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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Garrett Wealth Advisory Group, LLC1,183$886K0.14%-513F-HRTimeline
Mission Financial Group, LLC1,180$884K0.73%13F-HRTimeline
Hibernia Wealth Partners, LLC1,179$883K0.48%-1,07613F-HRTimeline
RESOLUTE CAPITAL, LLC1,173$879K0.3%+12613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,173$878K0.38%-15013F-HRTimeline
F/m Investments LLC1,146$877K0.04%-83513F-HRTimeline
RMG Wealth Management LLC1,129$876K0.09%013F-HRTimeline
SoundView Advisors Inc.1,171$876K0.29%+55613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,169$875K0.01%+33213F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC1,169$875K0.03%-1,23513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,167$874K0.1%+3813F-HRTimelineGroup
DBK Financial Counsel, LLC1,166$873K0.73%-1,74713F-HRTimeline
Fermata Advisors, LLC1,164$871K0.18%+2513F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,164$871K0.23%-2313F-HRTimeline
Midwest Capital Advisors, LLC1,160$869K0.35%+313F-HRTimeline
Stiles Financial Services Inc1,159$868K0.22%+2413F-HRTimeline
Front Row Advisors LLC1,118$866K0.25%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors1,154$864K0.58%013F-HRTimelineGroup
Strategic Financial Planning, Inc.1,149$860K0.45%+48713F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,145$857K0.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Somerset Trust Co1,142$855K0.24%013F-HRTimeline
San Luis Wealth Advisors LLC1,140$854K0.13%-813F-HRTimeline
Radnor Capital Management, LLC1,139$853K0.12%013F-HRTimeline
Milestones Private Investment Advisors …1,135$850K0.68%-2413F-HRTimeline
Grant Private Wealth Management Inc1,129$845K0.36%-3813F-HRTimeline
Van Cleef Asset Management,Inc1,127$844K0.09%-7513F-HRTimeline
TPG Financial Advisors, LLC1,123$841K0.25%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,121$840K0.11%-12613F-HRTimeline
Castle Rock Wealth Management, LLC1,121$840K0.16%+1613F-HRTimeline
Tribridge Partners Financial LLC1,129$838K0.33%+65013F-HRTimeline
True Wealth Design, LLC1,118$837K0.2%013F-HRTimeline
LJI Wealth Management, LLC1,118$837K0.12%+17313F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,117$837K0.26%+9813F-HRTimeline
Penobscot Investment Management Company…1,112$833K0.06%-17313F-HRTimeline
Stanich Group LLC1,112$833K0.52%+49513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,111$832K0.38%013F-HRTimeline
Fourth Dimension Wealth, LLC1,109$831K0.26%+2213F-HRTimeline
Third View Private Wealth, LLC1,109$831K0.1%-1313F-HRTimeline
Triton Financial Group Inc1,106$828K0.48%-1,10413F-HRTimeline
Texas Bank & Trust Co1,105$828K0.27%+8313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,102$825K0.11%+1213F-HRTimeline
Seven Post Investment Office LP1,100$824K0.23%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,097$822K0.11%+6413F-HRTimeline
Beckerman Institutional, LLC1,096$821K0.39%+9113F-HRTimeline
KELLY FINANCIAL GROUP LLC1,096$820K0.18%+2913F-HRTimeline
Future Financial Wealth Managment LLC1,106$820K0.51%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,093$818K0.03%+313F-HRTimeline
Arlington Financial Advisors, LLC1,089$815K0.1%-3313F-HRTimeline
D.B. Root & Company, LLC1,088$815K0.17%-1713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,087$814K0.02%+17013F-HRTimeline
Virtue Capital Management, LLC1,090$813K0.11%-29113F-HRTimeline
one8zero8, LLC1,086$813K0.16%+113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,085$813K0.47%013F-HRTimeline
Cornerstone Financial Management LLC1,085$813K0.65%013F-HR/ATimeline
MJT & Associates Financial Advisory Gro…1,085$812K0.54%013F-HRTimeline
Ruggiero Investments, Inc.1,083$811K0.69%013F-HRTimeline
Tidemark, LLC1,080$809K0.18%+5913F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,131$806K0.3%+113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,143$806K0.22%013F-HRTimeline
Foguth Wealth Management, LLC.1,081$805K0.09%-2613F-HRTimeline
Triangle Securities Wealth Management1,071$802K0.16%+2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tailwinds Wealth, LLC1,070$802K0.47%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,070$801K0.26%+113F-HRTimeline
CAMPBELL NEWMAN ASSET MANAGEMENT INC1,070$801K0.06%new13F-HRTimeline
CGC Financial Services, LLC1,069$801K0.18%+23013F-HRTimeline
DecisionPoint Financial, LLC1,065$798K0.15%+12713F-HRTimeline
Gilman Hill Asset Management, LLC1,065$798K0.11%-4713F-HRTimeline
LEIGH BALDWIN & CO., LLC1,062$795K0.43%-1,26813F-HRTimeline
Aspen Private Advisors, LLC1,060$794K0.8%13F-HRTimeline
G&S Capital LLC1,057$792K0.23%+12413F-HRTimeline
Seneca House Advisors1,056$791K0.28%+113F-HRTimeline
Novak & Powell Financial Services, Inc.1,056$791K0.37%+113F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,053$789K1.03%+1313F-HRTimeline
Foster Victor Wealth Advisors, LLC1,042$787K0.04%-60613F-HRTimeline
Westshore Wealth, LLC1,050$786K0.24%013F-HRTimeline
WestEnd Advisors, LLC1,050$786K0.02%+77013F-HRTimeline
Xcelsior Advisor Partners LLC1,050$786K0.1%+54013F-HRTimeline
L. Roy Papp & Associates, LLP1,049$786K0.08%+5113F-HRTimeline
Walsh & Associates, LLC1,049$785K0.64%+4013F-HRTimeline
Baldwin Investment Management, LLC1,047$784K0.08%new13F-HRTimeline
Warren Street Wealth Advisors, LLC1,046$783K0.18%013F-HRTimeline
Bravera Wealth1,045$783K0.3%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,044$782K0.13%+32313F-HRTimeline
GGM Financial LLC1,041$780K0.3%+213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,039$778K0.12%-313F-HRTimeline
First Nebraska Trust Co1,039$778K0.06%+3413F-HRTimeline
Ahara Advisors LLC1,038$778K0.53%013F-HR/ATimeline
Mittelman Wealth Management549$777K0.51%+8213F-HRTimeline
SUMMITRY LLC1,037$777K0.03%013F-HRTimeline
Financial Freedom, LLC1,036$776K0.36%+20513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,030$774K0.25%-1013F-HRTimeline
Balance Wealth Partners LLC1,032$773K0.21%-313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,030$771K0.09%013F-HRTimeline
Parker Financial LLC1,026$769K0.28%-1413F-HRTimeline
VSM Wealth Advisory, LLC1,023$766K0.2%013F-HRTimeline
Lewis Asset Management, LLC1,022$765K0.27%+30013F-HRTimeline
Lumbard & Kellner, LLC1,020$764K0.23%013F-HRTimeline
Triton Wealth Management, PLLC1,019$763K0.23%-7013F-HRTimeline
Slagle Financial, LLC1,019$763K0.23%-5613F-HRTimeline
Samalin Investment Counsel, LLC1,018$762K0.24%-10313F-HRTimeline
TOWNSQUARE CAPITAL LLC1,018$762K0.14%-113F-HRTimeline
HMS Capital Management, LLC1,017$762K0.28%-513F-HRTimeline
StoryOne LLC1,013$758K0.36%+1,01313F-HRTimeline
Sompo Asset Management Co., Ltd.1,010$756K0.12%-1,27113F-HRTimeline
Brio Consultants, LLC1,009$755K0.09%+11613F-HRTimeline
One Wealth Map LLC1,029$755K0.35%-3613F-HRTimeline
Comprehensive Financial Consultants Ins…1,007$754K0.2%-1413F-HRTimeline
Gleason Group, Inc.1,007$754K0.07%-85413F-HRTimeline
Osprey Private Wealth LLC1,006$754K0.19%013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.1,006$753K0.55%-33213F-HRTimeline
Jacksonville Wealth Management, LLC1,006$753K0.43%013F-HRTimeline
Dash Acquisitions Inc.970$753K0.15%+913F-HRTimeline
Seaside Wealth Management, Inc.1,005$752K0.19%+113F-HRTimeline
DELTA FINANCIAL ADVISORS LLC1,003$751K0.18%+2813F-HRTimeline
Arnold Financial Planning LLC1,000$749K0.56%new13F-HRTimeline
Tannin Capital LLC998$747K0.49%-313F-HRTimeline
Grey Fox Wealth Advisors, LLC997$747K0.12%+14113F-HRTimeline
American Investment Services, Inc.997$746K0.16%-2813F-HRTimeline
Orographic Financial Advisors, LLC961$745K0.49%-3013F-HRTimeline
Canton Hathaway, LLC994$744K0.14%+54113F-HRTimeline
Beacon Financial Strategies CORP994$744K0.37%+6913F-HRTimeline
BURNS J W & CO INC/NY991$742K0.08%+23113F-HRTimeline
Advocate Investing Services LLC988$740K0.57%+7813F-HRTimeline
Resolute Wealth Strategies, LLC987$739K0.29%+113F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.985$739K0.14%+66013F-HRTimeline
Richardson Capital Management LLC986$738K0.32%013F-HRTimeline
RW Investment Management LLC986$738K0.06%+1813F-HRTimeline
CFO4Life Group, LLC983$736K0.1%-13313F-HRTimeline
Stonekeep Investments, LLC983$736K0.43%-1613F-HRTimeline
Sanchez Levi Garrett979$733K0.4%new13F-HRTimeline
Monument Group Wealth Advisors, LLC978$733K0.35%-1313F-HRTimeline
BDFS Capital LLC975$730K0.32%-97813F-HRTimeline
Carmel Capital Partners, LLC974$729K0.24%013F-HRTimeline
UNION SAVINGS BANK974$729K0.29%013F-HRTimeline
WealthTrust Asset Management, LLC974$729K0.39%013F-HRTimeline
Cypress Point Wealth Management, LLC970$726K0.15%+613F-HRTimeline
HAZLETT, BURT & WATSON, INC.970$726K0.19%013F-HRTimeline
Exchange Bank969$726K0.45%-13513F-HRTimeline
Andrews Advisory Associates, LLC967$724K0.35%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…935$723K0.43%013F-HRTimeline
Heritage Wealth Management, Inc./Texas963$721K0.28%-3313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC962$720K0.02%-69213F-HR/ATimeline
VIRTUE ASSET MANAGEMENT LLC962$720K0.51%-1013F-HRTimeline
UNITED BANK960$719K0.08%-3613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO958$717K<0.01%-26813F-HRTimeline
Ascension Capital Advisors, Inc.956$716K0.2%new13F-HRTimeline
Cambridge Advisors Inc.953$714K0.12%+613F-HRTimeline
Breachway Investments LLC953$714K1.07%013F-HRTimeline
Northstar Group, Inc.952$713K0.09%+713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP951$712K0.09%-15713F-HRTimeline
Slow Capital, Inc.943$706K0.08%-20213F-HRTimeline
Princeton Global Asset Management LLC941$705K0.1%-1113F-HRTimeline
Stonebridge Financial Group, LLC / MO940$704K0.47%-913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC940$704K0.36%-113F-HRTimeline
Main Street Group, LTD936$701K0.16%-3313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS935$700K0.27%+313F-HRTimeline
BCO Wealth Management LLC935$700K0.38%013F-HRTimeline
Oxbow Advisors, LLC935$700K0.06%new13F-HRTimeline
Garde Capital, Inc.934$699K0.03%-6613F-HRTimeline
Mascagni Wealth Management, Inc.933$699K0.43%-11813F-HRTimeline
Passive Capital Management, LLC.1,020$699K0.22%+6613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC931$697K0.3%+1613F-HRTimeline
Brady Martz Wealth Solutions, LLC930$696K0.11%+2813F-HRTimeline
Timmons Wealth Management, LLC929$696K0.51%-1213F-HRTimeline
Financial Security Advisor, Inc.929$695K0.11%+1813F-HRTimeline
Grove Street Fiduciary, LLC928$695K0.29%013F-HRTimeline
M. Kulyk & Associates, LLC926$693K0.11%-51613F-HRTimeline
Revere Asset Management, Inc926$693K0.27%-23613F-HRTimeline
Kellett Wealth Advisors, LLC926$693K0.32%+38813F-HRTimeline
Legacies Wealth LLC922$690K0.38%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …922$690K0.94%013F-HRTimeline
JPL Wealth Management, LLC921$690K0.14%-5413F-HRTimeline
Reyes Financial Architecture, Inc.915$685K0.38%+2913F-HRTimeline
Austin Wealth Management, LLC917$685K0.14%+1013F-HRTimeline
Arkos Global Advisors915$685K0.08%+213F-HRTimeline
Reliant Investment Partners, LLC914$684K0.47%+4013F-HRTimeline
Synergy Financial Group, LTD913$684K0.49%013F-HRTimeline
Lodestone Wealth Management LLC909$681K0.24%013F-HRTimeline
Cornerstone Planning, LLC907$679K0.16%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC906$678K0.16%013F-HRTimeline
SFAM, LLC905$678K0.55%013F-HRTimeline
Clayton Financial Group LLC904$677K0.37%-10513F-HRTimeline
Cypress Capital, LLC902$675K0.18%+813F-HRTimeline
Curran Financial Partners, LLC901$675K0.1%+5813F-HRTimeline
Mine & Arao Wealth Creation & Managemen…900$674K0.24%013F-HRTimeline
Fenimore Asset Management Inc900$674K0.01%-25013F-HRTimeline
Cravens & Co Advisors, LLC900$674K0.45%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC899$673K0.02%+2613F-HRTimeline
TL Private Wealth894$672K0.25%+22113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC896$671K0.45%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC896$671K0.08%+6013F-HRTimeline
Peregrine Asset Advisers, Inc.896$671K0.15%+2313F-HRTimeline
Neumann Capital Management, LLC894$670K0.44%+29413F-HRTimeline
Inlight Wealth Management, LLC893$669K0.21%new13F-HRTimeline
Bernicke Wealth Management, Ltd.892$668K0.08%+4913F-HRTimeline
Level Financial Advisors892$668K0.15%013F-HRTimeline
Rothschild Capital Partners, LLC890$667K0.14%+12813F-HRTimeline
Key Client Fiduciary Advisors, LLC887$664K0.19%-10413F-HRTimeline
ENTREWEALTH, LLC860$664K0.25%new13F-HRTimeline
Joel Adams & Associates, Inc.881$660K0.42%+613F-HRTimeline