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
Seneschal Advisors, LLC	763	$449K	0.38%		13F-HR Timeline
JPL Wealth Management, LLC	761	$448K	0.13%		13F-HR Timeline
Holcombe Financial, Inc.	760	$447K	0.37%		13F-HR Timeline
Clarity Wealth Development LLC	740	$447K	0.49%		13F-HR Timeline
BURNS J W & CO INC/NY	760	$447K	0.06%	0	13F-HR Timeline
CULLEN INVESTMENT GROUP, LTD.	759	$447K	0.07%	+175	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	759	$447K	0.15%	+1	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	755	$446K	0.2%	-1	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	756	$445K	0.05%	+13	13F-HR Timeline
Clarity Financial LLC	756	$445K	0.05%	+26	13F-HR Timeline
Wells Trecaso Financial Group, LLC	755	$444K	0.15%	0	13F-HR Timeline
Plan Group Financial, LLC	753	$443K	0.23%	-17	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	750	$442K	0.1%	0	13F-HR Timeline
Kidder Stephen W	750	$442K	0.13%	-50	13F-HR Timeline
OLIO Financial Planning	749	$441K	0.15%	-169	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	749	$441K	0.03%	-2,114	13F-HR Timeline Group
Rothschild Capital Partners, LLC	748	$440K	0.11%	-15	13F-HR Timeline
Basepoint Wealth LLC	747	$440K	0.35%	-111	13F-HR Timeline
Wela Strategies, Inc.	41,991	$439K	0.19%	-53,183	13F-HR Timeline
Cornerstone Planning Group LLC	729	$439K	0.11%	-73	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	745	$439K	0.1%	0	13F-HR Timeline
RVW Wealth, LLC	742	$437K	0.04%	-79	13F-HR Timeline
Brio Consultants, LLC	741	$436K	0.07%	+10	13F-HR Timeline
BAXTER BROS INC	741	$436K	0.06%	0	13F-HR Timeline
Finer Wealth Management, Inc.	740	$436K	0.25%	-83	13F-HR Timeline
CHANNEL WEALTH LLC	737	$434K	0.14%	+32	13F-HR Timeline
Guided Capital Wealth Management, LLC	736	$433K	0.4%		13F-HR Timeline
Trevian Wealth Management LLC	734	$432K	0.32%	-7	13F-HR Timeline
Caitlin John, LLC	732	$431K	0.29%	+88	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	730	$430K	0.03%	0	13F-HR Timeline
Drucker Wealth 3.0, LLC	730	$430K	0.1%	-302	13F-HR/A Timeline
Richmond Investment Services, LLC	727	$428K	0.24%		13F-HR Timeline
CPC Advisors, LLC	723	$426K	0.06%	-273	13F-HR Timeline
Veridan Wealth LLC	708	$425K	0.2%		13F-HR Timeline
Hassell Wealth Management, LLC	700	$425K	0.17%	0	13F-HR Timeline
Center For Asset Management LLC	721	$425K	0.27%	-314	13F-HR Timeline
Wiser Advisor Group LLC	721	$424K	0.62%	+21	13F-HR Timeline
Ellsworth Advisors, LLC	720	$424K	0.11%	+35	13F-HR Timeline
Royal Fund Management, LLC	718	$424K	0.05%	-724	13F-HR Timeline
Coston, McIsaac & Partners	717	$422K	0.13%	0	13F-HR Timeline
Manske Wealth Management	716	$421K	0.17%		13F-HR Timeline
DOVER ADVISORS, LLC	715	$421K	0.24%	-7	13F-HR Timeline
O'Brien Greene & Co. Inc	713	$420K	0.14%	-28	13F-HR Timeline
Cordgrass Capital Advisors, LLC	712	$419K	0.12%	-1	13F-HR Timeline
Fielder Capital Group LLC	711	$418K	0.13%	0	13F-HR Timeline
EWG Elevate Inc.	710	$418K	0.13%	+123	13F-HR Timeline
SOMERVILLE KURT F	709	$417K	0.07%	-2,000	13F-HR Timeline
WorthPointe, LLC	707	$416K	0.17%	-52	13F-HR Timeline
Strategent Financial, LLC	706	$416K	0.41%		13F-HR Timeline
Suncoast Equity Management	706	$415K	0.05%	new	13F-HR Timeline
PALO ALTO WEALTH ADVISORS, LLC	705	$415K	0.15%	-48	13F-HR Timeline
Sterling Group Wealth Management, LLC	705	$415K	0.22%	0	13F-HR Timeline
Vantage Point Financial LLC	704	$415K	0.22%		13F-HR Timeline
TL Private Wealth	695	$414K	0.19%	0	13F-HR Timeline
Kathmere Capital Management, LLC	701	$413K	0.04%	+220	13F-HR Timeline
Lumbard & Kellner, LLC	700	$412K	0.18%	-67	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	700	$412K	0.24%	-7	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	699	$412K	0.08%	+12	13F-HR Timeline
CGC Financial Services, LLC	698	$411K	0.16%	-79	13F-HR Timeline
FLP Wealth Management, LLC	697	$410K	1.05%		13F-HR Timeline
Nicholas Wealth, LLC.	702	$410K	0.22%	+33	13F-HR Timeline
Crossmark Global Holdings, Inc.	696	$410K	0.01%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	696	$410K	0.11%	0	13F-HR/A Timeline
Kiker Wealth Management, LLC	695	$409K	0.33%		13F-HR Timeline
Insight Wealth Partners, LLC	694	$409K	0.26%	0	13F-HR Timeline
Cypress Point Wealth Management, LLC	694	$409K	0.13%	0	13F-HR Timeline
David Kennon Inc	693	$408K	0.16%	0	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	692	$407K	0.02%	+120	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	690	$406K	0.42%		13F-HR Timeline
Cornerstone Select Advisors, LLC	690	$406K	0.39%		13F-HR Timeline
Aspire Growth Partners LLC	687	$404K	0.4%		13F-HR Timeline
MITCHELL SINKLER & STARR/PA	686	$404K	0.11%	0	13F-HR Timeline
Wambolt & Associates, LLC	685	$404K	0.13%	-236	13F-HR Timeline
Neumann Capital Management, LLC	685	$403K	0.13%	0	13F-HR Timeline
NWK Group, Inc.	685	$403K	0.16%	0	13F-HR Timeline
Synergy Financial Group, LTD	685	$403K	0.34%	+51	13F-HR Timeline
Highland Financial Advisors, LLC	684	$403K	0.14%	+125	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	683	$402K	0.2%	+17	13F-HR Timeline
Lynx Investment Advisory	681	$401K	0.27%	+8	13F-HR Timeline
Compass Planning Associates Inc	681	$401K	0.41%		13F-HR Timeline
Reliant Investment Partners, LLC	679	$400K	0.35%		13F-HR Timeline
DRAVO BAY LLC	676	$398K	0.19%	new	13F-HR Timeline
CITY HOLDING CO	676	$398K	0.06%	-27	13F-HR Timeline
Ballentine Capital Advisors, Inc	675	$397K	0.21%	-3	13F-HR Timeline
SECURED RETIREMENT ADVISORS, LLC	671	$395K	0.23%	0	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	667	$393K	0.15%	-341	13F-HR Timeline
Seelaus Asset Management LLC	665	$391K	0.36%	0	13F-HR Timeline
Global Assets Advisory, LLC	666	$391K	0.22%	-672	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	665	$391K	0.02%	+68	13F-HR Timeline
Allied Investment Advisors, LLC	663	$390K	0.08%	-23	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	659	$388K	0.05%	new	13F-HR Timeline
Financial Sense Advisors, Inc.	658	$387K	0.13%	-75	13F-HR Timeline
A&I FINANCIAL SERVICES, LLC	657	$387K	0.38%		13F-HR Timeline
American Capital Advisory, LLC	657	$387K	0.21%	+30	13F-HR Timeline
Promus Capital, LLC	655	$386K	0.3%		13F-HR/A Timeline
WILKINS INVESTMENT COUNSEL INC	650	$383K	0.06%	0	13F-HR Timeline
Hilltop Partners LLC	649	$382K	0.13%	new	13F-HR Timeline
INNEALTA CAPITAL, LLC	648	$381K	0.19%	0	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	626	$379K	0.15%		13F-HR Timeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	642	$378K	0.33%	0	13F-HR Timeline
Castleview Partners, LLC	642	$377K	0.2%	-16	13F-HR/A Timeline
Carson Advisory Inc.	641	$377K	0.26%	-664	13F-HR Timeline
Verde Capital Management	639	$376K	0.11%	+151	13F-HR Timeline
Americana Partners, LLC	636	$374K	0.02%	-35	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	635	$374K	0.14%	0	13F-HR Timeline
Cairn Investment Group, Inc.	635	$374K	0.22%	0	13F-HR Timeline
IronOak Wealth LLC.	634	$373K	0.42%		13F-HR Timeline
TriaGen Wealth Management LLC	633	$373K	0.13%	0	13F-HR Timeline
Lauterbach Financial Advisors, LLC	633	$373K	0.23%	0	13F-HR Timeline
Lewis Asset Management, LLC	633	$372K	0.28%	+2	13F-HR Timeline
Halter Ferguson Financial Inc.	630	$371K	0.16%	new	13F-HR Timeline
DOHJ, LLC	630	$371K	0.09%	+6	13F-HR Timeline
BlackDiamond Wealth Management, LLC	628	$370K	0.21%	-1	13F-HR Timeline
LifeSteps Financial, Inc.	627	$369K	0.28%	0	13F-HR Timeline
White & Co Financial Planning Inc	626	$369K	0.31%		13F-HR/A Timeline
First Pacific Financial	626	$368K	0.09%	+280	13F-HR Timeline
Wills Financial Group, Inc.	625	$368K	0.16%	+20	13F-HR Timeline
Citizens Business Bank	625	$368K	0.07%	-1,125	13F-HR Timeline
Morton Brown Family Wealth, LLC	624	$367K	0.13%	+313	13F-HR Timeline
Revere Asset Management, Inc	623	$367K	0.31%	+99	13F-HR Timeline
AIFG Consultants Ltd.	622	$366K	0.6%	+2	13F-HR Timeline
Shum Financial Group, Inc.	621	$365K	0.32%	0	13F-HR Timeline
Bowman & Co S.C.	620	$365K	0.19%	+6	13F-HR Timeline
Tevis Investment Management	619	$364K	0.27%	new	13F-HR Timeline
Bright Futures Wealth Management, LLC.	602	$364K	0.32%	+69	13F-HR Timeline
MilWealth Group LLC	617	$363K	0.1%	0	13F-HR Timeline
Fortune Financial Advisors, LLC	616	$363K	0.33%	0	13F-HR Timeline
Ranch Capital Advisors Inc.	615	$362K	0.17%	+125	13F-HR Timeline
Carroll Investors, Inc	614	$361K	0.2%	-25	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	614	$361K	0.15%	-10	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	612	$360K	0.07%	new	13F-HR Timeline
Fischer Financial Services, Inc.	611	$360K	0.11%		13F-HR Timeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…	610	$359K	<0.01%	+215	13F-HR Timeline
Intellus Advisors LLC	609	$359K	0.06%		13F-HR Timeline
Shilanski & Associates, Inc.	609	$358K	0.11%	new	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	608	$358K	0.07%	-11	13F-HR Timeline
Westend Capital Management, LLC	608	$358K	0.11%	-60	13F-HR Timeline
Prentice Wealth Management LLC	608	$358K	0.1%	-6	13F-HR Timeline
SoundView Advisors Inc.	608	$357K	0.15%		13F-HR Timeline
McCollum Christoferson Group LLC	605	$356K	0.11%	0	13F-HR Timeline
Kearns & Associates LLC	605	$356K	0.23%	0	13F-HR Timeline
Horizon Investment Services, LLC	604	$356K	0.15%	+96	13F-HR Timeline
Park Edge Advisors, LLC	604	$356K	0.1%	+19	13F-HR Timeline
Beacon Wealthcare LLC	603	$355K	0.14%	-35	13F-HR Timeline
FINANCIAL LIFE ADVISORS	602	$354K	0.13%	0	13F-HR Timeline
BROGAN FINANCIAL, INC.	602	$354K	0.17%	+2	13F-HR Timeline
Williams & Novak Wealth Management, LLC	601	$354K	0.34%	-58	13F-HR Timeline
Community Bank of Raymore	600	$353K	0.28%	0	13F-HR Timeline
Defender Capital, LLC.	600	$353K	0.13%	0	13F-HR Timeline
SwitchPoint Financial Planning, LLC	600	$353K	0.34%		13F-HR Timeline
Leading Edge Financial Planning LLC	599	$353K	0.12%	+182	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	596	$351K	0.23%	-2	13F-HR Timeline
SevenBridge Financial Group, LLC	576	$350K	0.07%	0	13F-HR Timeline
Fernwood Investment Management, LLC	594	$350K	0.12%	-14,534	13F-HR Timeline
Strategic Wealth Investment Group, LLC	592	$349K	0.04%	+1	13F-HR/A Timeline
Gutierrez Wealth Advisory, LLC	592	$349K	0.29%		13F-HR/A Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	584	$348K	0.25%	-33	13F-HR Timeline
Cambridge Financial Group, LLC	591	$348K	0.15%	+8	13F-HR Timeline
G&S Capital LLC	589	$347K	0.14%	0	13F-HR Timeline
SignalPoint Asset Management, LLC	589	$347K	0.08%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	588	$346K	0.06%	0	13F-HR Timeline
Hiley Hunt Wealth Management	585	$344K	0.19%	+67	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	585	$344K	0.09%	+100	13F-HR Timeline Group
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	585	$344K	0.05%	0	13F-HR Timeline
Capasso Planning Partners LLC	584	$344K	0.14%	-290	13F-HR Timeline
LETSON INVESTMENT MANAGEMENT, INC.	583	$343K	0.14%	0	13F-HR Timeline
Strait & Sound Wealth Management LLC	582	$343K	0.16%	0	13F-HR Timeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA	580	$341K	0.09%	-18	13F-HR Timeline
Vectors Research Management, LLC	578	$340K	0.12%	-49	13F-HR Timeline
Capital Management Associates, Inc	577	$340K	0.13%	+1	13F-HR Timeline
Probity Advisors, Inc.	575	$338K	0.07%	-38	13F-HR Timeline
Orcam Financial Group	575	$338K	0.33%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	575	$338K	0.05%	+27	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	575	$338K	0.11%	0	13F-HR Timeline
Aventura Private Wealth, LLC	574	$338K	0.18%		13F-HR Timeline
Stonebridge Financial Group, LLC	573	$337K	0.04%		13F-HR Timeline
Sendero Wealth Management, LLC	572	$337K	0.05%	+208	13F-HR Timeline
Berkshire Money Management, Inc.	572	$336K	0.04%	new	13F-HR Timeline
Financial Harvest, LLC	571	$336K	0.28%		13F-HR Timeline
Matisse Capital	569	$335K	0.17%	0	13F-HR Timeline
SFG Wealth Management, LLC.	568	$335K	0.18%	-32	13F-HR Timeline
Checchi Capital Advisers, LLC	566	$333K	0.02%	0	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	566	$333K	0.16%	0	13F-HR Timeline
Axim Planning & Wealth	566	$333K	0.35%	-34	13F-HR Timeline
Financial Alternatives, Inc	566	$333K	0.23%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	565	$333K	0.25%	-100	13F-HR Timeline
Revisor Wealth Management LLC	565	$333K	0.31%	-944	13F-HR Timeline
Schiavi & Co LLC	565	$332K	0.13%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	552	$332K	0.03%	-88	13F-HR Timeline
Texas Bank & Trust Co	563	$331K	0.14%		13F-HR Timeline
Colonial River Investments, LLC	561	$330K	0.16%	-7,240	13F-HR Timeline
Alpha Financial Advisors, LLC	560	$330K	0.15%	0	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	558	$328K	<0.01%	0	13F-HR Timeline
Nova Wealth Management, Inc.	557	$328K	0.28%		13F-HR Timeline
IMPACTfolio, LLC	552	$325K	0.17%	0	13F-HR Timeline
ALEXANDER LABRUNERIE & CO., INC.	551	$324K	0.14%	+69	13F-HR Timeline
Capital Planning Advisors, LLC	548	$323K	0.05%	0	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	547	$322K	0.09%	-10	13F-HR Timeline
Motiv8 Investments LLC	544	$320K	0.22%	-636	13F-HR Timeline
Systematic Alpha Investments, LLC	544	$320K	0.01%	0	13F-HR Timeline