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
Targeted Financial Services LLC	450	$308K	0.27%		13F-HR Timeline
ADVOCATE GROUP LLC	450	$308K	0.05%	0	13F-HR Timeline
Breakwater Investment Management	449	$308K	0.11%	0	13F-HR Timeline
INTREPID CAPITAL MANAGEMENT INC	449	$308K	0.12%	-30	13F-HR Timeline
Cordatus Wealth Management LLC	447	$306K	0.07%	-1,000	13F-HR Timeline
Arcadia Wealth Management, LLC	447	$306K	0.11%	new	13F-HR Timeline
SHAYNE & JACOBS, LLC	446	$305K	0.09%	-4	13F-HR Timeline
CJM Wealth Advisers, Ltd.	446	$305K	0.09%	+3	13F-HR Timeline
Bernard Wealth Management Corp.	445	$305K	0.12%	0	13F-HR Timeline
SSA SWISS ADVISORS AG	445	$305K	0.14%	0	13F-HR Timeline
Eagle Wealth Advisors LLC	444	$304K	0.26%		13F-HR Timeline
Citrine Capital LLC	442	$303K	0.14%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	442	$303K	0.06%	0	13F-HR Timeline
Carnegie Lake Advisors LLC	442	$303K	0.12%	0	13F-HR Timeline
SevenBridge Financial Group, LLC	433	$301K	0.05%	-9	13F-HR Timeline
Three Cord True Wealth Management, LLC	439	$301K	0.17%	+14	13F-HR Timeline
Catalyst Investment Management LLC	437	$299K	0.28%		13F-HR Timeline
Serenity Investment Advisors	431	$299K	0.17%		13F-HR Timeline
Sicart Associates LLC	436	$299K	0.08%	0	13F-HR Timeline
Heritage Wealth Management, Inc. /CA/	436	$299K	0.19%	0	13F-HR Timeline
Alliance Wealth Strategies, LLC d/b/a B…	435	$298K	0.28%		13F-HR Timeline
Scientech Research LLC	435	$298K	0.19%	new	13F-HR Timeline
Pacific Sage Partners, LLC	433	$297K	0.05%	0	13F-HR Timeline
Delos Wealth Advisors, LLC	432	$296K	0.2%	-46	13F-HR Timeline
Sunpointe, LLC	432	$296K	0.1%	0	13F-HR Timeline
Financial Freedom, LLC	431	$295K	0.15%	+210	13F-HR Timeline
Bristol Gate Capital Partners Inc.	429	$294K	0.02%	new	13F-HR Timeline
Cascade Investment Advisors, Inc.	429	$294K	0.17%	-25	13F-HR Timeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	428	$293K	0.27%	0	13F-HR Timeline
Calder Financial LLC	428	$293K	0.29%		13F-HR Timeline
MYECFO, LLC	428	$293K	0.12%	0	13F-HR Timeline
Empire Financial Management Company, LLC	427	$292K	0.06%	0	13F-HR Timeline
LFG Wealth Partners, LLC	427	$292K	0.19%		13F-HR Timeline
First Citizens Financial Corp	426	$292K	0.14%	-4	13F-HR Timeline
ACCREDITED INVESTOR SERVICES, LLC	426	$292K	0.19%	0	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	425	$291K	0.11%	new	13F-HR Timeline
White & Co Financial Planning Inc	424	$290K	0.22%	0	13F-HR Timeline
Bellecapital International Ltd.	421	$288K	0.05%	0	13F-HR Timeline
Peak Wealth Management LLC	420	$288K	0.24%		13F-HR Timeline
Providence First Trust Co	420	$288K	0.1%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	420	$287K	0.14%	-2	13F-HR Timeline
Crumly & Associates Inc.	418	$287K	0.06%	+1	13F-HR Timeline
RWWM, INC.	418	$286K	0.02%	new	13F-HR Timeline
Marmo Financial Group, LLC	417	$286K	0.14%	+2	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	677	$286K	0.09%	-2,038	13F-HR Timeline
Three Arch Wealth Management LLC	417	$286K	0.05%		13F-HR Timeline
ARMSTRONG HENRY H ASSOCIATES INC	417	$286K	0.03%	-95	13F-HR Timeline
XXI WEALTH, LLC	417	$286K	0.17%		13F-HR Timeline
FORONJY FINANCIAL LLC	415	$284K	0.12%	-1	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	415	$284K	0.08%	0	13F-HR Timeline
Nicholson Meyer Capital Management, Inc.	415	$284K	0.21%	-369	13F-HR Timeline
Reliant Wealth Planning	414	$284K	0.09%	-6	13F-HR Timeline
Schwallier Wealth Management LLC	408	$283K	0.18%	+2	13F-HR Timeline
Columbia River Financial Group, LLC	413	$283K	0.17%	0	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	412	$282K	0.04%	0	13F-HR Timeline
Retirement Solution LLC	411	$281K	0.06%	new	13F-HR Timeline
Sivia Capital Partners, LLC	410	$281K	0.06%	0	13F-HR Timeline
Financial Sense Advisors, Inc.	409	$280K	0.05%	0	13F-HR Timeline
Ankerstar Wealth, LLC	409	$280K	0.28%		13F-HR Timeline
TKG Advisors, LLC	408	$279K	0.11%	+90	13F-HR Timeline
Darwin Wealth Management, LLC	407	$279K	0.09%	-430	13F-HR Timeline
Cedar Point Capital Partners, LLC	407	$279K	0.18%	-44	13F-HR Timeline
Griffith & Werner, Inc.	405	$277K	0.14%	+1	13F-HR Timeline
Reliant Investment Partners, LLC	404	$277K	0.22%	-275	13F-HR Timeline
Midwest Financial Group LLC	403	$276K	0.12%	0	13F-HR Timeline
Z3 Capital Partners, LLC	403	$276K	0.07%		13F-HR Timeline
ShoreHaven Wealth Partners, LLC	403	$276K	0.1%	-8	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	403	$276K	0.08%	+2	13F-HR Timeline
WorthPointe, LLC	402	$275K	0.07%	-325	13F-HR Timeline
Aull & Monroe Investment Management Corp	400	$274K	0.14%	0	13F-HR Timeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC	400	$274K	0.13%	0	13F-HR Timeline
Provident Wealth Management, LLC	399	$273K	0.08%	0	13F-HR Timeline
Eaton-Cambridge Inc.	399	$273K	0.09%	-9	13F-HR Timeline
United Financial Planning Group LLC	396	$272K	0.16%	-152	13F-HR Timeline
Riverview Capital Advisers, LLC	396	$271K	0.08%	0	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	396	$271K	0.18%	-11	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	395	$271K	0.08%	-5	13F-HR Timeline
Echo45 Advisors LLC	395	$271K	0.15%	0	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	394	$270K	0.12%	+1	13F-HR Timeline
Probity Advisors, Inc.	392	$268K	0.04%	-50	13F-HR Timeline
Stordahl Capital Management, Inc.	392	$268K	0.06%	0	13F-HR Timeline
Global Trust Wealth Management LLC	391	$268K	0.2%		13F-HR Timeline
Financial Harvest, LLC	391	$268K	0.17%	-22	13F-HR Timeline
Centerline Wealth Advisors, LLC	390	$267K	0.1%	new	13F-HR Timeline
PLANNING DIRECTIONS INC	389	$267K	0.13%	-169	13F-HR Timeline
Inlet Private Wealth, LLC	388	$266K	0.06%	-5	13F-HR Timeline
Horizon Advisory Services, Inc.	388	$266K	0.13%	0	13F-HR Timeline
Prosperitas Financial LLC	387	$265K	0.1%	+12	13F-HR Timeline
THRYVE WEALTH MANAGEMENT LLC	387	$265K	0.13%		13F-HR Timeline
626 Financial, LLC	387	$265K	0.11%	0	13F-HR Timeline
Hidden Cove Wealth Management, LLC	387	$265K	0.17%	0	13F-HR Timeline
Pine Harbor Wealth Management, LLC	387	$265K	0.08%	new	13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	387	$265K	0.06%	+1	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	387	$265K	0.28%	-5	13F-HR Timeline
ForthRight Wealth Management, LLC	386	$264K	0.08%	-30	13F-HR Timeline
Bannerstone Capital Management, LLC	385	$264K	0.25%		13F-HR Timeline
ADVISORS MANAGEMENT GROUP INC /ADV	386	$264K	0.05%	0	13F-HR Timeline
Clark Wealth Partners	385	$264K	0.16%	0	13F-HR Timeline
Financial Management, Inc.	385	$263K	0.25%		13F-HR Timeline
MANCHESTER FINANCIAL INC	384	$263K	0.05%	-51	13F-HR Timeline
Tortuga Wealth Management, Inc	382	$262K	0.28%		13F-HR Timeline
Merrion Investment Management Co, LLC	382	$262K	0.14%	0	13F-HR Timeline
Dupree Financial Group, LLC	380	$260K	0.09%	+12	13F-HR Timeline
RFG Holdings, Inc.	380	$260K	0.07%	-16	13F-HR Timeline
Disciplined Investors, L.L.C.	380	$260K	0.17%	new	13F-HR Timeline
THOMPSON DAVIS & CO., INC.	380	$260K	0.16%	+1	13F-HR Timeline
Altrius Capital Management Inc	378	$259K	0.05%	0	13F-HR Timeline
Wealth Analytics Partners, LLC	378	$259K	0.1%		13F-HR Timeline
4WEALTH ADVISORS, INC.	377	$259K	0.22%	0	13F-HR Timeline
Mach-1 Financial Group, LLC	376	$258K	0.05%	-14,093	13F-HR Timeline
Guardian Wealth Advisors, LLC	376	$258K	0.15%	-159	13F-HR Timeline
Strategic Advocates LLC	373	$257K	0.07%	+37	13F-HR Timeline
United Asset Strategies, Inc.	375	$257K	0.02%	+34	13F-HR Timeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	375	$257K	0.13%	0	13F-HR Timeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…	375	$257K	<0.01%	0	13F-HR Timeline
Ironvine Capital Partners, LLC	374	$256K	0.03%	+6	13F-HR Timeline
Blue Chip Partners, LLC	374	$256K	0.02%	+46	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	373	$256K	0.15%	+61	13F-HR Timeline Group
Towerpoint Wealth, LLC	372	$255K	0.1%	+45	13F-HR Timeline
AJ Advisors, LLC	371	$254K	0.09%	+2	13F-HR Timeline
Smith Partners Wealth Management, LLC	370	$253K	0.23%		13F-HR Timeline
First Fiduciary Investment Counsel, Inc.	369	$253K	0.05%	-2	13F-HR Timeline
Abbot Financial Management, Inc.	368	$252K	0.1%	0	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	365	$250K	0.01%	-39	13F-HR Timeline
Westend Capital Management, LLC	363	$249K	0.07%	0	13F-HR Timeline
Prosperity Advisers, LLC	363	$249K	0.21%		13F-HR Timeline
Ridgeline Wealth, LLC	363	$248K	0.17%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	362	$248K	0.17%	0	13F-HR Timeline
Luminvest Wealth Management LLC	362	$248K	0.07%	0	13F-HR Timeline
LaFleur & Godfrey LLC	362	$248K	0.03%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	361	$247K	0.11%	+2	13F-HR Timeline
Wallace Capital Management Inc.	360	$247K	0.03%	-8	13F-HR Timeline
Redwood Family Wealth LLC	360	$247K	0.24%		13F-HR Timeline
apricus wealth, LLC	360	$247K	0.13%	-420	13F-HR Timeline
RPg Family Wealth Advisory, LLC	359	$246K	0.05%	-179	13F-HR Timeline
Plotkin Financial Advisors, LLC	359	$246K	0.12%	0	13F-HR Timeline
Professional Financial Advisors, LLC	358	$245K	0.05%	0	13F-HR Timeline
Graney & King, LLC	358	$245K	0.14%	-39	13F-HR Timeline
SHELTON WEALTH MANAGEMENT, LLC	357	$245K	0.11%	0	13F-HR Timeline
United Wealth Management, LLC	356	$244K	0.06%	0	13F-HR Timeline
Marotta Asset Management	356	$244K	0.05%	-215	13F-HR Timeline
Portus Wealth Advisors, LLC	355	$243K	0.23%	-53	13F-HR Timeline
FIDELITY D & D BANCORP INC	354	$242K	0.1%	0	13F-HR Timeline
Farnam Financial LLC	354	$242K	0.18%	-14	13F-HR Timeline
IF Advisors, LLC	353	$242K	0.2%		13F-HR Timeline
NDVR, Inc.	352	$241K	0.2%	0	13F-HR Timeline
Wealthstar Advisors, LLC	351	$240K	0.13%	-704	13F-HR Timeline
Braun-Bostich & Associates Inc.	350	$240K	0.15%	-28	13F-HR Timeline
BLUE SQUARE ASSET MANAGEMENT, LLC	350	$240K	0.11%	0	13F-HR Timeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.	349	$239K	<0.01%	0	13F-HR Timeline Group
Darden Wealth Group Inc	349	$239K	0.12%	-28	13F-HR Timeline
McGrath & Associates, Inc.	346	$237K	0.34%	+16	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	346	$237K	0.03%	-1,127	13F-HR Timeline
Legacy Capital Group California, Inc.	346	$237K	0.06%	0	13F-HR Timeline
Brown Financial Advisors	345	$236K	0.09%	+5	13F-HR Timeline
COLUMBIA ADVISORY PARTNERS LLC	344	$236K	0.16%	0	13F-HR Timeline
Independent Wealth Advisors LLC	344	$236K	0.25%		13F-HR Timeline
Bridgewealth Advisory Group, LLC	343	$235K	0.05%	+15	13F-HR Timeline
Vienna Asset Management LLC	343	$235K	0.13%	+1	13F-HR Timeline
Key Capital Management, INC	342	$234K	0.23%		13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	341	$234K	0.07%	0	13F-HR Timeline
Concentrum Wealth Management	341	$234K	0.07%	-6	13F-HR Timeline
Byrne Asset Management LLC	338	$232K	0.13%	0	13F-HR Timeline
Stark Wealth Management LLC	338	$232K	0.87%	new	13F-HR Timeline
Vannoy Advisory Group, Inc.	336	$230K	0.15%	0	13F-HR Timeline
Quantum Financial Planning Services, In…	336	$230K	0.08%	+1	13F-HR Timeline
Core Alternative Capital	335	$229K	0.06%	-65	13F-HR Timeline
Nicholson Wealth Management Group, LLC	335	$229K	0.13%	0	13F-HR Timeline
Spectrum Planning & Advisory Services I…	334	$229K	0.12%	-5	13F-HR Timeline
Paragon Private Wealth Management, LLC	334	$229K	0.07%	+11	13F-HR Timeline
Ferguson Shapiro LLC	334	$229K	0.07%	0	13F-HR Timeline
Gordian Advisors LLC	333	$228K	0.15%	0	13F-HR Timeline
Northwest Capital Management Inc	333	$228K	0.99%	-2,442	13F-HR Timeline
Bank & Trust Co	333	$228K	0.16%	new	13F-HR Timeline
Expressive Wealth LLC	333	$228K	0.25%		13F-HR Timeline
CAPITAL WEALTH MANAGEMENT, LLC	332	$227K	0.07%	new	13F-HR Timeline
Wynn Capital, LLC	331	$227K	0.11%	0	13F-HR Timeline
Ramsay, Stattman, Vela & Price, Inc.	331	$227K	0.04%	-82	13F-HR Timeline
Tiller Private Wealth, Inc.	330	$226K	0.08%	-6	13F-HR Timeline
Financial Connections Group, Inc.	331	$226K	0.08%	0	13F-HR Timeline
McGowan Group Asset Management, Inc.	329	$225K	0.03%	0	13F-HR Timeline
PINKERTON WEALTH, LLC	329	$225K	0.02%	new	13F-HR Timeline
Cooper Capital Advisors LLC	329	$225K	0.14%	0	13F-HR Timeline
JACOBS & CO/CA	329	$225K	0.02%	0	13F-HR Timeline
Tevis Investment Management	336	$225K	0.14%	0	13F-HR Timeline
Nautilus Advisors LLC	327	$224K	0.15%	0	13F-HR Timeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …	327	$224K	0.01%	-50	13F-HR Timeline Group
Riggs Asset Managment Co. Inc.	326	$223K	0.05%	0	13F-HR Timeline
Nova Wealth Management, Inc.	326	$223K	0.15%	0	13F-HR Timeline
Clarus Group, Inc.	325	$223K	0.08%	new	13F-HR Timeline
Beacon Harbor Wealth Advisors, Inc.	325	$223K	0.05%	+1	13F-HR Timeline
IVC Wealth Advisors LLC	325	$223K	0.1%	new	13F-HR Timeline
MATTERN CAPITAL MANAGEMENT, LLC	324	$222K	0.03%	+2	13F-HR Timeline
YOUSIF CAPITAL MANAGEMENT, LLC	325	$221K	<0.01%	0	13F-HR Timeline
Stephens Consulting, LLC	322	$221K	0.07%	+12	13F-HR Timeline
CWC Advisors, LLC.	322	$221K	0.11%	-25	13F-HR Timeline
KTF INVESTMENTS, LLC	321	$220K	0.04%		13F-HR Timeline
Tandem Financial, LLC	374	$220K	0.27%	-79,155	13F-HR Timeline
Oxbow Advisors, LLC	321	$220K	0.02%	-100	13F-HR Timeline
Murphy & Mullick Capital Management Corp	321	$220K	0.16%	0	13F-HR Timeline