IVV ISHARES TR

SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers: 3,547
13F filers: 3,576
New: 107
Added: 1,520
Reduced: 1,452
Sold out: 116
Shares held by filers: 819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Westend Capital Management, LLC	357	$201K	0.08%	-251	13F-HR Timeline
Capital A Wealth Management, LLC	357	$201K	0.21%	-119	13F-HR Timeline
Mills Wealth Advisors LLC	357	$201K	0.11%	new	13F-HR Timeline
Riggs Asset Managment Co. Inc.	356	$200K	0.06%	+15	13F-HR Timeline
New Capital Management LP	356	$200K	0.06%	0	13F-HR Timeline
Ironvine Capital Partners, LLC	356	$200K	0.02%	new	13F-HR Timeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	355	$199K	<0.01%	+35	13F-HR Timeline Group
Clarity Asset Management, Inc.	349	$196K	0.13%	+1	13F-HR Timeline
Financial Connections Group, Inc.	415	$187K	0.08%	+84	13F-HR Timeline
Capital Investment Counsel, Inc	315	$177K	0.03%	0	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	313	$176K	<0.01%	+51	13F-HR Timeline Group
Lowe Wealth Advisors, LLC	309	$174K	0.07%	-5	13F-HR Timeline
GKV Capital Management Co., Inc.	304	$171K	0.08%	+147	13F-HR/A Timeline
BELLEVUE ASSET MANAGEMENT, LLC	302	$170K	0.09%	0	13F-HR Timeline
Evergreen Private Wealth LLC	301	$169K	0.08%	0	13F-HR Timeline
Semmax Financial Advisors Inc.	295	$167K	0.05%	0	13F-HR Timeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD	297	$167K	<0.01%	-454,061	13F-HR/A Timeline Group
AllSquare Wealth Management LLC	297	$167K	0.1%	0	13F-HR Timeline
Greenline Partners, LLC	16,113	$166K	0.03%	+15,817	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	292	$164K	0.06%	0	13F-HR Timeline Group
Darwin Wealth Management, LLC	277	$163K	0.05%	0	13F-HR Timeline
Millstone Evans Group, LLC	289	$162K	0.11%	+14	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	282	$159K	0.04%	0	13F-HR Timeline
Perkins Coie Trust Co	273	$153K	0.03%	0	13F-HR Timeline
Morse Asset Management, Inc	270	$152K	0.04%	-16	13F-HR Timeline
Cedar Mountain Advisors, LLC	266	$149K	0.03%	-152	13F-HR Timeline
LFA - Lugano Financial Advisors SA	257	$144K	0.1%	0	13F-HR Timeline
MARSHALL INVESTMENT MANAGEMENT, LLC	256	$144K	0.09%	0	13F-HR Timeline
Arjuna Capital	254	$143K	0.04%	new	13F-HR Timeline
WOLFF WIESE MAGANA LLC	252	$142K	0.1%	0	13F-HR Timeline
Mill Capital Management, LLC	250	$140K	0.01%	0	13F-HR Timeline
Kentucky Trust Co	250	$140K	0.08%	0	13F-HR Timeline
Weaver Capital Management LLC	241	$136K	0.04%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	241	$135K	0.1%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	237	$134K	0.08%	new	13F-HR Timeline
Christopher J. Hasenberg, Inc	234	$132K	0.05%	+107	13F-HR Timeline
Mattson Financial Services, LLC	220	$124K	0.04%	new	13F-HR Timeline
Financial Freedom, LLC	215	$121K	0.07%	0	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	215	$121K	0.06%	+38	13F-HR Timeline Group
Blume Capital Management, Inc.	214	$120K	0.03%	-25	13F-HR Timeline
Kozak & Associates, Inc.	222	$120K	0.03%	-128	13F-HR Timeline
Friedenthal Financial	212	$119K	0.07%	-1,058	13F-HR Timeline
Cetera Trust Company, N.A	210	$118K	0.08%	0	13F-HR Timeline
IMA Advisory Services, Inc.	209	$118K	0.01%	new	13F-HR Timeline
Murphy & Mullick Capital Management Corp	209	$117K	0.11%	+158	13F-HR Timeline
Prudent Man Investment Management, Inc.	191	$112K	0.06%	0	13F-HR Timeline
Costello Asset Management, INC	199	$112K	0.05%	0	13F-HR Timeline
Insight Inv LLC	196	$110K	0.08%	+73	13F-HR Timeline
North Capital, Inc.	196	$110K	0.1%		13F-HR Timeline
Bell Investment Advisors, Inc	188	$106K	0.02%	-11	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	180	$101K	0.07%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	176	$99.1K	0.04%	0	13F-HR Timeline
Topsail Wealth Management, LLC	174	$97.8K	0.02%	+10	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	171	$96.1K	0.07%	0	13F-HR Timeline
Global Trust Asset Management, LLC	170	$95.3K	0.06%	-216	13F-HR Timeline
Robinswood Financial LLC	169	$95K	0.04%	+3	13F-HR Timeline
Game Plan Financial Advisors, LLC	166	$93.3K	0.05%	+27	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	166	$93.3K	0.09%	0	13F-HR Timeline
Kopp Family Office, LLC	159	$89.3K	0.06%	0	13F-HR Timeline
Private Wealth Management Group, LLC	154	$86.5K	0.03%	+77	13F-HR Timeline
Accredited Wealth Management, LLC	153	$86K	0.07%	-10	13F-HR Timeline
Perritt Capital Management Inc	148	$83.2K	0.05%	+1	13F-HR Timeline
PROFFITT & GOODSON INC	143	$80.4K	0.01%	+40	13F-HR Timeline
Evelyn Partners Investment Management (…	143	$80.4K	0.03%	-20	13F-HR/A Timeline
Aviso Financial Inc.	140	$78.7K	<0.01%	0	13F-HR Timeline
IMG Wealth Management, Inc.	139	$78.1K	0.07%	new	13F-HR Timeline
Wealth Preservation Advisors, LLC	135	$75.9K	0.05%		13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	125	$70.2K	0.02%	-9	13F-HR Timeline
ADIRONDACK TRUST CO	121	$68K	0.03%	0	13F-HR Timeline
Peoples Bank/KS	121	$68K	0.05%	0	13F-HR Timeline
Legacies Wealth LLC	113	$63.5K	0.05%	0	13F-HR Timeline
PrairieView Partners, LLC	113	$63K	0.01%	0	13F-HR Timeline
GODSEY & GIBB, INC	110	$61.8K	0.01%	0	13F-HR Timeline
Atala Financial Inc	110	$61.8K	0.05%	0	13F-HR Timeline
Hartford Financial Management Inc.	107	$60.1K	0.01%	0	13F-HR Timeline
Inlight Wealth Management, LLC	106	$59.6K	0.04%	new	13F-HR Timeline
Nalls Sherbakoff Group, LLC	102	$57.1K	0.05%		13F-HR Timeline
Missouri Trust & Investment Co	100	$56.2K	0.02%	-25	13F-HR Timeline
Parkworth Wealth Management, Inc.	100	$56.2K	0.04%	0	13F-HR Timeline
Evolution Advisers, Inc.	100	$56K	0.03%	0	13F-HR Timeline
Spurstone Advisory Services, LLC	97	$54.5K	1.06%	new	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	96	$53.9K	0.01%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	95	$53.4K	0.04%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	95	$53.4K	0.02%	-31	13F-HR Timeline
HORIZON BANCORP INC /IN/	94	$53K	0.03%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	94	$52.8K	0.02%	0	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	94	$52K	0.02%	new	13F-HR Timeline
Cheviot Value Management, LLC	91	$51.5K	0.01%	new	13F-HR Timeline
Your Advocates Ltd., LLP	91	$51.1K	0.02%	0	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	91	$51.1K	0.05%	0	13F-HR Timeline
WINNACLE WEALTH LLC	91	$50.9K	0.05%	0	13F-HR Timeline
Anderson Financial Strategies, LLC	86	$48.3K	0.03%	-9	13F-HR Timeline
BIRCHBROOK, INC.	82	$46.1K	0.03%	0	13F-HR Timeline
Compass Financial Services Inc	82	$46.1K	0.02%	0	13F-HR Timeline
EQ WEALTH ADVISORS, LLC	81	$45.5K	0.04%	-312	13F-HR Timeline
Putney Financial Group LLC	80	$45K	0.05%	0	13F-HR Timeline
Marquette Asset Management, LLC	79	$44.4K	0.01%	+27	13F-HR Timeline
LRI Investments, LLC	78	$43.9K	<0.01%	0	13F-HR Timeline
Kennebec Savings Bank	69	$38.8K	0.04%	0	13F-HR Timeline
Tower View Wealth Management LLC	69	$38.5K	0.02%	+1	13F-HR Timeline
Dynamic Wealth Strategies, LLC	67	$37.6K	0.03%	new	13F-HR Timeline
Eukles Asset Management	59	$33.2K	0.01%	0	13F-HR Timeline
SITTNER & NELSON, LLC	57	$32K	0.01%	-6	13F-HR Timeline
INVESTMENT COUNSEL CO OF NEVADA	56	$31.5K	0.07%	0	13F-HR Timeline
Lord & Richards Wealth Management, LLC	56	$31.5K	0.04%	new	13F-HR Timeline
Ulland Investment Advisors, LLC	55	$31K	0.03%	0	13F-HR Timeline
Flaharty Asset Management, LLC	50	$27.8K	<0.01%	new	13F-HR Timeline
Pflug Koory, LLC	48	$27K	0.02%	-5	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	43	$24.2K	0.02%	0	13F-HR Timeline
Covestor Ltd	41	$23K	0.02%	+10	13F-HR Timeline
Citizens National Bank Trust Department	40	$22.5K	<0.01%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	37	$20.8K	0.01%	0	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	37	$20.5K	0.01%	-26	13F-HR Timeline
WFA Asset Management Corp	38	$19.9K	0.01%	-88	13F-HR Timeline
Sawyer & Company, Inc	32	$18K	0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	30	$16.9K	<0.01%	-10,583	13F-HR Timeline
CURIO WEALTH, LLC	1	$16.5K	0.12%	-27	13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	28	$15.7K	<0.01%	+4	13F-HR Timeline
10Elms LLP	26	$14.6K	0.01%	0	13F-HR Timeline
Bullock Wealth Management Group	25	$14.1K	0.01%	new	13F-HR Timeline
AFFINITY WEALTH LLC	25	$14K	0.01%	0	13F-HR Timeline
GS Investments, Inc.	24	$13.5K	0.01%	-9	13F-HR Timeline
DB Fitzpatrick & Co, Inc	24	$13.5K	0.01%	0	13F-HR Timeline
WealthCollab, LLC	24	$13.5K	0.01%	0	13F-HR Timeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	22	$12.4K	0.01%	0	13F-HR Timeline
Longview Financial Advisors LLC	22	$12.4K	0.01%	0	13F-HR Timeline
Asset Planning,Inc	22	$12.2K	0.01%	0	13F-HR Timeline
Sellwood Investment Partners LLC	21	$11.8K	0.01%	-33	13F-HR Timeline
Rice Partnership, LLC	20	$11.2K	<0.01%	-196	13F-HR Timeline
NVWM, LLC	19	$10.7K	<0.01%	0	13F-HR Timeline
Ravenstone Capital Management Inc.	18	$10.1K	0.01%	new	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	17	$9.55K	<0.01%	+5	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	16	$8.99K	<0.01%	0	13F-HR Timeline
Western Pacific Wealth Management, LP	13	$7.49K	0.01%	0	13F-HR Timeline
Winch Advisory Services, LLC	11	$6.18K	<0.01%	+3	13F-HR Timeline
MARYLAND CAPITAL ADVISORS INC.	11	$6.18K	<0.01%	0	13F-HR Timeline
West Oak Capital, LLC	1,081	$6.07K	0.23%	0	13F-HR Timeline
VISION FINANCIAL MARKETS LLC	10	$5.64K	0.01%	new	13F-HR Timeline
Goodman Advisory Group, LLC	7	$3.93K	<0.01%	new	13F-HR/A Timeline
POM Investment Strategies, LLC	4	$2.25K	<0.01%	new	13F-HR Timeline
Runnymede Capital Advisors, Inc.	4	$2.25K	<0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	2	$1.12K	<0.01%	0	13F-HR Timeline
Ball & Co Wealth Management Inc.	3	$1K	<0.01%	0	13F-HR Timeline
Parallax Volatility Advisers, L.P.	1	$562	<0.01%	-221	13F-HR Timeline
DEERE & CO	0	$0		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-69,397	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…	24,775,295	$44.1M		+24,729,312	13F-HR Timeline GroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.