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IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Orcam Financial Group575$385K0.31%013F-HRTimeline
Clayton Financial Group LLC574$385K0.28%+24413F-HRTimeline
Marotta Asset Management571$384K0.07%+16613F-HRTimeline
Retireful, LLC573$384K0.37%-17213F-HRTimeline
Leisure Capital Management569$381K0.13%+3513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.567$379K0.1%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC565$379K0.15%-613F-HR/ATimelineGroup
Hillcrest Wealth Advisors - NY, LLC566$379K0.17%013F-HRTimeline
Morton Brown Family Wealth, LLC566$379K0.11%-1413F-HRTimeline
Veridan Wealth LLC565$378K0.13%13F-HRTimeline
Kaizen Financial Strategies561$378K0.17%-21213F-HRTimeline
Maltin Wealth Management, Inc.564$378K0.16%+113F-HRTimeline
Attessa Capital LLC559$374K0.22%013F-HRTimeline
Alpha Financial Advisors, LLC558$374K0.13%-2313F-HRTimeline
PLANNING DIRECTIONS INC558$373K0.19%-5313F-HRTimeline
Aspire Growth Partners LLC556$372K0.27%-8613F-HRTimeline
Richmond Brothers, Inc.556$372K0.23%-2113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC552$369K0.18%+1113F-HRTimeline
ABNER HERRMAN & BROCK LLC552$369K0.04%new13F-HRTimeline
WILKINS INVESTMENT COUNSEL INC550$368K0.05%013F-HRTimeline
Abacus Wealth Partners, LLC546$365K0.05%013F-HRTimeline
Texas Bank & Trust Co545$365K0.14%-1813F-HRTimeline
Systematic Alpha Investments, LLC544$364K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC543$363K0.18%013F-HRTimeline
Caitlin John, LLC542$363K0.25%-613F-HRTimeline
Purkiss Capital Advisors LLC542$363K0.17%-913F-HRTimeline
Capital Planning Advisors, LLC542$363K0.05%013F-HRTimeline
Wood Tarver Financial Group, LLC541$362K0.11%+5413F-HRTimeline
AG Asset Advisory, LLC540$361K0.3%013F-HRTimeline
Duncan Williams Asset Management, LLC539$361K0.1%+113F-HRTimeline
RPg Family Wealth Advisory, LLC538$360K0.08%new13F-HRTimeline
Matisse Capital538$360K0.16%013F-HRTimeline
Guardian Wealth Advisors, LLC535$358K0.2%013F-HRTimeline
Mirador Capital Partners LP533$357K0.05%-39113F-HRTimeline
Noble Family Wealth, LLC533$357K0.08%013F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC532$356K0.09%013F-HRTimelineGroup
McDonough Capital Management, Inc530$355K0.18%013F-HRTimeline
Seneschal Advisors, LLC530$355K0.26%013F-HRTimeline
Motiv8 Investments LLC529$354K0.19%-613F-HRTimeline
United Financial Planning Group LLC548$354K0.22%13F-HRTimeline
OPTIMA CAPITAL LLC527$352K0.17%+4313F-HRTimeline
American State Bank (Iowa)526$352K0.18%013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…524$351K0.13%+1113F-HRTimeline
Stonebridge Financial Group, LLC524$351K0.03%-213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC524$351K0.53%+113F-HRTimeline
Battery Global Advisors, LLC524$351K0.16%+20113F-HRTimeline
CHANNEL WEALTH LLC522$349K0.09%-34113F-HRTimeline
Constant Guidance Financial LLC522$349K0.28%new13F-HRTimeline
KOM Wealth Management Group, LLC520$348K0.26%-913F-HRTimeline
DEFINE FINANCIAL, LLC519$348K0.21%+9513F-HRTimeline
Broadway Wealth Solutions, Inc.518$347K0.19%013F-HRTimeline
TriaGen Wealth Management LLC515$345K0.09%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA515$345K0.08%013F-HRTimeline
RHS Financial, LLC515$345K0.18%013F-HRTimeline
Bright Futures Wealth Management, LLC.514$344K0.27%13F-HRTimeline
Financial Alternatives, Inc514$344K0.21%+3313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP512$343K0.08%013F-HRTimelineGroup
ARMSTRONG HENRY H ASSOCIATES INC512$343K0.03%013F-HRTimeline
Asset Advisors Investment Management, L…510$341K0.03%+213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC510$341K0.06%013F-HRTimeline
Sterling Investment Advisors, Ltd.509$341K0.07%013F-HRTimeline
Walker Financial Services, Inc.509$340K0.13%+2013F-HRTimeline
Sloy Dahl & Holst, LLC506$339K0.04%+1213F-HRTimeline
Stonehearth Capital Management, LLC506$339K0.13%013F-HRTimeline
Kaufman Rossin Wealth, LLC504$337K0.18%013F-HRTimeline
Anchor Investment Management, LLC503$337K0.03%+1513F-HRTimeline
Allied Investment Advisors, LLC502$336K0.05%-6113F-HRTimeline
Prodigy Asset Management LLC502$336K0.15%013F-HRTimeline
SCHULHOFF & CO INC502$336K0.14%013F-HRTimeline
Harbour Trust & Investment Management Co501$335K0.03%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC500$335K<0.01%new13F-HRTimeline
Legacy Bridge, LLC500$335K0.14%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.500$335K0.01%new13F-HRTimelineGroup
SS&H Financial Advisors, Inc.499$334K0.1%+713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC499$334K0.13%new13F-HRTimeline
High Net Worth Advisory Group LLC495$331K0.08%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.494$331K0.26%-613F-HRTimeline
Ranch Capital Advisors Inc.493$330K0.13%+1913F-HRTimeline
Seros Financial, LLC492$329K0.2%013F-HR/ATimeline
Stanich Group LLC490$328K0.2%-813F-HRTimeline
Wisconsin Wealth Advisors, LLC489$327K0.31%013F-HRTimeline
Basepoint Wealth LLC489$327K0.23%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.488$327K0.14%-5013F-HRTimeline
Blue Edge Capital, LLC486$325K0.05%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC485$325K0.08%013F-HRTimeline
IFG Advisors, LLC484$324K0.05%+7213F-HRTimeline
Tribridge Partners Financial LLC480$323K0.15%-2213F-HRTimeline
Mountain Capital Investment Advisors In…480$323K0.06%-25413F-HRTimeline
Xcel Wealth Management, LLC480$322K0.08%+713F-HRTimeline
Vermillion Wealth Management, Inc.480$321K0.09%+3513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC479$321K0.13%013F-HRTimeline
Financial Enhancement Group LLC473$320K0.04%013F-HRTimeline
Delos Wealth Advisors, LLC478$320K0.22%+3613F-HRTimeline
DecisionPoint Financial, LLC476$320K0.07%+20713F-HRTimeline
Ring Mountain Capital, LLC477$319K0.18%013F-HRTimeline
GreatBanc Trust CO476$319K0.22%13F-HRTimeline
25 LLC476$318K0.11%+8913F-HRTimeline
Cairn Investment Group, Inc.475$318K0.14%-7513F-HRTimeline
Slocum, Gordon & Co LLP474$317K0.25%013F-HRTimeline
Tradewinds Capital Management, LLC472$316K0.07%-1113F-HRTimeline
Clear Point Advisors Inc.470$315K0.24%+7213F-HRTimeline
Meredith Wealth Planning469$314K0.1%+113F-HRTimeline
HT Partners LLC468$313K0.1%013F-HRTimeline
Compass Financial Group, INC/SD467$313K0.05%013F-HRTimeline
Rooted Wealth Advisors, Inc.464$312K0.1%-4913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)464$311K0.11%-213F-HRTimeline
Intellectus Partners, LLC463$310K0.06%013F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/463$310K0.22%013F-HRTimeline
Opes Wealth Management LLC461$309K0.05%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…461$309K0.2%new13F-HRTimeline
Shotwell Rutter Baer Inc456$308K0.2%013F-HRTimeline
HOEY INVESTMENTS, INC460$308K0.04%013F-HRTimeline
MTM Investment Management, LLC459$307K0.1%013F-HRTimeline
Ciovacco Capital Management LLC459$307K0.15%new13F-HRTimeline
Yardley Wealth Management LLC458$307K0.17%013F-HRTimeline
Redwood Park Advisors LLC457$306K0.23%+113F-HRTimeline
Mittelman Wealth Management456$306K0.2%-2113F-HRTimeline
Rochester Wealth Strategies, LLC455$305K0.2%+113F-HRTimeline
Cascade Investment Advisors, Inc.454$304K0.18%new13F-HRTimeline
SevenBridge Financial Group, LLC442$304K0.05%-15313F-HRTimeline
Canton Hathaway, LLC453$303K0.06%013F-HRTimeline
Level Wealth Management LLC452$303K0.16%-5713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC452$303K0.08%013F-HRTimeline
Towne Trust Company, N.A452$303K0.1%013F-HRTimeline
Financial Insights, Inc.452$303K0.1%+4013F-HRTimeline
Tower Wealth Partners, Inc.452$303K0.17%+1413F-HRTimeline
BLVD Private Wealth, LLC452$303K0.26%-1013F-HRTimeline
Terra Nova Asset Management LLC451$302K0.19%+113F-HRTimeline
Cedar Point Capital Partners, LLC451$302K0.2%013F-HRTimeline
CV Advisors LLC451$302K0.08%013F-HRTimeline
ELLERSON GROUP INC /ADV450$301K0.19%013F-HRTimeline
FAIRFIELD, BUSH & CO.450$301K0.15%013F-HRTimeline
SHAYNE & JACOBS, LLC450$301K0.09%013F-HRTimeline
ADVOCATE GROUP LLC450$301K0.05%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS449$301K0.09%013F-HRTimeline
Breakwater Investment Management449$301K0.11%013F-HRTimeline
Bernard Wealth Management Corp.445$298K0.12%-1913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.444$297K0.05%013F-HRTimeline
SSA SWISS ADVISORS AG445$297K0.14%-5013F-HRTimeline
CJM Wealth Advisers, Ltd.443$296K0.09%+4013F-HRTimeline
Citrine Capital LLC442$296K0.14%013F-HRTimeline
Carnegie Lake Advisors LLC442$296K0.11%-5313F-HRTimeline
Probity Advisors, Inc.442$296K0.05%-10013F-HRTimeline
Rosenberg Matthew Hamilton442$296K0.06%013F-HRTimeline
Barnett & Company, Inc.438$293K0.23%new13F-HRTimeline
Sicart Associates LLC436$292K0.08%013F-HRTimeline
One Charles Private Wealth Services, LLC436$292K0.08%013F-HRTimeline
Heritage Wealth Management, Inc. /CA/436$292K0.2%013F-HRTimeline
BXM Wealth LLC435$291K0.28%013F-HRTimeline
MANCHESTER FINANCIAL INC435$291K0.06%+1313F-HRTimeline
Pacific Sage Partners, LLC433$290K0.05%013F-HRTimeline
Sunpointe, LLC432$289K0.1%-813F-HRTimeline
Shira Ridge Wealth Management431$289K0.12%+7213F-HRTimeline
North Ridge Wealth Advisors, Inc.431$289K0.17%+25113F-HRTimeline
First Citizens Financial Corp430$288K0.14%013F-HRTimeline
Lowe Wealth Advisors, LLC428$286K0.1%+11913F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC428$286K0.29%013F-HRTimeline
MYECFO, LLC428$286K0.13%013F-HRTimeline
Empire Financial Management Company, LLC427$286K0.07%+2513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC426$285K0.2%013F-HRTimeline
Three Cord True Wealth Management, LLC425$284K0.19%-10813F-HRTimeline
White & Co Financial Planning Inc424$284K0.21%-3913F-HRTimeline
Atlas Wealth LLC423$283K0.09%013F-HRTimeline
Columbia River Financial Group, LLC413$283K0.17%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.422$283K0.15%+113F-HRTimeline
Oxbow Advisors, LLC421$282K0.03%-513F-HRTimeline
Bellecapital International Ltd.421$282K0.05%013F-HRTimeline
Everest Private Wealth420$281K0.18%013F-HRTimeline
Providence First Trust Co420$281K0.1%013F-HRTimeline
Reliant Wealth Planning420$281K0.09%-4613F-HRTimeline
Iron Gate Global Advisors LLC419$281K0.03%013F-HRTimeline
Crumly & Associates Inc.417$279K0.06%new13F-HRTimeline
ForthRight Wealth Management, LLC416$278K0.08%+213F-HRTimeline
FORONJY FINANCIAL LLC416$278K0.12%013F-HRTimeline
Marmo Financial Group, LLC415$278K0.13%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…415$278K0.08%013F-HRTimeline
Griffith & Werner, Inc.404$277K0.14%13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.413$276K0.05%-8013F-HRTimeline
Hobbs Wealth Management, LLC413$276K0.23%013F-HRTimeline
Financial Harvest, LLC413$276K0.19%-9913F-HRTimeline
B & T Capital Management DBA Alpha Capi…412$276K0.04%-12713F-HRTimeline
ShoreHaven Wealth Partners, LLC411$275K0.1%+4213F-HRTimeline
Sivia Capital Partners, LLC410$274K0.08%new13F-HRTimeline
Financial Sense Advisors, Inc.409$274K0.05%-4513F-HRTimeline
Mills Wealth Advisors LLC408$273K0.11%-713F-HRTimeline
Eaton-Cambridge Inc.408$273K0.09%-10613F-HRTimeline
Portus Wealth Advisors, LLC408$273K0.27%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC407$272K0.2%-4113F-HRTimeline
Schwallier Wealth Management LLC406$272K0.17%+113F-HRTimeline
Red Mountain Financial, LLC406$272K0.28%+113F-HRTimeline
Abich Financial Wealth Management LLC406$272K0.1%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC405$271K0.17%new13F-HRTimeline
Warner Group LLC405$271K0.19%13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP404$270K0.01%-4013F-HRTimeline
Midwest Financial Group LLC403$270K0.13%013F-HRTimeline
GoalVest Advisory LLC403$270K0.06%+5113F-HRTimeline
Valtinson Bruner Financial Planning LLC401$268K0.08%-24613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC400$268K0.07%+3413F-HRTimeline
Aull & Monroe Investment Management Corp400$268K0.14%013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.400$268K0.24%013F-HRTimeline