IVV ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Hershey Financial Advisers, LLC	850	$582K	0.49%	new	13F-HR Timeline
Holcombe Financial, Inc.	850	$582K	0.37%	+90	13F-HR Timeline
Novak & Powell Financial Services, Inc.	850	$582K	0.3%	-35	13F-HR Timeline
MCDONALD PARTNERS LLC	849	$582K	0.18%	0	13F-HR Timeline
AM INVESTMENT STRATEGIES LLC	8,478	$581K	0.12%	+7,631	13F-HR Timeline
NORTHBRIDGE FINANCIAL GROUP, LLC	844	$578K	0.26%		13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	842	$577K	0.07%	+97	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	842	$576K	0.12%	-85	13F-HR Timeline
Global Wealth Strategies & Associates	841	$576K	0.14%	-38	13F-HR Timeline
South Shore Capital Advisors	840	$575K	0.42%		13F-HR Timeline
Traction Financial Partners, LLC	840	$575K	0.34%	0	13F-HR Timeline
Sendero Wealth Management, LLC	838	$574K	0.06%	+159	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	837	$573K	0.01%	-15	13F-HR Timeline Group
QUEST INVESTMENT MANAGEMENT LLC	836	$573K	0.06%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	835	$572K	0.18%	-56	13F-HR Timeline
First City Capital Management, Inc.	835	$572K	0.3%	0	13F-HR Timeline
Heritage Wealth Management, Inc.	834	$572K	0.16%	-55	13F-HR Timeline
Brickley Wealth Management	833	$571K	0.1%	0	13F-HR Timeline
Highland Financial Advisors, LLC	832	$570K	0.16%	+4	13F-HR Timeline
OLIO Financial Planning	831	$569K	0.16%	0	13F-HR Timeline
Annandale Capital, LLC	829	$568K	0.09%	0	13F-HR Timeline
Ipsen Advisor Group LLC	829	$568K	0.4%	-170	13F-HR Timeline
RFP Financial Group LLC	828	$567K	0.27%	-36,071	13F-HR Timeline
RETIREMENT CAPITAL STRATEGIES	824	$564K	0.21%	-3	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	908	$564K	0.06%	-51	13F-HR Timeline Group
Bell Bank	823	$564K	0.02%	-44	13F-HR Timeline
Adelphi Trust Co	823	$564K	0.46%		13F-HR Timeline
TPG Advisors LLC	819	$561K	0.35%	-365	13F-HR Timeline
LVW Advisors, LLC	815	$559K	0.06%	+50	13F-HR Timeline
August Group Capital Ltd	814	$558K	0.62%		13F-HR Timeline
Quantum Financial Advisors, LLC	812	$556K	0.06%	0	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	810	$555K	0.13%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	803	$550K	0.37%	+1	13F-HR Timeline
Pointe Capital Management LLC	802	$549K	0.27%	+8	13F-HR Timeline
BURNS J W & CO INC/NY	801	$548K	0.06%	+41	13F-HR Timeline
WealthCare Investment Partners, LLC	799	$548K	0.16%	-34	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	799	$547K	0.29%	-4	13F-HR Timeline
Peregrine Asset Advisers, Inc.	798	$547K	0.15%	-80	13F-HR Timeline
Compass Financial Group, Inc. (Ohio)	798	$547K	0.4%		13F-HR Timeline
Beckerman Institutional, LLC	797	$546K	0.31%	0	13F-HR Timeline
BCI SECURITIES, INC.	795	$545K	4.7%		13F-HR Timeline
CGC Financial Services, LLC	794	$544K	0.15%	+117	13F-HR Timeline
Foguth Wealth Management, LLC.	791	$543K	0.08%		13F-HR Timeline
Family Legacy Financial Solutions, LLC	792	$543K	0.42%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	792	$543K	0.05%	+17	13F-HR Timeline
HALL LAURIE J TRUSTEE	792	$542K	0.18%	0	13F-HR Timeline
URS Advisory LLC	789	$541K	0.45%		13F-HR Timeline
Taylor Financial Group, Inc.	789	$540K	0.32%	-1	13F-HR Timeline
Ares Financial Consulting, LLC	789	$540K	0.51%		13F-HR Timeline
NESTEGG ADVISORS, INC.	788	$540K	0.46%	-141	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	786	$538K	0.26%	-126	13F-HR Timeline
Canandaigua National Trust Co of Florida	783	$536K	0.34%	0	13F-HR Timeline
RMR Wealth Builders	780	$535K	0.04%	+16	13F-HR Timeline
Trevian Wealth Management LLC	779	$534K	0.25%	-12	13F-HR Timeline
BARR E S & CO	778	$533K	0.03%	+88	13F-HR Timeline
OPTIMA CAPITAL LLC	777	$532K	0.23%	+250	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	777	$532K	0.31%	-35	13F-HR Timeline
Westshore Wealth, LLC	774	$530K	0.18%	+11	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	774	$530K	0.08%	-37	13F-HR Timeline
Core Wealth Partners LLC	772	$529K	0.24%	+1	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	772	$529K	0.44%	-3	13F-HR Timeline
Crews Bank & Trust	772	$529K	0.08%	-68	13F-HR Timeline
Evansbrook LLC	772	$529K	0.35%		13F-HR Timeline
Silver Oak Advisory Group, Inc.	772	$528K	0.24%	-226	13F-HR Timeline
Compass Planning Associates Inc	769	$526K	0.36%	+2	13F-HR Timeline
Challenger Wealth Management	768	$526K	0.4%	+2	13F-HR Timeline
von Borstel & Associates, Inc.	768	$526K	0.12%	-17,219	13F-HR Timeline
Visionary Horizons, LLC	767	$526K	0.27%	-967	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	767	$525K	0.1%	0	13F-HR Timeline
Advisor Resource Council	754	$525K	0.19%	new	13F-HR Timeline
Columbia Asset Management	766	$525K	0.09%	0	13F-HR Timeline
CFM WEALTH PARTNERS LLC	765	$524K	0.08%	-257	13F-HR Timeline
American Money Management, LLC	764	$523K	0.08%	+122	13F-HR Timeline
Integrity Financial Corp /WA	762	$522K	0.26%	+16	13F-HR Timeline
PRUDENT INVESTORS NETWORK, INC.	759	$520K	0.12%	+181	13F-HR Timeline
Buttonwood Financial Advisors Inc.	758	$519K	0.17%	-9	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	756	$518K	0.06%	-20	13F-HR Timeline
Finley Financial, LLC	755	$517K	0.24%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	754	$516K	0.03%	+10	13F-HR Timeline
Family Capital Trust Co	753	$516K	0.17%	-10	13F-HR Timeline
RVW Wealth, LLC	752	$515K	0.04%	-151	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	750	$514K	0.11%	0	13F-HR Timeline
Boston Common Asset Management, LLC	750	$514K	0.03%	-45	13F-HR/A Timeline
Private Wealth Group, LLC	749	$513K	0.25%	0	13F-HR Timeline
Acorn Wealth Advisors, LLC	748	$512K	0.15%	-157	13F-HR Timeline
Axis Wealth Partners, LLC	745	$510K	0.28%	-9	13F-HR Timeline
44 WEALTH MANAGEMENT LLC	744	$510K	0.17%	new	13F-HR Timeline
Grange Capital, LLC	742	$508K	0.49%	-35	13F-HR Timeline
RAINIER FAMILY WEALTH INC	741	$508K	0.38%	+22	13F-HR Timeline
Clarity Wealth Development LLC	740	$507K	0.43%	0	13F-HR Timeline
Chris Bulman Inc	738	$505K	0.22%	+1	13F-HR Timeline
Guided Capital Wealth Management, LLC	736	$504K	0.35%	0	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	737	$504K	0.02%	-90	13F-HR Timeline
BAXTER BROS INC	735	$503K	0.06%	0	13F-HR Timeline
FINANCIAL LIFE ADVISORS	735	$503K	0.16%	+120	13F-HR Timeline
DUTCH ASSET Corp	733	$503K	0.39%		13F-HR Timeline
Cannon Advisors, Inc.	722	$501K	0.35%	-1,819	13F-HR Timeline
Willow Financial LLC	730	$500K	0.51%		13F-HR Timeline
IMZ Advisory Inc	730	$500K	0.18%	+17	13F-HR Timeline
Valued Wealth Advisors LLC	727	$498K	0.22%	-259	13F-HR Timeline
Ellsworth Advisors, LLC	716	$498K	0.1%	-43	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	720	$497K	0.26%	+27	13F-HR Timeline
GoalVest Advisory LLC	726	$497K	0.1%	+323	13F-HR Timeline
LifeSteps Financial, Inc.	725	$497K	0.32%	-13	13F-HR Timeline
Equita Financial Network, Inc.	725	$497K	0.15%	-224	13F-HR Timeline
Wagner Wealth Management, Corp	725	$497K	0.49%		13F-HR Timeline
Vectors Research Management, LLC	724	$496K	0.15%	0	13F-HR Timeline
Caitlin John, LLC	722	$495K	0.32%	+180	13F-HR Timeline
Lewis Asset Management, LLC	721	$494K	0.2%	0	13F-HR Timeline
Riverview Trust Co	720	$493K	0.59%	-45	13F-HR Timeline
St. Louis Trust Co	720	$493K	0.06%	0	13F-HR Timeline
Wealth Science Advisors LLC	718	$492K	0.28%		13F-HR Timeline
Cordgrass Capital Advisors, LLC	717	$491K	0.12%	0	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	717	$491K	0.23%	+12	13F-HR Timeline
Sterling Group Wealth Management, LLC	715	$490K	0.24%	+10	13F-HR Timeline
Cetera Trust Company, N.A	715	$490K	0.26%	+505	13F-HR Timeline
SFG Wealth Management, LLC.	713	$489K	0.19%	+120	13F-HR Timeline
O'Brien Greene & Co. Inc	713	$488K	0.14%	0	13F-HR Timeline
Alpine Global Management, LLC	710	$486K	0.11%	new	13F-HR/A Timeline
COMMONS CAPITAL, LLC	708	$485K	0.34%	-841	13F-HR Timeline
Andina Capital Management, LLC	708	$485K	0.29%	new	13F-HR Timeline
Strategent Financial, LLC	706	$484K	0.31%	0	13F-HR Timeline
Vines Capital Management, LLC	706	$484K	0.47%		13F-HR Timeline
BFI Wealth Solutions, LLC	705	$483K	0.46%		13F-HR Timeline
truNorth Financial Services, Inc.	703	$482K	0.52%		13F-HR Timeline
Blue Fin Capital, Inc.	701	$480K	0.07%	0	13F-HR Timeline
Emprise Bank	699	$479K	0.2%	0	13F-HR Timeline
Provident Living Financial Services, In…	699	$479K	0.47%		13F-HR Timeline
Crossmark Global Holdings, Inc.	696	$477K	0.01%	-259	13F-HR Timeline
Leading Edge Financial Planning LLC	695	$476K	0.11%	+84	13F-HR Timeline
Insight Wealth Partners, LLC	694	$475K	0.2%	0	13F-HR Timeline
Finer Wealth Management, Inc.	693	$475K	0.23%	0	13F-HR Timeline
Farrell Financial LLC	693	$474K	0.28%	+3	13F-HR Timeline
Cornerstone Select Advisors, LLC	690	$473K	0.33%	0	13F-HR Timeline
Palisade Asset Management, LLC	689	$472K	0.05%	+35	13F-HR Timeline
Financial Strategies Group, Inc.	678	$471K	0.09%	0	13F-HR Timeline
Elser Financial Planning, Inc	688	$471K	0.34%	0	13F-HR Timeline
ATLas Financial Planning LLC	687	$471K	0.46%		13F-HR Timeline
BUFFALO BUSINESS & ESTATE SERVICES LTD	687	$470K	0.07%		13F-HR Timeline
MITCHELL SINKLER & STARR/PA	686	$470K	0.21%	0	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	685	$469K	0.13%	-7	13F-HR Timeline
TL Private Wealth	671	$468K	0.18%	+17	13F-HR/A Timeline
Fortune Financial Advisors, LLC	682	$467K	0.31%	+1	13F-HR Timeline
Fielder Capital Group LLC	681	$466K	0.1%	0	13F-HR Timeline
ADELL HARRIMAN & CARPENTER INC	680	$466K	0.03%	-25	13F-HR Timeline
Hilltop Partners LLC	678	$464K	0.12%	+23	13F-HR Timeline
TSG Advice Partners, LLC	678	$464K	0.07%		13F-HR Timeline
Center For Asset Management LLC	676	$463K	0.24%	+2	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	675	$463K	0.13%	0	13F-HR Timeline
SOMERVILLE KURT F	671	$460K	0.08%	0	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	671	$460K	0.06%	+13	13F-HR Timeline
NWK Group, Inc.	670	$459K	0.16%	0	13F-HR Timeline
25 LLC	669	$458K	0.15%	+193	13F-HR Timeline
Knollwood Investment Advisory, LLC	668	$458K	0.04%	0	13F-HR Timeline
FAGAN ASSOCIATES, INC.	663	$454K	0.06%	-139	13F-HR Timeline
Watchman Group, Inc.	662	$453K	0.11%	+57	13F-HR Timeline
Beacon Wealthcare LLC	662	$453K	0.16%	-100	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	661	$452K	0.07%	-253	13F-HR Timeline
WJ Financial Advisors LLC	659	$451K	0.4%	-5	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	658	$451K	0.28%	-98	13F-HR Timeline
Hassell Wealth Management, LLC	649	$451K	0.15%	-8	13F-HR Timeline
KIRR MARBACH & CO LLC /IN/	654	$448K	0.09%	0	13F-HR Timeline
Synergy Financial Group, LTD	654	$448K	0.31%	-4	13F-HR Timeline
Alchemi Wealth, LLC	654	$448K	0.24%		13F-HR Timeline
Vantage Point Financial LLC	651	$446K	0.16%	+4	13F-HR Timeline
Kidder Stephen W	650	$445K	0.13%	0	13F-HR Timeline
Elm3 Financial Group, LLC	649	$445K	0.37%	-242	13F-HR Timeline
NewSquare Capital LLC	649	$445K	0.04%	-82	13F-HR Timeline
Hegarty Advisors, LLC	647	$443K	0.38%		13F-HR Timeline
Fullerton Advisors, LLC	645	$442K	0.44%		13F-HR Timeline
Nicholas Wealth, LLC.	645	$442K	0.3%	+37	13F-HR/A Timeline
Coston, McIsaac & Partners	643	$440K	0.1%	-74	13F-HR Timeline
A4 Wealth Advisors LLC	642	$440K	0.38%	-267	13F-HR Timeline
Great Diamond Partners, LLC	642	$440K	0.08%	-5	13F-HR Timeline
SageGuard Financial Group, LLC	641	$439K	0.07%		13F-HR Timeline
Prentice Wealth Management LLC	640	$438K	0.1%	0	13F-HR Timeline
Ballentine Capital Advisors, Inc	638	$437K	0.18%	0	13F-HR Timeline
Shepherd Street Advisors LLC	635	$435K	0.42%		13F-HR Timeline
Mirador Capital Partners LP	633	$434K	0.06%	+100	13F-HR Timeline
Lauterbach Financial Advisors, LLC	633	$434K	0.21%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	632	$433K	0.06%	0	13F-HR Timeline
Aurora Private Wealth, Inc.	633	$433K	0.28%		13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	630	$431K	0.2%	+2	13F-HR Timeline
IMG Wealth Management, Inc.	627	$429K	0.27%	+242	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	627	$429K	0.15%	0	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	626	$429K	0.24%	-61	13F-HR Timeline
SoundView Advisors Inc.	626	$428K	0.15%	new	13F-HR Timeline
Financial & Tax Architects, LLC	625	$428K	0.1%	-38	13F-HR Timeline
Purkiss Capital Advisors LLC	622	$426K	0.2%	+80	13F-HR Timeline
American Capital Advisory, LLC	622	$426K	0.19%	0	13F-HR Timeline
BROGAN FINANCIAL, INC.	621	$425K	0.19%	+3	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	620	$425K	0.03%	-150	13F-HR Timeline
DOVER ADVISORS, LLC	620	$425K	0.16%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	619	$424K	0.01%	-9	13F-HR Timeline
Henson-Edgewater Management, LLC	619	$424K	0.25%		13F-HR/A Timeline
Hamrick Investment Counsel, llc	619	$424K	0.32%		13F-HR Timeline
Lynx Investment Advisory	617	$423K	0.23%	+2	13F-HR Timeline
Alpha Financial Advisors, LLC	616	$422K	0.13%	+58	13F-HR Timeline
Iron Gate Global Advisors LLC	616	$422K	0.04%	+197	13F-HR Timeline
Permanens Capital L.P.	614	$421K	0.05%	+20	13F-HR Timeline