IVV ISHARES TR

SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers: 3,976
13F filers: 4,014
New: 108
Added: 1,784
Reduced: 1,533
Sold out: 126
Shares held by filers: 846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Castle Rock Wealth Management, LLC	1,105	$728K	0.16%	+218	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	1,114	$727K	0.22%	-330	13F-HR Timeline
Gilman Hill Asset Management, LLC	1,112	$726K	0.11%	-556	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	1,111	$726K	0.35%	0	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	1,108	$723K	0.11%	+334	13F-HR Timeline
FWG Investments, LLC.	1,106	$722K	0.46%	+42	13F-HR Timeline
D.B. Root & Company, LLC	1,105	$722K	0.17%	-89	13F-HR Timeline
Exchange Bank	1,104	$721K	0.5%	0	13F-HR Timeline
Triton Wealth Management, PLLC	1,089	$719K	0.27%	-9	13F-HR Timeline
Seven Post Investment Office LP	1,100	$719K	0.23%	0	13F-HR Timeline
Mason Investment Advisory Services, Inc.	1,090	$712K	0.03%	-70	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	1,090	$712K	0.1%	-111	13F-HR Timeline
Fourth Dimension Wealth, LLC	1,087	$710K	0.27%	+492	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	1,085	$709K	0.45%	0	13F-HR Timeline
Cornerstone Financial Management LLC	1,085	$709K	0.65%	-3	13F-HR/A Timeline
one8zero8, LLC	1,085	$709K	0.16%	-61	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	1,085	$708K	0.52%	0	13F-HR Timeline
Ruggiero Investments, Inc.	1,083	$707K	0.68%	0	13F-HR Timeline
Insight Wealth Partners, LLC	1,080	$705K	0.29%	+386	13F-HR Timeline
LEGACY SOLUTIONS, LLC	1,080	$705K	0.65%	-100	13F-HR Timeline
Slagle Financial, LLC	1,075	$703K	0.23%	+91	13F-HR Timeline
Manuka Financial, LLC	1,075	$702K	0.43%	-80	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1,069	$698K	0.25%	+15	13F-HR Timeline
Integrated Wealth Management	1,067	$697K	0.8%	-421	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,067	$697K	0.18%	+38	13F-HR Timeline
RDA Financial Network	1,066	$697K	0.17%	+119	13F-HR Timeline
Seneca House Advisors	1,055	$689K	0.27%	0	13F-HR Timeline
Novak & Powell Financial Services, Inc.	1,055	$689K	0.37%	+205	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	935	$687K	0.43%	-30	13F-HR Timeline
Triangle Securities Wealth Management	1,051	$687K	0.16%	+89	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Mascagni Wealth Management, Inc.	1,051	$687K	0.49%	0	13F-HR Timeline
Manske Wealth Management	1,051	$687K	0.19%	-105	13F-HR Timeline
Westshore Wealth, LLC	1,050	$686K	0.24%	+276	13F-HR Timeline
State of Alaska, Department of Revenue	1,050	$685K	0.01%	-560	13F-HR Timeline
Dash Acquisitions Inc.	961	$684K	0.14%	-12	13F-HR Timeline
RESOLUTE CAPITAL, LLC	1,047	$684K	0.28%	-13	13F-HR Timeline
Warren Street Wealth Advisors, LLC	1,046	$683K	0.17%	0	13F-HR Timeline
Bravera Wealth	1,045	$683K	0.31%	+115	13F-HR Timeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC	1,042	$681K	0.12%	new	13F-HR Timeline
PURSUIT WEALTH STRATEGIES, LLC	1,040	$680K	0.94%	+1	13F-HR Timeline
Parker Financial LLC	1,040	$679K	0.27%	-582	13F-HR Timeline
GGM Financial LLC	1,039	$679K	0.31%	-24	13F-HR Timeline
Ahara Advisors LLC	1,038	$678K	0.57%	-141	13F-HR Timeline
SUMMITRY LLC	1,037	$677K	0.02%	-451	13F-HR/A Timeline
Balance Wealth Partners LLC	1,035	$676K	0.21%	-94	13F-HR Timeline
Seal Cove Capital, LLC	1,033	$675K	0.59%	0	13F-HR Timeline
JACKSON SQUARE CAPITAL, LLC	1,033	$675K	0.14%	0	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	1,030	$673K	0.08%	+706	13F-HR Timeline
Wellington Grp LLC	1,030	$673K	0.21%	+119	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	1,029	$671K	0.09%	-5	13F-HR Timeline
American Investment Services, Inc.	1,025	$669K	0.15%	-6	13F-HR Timeline
VSM Wealth Advisory, LLC	1,023	$668K	0.2%	-289	13F-HR Timeline
HMS Capital Management, LLC	1,022	$668K	0.26%	-13	13F-HR Timeline
Texas Bank & Trust Co	1,022	$668K	0.25%	+477	13F-HR Timeline
Tidemark, LLC	1,021	$667K	0.17%	+105	13F-HR Timeline
Comprehensive Financial Consultants Ins…	1,021	$667K	0.2%	0	13F-HR Timeline
Lumbard & Kellner, LLC	1,020	$666K	0.23%	0	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	1,019	$666K	0.15%	-40	13F-HR Timeline
WEALTHSPAN PARTNERS, LLC	1,019	$666K	0.23%	0	13F-HR Timeline
SpringVest Wealth Management LLC	1,018	$665K	0.45%	-154	13F-HR Timeline
StoryOne LLC	0	$661K	0.37%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
BUSH INVESTMENT GROUP, LLC	1,011	$660K	0.36%	+478	13F-HR Timeline
Clayton Financial Group LLC	1,009	$660K	0.34%	+31	13F-HR Timeline
Walsh & Associates, LLC	1,009	$659K	0.65%	-65	13F-HR Timeline
Koa Wealth Management, LLC	1,007	$658K	0.48%	-23	13F-HR Timeline
Osprey Private Wealth LLC	1,006	$657K	0.19%	0	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,006	$657K	0.44%	+98	13F-HR Timeline
First Nebraska Trust Co	1,005	$656K	0.06%	+45	13F-HR Timeline
Beckerman Institutional, LLC	1,005	$656K	0.35%	+208	13F-HR Timeline
Seaside Wealth Management, Inc.	1,004	$656K	0.18%	0	13F-HR Timeline
Tannin Capital LLC	1,001	$654K	0.47%	-7	13F-HR Timeline
Garde Capital, Inc.	1,000	$653K	0.04%	+58	13F-HR Timeline
Stonekeep Investments, LLC	999	$652K	0.42%	-26	13F-HR Timeline
L. Roy Papp & Associates, LLP	998	$652K	0.08%	-70	13F-HR Timeline
RETIREMENT GUYS FORMULA LLC	1,130	$651K	0.3%	+8	13F-HR Timeline
Heritage Wealth Management, Inc./Texas	996	$651K	0.28%	-10	13F-HR Timeline
UNITED BANK	996	$651K	0.08%	0	13F-HR Timeline
Brio Consultants, LLC	893	$649K	0.08%	-17	13F-HR Timeline
Aries Wealth Management	992	$648K	0.14%	0	13F-HR Timeline
Monument Group Wealth Advisors, LLC	991	$647K	0.36%	0	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	991	$647K	0.22%	-12	13F-HR Timeline
Orographic Financial Advisors, LLC	991	$647K	0.46%		13F-HR Timeline
Barnett & Company, Inc.	989	$646K	0.5%	+8	13F-HR Timeline
Resolute Wealth Strategies, LLC	986	$644K	0.28%	-59	13F-HR Timeline
Richardson Capital Management LLC	986	$644K	0.31%	-4	13F-HR Timeline
SEVEN MILE ADVISORY	978	$639K	0.46%	-21,483	13F-HR Timeline
JPL Wealth Management, LLC	975	$637K	0.15%	+11	13F-HR/A Timeline
DELTA FINANCIAL ADVISORS LLC	975	$637K	0.17%	+31	13F-HR Timeline
Carmel Capital Partners, LLC	974	$636K	0.23%	0	13F-HR Timeline
UNION SAVINGS BANK	974	$636K	0.28%	+43	13F-HR Timeline
WealthTrust Asset Management, LLC	974	$636K	0.38%	+114	13F-HR Timeline
VIRTUE ASSET MANAGEMENT LLC	972	$635K	0.51%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	970	$633K	0.2%	+135	13F-HR Timeline
Main Street Group, LTD	969	$633K	0.19%	-203	13F-HR Timeline
RW Investment Management LLC	968	$632K	0.06%		13F-HR Timeline
Andrews Advisory Associates, LLC	967	$632K	0.33%	-161	13F-HR Timeline
Premier Financial Group	953	$630K	0.11%	-23	13F-HR Timeline
Cypress Point Wealth Management, LLC	964	$630K	0.14%	-49	13F-HR Timeline
Breachway Investments LLC	953	$627K	0.6%	0	13F-HR Timeline
Alpha Zero LLC	957	$625K	0.32%	+41	13F-HR Timeline
Westside Investment Management, Inc.	954	$624K	0.1%	+26	13F-HR Timeline
Blankinship & Foster, LLC	955	$624K	0.14%	-197	13F-HR Timeline
Passive Capital Management, LLC.	954	$623K	0.19%	-66	13F-HR Timeline
Princeton Global Asset Management LLC	952	$622K	0.1%	-984	13F-HR Timeline
Stonebridge Financial Group, LLC / MO	949	$620K	0.52%	+3	13F-HR Timeline
Cambridge Advisors Inc.	947	$619K	0.12%	0	13F-HR Timeline
LJI Wealth Management, LLC	945	$618K	0.1%	-205	13F-HR Timeline
Northstar Group, Inc.	945	$617K	0.09%	0	13F-HR Timeline
HARBOUR INVESTMENT MANAGEMENT LLC	941	$615K	0.33%	0	13F-HR Timeline
Timmons Wealth Management, LLC	941	$614K	0.58%	-7	13F-HR Timeline
DecisionPoint Financial, LLC	938	$613K	0.13%	0	13F-HR Timeline
BCO Wealth Management LLC	935	$611K	0.37%	0	13F-HR Timeline
Wealth Watch Advisors, INC	934	$610K	0.26%	+82	13F-HR Timeline
G&S Capital LLC	933	$610K	0.21%	-130	13F-HR Timeline
VESTIA PERSONAL WEALTH ADVISORS	932	$608K	0.29%	+21	13F-HR Timeline
Grove Street Fiduciary, LLC	928	$606K	0.27%	0	13F-HR Timeline
Beacon Financial Strategies CORP	925	$604K	0.34%	0	13F-HR Timeline
Legacies Wealth LLC	922	$602K	0.38%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	922	$602K	0.92%	-32	13F-HR Timeline
Austin Wealth Management, LLC	907	$601K	0.14%	-173	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	917	$599K	0.02%	0	13F-HR Timeline
Old Peak Finance LLC	917	$599K	0.35%	0	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	915	$598K	0.29%	+1	13F-HR Timeline
Synergy Financial Group, LTD	913	$596K	0.45%	+259	13F-HR Timeline
Azimuth Capital Investment Management L…	913	$596K	0.02%	+20	13F-HR Timeline
Arkos Global Advisors	913	$596K	0.07%	-4	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	912	$595K	0.09%	0	13F-HR Timeline
Financial Security Advisor, Inc.	911	$595K	0.11%	+2	13F-HR Timeline
Advocate Investing Services LLC	910	$595K	0.5%	+27	13F-HR Timeline
Lodestone Wealth Management LLC	909	$594K	0.24%	+22	13F-HR/A Timeline
Cornerstone Planning, LLC	907	$593K	0.13%	+38	13F-HR Timeline
BNC WEALTH MANAGEMENT, LLC	906	$592K	0.16%	-590	13F-HR Timeline
SFAM, LLC	905	$591K	0.55%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	902	$589K	0.1%	+319	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	900	$588K	0.25%	0	13F-HR Timeline
Cravens & Co Advisors, LLC	900	$588K	0.38%	0	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	898	$587K	0.05%	+278	13F-HR Timeline
CHAPMAN FINANCIAL GROUP, LLC	896	$585K	0.42%	0	13F-HR Timeline
Great Lakes Retirement, Inc.	895	$585K	0.06%	-188	13F-HR Timeline
Cypress Capital, LLC	894	$584K	0.17%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	893	$583K	0.08%	+232	13F-HR Timeline
Level Financial Advisors	892	$582K	0.15%	-24	13F-HR Timeline
RETIREMITTEN FINANCIAL LLC	889	$581K	0.28%		13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	886	$579K	0.01%	+3	13F-HR Timeline
Reyes Financial Architecture, Inc.	886	$579K	0.47%	-15,906	13F-HR Timeline
WILLNER & HELLER, LLC	880	$575K	0.43%	-20	13F-HR Timeline
Aberdeen Wealth Management LLC	880	$575K	0.26%	0	13F-HR Timeline
AMG Asset Management Group, Inc.	878	$574K	0.45%	new	13F-HR Timeline
Joel Adams & Associates, Inc.	875	$572K	0.42%	+20	13F-HR Timeline
Orange Investment Advisors, Inc.	875	$572K	0.07%	0	13F-HR/A Timeline
Reliant Investment Partners, LLC	874	$571K	0.47%	+470	13F-HR Timeline
CCM INVESTMENT ADVISERS LLC	873	$570K	0.05%	0	13F-HR Timeline
EAGLE GLOBAL ADVISORS LLC	873	$570K	0.02%	0	13F-HR Timeline
Peregrine Asset Advisers, Inc.	873	$570K	0.15%	+75	13F-HR Timeline
Vann Equity Management LLC	871	$569K	0.41%		13F-HR Timeline
Syntegra Private Wealth Group, LLC	870	$568K	0.05%	+78	13F-HR Timeline
WAYSTONE ADVISORS LLC	870	$568K	0.51%	-468	13F-HR Timeline
DRAVO BAY LLC	867	$566K	0.23%	-46	13F-HR Timeline
URS Advisory LLC	866	$566K	0.41%	+77	13F-HR Timeline
Cornerstone National Bank & Trust Co	857	$564K	0.21%	-148	13F-HR Timeline
Alvarez & Marsal Private Wealth Partner…	860	$562K	0.08%	new	13F-HR Timeline
Prospect Financial Services LLC	860	$562K	0.34%	-13	13F-HR Timeline
Davis Capital Management	858	$560K	0.38%	-5	13F-HR Timeline
Howard Capital Management Group, LLC	856	$559K	0.04%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	856	$559K	0.11%	+14	13F-HR Timeline
First City Capital Management, Inc.	855	$559K	0.3%	+20	13F-HR Timeline
Smith & Howard Wealth Management, LLC	855	$558K	0.12%	0	13F-HR Timeline
Prossimo Advisors, LLC	855	$558K	3.4%	new	13F-HR Timeline
Briggs Wealth Management, Inc	855	$558K	0.59%	-2	13F-HR Timeline
David Kennon Inc	855	$558K	0.2%	-360	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	854	$558K	0.11%	0	13F-HR Timeline
RVW Wealth, LLC	854	$558K	0.04%	+102	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	854	$558K	0.32%	-814	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	853	$557K	0.05%	0	13F-HR Timeline
Greenfield Savings Bank	852	$557K	0.24%	0	13F-HR Timeline
Global Wealth Strategies & Associates	851	$556K	0.14%	+10	13F-HR Timeline
Ring Mountain Capital, LLC	851	$556K	0.3%	-25	13F-HR Timeline
Collier Financial	851	$556K	0.42%	+1	13F-HR Timeline
MCDONALD PARTNERS LLC	849	$555K	0.13%	0	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	848	$554K	0.12%	-7,630	13F-HR Timeline
Verde Capital Management	846	$553K	0.12%	+255	13F-HR Timeline
Bernicke Wealth Management, Ltd.	843	$551K	0.07%	-23	13F-HR Timeline
Curran Financial Partners, LLC	843	$551K	0.1%	new	13F-HR Timeline
Everstar Asset Management, LLC	840	$549K	0.29%	-74	13F-HR Timeline
LVW Advisors, LLC	840	$549K	0.05%	+25	13F-HR Timeline
CGC Financial Services, LLC	839	$548K	0.16%	+45	13F-HR Timeline
Sollinda Capital Management LLC	838	$547K	0.13%	-120	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	837	$547K	0.01%	0	13F-HR Timeline Group
QUEST INVESTMENT MANAGEMENT LLC	836	$546K	0.06%	0	13F-HR Timeline
Centennial Advisors, LLC	836	$546K	0.69%	-294	13F-HR Timeline
KICKSTAND VENTURES, LLC.	836	$546K	0.11%	-27	13F-HR Timeline
Vertrix Wealth Management, LLC	833	$544K	0.2%		13F-HR Timeline
Brickley Wealth Management	833	$544K	0.09%	0	13F-HR Timeline
Whitener Capital Management, Inc.	831	$543K	0.12%	-65	13F-HR Timeline
Financial Freedom, LLC	831	$543K	0.27%	+400	13F-HR Timeline
Traction Financial Partners, LLC	830	$542K	0.33%	-10	13F-HR Timeline
Annandale Capital, LLC	829	$542K	0.09%	0	13F-HR Timeline
NORTHBRIDGE FINANCIAL GROUP, LLC	784	$541K	0.23%	-60	13F-HR Timeline
Verity & Verity, LLC	825	$539K	0.04%	-205	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	824	$538K	0.2%	0	13F-HR Timeline