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
Trevian Wealth Management LLC	735	$413K	0.29%	+1	13F-HR Timeline
Clarity Wealth Development LLC	740	$413K	0.46%	0	13F-HR Timeline
Sterling Group Wealth Management, LLC	734	$412K	0.22%	+29	13F-HR Timeline
Hillman Capital Management, Inc.	732	$411K	0.2%	-40	13F-HR Timeline
Clarity Financial LLC	731	$411K	0.05%	-25	13F-HR Timeline
Ellsworth Advisors, LLC	731	$411K	0.11%	+11	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	730	$410K	0.03%	0	13F-HR Timeline
PLANNING DIRECTIONS INC	730	$410K	0.18%	-96	13F-HR Timeline
Center For Asset Management LLC	724	$407K	0.25%	+3	13F-HR Timeline
CPC Advisors, LLC	723	$406K	0.06%	0	13F-HR Timeline
St. Louis Trust Co	720	$405K	0.06%	-400	13F-HR Timeline
Wills Financial Group LLC	720	$405K	0.18%		13F-HR Timeline
Coston, McIsaac & Partners	717	$402K	0.12%	0	13F-HR Timeline
DOVER ADVISORS, LLC	715	$402K	0.17%	0	13F-HR Timeline
Richmond Investment Services, LLC	714	$401K	0.22%	-13	13F-HR Timeline
O'Brien Greene & Co. Inc	713	$401K	0.13%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	712	$400K	0.11%	0	13F-HR Timeline
Fielder Capital Group LLC	711	$399K	0.12%	0	13F-HR Timeline
JPL Wealth Management, LLC	711	$399K	0.11%	-50	13F-HR/A Timeline
SOMERVILLE KURT F	709	$398K	0.07%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	709	$398K	0.04%	+136	13F-HR Timeline
Veridan Wealth LLC	709	$398K	0.18%	+1	13F-HR Timeline
WorthPointe, LLC	707	$397K	0.18%	0	13F-HR Timeline
Farrell Financial LLC	707	$397K	0.29%	-143	13F-HR Timeline
Strategent Financial, LLC	706	$397K	0.36%	0	13F-HR Timeline
Paladin Wealth, LLC	703	$395K	0.35%	new	13F-HR Timeline
Fortune Financial Advisors, LLC	700	$393K	0.34%	+84	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	697	$392K	0.21%	+14	13F-HR Timeline
Kathmere Capital Management, LLC	696	$391K	0.03%	-5	13F-HR Timeline
Legacy Financial Group LLC	695	$391K	0.06%	0	13F-HR Timeline
PALO ALTO WEALTH ADVISORS, LLC	662	$391K	0.15%	-43	13F-HR Timeline
Insight Wealth Partners, LLC	694	$390K	0.23%	0	13F-HR Timeline
Cypress Point Wealth Management, LLC	694	$390K	0.12%	0	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	693	$390K	0.07%	-6	13F-HR Timeline
Elser Financial Planning, Inc	691	$388K	0.54%	+318	13F-HR Timeline
BARR E S & CO	690	$388K	0.02%	-302	13F-HR Timeline
Cornerstone Select Advisors, LLC	690	$388K	0.37%	0	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	687	$386K	0.27%	-264	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	686	$385K	0.11%	0	13F-HR Timeline
Neumann Capital Management, LLC	685	$385K	0.13%	0	13F-HR Timeline
NWK Group, Inc.	685	$385K	0.18%	0	13F-HR Timeline
Highland Financial Advisors, LLC	684	$384K	0.14%	0	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	684	$384K	0.02%	+19	13F-HR Timeline
Americana Partners, LLC	683	$384K	0.01%	+47	13F-HR Timeline
Wiser Advisor Group LLC	682	$383K	0.57%	-39	13F-HR Timeline
Park Edge Advisors, LLC	680	$382K	0.11%	+76	13F-HR Timeline
Sendero Wealth Management, LLC	679	$382K	0.05%	+107	13F-HR Timeline
Reliant Investment Partners, LLC	679	$382K	0.39%	0	13F-HR Timeline
Lumbard & Kellner, LLC	678	$381K	0.17%	-22	13F-HR Timeline
Ballentine Capital Advisors, Inc	675	$379K	0.19%	0	13F-HR Timeline
SS&H Financial Advisors, Inc.	675	$379K	0.14%	-183	13F-HR Timeline
NewSquare Capital LLC	674	$379K	0.03%	-200	13F-HR Timeline
DRAVO BAY LLC	674	$379K	0.2%	-2	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	673	$378K	0.14%	+6	13F-HR Timeline
CITY HOLDING CO	670	$376K	0.05%	-6	13F-HR Timeline
Hamilton Wealth, LLC	669	$376K	0.09%	new	13F-HR Timeline
Clark Wealth Partners	666	$374K	0.28%	new	13F-HR Timeline
FSA Advisors, Inc.	665	$374K	0.3%	+155	13F-HR Timeline
Hassell Wealth Management, LLC	689	$373K	0.16%	-11	13F-HR Timeline
SevenBridge Financial Group, LLC	634	$371K	0.07%	+58	13F-HR Timeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	660	$371K	0.4%	+18	13F-HR Timeline
Vantage Point Financial LLC	660	$371K	0.19%	-44	13F-HR Timeline
Caitlin John, LLC	660	$371K	0.36%	-72	13F-HR Timeline
KINTRA WEALTH, LLC	658	$370K	0.25%	+156	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	658	$370K	0.25%	-42	13F-HR Timeline
Promus Capital, LLC	655	$368K	0.28%	0	13F-HR/A Timeline
Astoria Portfolio Advisors LLC.	685	$368K	0.13%	new	13F-HR Timeline
CGC Financial Services, LLC	655	$368K	0.15%	-43	13F-HR Timeline
American Money Management, LLC	650	$365K	0.07%	+135	13F-HR Timeline
Tevis Investment Management	619	$364K	0.27%	0	13F-HR Timeline
Synergy Financial Group, LTD	645	$362K	0.33%	-40	13F-HR Timeline
W1M Investment Management Ltd	645	$362K	0.01%	-500	13F-HR Timeline
Aspire Growth Partners LLC	640	$361K	0.32%	-47	13F-HR Timeline
Foguth Wealth Management, LLC.	642	$361K	0.09%	new	13F-HR Timeline
American Trust	641	$360K	0.09%	-9,189	13F-HR Timeline
Carson Advisory Inc.	641	$360K	0.24%	0	13F-HR Timeline
Verde Capital Management	641	$360K	0.1%	+2	13F-HR Timeline
Family Capital Trust Co	640	$360K	0.13%	-229	13F-HR Timeline
TriaGen Wealth Management LLC	633	$356K	0.13%	0	13F-HR Timeline
IPG Investment Advisors LLC	633	$356K	0.08%	+244	13F-HR Timeline
Lauterbach Financial Advisors, LLC	633	$356K	0.22%	0	13F-HR Timeline
FLP Wealth Management, LLC	633	$356K	1.13%	-64	13F-HR Timeline
Drucker Wealth 3.0, LLC	632	$355K	0.08%	-98	13F-HR Timeline
Halter Ferguson Financial Inc.	632	$355K	0.19%	+2	13F-HR Timeline
D'Orazio & Associates, Inc.	632	$355K	0.05%	+57	13F-HR Timeline
Evolution Wealth Advisors, LLC	628	$353K	0.06%	-219	13F-HR Timeline
Allied Investment Advisors, LLC	627	$352K	0.07%	-36	13F-HR Timeline
LifeSteps Financial, Inc.	627	$352K	0.29%	0	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	628	$352K	0.18%	+2	13F-HR Timeline
First Pacific Financial	626	$351K	0.07%	0	13F-HR Timeline
Wambolt & Associates, LLC	622	$351K	0.12%	-63	13F-HR Timeline
Morton Brown Family Wealth, LLC	624	$351K	0.12%	0	13F-HR Timeline
AIFG Consultants Ltd.	622	$350K	0.58%	0	13F-HR Timeline
American Capital Advisory, LLC	622	$350K	0.19%	-35	13F-HR Timeline
Bowman & Co S.C.	622	$349K	0.17%	+2	13F-HR Timeline
Shum Financial Group, Inc.	621	$349K	0.3%	0	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	620	$348K	0.32%	-660	13F-HR Timeline
TL Private Wealth	697	$348K	0.17%	+2	13F-HR Timeline
Fourth Dimension Wealth, LLC	618	$347K	0.17%	+98	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	618	$347K	0.29%	-72	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	615	$346K	0.26%	+388	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	614	$345K	0.14%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	843	$344K	0.26%	0	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	612	$344K	0.06%	0	13F-HR Timeline
Lynx Investment Advisory	611	$343K	0.23%	-70	13F-HR Timeline
Cove Private Wealth, LLC	609	$342K	0.18%	new	13F-HR Timeline
Intellus Advisors LLC	609	$342K	0.06%	0	13F-HR Timeline
SoundView Advisors Inc.	609	$342K	0.14%	+1	13F-HR Timeline
Nicholas Wealth, LLC.	607	$341K	0.36%	-95	13F-HR/A Timeline
Castleview Partners, LLC	607	$341K	0.23%	-35	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	605	$340K	0.3%	-239	13F-HR Timeline
McCollum Christoferson Group LLC	605	$340K	0.1%	0	13F-HR Timeline
Kearns & Associates LLC	605	$340K	0.22%	0	13F-HR Timeline
Schiavi & Co LLC	605	$340K	0.12%	+40	13F-HR Timeline
Horizon Investment Services, LLC	604	$340K	0.17%	0	13F-HR Timeline
BROGAN FINANCIAL, INC.	604	$339K	0.16%	+2	13F-HR Timeline
Defender Capital, LLC.	600	$339K	0.13%	0	13F-HR Timeline
Beacon Wealthcare LLC	603	$339K	0.14%	0	13F-HR Timeline
Williams & Novak Wealth Management, LLC	601	$339K	0.33%	0	13F-HR Timeline
FINANCIAL LIFE ADVISORS	602	$338K	0.13%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	596	$338K	0.23%	-32	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	600	$337K	0.12%		13F-HR Timeline
Community Bank of Raymore	600	$337K	0.27%	0	13F-HR Timeline
SwitchPoint Financial Planning, LLC	600	$337K	0.32%	0	13F-HR Timeline
Cairn Investment Group, Inc.	600	$337K	0.19%	-35	13F-HR Timeline
Leading Edge Financial Planning LLC	599	$337K	0.11%	0	13F-HR Timeline
QTR Family Wealth, LLC	597	$335K	0.25%		13F-HR Timeline
Prentice Wealth Management LLC	594	$334K	0.1%	-14	13F-HR Timeline
Hurley Capital, LLC	593	$333K	0.25%	+64	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	593	$333K	0.06%	-15	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	593	$333K	0.25%	-3	13F-HR Timeline
Guardian Wealth Advisors, LLC	593	$333K	0.21%	+58	13F-HR Timeline
Cambridge Financial Group, LLC	591	$332K	0.14%	0	13F-HR Timeline
G&S Capital LLC	590	$331K	0.14%	+1	13F-HR Timeline
Griffith & Werner, Inc.	589	$331K	0.21%	-423	13F-HR Timeline
Nova Wealth Management, Inc.	589	$331K	0.29%	+32	13F-HR/A Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	589	$331K	0.13%	+191	13F-HR Timeline
Hiley Hunt Wealth Management	587	$331K	0.18%	+2	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	589	$331K	0.11%	+14	13F-HR Timeline
DUNCKER STREETT & CO INC	588	$330K	0.07%	0	13F-HR Timeline
Fischer Financial Services, Inc.	586	$329K	0.11%	-25	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	585	$329K	0.04%	0	13F-HR Timeline
Royal Fund Management, LLC	582	$328K	0.04%	-136	13F-HR Timeline
LETSON INVESTMENT MANAGEMENT, INC.	583	$328K	0.13%	0	13F-HR Timeline
Strait & Sound Wealth Management LLC	582	$327K	0.15%	0	13F-HR Timeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA	580	$326K	0.09%	0	13F-HR Timeline
Capasso Planning Partners LLC	580	$326K	0.14%	-4	13F-HR Timeline
Seelaus Asset Management LLC	579	$325K	0.31%	-86	13F-HR Timeline
MilWealth Group LLC	578	$325K	0.09%	-39	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	578	$325K	0.04%	-81	13F-HR Timeline
Probity Advisors, Inc.	575	$323K	0.06%	0	13F-HR Timeline
Orcam Financial Group	575	$323K	0.3%	0	13F-HR Timeline
SSA SWISS ADVISORS AG	575	$323K	0.17%		13F-HR Timeline
Purkiss Capital Advisors LLC	573	$322K	0.24%	+47	13F-HR Timeline
Maltin Wealth Management, Inc.	571	$321K	0.15%	+108	13F-HR Timeline
Aventura Private Wealth, LLC	570	$320K	0.17%	-4	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	568	$319K	0.15%	new	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	568	$319K	0.18%	+68	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	584	$319K	0.23%	0	13F-HR Timeline
Checchi Capital Advisers, LLC	566	$318K	0.02%	0	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	566	$318K	0.16%	0	13F-HR Timeline
CHANNEL WEALTH LLC	566	$318K	0.1%	-171	13F-HR Timeline
Texas Bank & Trust Co	563	$316K	0.13%	0	13F-HR Timeline
Balance Wealth Partners LLC	562	$316K	0.21%		13F-HR Timeline
Hilltop Partners LLC	560	$315K	0.11%	-89	13F-HR Timeline
Permanens Capital L.P.	559	$314K	0.06%	new	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	558	$314K	<0.01%	0	13F-HR Timeline
Novak & Powell Financial Services, Inc.	556	$313K	0.19%	new	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	555	$312K	5.35%	+542	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	554	$311K	0.33%	-2,857	13F-HR Timeline
IMPACTfolio, LLC	552	$310K	0.16%	0	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	552	$310K	0.2%	new	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	552	$310K	0.01%	+137	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	550	$309K	0.04%	-100	13F-HR Timeline
Ranch Capital Advisors Inc.	549	$309K	0.15%	-66	13F-HR Timeline
Financial Sense Advisors, Inc.	548	$308K	0.09%	-110	13F-HR Timeline
Carroll Investors, Inc	547	$307K	0.2%	-67	13F-HR Timeline
Vienna Asset Management LLC	545	$306K	0.24%	-252	13F-HR Timeline
SFG Wealth Management, LLC.	545	$306K	0.15%	-23	13F-HR Timeline
Systematic Alpha Investments, LLC	544	$306K	0.01%	0	13F-HR Timeline
IMZ Advisory Inc	544	$305K	0.14%	+6	13F-HR Timeline
KOM Wealth Management Group, LLC	543	$305K	0.27%	-22	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	543	$305K	0.17%	0	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	542	$305K	0.25%	new	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	541	$304K	0.25%	+104	13F-HR/A Timeline
AG Asset Advisory, LLC	540	$303K	0.31%	0	13F-HR Timeline
Bayesian Capital Management, LP	540	$303K	0.05%	new	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	539	$303K	0.09%	-46	13F-HR Timeline Group
Motiv8 Investments LLC	539	$303K	0.2%	-5	13F-HR Timeline
Copperwynd Financial, LLC	538	$302K	0.08%	-19,591	13F-HR Timeline
Matisse Capital	538	$302K	0.16%	-31	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	534	$301K	0.14%	0	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	533	$299K	0.09%	-163	13F-HR/A Timeline
Noble Family Wealth, LLC	533	$299K	0.08%	0	13F-HR Timeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC	532	$299K	0.08%	new	13F-HR Timeline Group
McDonough Capital Management, Inc	530	$298K	0.19%	+66	13F-HR Timeline
Seneschal Advisors, LLC	530	$298K	0.26%	-233	13F-HR Timeline
Iron Gate Global Advisors LLC	528	$297K	0.04%	-1	13F-HR/A Timeline
Stanich Group LLC	527	$296K	0.22%	new	13F-HR Timeline
Redwood Park Advisors LLC	525	$295K	0.25%	+1	13F-HR Timeline