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
INVENIO WEALTH PARTNERS LLC	614	$421K	0.16%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	611	$418K	0.1%	-343	13F-HR Timeline
Old North State Wealth Management, LLC	606	$417K	0.2%	+4	13F-HR Timeline
TrustWell Financial Advisors, LLC	608	$416K	0.4%		13F-HR Timeline
IPG Investment Advisors LLC	607	$416K	0.07%	0	13F-HR Timeline
Security Financial Services, INC.	607	$416K	0.07%	-19	13F-HR Timeline
McCollum Christoferson Group LLC	605	$414K	0.12%	0	13F-HR Timeline
Kearns & Associates LLC	604	$414K	0.21%	-1	13F-HR Timeline
Horizon Investment Services, LLC	603	$414K	0.15%	0	13F-HR Timeline
Royal Fund Management, LLC	601	$412K	0.04%	+17	13F-HR Timeline
Guardian Capital, LLC	601	$412K	0.37%		13F-HR Timeline
Mountain Capital Investment Advisors In…	594	$411K	0.07%	+114	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	600	$411K	0.12%	0	13F-HR Timeline
Community Bank of Raymore	600	$411K	0.28%	0	13F-HR Timeline
Neumann Capital Management, LLC	600	$411K	0.12%	0	13F-HR Timeline
Kozak & Associates, Inc.	589	$411K	0.08%	-95	13F-HR Timeline
Williams & Novak Wealth Management, LLC	599	$410K	0.31%	-2	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	599	$410K	0.3%	-14	13F-HR Timeline
Net Worth Advisory Group	598	$410K	0.08%	new	13F-HR Timeline
INTRUST BANK NA	598	$410K	0.03%	-1,900	13F-HR Timeline
DOCK STREET ASSET MANAGEMENT INC	598	$410K	0.04%	-23	13F-HR Timeline
Strait & Sound Wealth Management LLC	597	$409K	0.15%	-1	13F-HR Timeline
Fourth Dimension Wealth, LLC	595	$408K	0.15%	+2	13F-HR Timeline
Alhambra Investment Management LLC	595	$408K	0.19%	-27	13F-HR Timeline
Ergawealth Advisors, Inc.	592	$405K	0.19%	0	13F-HR Timeline
Hiley Hunt Wealth Management	592	$405K	0.18%	+2	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	592	$405K	0.15%	+2	13F-HR Timeline
Verde Capital Management	591	$405K	0.09%	+2	13F-HR Timeline
IMPACTfolio, LLC	591	$405K	0.17%	0	13F-HR Timeline
Carson Advisory Inc.	591	$405K	0.21%	-17	13F-HR Timeline
SEEDS INVESTOR LLC	589	$404K	0.08%	new	13F-HR Timeline
Stablepoint Partners, LLC	589	$403K	0.06%	-2	13F-HR Timeline
Uniting Wealth Partners, LLC	589	$403K	0.12%	0	13F-HR Timeline
Cambridge Financial Group, LLC	671	$403K	0.14%	0	13F-HR Timeline
STRATEGIC ADVISORY PARTNERS, LLC	588	$403K	0.33%		13F-HR Timeline
ABNER HERRMAN & BROCK LLC	587	$402K	0.04%	+35	13F-HR Timeline
Fischer Financial Services, Inc.	586	$401K	0.11%	0	13F-HR Timeline
BlackDiamond Wealth Management, LLC	575	$401K	0.2%	-4	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	584	$401K	0.25%	0	13F-HR Timeline
Brady Martz Wealth Solutions, LLC	583	$399K	0.07%	-152	13F-HR Timeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…	582	$399K	0.12%	-30	13F-HR Timeline
Capital Planning Advisors, LLC	582	$399K	0.05%	+40	13F-HR Timeline
Orcam Financial Group	582	$399K	0.3%	+7	13F-HR Timeline
Aventura Private Wealth, LLC	582	$399K	0.14%	0	13F-HR Timeline
Veridan Wealth LLC	581	$398K	0.13%	+16	13F-HR Timeline
Presper Financial Architects, LLC	580	$397K	0.22%	-8	13F-HR Timeline
Clear Trail Advisors, LLC	580	$397K	0.09%		13F-HR Timeline
Pioneer Family Office, LLC	579	$397K	0.27%		13F-HR Timeline
Shum Financial Group, Inc.	579	$396K	0.29%	0	13F-HR Timeline
Rolek Wealth Management LLC	578	$396K	0.27%	0	13F-HR Timeline
MilWealth Group LLC	578	$396K	0.09%	0	13F-HR Timeline
Rayburn West Financial Services LLC	576	$395K	0.25%		13F-HR Timeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…	575	$394K	0.31%		13F-HR Timeline
Matthew Goff Investment Advisor, LLC	575	$394K	0.07%	-18	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	575	$394K	0.27%	-3	13F-HR Timeline
Wiser Advisor Group LLC	575	$394K	0.45%	-2	13F-HR Timeline
LRI Investments, LLC	572	$392K	0.03%	-4	13F-HR Timeline
CHANNEL WEALTH LLC	571	$391K	0.1%	+49	13F-HR Timeline
Split Rock Private Trading & Wealth Man…	571	$391K	0.31%		13F-HR Timeline
DEFINE FINANCIAL, LLC	570	$390K	0.22%	+51	13F-HR Timeline
RESTON WEALTH MANAGEMENT LLC	568	$389K	0.12%	new	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	567	$388K	0.1%	0	13F-HR Timeline
Park Edge Advisors, LLC	567	$388K	0.09%	-9	13F-HR Timeline
Checchi Capital Advisers, LLC	566	$388K	0.03%	-72	13F-HR Timeline
Hillcrest Wealth Advisors - NY, LLC	566	$388K	0.17%	0	13F-HR Timeline
Morton Brown Family Wealth, LLC	566	$388K	0.11%	0	13F-HR Timeline
MOUNT VERNON ASSOCIATES INC /MD/	564	$386K	0.26%	+101	13F-HR Timeline
Astoria Portfolio Advisors LLC.	562	$385K	0.09%	-157	13F-HR Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …	562	$385K	<0.01%	-1,824	13F-HR Timeline Group
Kaizen Financial Strategies	561	$385K	0.17%	0	13F-HR Timeline
Attessa Capital LLC	559	$383K	0.21%	0	13F-HR Timeline
Xcelsior Advisor Partners LLC	559	$383K	0.19%		13F-HR Timeline
Aspire Growth Partners LLC	558	$382K	0.27%	+2	13F-HR Timeline
Bright Futures Wealth Management, LLC.	557	$382K	0.28%	+43	13F-HR Timeline
Rockingstone Advisors LLC	557	$382K	0.17%	new	13F-HR Timeline
Richmond Brothers, Inc.	556	$381K	0.24%	0	13F-HR Timeline
Seelaus Asset Management LLC	555	$380K	0.3%	-24	13F-HR Timeline
Maltin Wealth Management, Inc.	554	$380K	0.15%	-10	13F-HR Timeline
Leisure Capital Management	553	$379K	0.13%	-16	13F-HR Timeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP	550	$377K	0.09%	+38	13F-HR Timeline Group
WILKINS INVESTMENT COUNSEL INC	550	$377K	0.05%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	550	$377K	0.09%	+198	13F-HR Timeline
Mill Capital Management, LLC	550	$377K	0.03%	+300	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	544	$377K	0.15%	-21	13F-HR Timeline Group
Abacus Wealth Partners, LLC	546	$374K	0.04%	0	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	546	$374K	0.22%	+141	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	545	$373K	0.17%	+2	13F-HR Timeline
Texas Bank & Trust Co	545	$373K	0.14%	0	13F-HR Timeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC	545	$373K	0.17%	-7	13F-HR Timeline
Systematic Alpha Investments, LLC	544	$373K	0.01%	0	13F-HR Timeline
Duncan Williams Asset Management, LLC	540	$372K	0.09%	+1	13F-HR Timeline
New Millennium Group LLC	542	$372K	0.16%	-34	13F-HR Timeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…	543	$371K	0.08%		13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	541	$371K	0.14%	+53	13F-HR Timeline
KOM Wealth Management Group, LLC	540	$370K	0.26%	+20	13F-HR Timeline
AG Asset Advisory, LLC	540	$370K	0.32%	0	13F-HR Timeline
KEELER & NADLER FINANCIAL PLANNING & WE…	539	$369K	0.13%	+15	13F-HR Timeline
Matisse Capital	538	$368K	0.16%	0	13F-HR Timeline
Kellett Wealth Advisors, LLC	534	$366K	0.21%	+154	13F-HR Timeline
Xena Financial Planning, LLC	534	$366K	0.43%		13F-HR Timeline
Noble Family Wealth, LLC	533	$365K	0.08%	0	13F-HR Timeline
BUSH INVESTMENT GROUP, LLC	533	$365K	0.2%	new	13F-HR Timeline
Financial Plan, Inc.	533	$365K	0.04%		13F-HR Timeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC	532	$364K	0.1%	0	13F-HR Timeline Group
Seneschal Advisors, LLC	530	$363K	0.27%	0	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	529	$363K	0.07%	+221	13F-HR Timeline
Hobbs Group Advisors, LLC	528	$362K	0.11%	new	13F-HR Timeline
Motiv8 Investments LLC	528	$361K	0.2%	-1	13F-HR Timeline
American State Bank (Iowa)	526	$360K	0.17%	0	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	525	$360K	0.47%	+1	13F-HR Timeline
Blue Edge Capital, LLC	524	$359K	0.05%	+38	13F-HR Timeline
Hopwood Nicholas Hunter	524	$359K	0.12%		13F-HR Timeline
Gunderson Capital Management LLC	522	$358K	0.16%	+194	13F-HR Timeline
Mid-American Wealth Advisory Group, Inc.	521	$357K	0.15%	-102	13F-HR Timeline
Broadway Wealth Solutions, Inc.	518	$355K	0.19%	0	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	517	$354K	0.04%	-890	13F-HR Timeline Group
Verisail Partners, LLC	517	$354K	0.15%	+128	13F-HR Timeline
RHS Financial, LLC	516	$353K	0.17%	+1	13F-HR Timeline
Bell Investment Advisors, Inc	516	$353K	0.06%	-77	13F-HR Timeline
TriaGen Wealth Management LLC	515	$353K	0.09%	0	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	515	$353K	0.03%	new	13F-HR Timeline
Financial Alternatives, Inc	514	$352K	0.2%	0	13F-HR Timeline
Paul R. Ried Financial Group, LLC	514	$352K	0.17%	new	13F-HR Timeline
Brindle & Bay Financial Advisors, LLC	513	$352K	0.23%		13F-HR Timeline
Sloy Dahl & Holst, LLC	510	$349K	0.04%	+4	13F-HR Timeline
Stonehearth Capital Management, LLC	506	$346K	0.13%	0	13F-HR Timeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA	505	$346K	0.08%	-10	13F-HR Timeline
LETSON INVESTMENT MANAGEMENT, INC.	505	$346K	0.13%	-78	13F-HR Timeline
Drucker Wealth 3.0, LLC	505	$346K	0.06%	-76	13F-HR Timeline
Spectrum Asset Management, Inc. (NB/CA)	504	$345K	0.12%	+40	13F-HR Timeline
Kaufman Rossin Wealth, LLC	504	$345K	0.18%	0	13F-HR Timeline
Greenline Wealth Management LLC	504	$345K	0.36%		13F-HR Timeline
Anchor Investment Management, LLC	502	$344K	0.03%	-1	13F-HR Timeline
Prodigy Asset Management LLC	502	$344K	0.12%	0	13F-HR Timeline
SCHULHOFF & CO INC	502	$344K	0.14%	0	13F-HR Timeline
McDonough Capital Management, Inc	501	$344K	0.17%	-29	13F-HR Timeline
Oliver Luxxe Assets LLC	502	$344K	0.05%	new	13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	501	$343K	0.12%	+2	13F-HR Timeline
Harbour Trust & Investment Management Co	501	$343K	0.04%	0	13F-HR Timeline
ALLSTREET CAPITAL ADVISORS LLC	500	$343K	0.25%		13F-HR Timeline
Legacy Bridge, LLC	500	$342K	0.14%	0	13F-HR Timeline
Cooke Wealth Management, LLC	493	$342K	0.3%		13F-HR Timeline
Seros Financial, LLC	492	$337K	0.2%	0	13F-HR Timeline
Basepoint Wealth LLC	490	$336K	0.2%	+1	13F-HR Timeline
Walker Financial Services, Inc.	490	$336K	0.12%	-19	13F-HR Timeline
Compass Financial Group, INC/SD	490	$336K	0.05%	+23	13F-HR Timeline
Stanich Group LLC	490	$336K	0.25%	0	13F-HR Timeline
Wisconsin Wealth Advisors, LLC	489	$335K	0.33%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	487	$333K	0.09%	-54	13F-HR Timeline
Financial Enhancement Group LLC	483	$332K	0.04%	+10	13F-HR Timeline
ARGUS INVESTORS' COUNSEL, INC.	485	$332K	0.27%	-9	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	485	$332K	0.09%	0	13F-HR Timeline
IFG Advisors, LLC	485	$332K	0.06%	+1	13F-HR Timeline
ZEVIN ASSET MANAGEMENT LLC	482	$330K	0.04%	new	13F-HR Timeline
Allied Investment Advisors, LLC	482	$330K	0.05%	-20	13F-HR Timeline
VISTA INVESTMENT PARTNERS II, LLC	482	$330K	0.14%	new	13F-HR Timeline
Vermillion Wealth Management, Inc.	482	$330K	0.14%	+2	13F-HR Timeline
Xcel Wealth Management, LLC	480	$329K	0.08%	0	13F-HR Timeline
Rubicon Advisors, GP	480	$329K	0.3%		13F-HR Timeline
Liberty Atlantic Advisors LLC	478	$327K	0.32%		13F-HR Timeline
GreatBanc Trust CO	476	$326K	0.23%	0	13F-HR Timeline
Vickerman Investment Advisors, Inc.	475	$325K	0.07%	new	13F-HR Timeline
Cairn Investment Group, Inc.	475	$325K	0.15%	0	13F-HR Timeline
Slocum, Gordon & Co LLP	474	$325K	0.24%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	474	$325K	0.07%	+2	13F-HR Timeline
Ranch Capital Advisors Inc.	473	$324K	0.12%	-20	13F-HR Timeline
Clear Point Advisors Inc.	472	$323K	0.25%	+2	13F-HR Timeline
Strategic Wealth Investment Group, LLC	471	$323K	0.04%	-582	13F-HR Timeline
BRIAN LOW FINANCIAL GROUP, LLC	471	$323K	0.23%	-171	13F-HR Timeline
Meredith Wealth Planning	469	$321K	0.1%	0	13F-HR Timeline
HT Partners LLC	468	$321K	0.1%	0	13F-HR Timeline
PERRYMAN FINANCIAL ADVISORY INC /AD	468	$320K	0.05%		13F-HR Timeline
High Net Worth Advisory Group LLC	467	$320K	0.07%	-28	13F-HR Timeline
Tribridge Partners Financial LLC	466	$319K	0.13%	-14	13F-HR Timeline
Towne Trust Company, N.A	465	$318K	0.1%	+13	13F-HR Timeline
Intellectus Partners, LLC	463	$317K	0.06%	0	13F-HR Timeline
Rooted Wealth Advisors, Inc.	460	$317K	0.09%	-4	13F-HR Timeline
NATURAL INVESTMENTS, LLC	464	$317K	0.08%	new	13F-HR Timeline
Opes Wealth Management LLC	462	$316K	0.05%	+1	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	461	$316K	0.04%	-650	13F-HR Timeline Group
Shotwell Rutter Baer Inc	456	$316K	0.19%	0	13F-HR Timeline
HOEY INVESTMENTS, INC	460	$315K	0.04%	0	13F-HR Timeline
MTM Investment Management, LLC	460	$315K	0.1%	+1	13F-HR Timeline
Ciovacco Capital Management LLC	459	$315K	0.16%	0	13F-HR Timeline
Redwood Park Advisors LLC	459	$314K	0.21%	+2	13F-HR Timeline
WESTCO ADVISORY SERVICES INC /ADV	459	$314K	0.19%		13F-HR Timeline
Zinnia Wealth Advisory, LLC	459	$314K	0.34%		13F-HR Timeline
BLVD Private Wealth, LLC	459	$314K	0.27%	+7	13F-HR Timeline
Monetary Solutions, Ltd	456	$312K	0.31%		13F-HR Timeline
Rochester Wealth Strategies, LLC	455	$312K	0.2%	0	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	455	$312K	0.05%	+11	13F-HR Timeline
Yardley Wealth Management LLC	455	$312K	0.17%	-3	13F-HR Timeline
AVITY INVESTMENT MANAGEMENT INC.	454	$311K	0.02%	-445	13F-HR Timeline
Canton Hathaway, LLC	453	$310K	0.06%	0	13F-HR Timeline
Terra Nova Asset Management LLC	453	$310K	0.2%	+2	13F-HR Timeline
Level Wealth Management LLC	452	$310K	0.16%	0	13F-HR Timeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC	452	$310K	0.08%	0	13F-HR Timeline
Tower Wealth Partners, Inc.	452	$310K	0.17%	0	13F-HR Timeline
ELLERSON GROUP INC /ADV	450	$308K	0.21%	0	13F-HR Timeline
FAIRFIELD, BUSH & CO.	450	$308K	0.16%	0	13F-HR Timeline