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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
PINNEY & SCOFIELD, INC.1,134$759K0.47%013F-HRTimeline
Triton Wealth Management, PLLC1,098$755K0.29%-713F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,124$752K0.02%013F-HRTimeline
Whitener Capital Management, Inc.1,123$752K0.18%+26313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,122$751K0.1%+25213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,119$749K0.14%+10213F-HRTimeline
Harpswell Capital Advisors, LLC1,119$749K0.71%13F-HRTimeline
Glenorchy Capital Ltd1,118$748K0.54%013F-HRTimeline
D.B. Root & Company, LLC1,116$747K0.19%+3313F-HRTimeline
GGM Financial LLC1,113$745K0.38%+313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,111$744K0.37%+18113F-HRTimeline
Atlas Private Wealth Advisors1,111$744K0.18%-1,16613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,111$743K-1,107Timeline
Future Financial Wealth Managment LLC1,107$741K0.47%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MJT & Associates Financial Advisory Gro…1,107$740K0.6%+1,02613F-HRTimeline
Main Street Group, LTD1,106$740K0.22%-313F-HRTimeline
True Wealth Design, LLC1,105$740K0.23%-5013F-HRTimeline
Next Level Private LLC1,090$736K0.21%+113F-HRTimeline
Opal Wealth Advisors, LLC1,097$734K0.2%-1213F-HRTimeline
Beutel, Goodman & Co Ltd.1,094$732K<0.01%+3013F-HRTimeline
Great Lakes Retirement, Inc.1,094$732K0.08%-3713F-HRTimeline
Greystone Financial Group, LLC1,091$730K0.11%-3013F-HRTimeline
Proactive Wealth Strategies LLC1,088$728K0.31%+613F-HRTimeline
Heritage Wealth Management, Inc./Texas1,086$727K0.32%-2913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,083$727K0.69%13F-HRTimeline
Hanson & Doremus Investment Management1,081$724K0.09%013F-HRTimeline
SYM FINANCIAL Corp1,080$723K0.08%013F-HRTimeline
Exchange Bank1,079$722K0.5%+18713F-HRTimeline
United Bank1,079$722K0.25%013F-HRTimeline
One Wealth Map LLC1,054$722K0.38%013F-HRTimeline
Sollinda Capital Management LLC1,072$718K0.2%-5613F-HRTimeline
Payne Capital LLC1,072$717K0.73%13F-HRTimeline
Midwest Capital Advisors, LLC1,070$716K0.35%-513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,069$715K0.17%+813F-HRTimeline
High Probability Advisors, LLC1,068$715K0.1%+413F-HRTimeline
Hamilton Point Investment Advisors, LLC1,067$714K0.11%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,060$713K0.04%+56713F-HRTimeline
GK Wealth Management LLC1,060$710K0.53%+213F-HRTimeline
Strategic Investment Advisors / MI65$710K0.08%-1,07013F-HR/ATimeline
FWG Investments, LLC.1,059$709K0.49%-11113F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,057$707K0.41%013F-HRTimeline
Wealthstar Advisors, LLC1,055$706K0.28%+613F-HRTimeline
Strategic Wealth Investment Group, LLC1,053$705K0.06%new13F-HRTimeline
O'ROURKE & COMPANY, Inc1,050$703K0.29%+26113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC1,046$700K0.22%+13613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,044$699K0.25%-2113F-HRTimeline
Verity & Verity, LLC1,040$696K0.06%013F-HRTimeline
Richardson Capital Management LLC1,039$695K0.33%+12113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,038$695K0.1%-1613F-HRTimeline
Field & Main Bank1,038$695K0.21%-7713F-HRTimeline
HMS Capital Management, LLC1,035$693K0.29%-2113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC1,031$690K0.22%-53013F-HRTimeline
American Investment Services, Inc.1,031$690K0.17%-1413F-HRTimeline
Dash Acquisitions Inc.996$688K0.14%-13513F-HRTimeline
Stiles Financial Services Inc1,024$686K0.22%-14513F-HRTimeline
CFM WEALTH PARTNERS LLC1,022$684K0.1%-13913F-HRTimeline
City State Bank1,022$684K0.2%013F-HRTimeline
Hibernia Wealth Partners, LLC1,021$683K0.44%-1,09913F-HRTimeline
Passive Capital Management, LLC.1,020$683K0.22%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,019$682K0.26%-1413F-HRTimeline
Balance Wealth Partners LLC1,019$682K0.17%+40513F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,015$679K0.05%-413F-HRTimeline
Cypress Point Wealth Management, LLC1,013$678K0.14%-6513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,007$674K<0.01%-29413F-HRTimeline
Osprey Private Wealth LLC1,006$674K0.24%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC1,006$674K0.23%+1813F-HRTimeline
Gleason Group, Inc.1,006$673K0.07%+313F-HRTimeline
Stonebrook Private Inc.1,005$673K0.15%+113F-HRTimeline
Resolute Wealth Strategies, LLC1,004$672K0.31%-1913F-HRTimeline
Seaside Wealth Management, Inc.1,003$671K0.2%013F-HRTimeline
Stonekeep Investments, LLC1,003$671K0.43%+3613F-HRTimeline
Ipsen Advisor Group LLC999$668K0.48%+313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co997$667K0.04%-1113F-HRTimelineGroup
Silver Oak Advisory Group, Inc.998$667K0.3%-41213F-HRTimeline
Wealthstream Advisors, Inc.997$667K0.1%013F-HRTimeline
UNITED BANK996$667K0.08%013F-HRTimeline
Paladin Wealth, LLC993$665K0.48%+2113F-HRTimeline
Everstar Asset Management, LLC990$663K0.38%-2713F-HRTimeline
Bowman & Co S.C.986$661K0.28%-713F-HRTimeline
Monument Group Wealth Advisors, LLC987$661K0.39%013F-HRTimeline
Valued Wealth Advisors LLC986$660K0.31%013F-HRTimeline
Austin Wealth Management, LLC982$659K0.1%-1113F-HRTimeline
Slagle Financial, LLC982$657K0.24%-13813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC981$657K0.16%+5113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC981$657K0.02%+1913F-HRTimeline
Hofer & Associates. Inc979$655K0.38%-8613F-HRTimeline
CPC Advisors, LLC979$655K0.07%+46513F-HRTimeline
LongView Asset Management LLC975$653K0.45%-3413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC973$651K0.28%new13F-HRTimeline
First Nebraska Trust Co973$651K0.06%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC972$651K0.54%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC971$650K0.14%+9613F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,122$650K0.23%013F-HRTimeline
Lumbard & Kellner, LLC970$649K0.24%+36413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…965$645K0.48%013F-HRTimeline
Hurley Capital, LLC961$643K0.36%+4613F-HRTimeline
TruWealth Advisors, LLC956$640K0.03%+3113F-HRTimeline
Crossmark Global Holdings, Inc.955$639K0.01%+3013F-HRTimeline
BCO Wealth Management LLC955$639K0.42%+2013F-HRTimeline
Rothschild Capital Partners, LLC954$639K0.15%-3213F-HRTimeline
Frazier Financial Advisors, LLC953$638K0.39%-3813F-HRTimeline
Piedmont Capital Management, LLC950$636K0.34%+1913F-HRTimeline
Prosperity Planning, Inc.949$635K0.17%-913F-HRTimeline
Equita Financial Network, Inc.949$635K0.21%+20113F-HRTimeline
Azimuth Capital Investment Management L…948$634K0.02%013F-HRTimeline
Cambridge Advisors Inc.947$634K0.12%013F-HRTimeline
Whalen Wealth Management Inc.945$633K0.37%new13F-HRTimeline
Prospect Financial Services LLC945$632K0.36%+713F-HRTimeline
Compass Wealth Management LLC945$632K0.14%-7513F-HRTimeline
Aries Wealth Management943$631K0.15%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.942$630K0.03%+12713F-HRTimelineGroup
LJI Wealth Management, LLC938$628K0.11%-23013F-HRTimeline
Spinnaker Investment Group, LLC937$627K0.12%new13F-HRTimeline
AdviceOne Advisory Services, LLC934$625K0.42%013F-HRTimeline
Mascagni Wealth Management, Inc.933$624K0.48%-513F-HRTimeline
Reyes Financial Architecture, Inc.930$622K0.42%013F-HRTimeline
NESTEGG ADVISORS, INC.929$622K0.55%+1213F-HRTimeline
Smith & Howard Wealth Management, LLC929$622K0.14%-1513F-HRTimeline
Tidemark, LLC927$621K0.18%013F-HRTimeline
Grey Fox Wealth Advisors, LLC927$620K0.13%-1513F-HRTimeline
Beacon Financial Strategies CORP925$619K0.37%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC923$618K0.01%-6413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …922$617K1.06%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC916$613K0.02%-7913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI916$613K0.06%+1313F-HRTimeline
WILLNER & HELLER, LLC915$613K0.47%-213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC914$612K0.32%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV914$612K0.11%+113F-HRTimeline
MATAURO, LLC912$610K0.1%-2213F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC912$610K0.29%013F-HRTimeline
A4 Wealth Advisors LLC909$608K0.51%13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…908$608K0.09%-3913F-HRTimeline
Jacksonville Wealth Management, LLC908$608K0.45%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC907$607K0.15%+33513F-HRTimeline
Joel Adams & Associates, Inc.906$607K0.49%+413F-HRTimeline
Acorn Wealth Advisors, LLC905$605K0.19%+44213F-HRTimeline
RVW Wealth, LLC903$604K0.05%-2713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…903$604K0.25%+313F-HRTimeline
Monte Financial Group, LLC901$603K0.22%-1713F-HRTimeline
Cravens & Co Advisors, LLC900$602K0.41%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.899$602K0.04%+2013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC896$600K0.41%+59613F-HRTimeline
Level Financial Advisors896$599K0.17%-3413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS895$599K0.35%+713F-HRTimeline
Cypress Capital, LLC894$598K0.17%-9113F-HRTimeline
HAZLETT, BURT & WATSON, INC.891$597K0.21%+513F-HRTimeline
Elm3 Financial Group, LLC891$596K0.49%-2613F-HRTimeline
Castle Rock Wealth Management, LLC887$596K0.13%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …959$595K0.07%-6313F-HRTimelineGroup
Heritage Wealth Management, Inc.889$595K0.17%-2413F-HRTimeline
Lodestone Wealth Management LLC887$594K0.27%-213F-HRTimeline
Jordan Park Group LLC885$592K0.03%new13F-HRTimeline
Novak & Powell Financial Services, Inc.885$592K0.31%+32813F-HRTimeline
Hemenway Trust Co LLC883$591K0.05%-23013F-HRTimeline
Wealth Watch Advisors, INC883$591K0.24%-21513F-HRTimeline
KICKSTAND VENTURES, LLC.879$589K0.13%-913F-HRTimeline
Global Wealth Strategies & Associates879$588K0.15%-313F-HRTimeline
Arkos Global Advisors879$588K0.07%-2713F-HRTimeline
Peregrine Asset Advisers, Inc.878$588K0.18%013F-HRTimeline
Brio Consultants, LLC877$587K0.08%-5613F-HRTimeline
Revere Asset Management, Inc876$586K0.22%+713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.870$582K0.21%+313F-HRTimeline
G&S Capital LLC869$582K0.21%+27913F-HRTimeline
Bell Bank867$580K0.03%-2713F-HRTimeline
Davis Capital Management867$580K0.4%13F-HRTimeline
Alpha Zero LLC867$580K0.34%+713F-HRTimeline
RW Investment Management LLC865$579K0.06%013F-HRTimeline
Castleview Partners, LLC861$576K0.31%new13F-HRTimeline
WealthTrust Asset Management, LLC858$574K0.4%+113F-HRTimeline
Cornerstone National Bank & Trust Co857$574K0.23%013F-HRTimeline
Collier Financial856$573K0.43%13F-HRTimeline
HOLDERNESS INVESTMENTS CO854$572K0.12%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …852$570K0.01%-2513F-HRTimelineGroup
Greenfield Savings Bank852$570K0.24%-1713F-HRTimeline
Westside Investment Management, Inc.849$569K0.09%013F-HRTimeline
MCDONALD PARTNERS LLC849$568K0.17%-28413F-HRTimeline
AM INVESTMENT STRATEGIES LLC847$567K0.12%013F-HRTimeline
Traction Financial Partners, LLC840$562K0.35%+19813F-HRTimeline
Crews Bank & Trust840$562K0.08%-4013F-HRTimeline
Union Bancaire Privee, UBP SA1,057$561K0.01%-14013F-HRTimeline
Darwin Wealth Management, LLC837$560K0.18%+69013F-HRTimeline
Premier Financial Group841$560K0.15%013F-HRTimeline
Covenant Partners, LLC837$560K0.16%+2913F-HRTimeline
WealthCare Investment Partners, LLC833$560K0.18%+1013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC836$560K0.06%+10513F-HRTimeline
First City Capital Management, Inc.835$559K0.3%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co835$559K<0.01%-613F-HRTimelineGroup
Brickley Wealth Management833$558K0.1%new13F-HRTimeline
Grove Street Fiduciary, LLC831$556K0.26%013F-HRTimeline
OLIO Financial Planning831$556K0.16%+8113F-HRTimeline
Howard Capital Management Group, LLC830$556K0.04%-8513F-HRTimeline
Highland Financial Advisors, LLC828$554K0.16%+14413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES827$554K0.21%013F-HRTimeline
Reynders McVeigh Capital Management, LLC827$553K0.03%-1713F-HRTimeline
KKM Financial LLC826$553K0.17%-8213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC824$552K0.02%-1213F-HRTimeline
Andrew Hill Investment Advisors, Inc.823$551K0.43%-4113F-HRTimeline
Wells Trecaso Financial Group, LLC823$551K0.26%-29013F-HRTimeline
W1M Investment Management Ltd820$549K0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC818$548K0.12%-13713F-HRTimeline