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Disclosery

IVV ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
WestEnd Advisors, LLC96$64.4K<0.01%+513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.96$64.3K0.01%013F-HRTimeline
Knuff & Co LLC95$63.6K0.02%-513F-HRTimeline
Bradley & Co. Private Wealth Management…95$63.6K0.04%013F-HRTimeline
HORIZON BANCORP INC /IN/94$63K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV94$62K0.02%013F-HRTimeline
WINNACLE WEALTH LLC91$61K0.05%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC91$60.9K0.05%013F-HRTimeline
Nalls Sherbakoff Group, LLC78$52.2K0.04%013F-HRTimeline
Kennebec Savings Bank69$46.2K0.04%013F-HRTimeline
Dynamic Wealth Strategies, LLC67$44.8K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC62$41.5K0.01%-1213F-HR/ATimeline
Tower View Wealth Management LLC62$41.4K0.02%-713F-HRTimeline
AFFINITY WEALTH LLC61$40.8K0.03%+3713F-HRTimeline
Eukles Asset Management59$39.5K0.02%013F-HRTimeline
Imprint Wealth LLC58$38.8K0.12%13F-HRTimeline
SITTNER & NELSON, LLC57$38.1K0.01%013F-HRTimeline
Marquette Asset Management, LLC52$34.8K0.01%013F-HRTimeline
Pflug Koory, LLC48$32.1K0.02%013F-HRTimeline
Cheviot Value Management, LLC46$31.8K<0.01%013F-HRTimeline
NVWM, LLC41$27.4K0.01%-1813F-HRTimeline
Citizens National Bank Trust Department40$26.8K<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$26.8K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.37$24.8K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC37$24.6K0.01%013F-HRTimeline
Sawyer & Company, Inc32$20K0.01%-413F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…28$18.7K<0.01%013F-HRTimeline
CURIO WEALTH, LLC28$18.7K0.01%013F-HRTimeline
10Elms LLP26$17.4K0.02%013F-HRTimeline
WealthCollab, LLC24$16.1K0.01%013F-HRTimeline
GS Investments, Inc.24$16.1K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc24$16.1K0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC22$14.7K0.01%013F-HRTimeline
Longview Financial Advisors LLC22$14.7K0.01%013F-HRTimeline
Asset Planning,Inc22$14.6K0.01%013F-HRTimeline
Sellwood Investment Partners LLC21$14.1K0.01%013F-HRTimeline
Strive Asset Management, LLC20$13.4K0.01%new13F-HR/ATimeline
Viewpoint Capital Management LLC18$12K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.16$10.7K<0.01%013F-HRTimeline
Guerra Advisors Inc15$9.71K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP13$8.98K0.01%-70213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC12$8.03K<0.01%013F-HRTimeline
West Oak Capital, LLC1,196$8.01K0.32%+11513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11$7.36K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC11$6.75K0.01%013F-HRTimeline
Annandale Capital, LLC829$5.55K0.1%013F-HRTimeline
Spurstone Advisory Services, LLC6$4.01K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$3.35K0.01%-2,13013F-HRTimeline
Ball & Co Wealth Management Inc.3$2K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO1$670<0.01%new13F-HRTimeline
DEERE & CO0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.