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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
J. W. Coons Advisors, LLC357$210K0.05%new13F-HRTimeline
Gainplan LLC357$210K0.08%new13F-HRTimeline
Cornerstone Planning, LLC357$210K0.08%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.356$210K0.1%+113F-HRTimeline
New Capital Management LP356$210K0.06%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.355$209K0.13%-1913F-HRTimeline
Visionary Horizons, LLC354$209K0.14%+113F-HRTimeline
FIDELITY D & D BANCORP INC354$208K0.14%new13F-HR/ATimeline
Kozak & Associates, Inc.350$208K0.05%+10713F-HRTimeline
Hurlow Wealth Management Group, Inc.352$207K0.06%013F-HRTimeline
Family Investment Center, Inc.352$207K0.05%-8213F-HRTimeline
NDVR, Inc.352$207K0.2%013F-HRTimeline
Shira Ridge Wealth Management351$207K0.1%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.350$206K0.04%-113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC350$206K0.1%013F-HRTimeline
Brewster Financial Planning LLC350$206K0.16%013F-HRTimeline
Prosperitas Financial LLC349$205K0.1%new13F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …349$205K0.01%new13F-HRTimelineGroup
EPIQ Capital Group, LLC349$205K0.05%+213F-HRTimeline
Clarity Asset Management, Inc.348$205K0.13%+2913F-HRTimeline
Bernzott Capital Advisors347$204K0.1%new13F-HRTimeline
Legacy Capital Group California, Inc.346$204K0.06%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC345$203K0.35%13F-HRTimeline
Northstar Group, Inc.345$203K0.03%new13F-HRTimeline
Concentrum Wealth Management344$203K0.07%new13F-HRTimeline
Fulcrum Equity Management344$202K0.2%-2913F-HRTimeline
Baron Wealth Management LLC344$202K0.1%new13F-HRTimeline
Plotkin Financial Advisors, LLC343$202K0.12%new13F-HRTimeline
Riggs Asset Managment Co. Inc.341$202K0.05%013F-HRTimeline
Envision Financial Planning, LLC342$201K0.1%new13F-HRTimeline
Bridgewealth Advisory Group, LLC328$201K0.06%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC341$201K0.08%new13F-HRTimeline
Ferguson Shapiro LLC341$201K0.07%new13F-HRTimeline
MTM Investment Management, LLC340$200K0.08%+3213F-HRTimeline
Rise Advisors, LLC333$196K0.09%-2313F-HRTimeline
Financial Connections Group, Inc.331$194K0.09%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P320$188K<0.01%+21013F-HRTimelineGroup
Capital Investment Counsel, Inc315$185K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC314$185K0.08%+22413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.311$183K0.03%013F-HRTimeline
Semmax Financial Advisors Inc.295$181K0.05%-113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC302$178K0.09%+11713F-HRTimeline
Evergreen Private Wealth LLC301$177K0.08%013F-HRTimeline
Aberdeen Wealth Management LLC300$177K0.12%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC300$177K0.14%13F-HRTimeline
AllSquare Wealth Management LLC297$175K0.1%-413F-HRTimeline
Greenline Partners, LLC296$174K0.02%-16913F-HRTimeline
Balefire, LLC295$173K0.06%+1213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…292$172K0.06%+913F-HRTimelineGroup
Morse Asset Management, Inc286$168K0.04%+24613F-HRTimeline
Stuart Chaussee & Associates, Inc.282$166K0.04%013F-HRTimeline
Darwin Wealth Management, LLC277$163K0.05%-3,56013F-HR/ATimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…277$163K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC275$162K0.11%13F-HRTimeline
Perkins Coie Trust Co273$161K0.04%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…262$154K<0.01%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA257$151K0.1%013F-HRTimeline
WOLFF WIESE MAGANA LLC252$148K0.1%013F-HRTimeline
Menard Financial Group LLC251$148K0.09%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC256$148K0.09%13F-HRTimeline
Mill Capital Management, LLC250$147K0.01%013F-HRTimeline
Kentucky Trust Co250$147K0.09%13F-HRTimeline
Weaver Capital Management LLC241$142K0.04%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC241$142K0.1%13F-HRTimeline
Blume Capital Management, Inc.239$141K0.03%-10713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.227$134K0.09%-51113F-HRTimeline
ALBION FINANCIAL GROUP /UT226$133K0.01%+2913F-HRTimeline
Parallax Volatility Advisers, L.P.222$131K<0.01%new13F-HRTimeline
Rice Partnership, LLC216$127K0.02%+3213F-HRTimeline
Financial Freedom, LLC215$127K0.07%+113F-HRTimeline
Legacy Investment Solutions, LLC206$124K0.08%+4313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…206$124K0.08%+4313F-HRTimelineGroup
Cetera Trust Company, N.A210$124K0.08%013F-HRTimeline
RE Dickinson Investment Advisors, LLC19,953$117K6.63%+26613F-HR/ATimeline
Costello Asset Management, INC199$117K0.08%013F-HRTimeline
Bell Investment Advisors, Inc199$117K0.02%-1213F-HRTimeline
Park Square Financial Group, LLC196$115K0.08%13F-HRTimeline
Prudent Man Investment Management, Inc.191$112K0.06%13F-HRTimeline
Alexis Investment Partners, LLC186$109K0.05%13F-HRTimeline
North Ridge Wealth Advisors, Inc.180$106K0.07%new13F-HRTimeline
Rakuten Securities, Inc.177$104K0.04%+9213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…176$104K0.03%+513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC171$101K0.08%013F-HRTimeline
Graney & King, LLC167$98.3K0.07%13F-HRTimeline
Robinswood Financial LLC166$98.1K0.04%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.166$97.7K0.09%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.159$96.6K0.06%013F-HRTimeline
Topsail Wealth Management, LLC164$96.5K0.02%13F-HRTimeline
Accredited Wealth Management, LLC163$96K0.08%13F-HRTimeline
Evelyn Partners Investment Management (…163$96K0.03%13F-HRTimeline
Ransom Advisory, Ltd160$94.2K0.04%013F-HRTimeline
Kopp Family Office, LLC159$94K0.06%-3813F-HRTimeline
GKV Capital Management Co., Inc.157$92.4K0.04%13F-HRTimeline
Perritt Capital Management Inc147$86.9K0.05%013F-HRTimeline
Aviso Financial Inc.140$82.4K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC139$81.9K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC134$78.9K0.02%-1913F-HRTimeline
Christopher J. Hasenberg, Inc127$74.8K0.03%+2613F-HRTimeline
WFA Asset Management Corp126$74.4K0.04%-313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC126$74.2K0.03%+2113F-HRTimeline
Missouri Trust & Investment Co125$73.6K0.03%new13F-HRTimeline
Insight Inv LLC123$72.4K0.05%new13F-HRTimeline
ADIRONDACK TRUST CO121$71.2K0.03%013F-HRTimeline
Peoples Bank/KS121$71.2K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC116$66.7K0.01%new13F-HRTimelineGroup
Legacies Wealth LLC113$66.5K0.05%new13F-HRTimeline
PrairieView Partners, LLC113$66K0.01%013F-HRTimeline
GODSEY & GIBB, INC110$64.8K0.01%013F-HRTimeline
Atala Financial Inc110$64.8K0.05%13F-HRTimeline
Hartford Financial Management Inc.107$63K0.01%013F-HRTimeline
PROFFITT & GOODSON INC103$60.6K0.01%013F-HRTimeline
Knuff & Co LLC100$58.9K0.02%013F-HRTimeline
Parkworth Wealth Management, Inc.100$58.9K0.05%13F-HRTimeline
Evolution Advisers, Inc.100$58K0.03%-1413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.96$56.5K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…95$55.9K0.03%13F-HRTimeline
Anderson Financial Strategies, LLC95$55.9K0.03%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.94$55.3K0.02%013F-HRTimeline
HORIZON BANCORP INC /IN/94$55K0.03%013F-HRTimeline
Your Advocates Ltd., LLP91$53.6K0.02%+1013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC91$53.6K0.05%-5413F-HRTimeline
WINNACLE WEALTH LLC91$53.3K0.05%13F-HRTimeline
Fairfield Financial Advisors, LTD87$51.2K0.02%-3013F-HRTimeline
Compass Financial Services Inc82$48.3K0.03%13F-HRTimeline
BIRCHBROOK, INC.82$48.3K0.03%+2413F-HRTimeline
Putney Financial Group LLC80$47.1K0.04%13F-HRTimeline
LRI Investments, LLC78$45.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC77$45.3K0.02%013F-HRTimeline
Brooklyn Investment Group73$43K0.01%013F-HRTimeline
Kennebec Savings Bank69$40.3K0.04%013F-HRTimeline
Tower View Wealth Management LLC68$40.2K0.02%+2513F-HRTimeline
Navigoe, LLC66$38K0.04%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC63$37.4K0.02%013F-HRTimeline
SITTNER & NELSON, LLC63$37.1K0.02%013F-HRTimeline
Advantage Trust Co61$35.9K0.02%new13F-HRTimeline
Eukles Asset Management59$34.7K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA56$33K0.08%13F-HRTimeline
Ulland Investment Advisors, LLC55$32K0.02%new13F-HRTimeline
Sellwood Investment Partners LLC54$31.8K0.02%13F-HRTimeline
Modus Advisors, LLC54$31.8K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC53$31.2K<0.01%new13F-HR/ATimeline
Pflug Koory, LLC53$31.2K0.02%013F-HRTimeline
CAPITAL & PLANNING, LLC53$31.2K0.02%13F-HRTimeline
Marquette Asset Management, LLC52$30.6K<0.01%-7313F-HRTimeline
SYM FINANCIAL Corp51$30K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp51$30K0.03%13F-HRTimeline
Windsor Advisory Group, LLC50$29.4K0.03%+2513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.43$25.3K0.02%013F-HRTimeline
Birch Capital Management, LLC40$23.5K0.01%013F-HRTimeline
Citizens National Bank Trust Department40$23.5K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.37$21.8K0.02%13F-HRTimeline
Decker Retirement Planning Inc.36$21.2K0.01%13F-HRTimeline
GS Investments, Inc.33$19.6K0.01%013F-HRTimeline
Fairscale Capital, LLC33$19.4K0.02%new13F-HRTimeline
Sawyer & Company, Inc32$19K0.01%013F-HRTimeline
Covestor Ltd31$19K0.01%-4913F-HRTimeline
CURIO WEALTH, LLC28$16.5K0.01%13F-HRTimeline
10Elms LLP26$15.3K0.02%13F-HRTimeline
AFFINITY WEALTH LLC25$14.7K0.01%13F-HRTimeline
WealthCollab, LLC24$14.1K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…24$14.1K<0.01%+113F-HRTimeline
DB Fitzpatrick & Co, Inc24$14.1K0.01%-1313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC22$13K0.01%13F-HRTimeline
Longview Financial Advisors LLC22$13K0.01%13F-HRTimeline
Asset Planning,Inc22$12.7K0.01%13F-HRTimeline
NVWM, LLC19$11.2K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.16$9.42K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.14$8.34K0.76%-16,62713F-HRTimeline
Western Pacific Wealth Management, LP13$7.83K0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC13$7.65K0.18%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC12$7.06K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11$6.48K<0.01%013F-HRTimeline
West Oak Capital, LLC1,081$6.36K0.23%013F-HR/ATimeline
Winch Advisory Services, LLC8$4.73K<0.01%+713F-HRTimeline
Pathway Financial Advisers, LLC7$3.59K<0.01%+413F-HRTimeline
Runnymede Capital Advisors, Inc.4$2.35K<0.01%13F-HRTimeline
Peterson Wealth Services3$1.77K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.2$1.18K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC2$1.18K<0.01%new13F-HRTimeline
Ball & Co Wealth Management Inc.3$1K<0.01%13F-HRTimeline
DEERE & CO0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD454,358$267K+425,72813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Members Trust Co1,677$987M-26913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC695$409Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.