IVV ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Core Alternative Capital	400	$268K	0.08%	-324	13F-HR Timeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC	400	$268K	0.13%	0	13F-HR Timeline
Provident Wealth Management, LLC	399	$267K	0.08%	-5	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	399	$267K	0.03%	0	13F-HR Timeline Group
Graney & King, LLC	397	$266K	0.18%	-9	13F-HR Timeline
RFG Holdings, Inc.	396	$265K	0.07%	+1	13F-HR Timeline
Riverview Capital Advisers, LLC	396	$265K	0.08%	0	13F-HR Timeline
Echo45 Advisors LLC	395	$264K	0.15%	new	13F-HR Timeline
Clark Wealth Partners	385	$264K	0.16%	+88	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	393	$263K	0.12%	+41	13F-HR Timeline
Inlet Private Wealth, LLC	393	$263K	0.06%	new	13F-HR Timeline
Sterling Financial Group, Inc.	393	$263K	0.08%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	392	$263K	0.26%	-47	13F-HR Timeline
Stordahl Capital Management, Inc.	392	$262K	0.06%	0	13F-HR Timeline
Verisail Partners, LLC	389	$260K	0.11%	-69	13F-HR Timeline
Horizon Advisory Services, Inc.	388	$260K	0.13%	0	13F-HR Timeline
626 Financial, LLC	387	$259K	0.11%	0	13F-HR Timeline
Hidden Cove Wealth Management, LLC	387	$259K	0.17%	new	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	386	$258K	0.06%	-5	13F-HR Timeline
ADVISORS MANAGEMENT GROUP INC /ADV	386	$258K	0.05%	-32	13F-HR Timeline
IMG Wealth Management, Inc.	385	$258K	0.17%	+8	13F-HR Timeline
Merrion Investment Management Co, LLC	382	$256K	0.15%	0	13F-HR Timeline
Kellett Wealth Advisors, LLC	380	$254K	0.15%	+50	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	379	$254K	0.16%	0	13F-HR Timeline
Claris Financial LLC	378	$253K	0.14%	new	13F-HR Timeline
Braun-Bostich & Associates Inc.	378	$253K	0.16%	-19	13F-HR Timeline
Altrius Capital Management Inc	378	$253K	0.06%	-39	13F-HR Timeline
Darden Wealth Group Inc	377	$253K	0.13%	new	13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	377	$252K	0.02%	0	13F-HR Timeline Group
4WEALTH ADVISORS, INC.	377	$252K	0.23%	+1	13F-HR Timeline
Prosperitas Financial LLC	375	$251K	0.1%	-20	13F-HR Timeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…	375	$251K	<0.01%	-20	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	375	$251K	0.11%	0	13F-HR Timeline
First Fiduciary Investment Counsel, Inc.	371	$248K	0.05%	-47	13F-HR Timeline
AJ Advisors, LLC	369	$247K	0.1%	+1	13F-HR Timeline
Wallace Capital Management Inc.	368	$247K	0.03%	0	13F-HR Timeline
Dupree Financial Group, LLC	368	$246K	0.09%	+12	13F-HR Timeline
Rise Advisors, LLC	368	$246K	0.09%	-7	13F-HR Timeline
Abbot Financial Management, Inc.	368	$246K	0.11%	0	13F-HR Timeline
Ironvine Capital Partners, LLC	368	$246K	0.02%	+2	13F-HR Timeline
Farnam Financial LLC	368	$246K	0.19%	+1	13F-HR Timeline
Family Investment Center, Inc.	367	$246K	0.05%	-6	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	365	$244K	0.16%	0	13F-HR Timeline
Westend Capital Management, LLC	363	$243K	0.07%	0	13F-HR Timeline
Ridgeline Wealth, LLC	363	$243K	0.18%	-3	13F-HR Timeline
Luminvest Wealth Management LLC	362	$243K	0.08%	new	13F-HR Timeline
OPINICUS CAPITAL, INC.	362	$242K	0.17%	-1	13F-HR Timeline
LaFleur & Godfrey LLC	362	$242K	0.03%	-1	13F-HR Timeline
Carmel Capital Partners, LLC	360	$241K	0.1%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	359	$241K	0.12%	0	13F-HR Timeline
Plotkin Financial Advisors, LLC	359	$240K	0.12%	0	13F-HR Timeline
Professional Financial Advisors, LLC	358	$240K	0.05%	0	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	357	$239K	0.11%	new	13F-HR Timeline
United Wealth Management, LLC	356	$239K	0.06%	+33	13F-HR Timeline
Summa Corp.	355	$238K	0.1%	-200	13F-HR Timeline
FIDELITY D & D BANCORP INC	354	$237K	0.13%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	352	$236K	0.06%	0	13F-HR Timeline
NDVR, Inc.	352	$236K	0.2%	0	13F-HR Timeline
BLUE SQUARE ASSET MANAGEMENT, LLC	350	$234K	0.1%	0	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	349	$234K	<0.01%	0	13F-HR/A Timeline Group
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	348	$233K	0.22%	-65	13F-HR Timeline
CWC Advisors, LLC.	347	$232K	0.11%	+8	13F-HR Timeline
Concentrum Wealth Management	347	$232K	0.07%	+2	13F-HR Timeline
Legacy Capital Group California, Inc.	346	$232K	0.06%	0	13F-HR Timeline
Baron Wealth Management LLC	346	$232K	0.08%	0	13F-HR Timeline
Northstar Group, Inc.	345	$231K	0.03%	0	13F-HR Timeline
COLUMBIA ADVISORY PARTNERS LLC	344	$230K	0.16%	+8	13F-HR Timeline
Future Fund LLC	344	$230K	0.08%	0	13F-HR Timeline
Vienna Asset Management LLC	342	$229K	0.14%	+1	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	341	$228K	0.07%	0	13F-HR Timeline
Hamilton Wealth, LLC	341	$228K	0.05%	-328	13F-HR Timeline
United Asset Strategies, Inc.	341	$228K	0.02%	-51	13F-HR Timeline
Brown Financial Advisors	340	$228K	0.08%	new	13F-HR Timeline
Spectrum Planning & Advisory Services I…	339	$227K	0.13%	+12	13F-HR Timeline
Byrne Asset Management LLC	338	$226K	0.14%	-34	13F-HR Timeline
Tiller Private Wealth, Inc.	336	$225K	0.08%	new	13F-HR Timeline
Tevis Investment Management	336	$225K	0.14%	-49	13F-HR Timeline
Strategic Advocates LLC	336	$225K	0.06%	new	13F-HR Timeline
Vannoy Advisory Group, Inc.	336	$225K	0.15%	0	13F-HR Timeline
Friedenthal Financial	335	$224K	0.12%	+108	13F-HR Timeline
Nicholson Wealth Management Group, LLC	335	$224K	0.13%	0	13F-HR Timeline
Quantum Financial Planning Services, In…	335	$224K	0.09%	-63	13F-HR Timeline
Ferguson Shapiro LLC	334	$224K	0.07%	0	13F-HR Timeline
Gordian Advisors LLC	333	$223K	0.15%	+1	13F-HR Timeline
Wynn Capital, LLC	331	$222K	0.11%	0	13F-HR Timeline
McGrath & Associates, Inc.	330	$221K	0.33%	0	13F-HR Timeline
Financial Connections Group, Inc.	331	$221K	0.09%	0	13F-HR Timeline
DMC Group, LLC	330	$221K	0.15%	-12	13F-HR Timeline
Cooper Capital Advisors LLC	329	$220K	0.14%	0	13F-HR Timeline
McGowan Group Asset Management, Inc.	329	$220K	0.03%	0	13F-HR Timeline
JACOBS & CO/CA	329	$220K	0.02%	0	13F-HR Timeline
Blue Chip Partners, LLC	328	$220K	0.02%	-38	13F-HR Timeline
Gunderson Capital Management LLC	328	$220K	0.08%	new	13F-HR Timeline
Bridgewealth Advisory Group, LLC	328	$220K	0.05%	0	13F-HR Timeline
Nautilus Advisors LLC	327	$219K	0.15%	new	13F-HR Timeline
Towerpoint Wealth, LLC	327	$219K	0.09%	-1	13F-HR Timeline
Riggs Asset Managment Co. Inc.	326	$218K	0.05%	-15	13F-HR Timeline
Nova Wealth Management, Inc.	326	$218K	0.15%	-96	13F-HR Timeline
YOUSIF CAPITAL MANAGEMENT, LLC	325	$218K	<0.01%	0	13F-HR Timeline
APS Management Group, Inc.	324	$217K	0.19%		13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	324	$217K	0.05%	new	13F-HR Timeline
Paragon Private Wealth Management, LLC	323	$216K	0.07%	0	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	322	$216K	0.03%	new	13F-HR Timeline
Murphy & Mullick Capital Management Corp	321	$215K	0.16%	0	13F-HR Timeline
Schiavi & Co LLC	320	$214K	0.07%	-285	13F-HR Timeline
MayTech Global Investments, LLC	319	$214K	0.02%	new	13F-HR Timeline
TKG Advisors, LLC	318	$213K	0.09%	new	13F-HR Timeline
Kingsman Wealth Management, Inc.	318	$213K	0.12%	new	13F-HR Timeline
Altura Wealth Advisors Inc.	317	$212K	0.1%	-311	13F-HR Timeline
Burt Wealth Advisors	315	$211K	0.05%	new	13F-HR Timeline
Base Wealth Management LLC	314	$210K	0.12%	new	13F-HR Timeline
Court Place Advisors, LLC	314	$210K	0.06%	new	13F-HR Timeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC	313	$210K	0.06%	new	13F-HR Timeline
Valpey Financial Services, LLC	313	$209K	0.14%	new	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	313	$209K	<0.01%	0	13F-HR Timeline Group
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	312	$209K	0.13%	new	13F-HR Timeline Group
Wolff Financial Management LLC	312	$209K	0.05%	new	13F-HR Timeline
Stephens Consulting, LLC	310	$207K	0.07%	-1,295	13F-HR Timeline
Masso Torrence Wealth Management Inc.	309	$207K	0.09%	new	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	308	$206K	0.04%	new	13F-HR Timeline
QUARRY HILL ADVISORS, LLC	308	$206K	0.11%	new	13F-HR Timeline
CAPSTONE CAPITAL LLC	307	$205K	0.14%	new	13F-HR Timeline
Bravias Capital Group, LLC	306	$205K	0.14%	-158	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	305	$204K	0.01%	+290	13F-HR Timeline
MontVue Capital Management, Inc.	304	$203K	0.14%	new	13F-HR Timeline
ARK & TLK INVESTMENTS, LLC	304	$203K	0.06%	new	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	304	$203K	0.06%	new	13F-HR Timeline
Prism Advisors, Inc.	302	$202K	0.05%	new	13F-HR Timeline
Hartford Funds Management Co LLC	302	$202K	0.02%	-184	13F-HR Timeline
Paradigm Capital Management, LLC/NV	301	$202K	0.2%	-44	13F-HR Timeline
Blackston Financial Advisory Group, LLC	301	$201K	0.12%	new	13F-HR/A Timeline
rebel Financial LLC	0	$201K	0.09%	-325	13F-HR TimelineAmount filed as zero, left out of ratios.
Evergreen Private Wealth LLC	301	$201K	0.08%	0	13F-HR Timeline
Aberdeen Wealth Management LLC	300	$201K	0.13%	0	13F-HR Timeline
Powell Investment Advisors, LLC	298	$199K	0.07%	-61	13F-HR Timeline
AllSquare Wealth Management LLC	297	$199K	0.1%	0	13F-HR Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…	292	$195K	0.06%	0	13F-HR Timeline Group
Clarity Asset Management, Inc.	287	$192K	0.11%	-195	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	285	$191K	0.09%	-5	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	282	$189K	0.04%	0	13F-HR Timeline
Millstone Evans Group, LLC	274	$183K	0.12%	-15	13F-HR Timeline
Perkins Coie Trust Co	273	$183K	0.03%	0	13F-HR Timeline
Kentucky Trust Co	270	$181K	0.1%	0	13F-HR Timeline
Cedar Mountain Advisors, LLC	267	$179K	0.03%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	257	$172K	0.09%	0	13F-HR Timeline
Covestor Ltd	253	$170K	0.09%	+36	13F-HR Timeline
WOLFF WIESE MAGANA LLC	251	$168K	0.1%	-1	13F-HR Timeline
Mill Capital Management, LLC	250	$167K	0.01%	0	13F-HR Timeline
Weaver Capital Management LLC	243	$163K	0.04%	+1	13F-HR Timeline
Morse Asset Management, Inc	240	$161K	0.03%	-28	13F-HR Timeline
Smallwood Wealth Investment Management,…	238	$160K	0.08%	-5	13F-HR Timeline
Arjuna Capital	238	$159K	0.04%	-16	13F-HR Timeline
Belvedere Trading LLC	237	$159K	0.01%	-105	13F-HR Timeline
ROSS\JOHNSON & Associates LLC	233	$156K	2.94%	+16	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	227	$152K	0.03%	0	13F-HR Timeline
Financial Freedom, LLC	221	$148K	0.07%	+5	13F-HR Timeline
Compass Financial Services Inc	220	$147K	0.07%	+55	13F-HR Timeline
Cetera Trust Company, N.A	210	$141K	0.08%	0	13F-HR Timeline
IMA Advisory Services, Inc.	209	$141K	0.01%	0	13F-HR Timeline
Costello Asset Management, INC	199	$133K	0.04%	0	13F-HR Timeline
Insight Inv LLC	196	$131K	0.08%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	191	$128K	0.08%	+16	13F-HR Timeline
Your Advocates Ltd., LLP	572	$121K	0.04%	+434	13F-HR Timeline
Global Trust Asset Management, LLC	180	$120K	0.05%	+10	13F-HR Timeline
Quaker Wealth Management, LLC	177	$118K	0.04%	0	13F-HR Timeline
North Capital, Inc.	177	$118K	0.09%	+1	13F-HR Timeline
Topsail Wealth Management, LLC	174	$116K	0.02%	0	13F-HR Timeline
GODSEY & GIBB, INC	173	$116K	0.01%	+51	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	171	$114K	0.08%	-127	13F-HR Timeline
HEARTLAND ADVISORS INC	169	$113K	0.01%	new	13F-HR Timeline
Prudent Man Investment Management, Inc.	191	$112K	0.06%	0	13F-HR Timeline
Robinswood Financial LLC	167	$112K	0.04%	-17	13F-HR Timeline
Game Plan Financial Advisors, LLC	166	$111K	0.05%	0	13F-HR Timeline
Alexis Investment Partners, LLC	166	$111K	0.04%	new	13F-HR Timeline
Kopp Family Office, LLC	159	$106K	0.07%	0	13F-HR Timeline
Park Square Financial Group, LLC	157	$105K	0.45%	-35	13F-HR Timeline
Private Wealth Management Group, LLC	154	$103K	0.03%	0	13F-HR Timeline
Rice Partnership, LLC	146	$97.7K	0.01%	+34	13F-HR Timeline
Evelyn Partners Investment Management (…	143	$95.7K	0.03%	0	13F-HR Timeline
Legal & General Group Plcin group Legal & General Group Plc	140	$93.7K	<0.01%	-1,060	13F-HR Timeline Group
Aviso Financial Inc.	140	$93.7K	<0.01%	0	13F-HR Timeline
Accredited Wealth Management, LLC	10,215	$92.4K	0.07%	+10,077	13F-HR Timeline
Wealth Preservation Advisors, LLC	135	$90.4K	0.05%	0	13F-HR Timeline
Missouri Trust & Investment Co	133	$89K	0.03%	0	13F-HR Timeline
STRATEGIC INVESTMENT MANAGEMENT, LLC	132	$88.3K	0.05%	0	13F-HR Timeline
ADIRONDACK TRUST CO	131	$87.7K	0.03%	0	13F-HR Timeline
Creative Capital Management Investments…	129	$86.3K	0.03%	0	13F-HR Timeline
PROFFITT & GOODSON INC	125	$83.7K	0.01%	-10	13F-HR Timeline
CONQUIS FINANCIAL LLC	123	$82.3K	0.08%	new	13F-HR Timeline
Legacies Wealth LLC	113	$75.6K	0.05%	0	13F-HR Timeline
WFA Asset Management Corp	129	$74.6K	0.04%	-60	13F-HR Timeline
Hartford Financial Management Inc.	107	$71.8K	0.02%	0	13F-HR Timeline
Bullock Wealth Management Group	104	$70K	0.03%	-8	13F-HR Timeline
Ulland Investment Advisors, LLC	103	$69K	0.05%	+48	13F-HR Timeline
Texas Capital Bancshares Inc/TX	102	$68.3K	0.03%	new	13F-HR Timeline
Evolution Advisers, Inc.	100	$67K	0.03%	0	13F-HR Timeline
Blume Capital Management, Inc.	100	$66.9K	0.01%	-95	13F-HR Timeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…	99	$66.3K	0.04%	0	13F-HR Timeline
Perritt Capital Management Inc	99	$66.2K	0.03%	-49	13F-HR Timeline
Inlight Wealth Management, LLC	97	$64.9K	0.03%	0	13F-HR Timeline