-HRTimeline
DiNuzzo Private Wealth, Inc.776$482K0.06%-513F-HRTimeline
Priebe Wealth Holdings LLC776$482K0.42%013F-HRTimeline
Orange Investment Advisors, Inc.775$481K0.05%013F-HRTimeline
Syntegra Private Wealth Group, LLC775$481K0.05%013F-HRTimeline
Kaizen Financial Strategies773$480K0.24%013F-HRTimeline
LVW Advisors, LLC773$480K0.05%-413F-HRTimeline
First Pacific Financial773$480K0.07%+14713F-HRTimeline
Core Wealth Partners LLC770$478K0.24%+113F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC767$476K0.1%013F-HRTimeline
BAXTER BROS INC766$476K0.06%013F-HRTimeline
Columbia Asset Management766$476K0.09%013F-HRTimeline
Compass Planning Associates Inc765$475K0.44%+113F-HRTimeline
Riverview Trust Co765$475K0.59%-2013F-HRTimeline
RMR Wealth Builders763$474K0.04%+213F-HRTimeline
Holcombe Financial, Inc.760$472K0.36%013F-HRTimeline
BURNS J W & CO INC/NY760$472K0.06%-4513F-HRTimeline
Obsidian Personal Planning Solutions LLC758$471K0.19%013F-HRTimeline
Finley Financial, LLC755$469K0.24%013F-HRTimeline
Nicholson Meyer Capital Management, Inc.754$468K0.4%-1813F-HRTimeline
Axis Wealth Partners, LLC753$468K0.31%-6813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co750$466K0.11%013F-HRTimeline
OLIO Financial Planning750$465K0.15%+113F-HRTimeline
Private Wealth Group, LLC749$465K0.25%013F-HRTimeline