IVV ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Equita Financial Network, Inc.	748	$464K	0.18%	-12,971	13F-HR Timeline
Integrity Financial Corp /WA	745	$463K	0.24%	0	13F-HR Timeline
Retireful, LLC	745	$463K	0.32%	new	13F-HR Timeline
Financial Security Advisor, Inc.	744	$462K	0.11%	+2	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	741	$460K	0.03%	0	13F-HR Timeline
Clarity Wealth Development LLC	740	$459K	0.46%	0	13F-HR Timeline
Chris Bulman Inc	737	$458K	0.26%	-172	13F-HR Timeline
Guided Capital Wealth Management, LLC	736	$457K	0.35%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	735	$456K	0.11%	-3,761	13F-HR Timeline
Mountain Capital Investment Advisors In…	734	$456K	0.09%	-139	13F-HR Timeline
Hillman Capital Management, Inc.	732	$454K	0.25%	0	13F-HR Timeline
NewSquare Capital LLC	731	$454K	0.03%	+57	13F-HR Timeline
QUEST INVESTMENT MANAGEMENT LLC	731	$454K	0.05%	-25	13F-HR Timeline
Capital Market Strategies LLC	731	$454K	0.32%	-9	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	730	$453K	0.03%	0	13F-HR Timeline
Clarity Financial LLC	730	$453K	0.05%	-1	13F-HR Timeline
Astoria Portfolio Advisors LLC.	711	$453K	0.13%	+26	13F-HR Timeline
Core Alternative Capital	724	$450K	0.12%	-23	13F-HR Timeline
Financial Strategies Group, Inc.	717	$449K	0.09%	-180	13F-HR Timeline
Hilltop Partners LLC	721	$448K	0.14%	+161	13F-HR Timeline
St. Louis Trust Co	720	$447K	0.06%	0	13F-HR Timeline
Lewis Asset Management, LLC	720	$447K	0.21%	new	13F-HR Timeline
RAINIER FAMILY WEALTH INC	719	$447K	0.45%	+306	13F-HR Timeline
Cornerstone Planning Group LLC	706	$446K	0.09%	-437	13F-HR Timeline
Coston, McIsaac & Partners	717	$445K	0.12%	0	13F-HR Timeline
Western Pacific Wealth Management, LP	715	$444K	0.43%	+702	13F-HR Timeline
O'Brien Greene & Co. Inc	713	$443K	0.14%	0	13F-HR Timeline
Cordgrass Capital Advisors, LLC	712	$442K	0.12%	0	13F-HR Timeline
WorthPointe, LLC	707	$439K	0.18%	0	13F-HR Timeline
Strategent Financial, LLC	706	$438K	0.34%	0	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	705	$438K	0.23%	+8	13F-HR Timeline
Sterling Group Wealth Management, LLC	705	$438K	0.24%	-29	13F-HR Timeline
Blue Fin Capital, Inc.	701	$435K	0.07%	-2,383	13F-HR Timeline
Kidder Stephen W	700	$435K	0.13%	-50	13F-HR Timeline
Emprise Bank	699	$434K	0.21%	-115	13F-HR Timeline
Farrell Financial LLC	696	$432K	0.29%	-11	13F-HR Timeline
Legacy Financial Group LLC	695	$432K	0.06%	0	13F-HR Timeline
Insight Wealth Partners, LLC	694	$431K	0.24%	0	13F-HR Timeline
Total Wealth Planning, LLC	693	$430K	0.05%	-395	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	691	$429K	0.26%	+4	13F-HR Timeline
Finer Wealth Management, Inc.	691	$429K	0.23%	-49	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	691	$429K	0.26%	+33	13F-HR Timeline
Holistic Financial Partners	691	$429K	0.19%	new	13F-HR Timeline
BARR E S & CO	690	$428K	0.02%	0	13F-HR Timeline
Cornerstone Select Advisors, LLC	690	$428K	0.38%	0	13F-HR Timeline
Financial & Tax Architects, LLC	689	$428K	0.1%	-652	13F-HR Timeline
Elser Financial Planning, Inc	688	$427K	0.53%	-3	13F-HR/A Timeline
Fielder Capital Group LLC	688	$427K	0.11%	-23	13F-HR Timeline
Center For Asset Management LLC	721	$426K	0.26%	-3	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	686	$426K	0.15%	+13	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	686	$426K	0.2%	0	13F-HR Timeline
NWK Group, Inc.	685	$425K	0.15%	0	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	684	$425K	0.14%	-211	13F-HR Timeline
Highland Financial Advisors, LLC	684	$425K	0.14%	0	13F-HR Timeline
Fortune Financial Advisors, LLC	681	$423K	0.34%	-19	13F-HR Timeline
Sendero Wealth Management, LLC	679	$422K	0.05%	0	13F-HR/A Timeline
Reliant Investment Partners, LLC	679	$422K	0.37%	0	13F-HR Timeline
CITY HOLDING CO	679	$422K	0.06%	+9	13F-HR Timeline
Hassell Wealth Management, LLC	657	$419K	0.15%	-32	13F-HR Timeline
DRAVO BAY LLC	674	$418K	0.2%	0	13F-HR Timeline
SOMERVILLE KURT F	671	$417K	0.07%	-38	13F-HR Timeline
Leading Edge Financial Planning LLC	669	$416K	0.12%	+70	13F-HR Timeline
Hamilton Wealth, LLC	669	$415K	0.09%	0	13F-HR Timeline
Vantage Point Financial LLC	666	$414K	0.18%	+6	13F-HR Timeline
PALO ALTO WEALTH ADVISORS, LLC	664	$412K	0.16%	+2	13F-HR Timeline
Synergy Financial Group, LTD	661	$410K	0.3%	+16	13F-HR Timeline
TL Private Wealth	653	$407K	0.17%	-44	13F-HR Timeline
Promus Capital, LLC	655	$407K	0.26%	0	13F-HR/A Timeline
Great Diamond Partners, LLC	647	$402K	0.08%	new	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	647	$401K	0.13%	+250	13F-HR Timeline
Aspire Growth Partners LLC	642	$399K	0.33%	+2	13F-HR Timeline
Traction Financial Partners, LLC	642	$399K	0.27%	new	13F-HR Timeline
DOVER ADVISORS, LLC	640	$397K	0.17%	-75	13F-HR Timeline
Ballentine Capital Advisors, Inc	638	$396K	0.19%	-37	13F-HR Timeline
Family Capital Trust Co	636	$395K	0.14%	-4	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	635	$394K	0.04%	new	13F-HR Timeline
Presper Financial Architects, LLC	635	$394K	0.29%		13F-HR Timeline
Lauterbach Financial Advisors, LLC	633	$393K	0.22%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	632	$393K	0.06%	0	13F-HR Timeline
Aurora Private Wealth, Inc.	631	$392K	0.29%	-977	13F-HR Timeline
Security Financial Services, INC.	629	$391K	0.07%	-311	13F-HR Timeline
Altura Wealth Advisors Inc.	628	$390K	0.22%	new	13F-HR Timeline
LifeSteps Financial, Inc.	627	$389K	0.27%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	627	$389K	0.18%	new	13F-HR Timeline
American Money Management, LLC	625	$388K	0.07%	-25	13F-HR Timeline
Kiker Wealth Management, LLC	625	$388K	0.22%	-239	13F-HR Timeline
CGC Financial Services, LLC	623	$387K	0.13%	-32	13F-HR Timeline
American Capital Advisory, LLC	622	$386K	0.19%	0	13F-HR Timeline
SoundView Advisors Inc.	621	$385K	0.14%	+12	13F-HR Timeline
SevenBridge Financial Group, LLC	595	$384K	0.07%	-39	13F-HR Timeline
Park Edge Advisors, LLC	618	$384K	0.1%	-62	13F-HR Timeline
Fourth Dimension Wealth, LLC	618	$384K	0.16%	0	13F-HR Timeline
Balance Wealth Partners LLC	614	$381K	0.22%	+52	13F-HR Timeline
INVENIO WEALTH PARTNERS LLC	614	$381K	0.15%	0	13F-HR Timeline
Lynx Investment Advisory	613	$381K	0.25%	+2	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	613	$381K	0.32%	-7	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	612	$380K	0.07%	0	13F-HR Timeline
Beacon Wealthcare LLC	612	$380K	0.14%	+9	13F-HR Timeline
IPG Investment Advisors LLC	611	$379K	0.07%	-22	13F-HR Timeline
PLANNING DIRECTIONS INC	611	$379K	0.21%	-119	13F-HR Timeline
Nicholas Wealth, LLC.	607	$377K	0.33%	0	13F-HR/A Timeline
Lumbard & Kellner, LLC	606	$376K	0.16%	-72	13F-HR Timeline
BROGAN FINANCIAL, INC.	606	$376K	0.17%	+2	13F-HR Timeline
McCollum Christoferson Group LLC	605	$376K	0.11%	0	13F-HR Timeline
Kearns & Associates LLC	605	$376K	0.22%	0	13F-HR Timeline
Schiavi & Co LLC	605	$376K	0.13%	0	13F-HR Timeline
Horizon Investment Services, LLC	604	$375K	0.16%	0	13F-HR Timeline
FINANCIAL LIFE ADVISORS	602	$374K	0.13%	0	13F-HR Timeline
Verde Capital Management	602	$374K	0.09%	-39	13F-HR Timeline
Williams & Novak Wealth Management, LLC	601	$373K	0.32%	0	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	600	$373K	0.12%	0	13F-HR Timeline
Community Bank of Raymore	600	$373K	0.28%	0	13F-HR Timeline
Neumann Capital Management, LLC	600	$373K	0.12%	-85	13F-HR Timeline
Watchman Group, Inc.	599	$372K	0.1%	new	13F-HR Timeline
JPL Wealth Management, LLC	598	$371K	0.1%	-113	13F-HR Timeline
Carson Advisory Inc.	596	$370K	0.24%	-45	13F-HR Timeline
Permanens Capital L.P.	594	$369K	0.05%	+35	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	593	$368K	0.07%	0	13F-HR Timeline
SFG Wealth Management, LLC.	593	$368K	0.22%	+48	13F-HR Timeline
Hiley Hunt Wealth Management	588	$367K	0.19%	+1	13F-HR Timeline
Stablepoint Partners, LLC	591	$367K	0.06%	+112	13F-HR Timeline
Cambridge Financial Group, LLC	591	$367K	0.14%	0	13F-HR Timeline
G&S Capital LLC	590	$366K	0.15%	0	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	590	$366K	0.14%	+1	13F-HR Timeline
DUNCKER STREETT & CO INC	588	$365K	0.07%	0	13F-HR Timeline
Strait & Sound Wealth Management LLC	587	$364K	0.15%	+5	13F-HR Timeline
Drucker Wealth 3.0, LLC	581	$364K	0.07%	-51	13F-HR Timeline
Foguth Wealth Management, LLC.	586	$364K	0.08%	-56	13F-HR Timeline
SLT Holdings LLC	585	$363K	0.27%	+95	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	585	$363K	0.05%	0	13F-HR Timeline
Royal Fund Management, LLC	584	$363K	0.04%	+2	13F-HR Timeline
Prentice Wealth Management LLC	584	$363K	0.1%	-10	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	584	$362K	0.23%	0	13F-HR Timeline
LETSON INVESTMENT MANAGEMENT, INC.	583	$362K	0.14%	0	13F-HR Timeline
Forthright Family Wealth Advisory LLC	582	$361K	0.23%	new	13F-HR Timeline
Alpha Financial Advisors, LLC	581	$361K	0.14%	-606	13F-HR Timeline
Morton Brown Family Wealth, LLC	580	$360K	0.11%	-44	13F-HR Timeline
Fischer Financial Services, Inc.	586	$360K	0.11%	0	13F-HR Timeline
Seelaus Asset Management LLC	579	$360K	0.32%	0	13F-HR Timeline
MilWealth Group LLC	578	$359K	0.09%	0	13F-HR Timeline
Rolek Wealth Management LLC	578	$359K	0.31%	+83	13F-HR Timeline
Richmond Brothers, Inc.	577	$358K	0.23%	-216	13F-HR Timeline
Mid-American Wealth Advisory Group, Inc.	577	$358K	0.17%	-200	13F-HR Timeline
Wiser Advisor Group LLC	576	$358K	0.62%	-106	13F-HR Timeline
Alhambra Investment Management LLC	575	$357K	0.18%	+170	13F-HR Timeline
Orcam Financial Group	575	$357K	0.31%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	572	$355K	0.1%	+447	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	571	$355K	0.05%	-7	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	571	$355K	0.16%	new	13F-HR Timeline Group
Palisade Asset Management, LLC	571	$354K	0.04%	+78	13F-HR Timeline
Aventura Private Wealth, LLC	570	$354K	0.15%	0	13F-HR Timeline
Thrive Capital Management, LLC	568	$353K	0.11%	new	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	567	$352K	0.09%	+473	13F-HR Timeline
Checchi Capital Advisers, LLC	566	$351K	0.02%	0	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	566	$351K	0.17%	0	13F-HR Timeline
LRI Investments, LLC	564	$350K	0.03%	+486	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	563	$350K	0.29%	-42	13F-HR Timeline
Allied Investment Advisors, LLC	563	$350K	0.06%	-64	13F-HR Timeline
Texas Bank & Trust Co	563	$350K	0.14%	0	13F-HR Timeline
Maltin Wealth Management, Inc.	563	$349K	0.16%	-8	13F-HR Timeline
Attessa Capital LLC	559	$347K	0.22%	+36	13F-HR Timeline
JARISLOWSKY, FRASER Ltd	558	$346K	<0.01%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	616	$346K	0.29%	-227	13F-HR Timeline
IMZ Advisory Inc	548	$346K	0.14%	+4	13F-HR Timeline
Novak & Powell Financial Services, Inc.	557	$346K	0.24%	+1	13F-HR Timeline
Summa Corp.	555	$345K	0.18%	new	13F-HR Timeline
IMPACTfolio, LLC	552	$343K	0.16%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	551	$342K	0.19%	-22	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	550	$341K	0.05%	0	13F-HR Timeline
Cairn Investment Group, Inc.	550	$341K	0.18%	-50	13F-HR Timeline
Caitlin John, LLC	548	$340K	0.31%	-112	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	548	$340K	0.08%	+62	13F-HR Timeline
Abacus Wealth Partners, LLC	546	$339K	0.05%	+49	13F-HR Timeline
Systematic Alpha Investments, LLC	544	$338K	0.01%	0	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	544	$338K	0.13%	new	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	543	$337K	0.17%	0	13F-HR Timeline
Capital Planning Advisors, LLC	542	$337K	0.05%	+36	13F-HR Timeline
Probity Advisors, Inc.	542	$337K	0.06%	-33	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	541	$336K	0.18%	-11	13F-HR Timeline
AG Asset Advisory, LLC	540	$335K	0.29%	0	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	539	$335K	0.06%	-154	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	538	$334K	0.16%	+33	13F-HR Timeline
Matisse Capital	538	$334K	0.16%	0	13F-HR Timeline
Duncan Williams Asset Management, LLC	538	$334K	0.11%	+103	13F-HR/A Timeline
Guardian Wealth Advisors, LLC	535	$332K	0.2%	-58	13F-HR Timeline
Motiv8 Investments LLC	535	$332K	0.2%	-4	13F-HR Timeline
Leisure Capital Management	534	$332K	0.12%	new	13F-HR Timeline
Noble Family Wealth, LLC	533	$331K	0.08%	0	13F-HR Timeline
Three Cord True Wealth Management, LLC	533	$331K	0.25%	+108	13F-HR/A Timeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC	532	$330K	0.1%	0	13F-HR Timeline Group
McDonough Capital Management, Inc	530	$330K	0.18%	0	13F-HR Timeline
Seneschal Advisors, LLC	530	$329K	0.26%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	529	$328K	0.26%	-14	13F-HR Timeline
Stonebridge Financial Group, LLC	526	$327K	0.03%	-183	13F-HR Timeline
American State Bank (Iowa)	526	$327K	0.18%	new	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	523	$325K	0.53%	new	13F-HR Timeline
Hapanowicz & Associates Financial Servi…	521	$323K	0.16%	0	13F-HR Timeline
Broadway Wealth Solutions, Inc.	518	$322K	0.2%	+18	13F-HR Timeline
Rooted Wealth Advisors, Inc.	513	$321K	0.11%	+25	13F-HR Timeline
TriaGen Wealth Management LLC	515	$320K	0.1%	-118	13F-HR Timeline