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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Tarbox Family Office, Inc.376,180$221M36.53%-2,93813F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…372,252$219M0.51%+10,68013F-HRTimelineGroup
Ballentine Partners, LLC372,164$219M3.75%-3,33013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…368,902$217M7.95%013F-HRTimelineGroup
Steele Capital Management, Inc.368,797$217M11.3%-2,32613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC365,639$215M12.95%+69113F-HRTimeline
Steward Partners Investment Advisory, L…365,113$215M1.91%+22,64013F-HRTimeline
Ellenbecker Investment Group365,026$215M38.43%-20,16513F-HRTimeline
Integrated Wealth Concepts LLC362,793$214M2.48%+32313F-HRTimeline
3EDGE Asset Management, LP358,946$211M13.03%+66,58913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT356,729$210M6.17%+9,09813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…356,329$210M0.04%-5,76413F-HRTimelineGroup
IMC-Chicago, LLC355,369$209M5.7%new13F-HRTimeline
Apexium Financial, LP354,347$209M12.66%+16,55413F-HRTimeline
NINE MASTS CAPITAL Ltd352,000$207M38.06%new13F-HRTimeline
DAIDO LIFE INSURANCE CO351,796$207M25.41%013F-HRTimeline
PKO Investment Management Joint-Stock Co350,531$206M25.68%-125,75413F-HRTimeline
Marcum Wealth, LLC335,240$197M17.1%+5,43513F-HRTimeline
Sigma Planning Corp333,448$196M6.16%-61013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP333,000$196M8.25%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC332,529$196M0.29%+5,15513F-HRTimelineGroup
Holocene Advisors, LP330,000$194M0.63%new13F-HRTimeline
Korea Investment CORP328,512$193M0.46%+24,93513F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC327,000$192M0.68%-369,00013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding326,641$192M+78,190Timeline
VICUS CAPITAL326,271$192M17.05%+4,81013F-HRTimeline
Ensign Peak Advisors, Inc324,230$191M0.34%+262,72413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …322,636$190M0.13%-45,29113F-HRTimelineGroup
Linscomb Wealth, Inc.322,487$190M9.45%-35913F-HRTimeline
First Interstate Bank321,612$189M11.46%-10,49213F-HRTimeline
Farther Finance Advisors, LLC318,284$187M6.77%+20,79713F-HRTimeline
Bangor Savings Bank313,899$185M17.34%+8,96513F-HRTimeline
Endurance Services Ltd307,000$181M30.28%013F-HRTimeline
AE Wealth Management LLC306,013$180M1.53%-9,88013F-HRTimeline
Glenview Trust Co304,061$179M3.35%+1,73713F-HRTimeline
Gryphon Financial Partners LLC302,356$178M25.59%+1,18813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC301,268$177M0.89%+93,92713F-HRTimelineGroup
Legacy Private Trust Co.299,960$177M11.55%-5,19813F-HRTimeline
TFC Financial Management, Inc.293,515$173M27.33%+2,22913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…291,804$172M0.4%+14,31213F-HR/ATimeline
ALLSTATE CORPin group ALLSTATE CORP290,439$171M5.03%-12,50013F-HRTimelineGroup
MASON STREET ADVISORS, LLC287,750$169M21.93%-15,50013F-HRTimeline
Beacon Pointe Advisors, LLC286,548$169M1.87%+5,78113F-HRTimeline
WealthNavi Inc.283,584$167M1.94%+68,05013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC281,080$165M38.93%+6,57813F-HRTimeline
Monashee Investment Management LLC280,510$165M22.65%+12,90013F-HRTimeline
Gilbert & Cook, Inc.279,889$165M23.23%-7,11213F-HRTimeline
True Link Financial Advisors, LLC276,747$163M13.67%+51213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC275,946$162M32.78%+51,97213F-HRTimeline
Dakota Wealth Management272,295$160M3.69%+62413F-HRTimeline
Atria Investments, Inc270,999$160M1.99%-3,71313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC268,744$158M0.09%+218,01513F-HRTimelineGroup
JNBA Financial Advisors268,175$158M16.12%+19,14213F-HRTimeline
Lee Financial Co267,429$157M22.11%+2,44413F-HRTimeline
TOEWS CORP /ADV266,980$157M93.39%+205,30013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS266,300$157M5.9%+22,21313F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding266,053$157M-3,598Timeline
Modera Wealth Management, LLC264,127$155M1.88%+5,55213F-HRTimeline
TUDOR INVESTMENT CORP ET AL261,516$154M1.64%+232,12213F-HRTimeline
Orion Porfolio Solutions, LLC260,183$153M1.53%-170,73813F-HRTimeline
Orion Portfolio Solutions, LLC260,183$153M1.53%-170,73813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC259,279$153M12.19%+11,06913F-HRTimeline
Federation des caisses Desjardins du Qu…253,038$149M0.76%-6,70713F-HRTimeline
SFMG, LLC249,891$147M11.6%+2,48613F-HRTimeline
26North Partners LP249,299$147M100%+22313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Security National Bank248,667$146M20.88%-23,96113F-HRTimeline
Goelzer Investment Management, Inc.247,578$146M8.46%-2,47313F-HRTimeline
BlueStem Wealth Partners, LLC245,983$145M19.01%13F-HRTimeline
Ullmann Wealth Partners Group, LLC243,775$144M18.52%-2,89013F-HRTimeline
Advisory Services Network, LLC243,217$143M2.67%+5,34813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management242,720$143M4.44%+18,05213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC240,376$142M4.08%+1,31813F-HRTimeline
LOWE BROCKENBROUGH & CO INC239,949$141M9.06%+13,89413F-HRTimeline
Bricktown Capital, LLC239,781$141M29.47%-100,00013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC238,362$140M11.04%+10,13613F-HRTimeline
Stairway Partners, LLC237,771$140M8.82%+185,71713F-HRTimeline
Foundations Investment Advisors, LLC237,301$140M2.7%+11,06513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC236,847$139M0.07%-380,32013F-HR/ATimelineGroup
Sandy Spring Bank236,780$139M5.64%+3,27313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC322,204$139M3.67%13F-HRTimeline
Rector, Church-Wardens & Vestrymen of T…234,971$138M100%13F-HRTimeline
Mesirow Financial Investment Management…233,720$138M2.73%+1,47513F-HRTimeline
QUADRANT CAPITAL GROUP LLC232,515$137M9.42%+15,47413F-HRTimeline
BLB&B Advisors, LLC231,581$136M6.95%+8,22713F-HRTimeline
Mandatum Life Insurance Co Ltd231,435$136M40.39%+35,10813F-HRTimeline
Gotham Asset Management, LLC230,840$136M1.29%-38713F-HRTimeline
Financial Synergies Wealth Advisors, In…228,460$134M16.68%+79513F-HRTimeline
Litman Gregory Wealth Management LLC227,735$134M11.62%+43613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK226,883$134M0.82%-2,67813F-HRTimelineGroup
McNamara Financial Services, Inc.224,288$132M31.04%-22,58513F-HRTimeline
FineMark National Bank & Trust223,690$132M4.59%+1,26113F-HRTimeline
Robertson Stephens Wealth Management, L…222,077$131M4.65%+1,55013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE220,513$130M38.42%-6,57613F-HRTimeline
BANK OF HAWAII220,387$130M7.18%-13,26913F-HRTimeline
OneDigital Investment Advisors LLC218,432$129M1.49%-42713F-HRTimeline
Independent Advisor Alliance218,333$129M1.7%+212,14313F-HRTimeline
RPTC Inc.218,303$129M26.18%+41913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC218,200$128M0.42%new13F-HRTimeline
Horan Securities, Inc.217,980$128M48.69%+7,44113F-HRTimeline
MONTAG A & ASSOCIATES INC216,979$128M6.06%+19,73413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC216,289$127M5.11%+5,66313F-HRTimelineGroup
Single Point Partners, LLC214,352$126M29.06%new13F-HRTimeline
Merit Financial Group, LLC212,848$125M2.25%+36,33813F-HRTimeline
Zions Bancorporation, N.A.211,613$125M7.86%+12,52913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding210,306$124M+56,981Timeline
Rezny Wealth Management, Inc.210,208$124M30.39%-1,51813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson209,169$123M0.06%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC208,539$123M1.51%+3,13113F-HRTimeline
Graypoint LLC207,272$122M7.38%+23,92713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.207,009$122M2.12%+48,41913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.206,891$122M3.41%-5,78813F-HRTimeline
Adventist Health System/ West204,550$120M18.62%-448,95013F-HRTimeline
Prime Capital Investment Advisors, LLC203,159$120M1.74%+45,23213F-HRTimeline
Perigon Wealth Management, LLC199,822$119M2.92%-17,68313F-HRTimeline
Abundance Wealth Counselors200,134$118M25.64%-42913F-HRTimeline
Mutual Advisors, LLC196,094$117M3.38%+5,18113F-HRTimeline
Icon Wealth Advisors, LLC195,344$115M9.46%-3,94613F-HRTimeline
Wealth Group Ltd194,825$115M33.16%+4,28413F-HRTimeline
Dechtman Wealth Management, LLC192,613$113M21.91%-1,28313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management191,699$113M1.64%-9,15913F-HRTimelineGroup
Heck Capital Advisors, LLC191,048$112M12.9%+5,93013F-HR/ATimeline
St. Clair Advisors, LLC190,926$112M32.27%+1,61413F-HRTimeline
BBR PARTNERS, LLC188,812$111M7.76%+4,06013F-HRTimeline
Focus Financial Network, Inc.188,496$111M4.41%-7,06213F-HRTimeline
Valeo Financial Advisors, LLC187,372$110M3.08%+4,52413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding187,324$110MnewTimeline
Core Wealth Advisors, Inc.183,556$108M35.63%-21713F-HRTimeline
McKinley Carter Wealth Services, Inc.183,144$108M6.6%+3,32113F-HRTimeline
Conrad N. Hilton Foundation180,651$106M74.46%013F-HRTimeline
Crewe Advisors LLC180,239$106M14.63%+16,08013F-HRTimeline
Financial Advisory Corp179,983$106M18.49%13F-HRTimeline
HB Wealth Management, LLC179,954$106M1.08%+64613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC179,926$106M2.02%+6,59213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.177,597$106M1.11%+21,70413F-HRTimeline
BSW Wealth Partners177,445$104M15.33%+1,33413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…176,793$104M35.73%+1,77913F-HRTimeline
D.A. DAVIDSON & CO.175,733$103M0.84%-64313F-HRTimeline
Arvest Bank Trust Division173,340$102M6.15%-3,49713F-HRTimeline
Wilshire Advisors LLC172,483$102M37.09%+38,81813F-HRTimeline
Integrated Advisors Network LLC171,999$101M4.86%-2,56513F-HRTimeline
MACKENZIE FINANCIAL CORP171,654$101M0.14%-25,61013F-HR/ATimeline
SATOVSKY ASSET MANAGEMENT LLC169,777$99.7M22.81%-2,25313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …167,547$98.6M23.26%-1,62813F-HRTimelineGroup
Narwhal Capital Management167,479$98.6M8.71%+12,00713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.166,982$98.3M5.4%+17,11113F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC166,970$98.3M15.75%-213,04013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO166,582$98.1M1.8%+45,14713F-HRTimeline
Winthrop Advisory Group LLC165,969$97.7M11.72%-44,65213F-HRTimeline
GSA CAPITAL PARTNERS LLP165,180$97.2M7.2%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC163,326$96.1M1.34%+11,40213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC162,914$95.9M18.03%+5,71013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC161,510$95.1M7.09%+7,65713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK164,213$94.7M8.42%013F-HRTimeline
Callan Family Office, LLC160,639$94.6M6.01%-17,15313F-HRTimeline
INTEGRITY ALLIANCE, LLC.159,828$94.1M10.2%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC159,277$93.8M5.05%+6,66613F-HR/ATimeline
Betterment LLC158,871$93.5M0.22%-3,80113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC158,661$93.4M2.29%+3,91713F-HRTimeline
Chandler Asset Management, Inc.157,657$92.8M17.74%-8,92513F-HRTimeline
King Wealth Management Group157,155$92.5M13.5%+8,15013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC156,818$92.3M2.13%-1,22513F-HRTimeline
Sharkey, Howes & Javer155,161$91.3M12.83%-4,38013F-HRTimeline
TOWNSQUARE CAPITAL LLC152,649$89.9M1.01%+7,77713F-HRTimeline
GREAT LAKES ADVISORS, LLC151,364$89.1M0.76%+25613F-HRTimeline
STOCK YARDS BANK & TRUST CO151,001$88.9M3.05%+94713F-HRTimeline
Tortoise Investment Management, LLC149,970$88.3M9.32%-2,31313F-HR/ATimeline
RTD Financial Advisors, Inc.149,431$88M11.28%-53713F-HRTimeline
Standpoint Asset Management, LLC149,400$87.9M16.95%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…149,164$87.8M0.27%-2,07113F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV149,103$87.8M2.81%-20,58813F-HRTimeline
Alternative Investment Advisors, LLC.147,374$86.8M45.26%+19,92913F-HRTimeline
CHOREO, LLC146,565$86.3M1.24%-70,03413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.146,368$86.2M0.38%-199,12513F-HRTimelineGroup
UNIQUE WEALTH, LLC145,779$85.8M17.89%-12,59613F-HRTimeline
CIBC WORLD MARKET INC.144,562$85.1M0.2%-43,95313F-HRTimeline
Karpus Management, Inc.144,298$84.9M2.51%-6,26513F-HRTimeline
Qalhat Capital Ltd143,908$84.7M22.38%013F-HRTimeline
Resonant Capital Advisors, LLC143,300$84.4M6.16%+2,69513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC143,081$84.2M1.77%new13F-HRTimelineGroup
Geneos Wealth Management Inc.143,020$84.2M2.95%+4,28913F-HRTimeline
Ironclad Investments LLC142,195$83.7M48.96%-1,58013F-HRTimeline
Counterpoint Mutual Funds LLC141,851$83.5M10.42%new13F-HRTimeline
COUNTRY TRUST BANK141,171$83.1M2.08%+6,35913F-HRTimeline
OLD NATIONAL BANCORP /IN/141,159$83.1M1.97%-5,75113F-HRTimeline
Onyx Bridge Wealth Group LLC140,911$83M11.95%+7,85713F-HRTimeline
JSF Financial, LLC140,620$82.8M22.13%-73513F-HRTimeline
SVB WEALTH LLC139,846$82.3M1.54%+139,11113F-HRTimeline
PDS Planning, Inc139,799$82.3M7.31%+3,00313F-HRTimeline
Spectrum Wealth Counsel, LLC139,577$82.2M9.66%-12,02013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC139,306$82M1.57%+18,81913F-HRTimelineGroup
SteelPeak Wealth, LLC139,144$81.9M3.4%+6,83913F-HRTimeline
Divergent Planning, LLC138,057$80.5M27.54%+2,04613F-HRTimeline
Requisite Capital Management, LLC136,313$80.2M16.38%-8,91113F-HRTimeline
Physician Wealth Advisors, Inc.135,032$79.5M13.43%-3,48513F-HRTimeline
Pine Ridge Advisers LLC134,995$79.5M7.07%+7413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…134,978$79.5M22.43%+5,79713F-HRTimeline
PINNACLE ASSOCIATES LTD134,822$79.4M1.08%+12,09613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.134,678$79.3M8.47%-56913F-HRTimeline
AMG National Trust Bank133,782$78.8M2.17%+1,30913F-HRTimeline
Kovack Advisors, Inc.133,186$78.4M7.69%+13,13713F-HRTimeline