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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
one8zero8, LLC1,146$785K0.17%+113F-HRTimeline
Clearview Wealth Advisors LLC1,145$784K0.5%-113F-HRTimeline
Sharp Wealth Advisory, LLC1,144$784K0.39%+713F-HRTimeline
Somerset Trust Co1,142$782K0.24%013F-HRTimeline
Radnor Capital Management, LLC1,139$780K0.12%013F-HRTimeline
Slow Capital, Inc.1,139$780K0.09%-1713F-HRTimeline
Peachtree Investment Partners, LLC1,137$779K0.26%-49813F-HRTimeline
True Wealth Design, LLC1,135$777K0.23%+3013F-HRTimeline
PINNEY & SCOFIELD, INC.1,134$777K0.44%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,117$776K0.05%+5713F-HRTimeline
Centennial Advisors, LLC1,130$774K1.01%13F-HRTimeline
Balance Wealth Partners LLC1,129$774K0.25%+11013F-HRTimeline
Sterling Investment Advisors, Ltd.1,129$773K0.14%+62013F-HRTimeline
Blue Zone Wealth Advisors, LLC1,128$773K0.15%+53813F-HRTimeline
Andrews Advisory Associates, LLC1,128$773K0.41%13F-HRTimeline
Front Row Advisors LLC1,118$766K0.26%-4813F-HRTimeline
Glenorchy Capital Ltd1,118$766K0.5%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,111$761K0.37%013F-HRTimeline
Triton Wealth Management, PLLC1,098$758K0.29%013F-HRTimeline
Triton Financial Group Inc1,105$757K0.5%-3613F-HRTimeline
Exchange Bank1,104$756K0.52%+2513F-HRTimeline
Seven Post Investment Office LP1,100$753K0.27%-2,76013F-HRTimeline
Piedmont Capital Management, LLC1,100$753K0.38%+15013F-HRTimeline
Warner Group LLC1,099$753K0.46%+69413F-HRTimeline
Third View Private Wealth, LLC1,099$753K0.1%13F-HRTimeline
Future Financial Wealth Managment LLC1,106$753K0.51%-113F-HRTimeline
CHILTON INVESTMENT CO INC.1,098$752K0.02%+28013F-HRTimeline
FSC Wealth Advisors, LLC1,097$752K1.22%-2,18313F-HRTimeline
Proactive Wealth Strategies LLC1,095$750K0.3%+713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,094$749K0.41%+3713F-HRTimeline
Beutel, Goodman & Co Ltd.1,094$749K<0.01%013F-HRTimeline
Austin Wealth Management, LLC1,080$748K0.11%+9813F-HRTimeline
Cornerstone Financial Management LLC1,088$745K0.7%13F-HR/ATimeline
Monte Financial Group, LLC1,085$743K0.28%+18413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,085$743K0.46%+72013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,085$743K0.55%-2213F-HR/ATimeline
Great Lakes Retirement, Inc.1,083$742K0.08%-1113F-HRTimeline
Ruggiero Investments, Inc.1,083$742K0.67%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,078$739K0.14%-4113F-HRTimeline
One Wealth Map LLC1,058$739K0.38%+413F-HRTimeline
Bowman & Co S.C.1,074$736K0.31%+8813F-HRTimeline
AKUNA SECURITIES LLC1,074$736K0.28%new13F-HRTimeline
Northstar Financial Companies, Inc.1,074$736K0.59%new13F-HRTimeline
Walsh & Associates, LLC1,074$735K0.73%13F-HRTimeline
Midwest Capital Advisors, LLC1,074$735K0.35%+413F-HRTimeline
Payne Capital LLC1,072$734K0.75%013F-HRTimeline
L. Roy Papp & Associates, LLP1,068$732K0.08%-33813F-HRTimeline
FWG Investments, LLC.1,064$729K0.46%+513F-HRTimeline
GGM Financial LLC1,063$728K0.35%-5013F-HRTimeline
G&S Capital LLC1,063$728K0.26%+19413F-HRTimeline
RESOLUTE CAPITAL, LLC1,060$726K0.3%13F-HRTimeline
Safe Harbor Wealth Advisors, LLC1,060$725K0.7%13F-HRTimeline
TOWNSQUARE CAPITAL LLC1,059$725K0.16%-2,89613F-HRTimeline
Seneca House Advisors1,055$723K0.27%-9213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,054$722K0.25%+1013F-HRTimeline
O'ROURKE & COMPANY, Inc1,051$720K0.28%+113F-HRTimeline
Mascagni Wealth Management, Inc.1,051$720K0.54%+11813F-HRTimeline
Hurley Capital, LLC1,048$718K0.4%+8713F-HRTimeline
Warren Street Wealth Advisors, LLC1,046$716K0.21%-3,12313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC1,046$716K0.21%013F-HRTimeline
Resolute Wealth Strategies, LLC1,045$716K0.31%+4113F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,039$712K1%13F-HRTimeline
HMS Capital Management, LLC1,035$709K0.29%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,033$708K0.14%+6213F-HRTimeline
Seal Cove Capital, LLC1,033$708K0.66%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,034$707K0.09%-413F-HRTimeline
Stiles Financial Services Inc1,032$707K0.22%+813F-HRTimeline
American Investment Services, Inc.1,031$706K0.16%013F-HRTimeline
Verity & Verity, LLC1,030$705K0.05%-1013F-HRTimeline
Koa Wealth Management, LLC1,030$705K0.48%new13F-HRTimeline
Tailwinds Wealth, LLC1,029$705K0.76%13F-HRTimeline
KELLY FINANCIAL GROUP LLC1,029$704K0.18%-20313F-HRTimeline
Stonekeep Investments, LLC1,025$702K0.45%+2213F-HR/ATimeline
Paladin Wealth, LLC1,023$701K0.48%+3013F-HRTimeline
Hillman Capital Management, Inc.1,022$700K0.44%-25513F-HRTimeline
Comprehensive Financial Consultants Ins…1,021$699K0.21%-1,02713F-HRTimeline
Passive Capital Management, LLC.1,020$699K0.22%013F-HRTimeline
Lumbard & Kellner, LLC1,020$699K0.24%+5013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,019$698K0.25%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,015$695K0.05%013F-HRTimeline
Field & Main Bank1,015$695K0.2%-2313F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,013$694K0.08%+32613F-HRTimeline
Cypress Point Wealth Management, LLC1,013$694K0.15%013F-HRTimeline
Apriem Advisors1,013$694K0.06%-28413F-HRTimeline
Tannin Capital LLC1,008$690K0.62%13F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,008$690K0.16%new13F-HRTimeline
Osprey Private Wealth LLC1,006$689K0.2%013F-HRTimeline
Heritage Wealth Management, Inc./Texas1,006$689K0.3%-8013F-HRTimeline
Cornerstone National Bank & Trust Co1,005$688K0.27%+14813F-HRTimeline
Seaside Wealth Management, Inc.1,004$688K0.2%+113F-HRTimeline
Key Client Fiduciary Advisors, LLC1,003$687K0.24%-313F-HRTimeline
CFO4Life Group, LLC1,002$686K0.1%-73613F-HRTimeline
StoryOne LLC0$683K0.41%13F-HRTimelineAmount filed as zero, left out of ratios.
UNITED BANK996$682K0.09%013F-HRTimeline
Spinnaker Investment Group, LLC995$682K0.12%+5813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC994$681K0.21%-3713F-HRTimeline
Aries Wealth Management992$679K0.15%+4913F-HRTimeline
Monument Group Wealth Advisors, LLC991$679K0.37%+413F-HRTimeline
Richardson Capital Management LLC990$678K0.34%-4913F-HRTimeline
Slagle Financial, LLC984$674K0.24%+213F-HRTimeline
Premier Financial Group976$672K0.18%+13513F-HRTimeline
Barnett & Company, Inc.981$672K0.54%+54313F-HRTimeline
Hofer & Associates. Inc980$671K0.36%+113F-HRTimeline
Dash Acquisitions Inc.973$670K0.14%-2313F-HRTimeline
Clayton Financial Group LLC978$670K0.34%+40413F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…965$669K0.49%013F-HRTimeline
Carmel Capital Partners, LLC974$667K0.23%+61413F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC972$666K0.53%013F-HRTimeline
LongView Asset Management LLC971$665K0.46%-413F-HRTimeline
Atlas Private Wealth Advisors968$663K0.15%-14313F-HRTimeline
JPL Wealth Management, LLC964$660K0.16%+36613F-HRTimeline
Triangle Securities Wealth Management962$659K0.14%-18813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CPC Advisors, LLC962$659K0.07%-1713F-HRTimeline
55 North Private Wealth, LLC960$658K0.17%13F-HRTimeline
First Nebraska Trust Co960$658K0.06%-1313F-HRTimeline
Sollinda Capital Management LLC958$656K0.17%-11413F-HRTimeline
Stonebrook Private Inc.957$656K0.14%-4813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …954$653K0.95%+3213F-HRTimeline
RETIREMENT GUYS FORMULA LLC1,122$653K0.3%013F-HRTimeline
Frazier Financial Advisors, LLC953$653K0.39%013F-HRTimeline
Ethic Inc.953$653K0.01%-1,01413F-HRTimeline
Breachway Investments LLC953$653K0.69%13F-HRTimeline
Timmons Wealth Management, LLC948$649K0.64%13F-HRTimeline
RDA Financial Network947$649K0.16%-85413F-HRTimeline
First Pacific Financial947$649K0.08%+23013F-HRTimeline
Cambridge Advisors Inc.947$649K0.12%013F-HRTimeline
Stonebridge Financial Group, LLC / MO946$648K0.56%13F-HRTimeline
Northstar Group, Inc.945$647K0.09%+60013F-HRTimeline
Wells Financial Advisors INC945$647K1.23%-18913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC944$646K0.17%+25013F-HRTimeline
Garde Capital, Inc.942$645K0.04%-74213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC941$645K0.34%-3213F-HRTimeline
KM Capital Management Ltd.939$643K0.33%+15613F-HRTimeline
DecisionPoint Financial, LLC938$642K0.14%+46213F-HRTimeline
Covenant Partners, LLC936$641K0.19%+9913F-HRTimeline
BCO Wealth Management LLC935$640K0.39%-2013F-HRTimeline
UNION SAVINGS BANK931$638K0.28%13F-HRTimeline
Bravera Wealth930$637K0.32%13F-HRTimeline
Westside Investment Management, Inc.928$636K0.1%+7913F-HRTimeline
Grove Street Fiduciary, LLC928$636K0.27%+9713F-HRTimeline
Beacon Financial Strategies CORP925$633K0.35%013F-HRTimeline
Legacies Wealth LLC922$632K0.36%+80913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC917$628K0.02%+113F-HRTimeline
Tactive Advisors, LLC917$628K0.18%-36113F-HRTimeline
Arkos Global Advisors917$628K0.08%+3813F-HRTimeline
Old Peak Finance LLC917$628K0.39%13F-HRTimeline
Tidemark, LLC916$628K0.18%-1113F-HRTimeline
Alpha Zero LLC916$627K0.34%+4913F-HRTimeline
Cravens & Co Advisors, LLC900$627K0.41%013F-HRTimeline
Level Financial Advisors916$627K0.17%+2013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS911$627K0.32%+1613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC914$626K0.32%013F-HRTimeline
Everstar Asset Management, LLC914$626K0.34%-7613F-HRTimeline
DRAVO BAY LLC913$625K0.26%+23913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…912$624K0.09%+413F-HRTimeline
Wellington Grp LLC911$624K0.21%13F-HR/ATimeline
Brio Consultants, LLC910$623K0.08%+3313F-HRTimeline
Financial Security Advisor, Inc.909$623K0.12%+16413F-HRTimeline
Prosperity Planning, Inc.908$622K0.16%-4113F-HRTimeline
Jacksonville Wealth Management, LLC908$622K0.44%013F-HRTimeline
SFAM, LLC905$620K0.57%13F-HRTimeline
Independence Wealth Advisors, LLC904$619K0.35%13F-HRTimeline
Parkwoods Wealth Partners, LLC903$619K0.18%+9013F-HRTimeline
MATAURO, LLC902$618K0.09%-1013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…900$616K0.24%-313F-HRTimeline
WILLNER & HELLER, LLC900$616K0.44%-1513F-HRTimeline
Whitener Capital Management, Inc.896$614K0.14%-22713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC896$614K0.42%013F-HRTimeline
Cypress Capital, LLC894$612K0.17%013F-HRTimeline
Azimuth Capital Investment Management L…893$612K0.02%-5513F-HRTimeline
Castle Rock Wealth Management, LLC887$611K0.13%013F-HRTimeline
Thrive Capital Management, LLC891$610K0.14%+31113F-HRTimeline
Ring Mountain Capital, LLC876$608K0.31%+39913F-HRTimeline
Lodestone Wealth Management LLC887$607K0.25%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC883$605K0.01%-4013F-HRTimeline
Advocate Investing Services LLC883$605K0.54%13F-HRTimeline
Aberdeen Wealth Management LLC880$603K0.28%+58013F-HRTimeline
Andrew Hill Investment Advisors, Inc.876$601K0.46%+5313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.876$600K0.21%+613F-HRTimeline
Orange Investment Advisors, Inc.875$599K0.07%+10013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC873$598K0.02%+4913F-HRTimeline
Prospect Financial Services LLC873$598K0.34%-7213F-HRTimeline
CCM INVESTMENT ADVISERS LLC873$598K0.06%+12513F-HRTimeline
Castleview Partners, LLC870$596K0.3%+913F-HRTimeline
Cornerstone Planning, LLC869$595K0.14%13F-HRTimeline
Bernicke Wealth Management, Ltd.866$593K0.08%13F-HRTimeline
Walser Wealth Management Company, A Ltd…865$592K0.31%13F-HRTimeline
Davis Capital Management863$591K0.41%-413F-HRTimeline
KICKSTAND VENTURES, LLC.863$591K0.12%-1613F-HRTimeline
WealthTrust Asset Management, LLC860$589K0.41%+213F-HRTimeline
Freedom Investment Management, Inc.857$587K0.17%-39213F-HRTimeline
Briggs Wealth Management, Inc857$587K0.63%13F-HRTimeline
Howard Capital Management Group, LLC856$586K0.04%+2613F-HRTimeline
Smith & Howard Wealth Management, LLC855$586K0.13%-7413F-HRTimeline
Joel Adams & Associates, Inc.855$585K0.44%-5113F-HRTimeline
HOLDERNESS INVESTMENTS CO854$585K0.12%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI853$584K0.05%-6313F-HRTimeline
Wealth Watch Advisors, INC852$584K0.22%-3113F-HRTimeline
Greenfield Savings Bank852$584K0.25%013F-HRTimeline
Collier Financial850$582K0.44%-613F-HRTimeline