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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Steele Capital Management, Inc.373,886$210M10.94%+5,08913F-HRTimeline
Geneos Wealth Management Inc.371,873$209M3.06%+228,85313F-HRTimeline
Private Advisor Group, LLC371,873$209M1.26%-211,57713F-HRTimeline
Ballentine Partners, LLC371,779$209M3.62%-38513F-HRTimeline
Tarbox Family Office, Inc.371,317$209M34.68%-4,86313F-HRTimeline
Apexium Financial, LP367,103$206M12.3%+12,75613F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …365,026$205M0.14%+42,39013F-HRTimelineGroup
Hancock Prospecting Pty Ltd364,361$205M8.09%+254,96613F-HR/ATimeline
WealthNavi Inc.362,456$204M2.27%+78,87213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…361,284$203M7.89%-7,61813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC360,480$203M1.01%+59,21213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…360,152$202M0.04%+3,82313F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT355,276$200M5.96%-1,45313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC354,721$199M11.74%-10,91813F-HRTimeline
DAIDO LIFE INSURANCE CO351,796$198M26.8%013F-HRTimeline
Integrated Wealth Concepts LLC346,830$195M2.27%-15,96313F-HRTimeline
Marcum Wealth, LLC345,386$194M16.77%+10,14613F-HRTimeline
Ellenbecker Investment Group334,832$188M33.81%-30,19413F-HRTimeline
AE Wealth Management LLC334,268$188M1.58%+28,25513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding330,438$186M+3,797Timeline
VICUS CAPITAL326,608$184M17.09%+33713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC326,171$183M0.28%-6,35813F-HRTimelineGroup
Legacy Private Trust Co.324,801$183M12.54%+24,84113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC327,225$182M0.12%-164,02813F-HRTimelineGroup
Sigma Planning Corp322,719$181M5.78%-10,72913F-HRTimeline
SOFI WEALTH, LLC320,156$180M13.52%+313,79413F-HRTimeline
Linscomb Wealth, Inc.314,442$177M8.8%-8,04513F-HRTimeline
TOEWS CORP /ADV312,530$176M77.58%+45,55013F-HRTimeline
3EDGE Asset Management, LP306,363$172M11.71%-52,58313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP305,439$172M5.04%+15,00013F-HRTimelineGroup
Glenview Trust Co304,114$171M3.32%+5313F-HR/ATimeline
Gryphon Financial Partners LLC303,660$171M24.6%+1,30413F-HRTimeline
Bangor Savings Bank299,347$168M15.88%-14,55213F-HRTimeline
Beacon Pointe Advisors, LLC295,092$166M1.86%+8,54413F-HRTimeline
TFC Financial Management, Inc.293,757$165M25.27%+24213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS292,572$164M6.69%+26,27213F-HRTimelineGroup
MASON STREET ADVISORS, LLC291,550$164M20.84%+3,80013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC289,347$163M0.1%+20,60313F-HRTimelineGroup
Monashee Investment Management LLC287,110$161M19.09%+6,60013F-HRTimeline
Prime Capital Investment Advisors, LLC286,112$161M1.88%+82,95313F-HRTimeline
Gilbert & Cook, Inc.285,811$161M23.29%+5,92213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding281,910$158M+15,857Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…281,719$158M0.39%-10,08513F-HRTimeline
True Link Financial Advisors, LLC281,105$158M11.79%+4,35813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC279,477$157M38.18%-1,60313F-HRTimeline
QUADRANT CAPITAL GROUP LLC276,079$155M5.76%+43,56413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…274,716$154M9.74%13F-HRTimeline
Gotham Asset Management, LLC272,869$153M1.28%+42,02913F-HRTimeline
Dakota Wealth Management272,580$153M3.59%+28513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC259,279$153M12.19%013F-HRTimeline
WOLVERINE TRADING, LLC271,345$151M4.8%new13F-HRTimeline
Lee Financial Co269,323$151M23.12%+1,89413F-HRTimeline
INTEGRITY ALLIANCE, LLC.266,150$150M5.92%+106,32213F-HRTimeline
Merit Financial Group, LLC264,917$149M2.23%+52,06913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC258,636$149M33.98%+129,22013F-HRTimeline
Foundations Investment Advisors, LLC262,634$148M2.72%+25,33313F-HRTimeline
Soundwatch Capital LLC262,303$147M67.12%-712,64713F-HRTimeline
Ensign Peak Advisors, Inc260,812$147M0.28%-63,41813F-HRTimeline
Modera Wealth Management, LLC259,469$146M1.97%-4,65813F-HRTimeline
Atria Investments, Inc258,883$145M1.86%-12,11613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …257,365$145M0.14%-388,56113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.255,505$144M2.53%+48,49613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…253,632$143M0.71%+59413F-HRTimeline
SFMG, LLC252,209$142M11.18%+2,31813F-HRTimeline
Goelzer Investment Management, Inc.250,310$141M8.15%+2,73213F-HR/ATimeline
FORM Wealth Advisors, LLC250,173$141M19.1%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC249,484$140M9.23%+9,53513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management246,371$138M4.43%+3,65113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC331,723$138M3.47%+9,51913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC244,566$137M10.62%+6,20413F-HRTimeline
Ullmann Wealth Partners Group, LLC241,988$136M18.07%-1,78713F-HRTimeline
Sandy Spring Bank241,147$136M5.7%+4,36713F-HRTimeline
Stairway Partners, LLC240,149$135M8.32%+2,37813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK239,283$134M0.86%+12,40013F-HRTimelineGroup
BLB&B Advisors, LLC237,748$134M6.8%+6,16713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.236,962$133M0.56%+90,59413F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson236,859$132M0.07%+27,69013F-HRTimelineGroup
Mesirow Financial Investment Management…234,620$132M2.56%+90013F-HRTimeline
Financial Synergies Wealth Advisors, In…232,957$131M15.93%+4,49713F-HRTimeline
McNamara Financial Services, Inc.232,705$131M28.13%+8,41713F-HRTimeline
Conrad N. Hilton Foundation232,096$130M91.34%+51,44513F-HRTimeline
Bricktown Capital, LLC232,095$130M24.43%-7,68613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC229,888$129M0.06%-6,95913F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC227,933$128M6.41%+10,95413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.225,656$127M1.28%+48,05913F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE225,089$126M37.42%+4,57613F-HRTimeline
BANK OF HAWAII224,831$126M7.26%+4,44413F-HRTimeline
BlueStem Wealth Partners, LLC224,772$126M17.22%-21,21113F-HRTimeline
Litman Gregory Wealth Management LLC224,703$126M10.83%-3,03213F-HRTimeline
Horan Securities, Inc.224,619$126M47.75%+6,63913F-HRTimeline
FineMark National Bank & Trust223,777$126M4.59%+8713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC223,649$126M26.29%-52,29713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC223,051$125M4.67%+6,76213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC221,930$125M3.85%-18,44613F-HRTimeline
JNBA Financial Advisors221,167$124M12.88%-47,00813F-HRTimeline
Single Point Partners, LLC219,262$123M28.92%+4,91013F-HRTimeline
Robertson Stephens Wealth Management, L…217,416$122M4.57%-4,66113F-HRTimeline
Mandatum Life Insurance Co Ltd216,252$122M37.31%-15,18313F-HRTimeline
RPTC Inc.215,496$121M24.32%-2,80713F-HRTimeline
Advisory Services Network, LLC214,439$120M2.32%-28,77813F-HRTimeline
OneDigital Investment Advisors LLC212,110$119M1.41%-6,32213F-HRTimeline
Graypoint LLC212,099$119M7.43%+4,82713F-HRTimeline
Valeo Financial Advisors, LLC206,397$116M3.24%+19,02513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding206,188$116M+18,864Timeline
First Interstate Bank205,694$116M6.9%-115,91813F-HRTimeline
Adventist Health System/ West204,550$115M18.14%013F-HRTimeline
PKO Investment Management Joint-Stock Co204,503$115M13.03%-146,02813F-HRTimeline
First Horizon Advisors, Inc.201,811$113M3.19%-5,08013F-HRTimeline
HB Wealth Management, LLC201,171$113M0.95%+21,21713F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC201,002$113M2.45%+61,69613F-HRTimelineGroup
St. Clair Advisors, LLC199,479$112M31.4%+8,55313F-HRTimeline
Rezny Wealth Management, Inc.199,127$112M28.97%-11,08113F-HRTimeline
Wealth Group Ltd197,096$111M32.45%+2,27113F-HRTimeline
Heck Capital Advisors, LLC194,633$109M12.3%+3,58513F-HRTimeline
Abundance Wealth Counselors194,588$109M22.81%-5,54613F-HRTimeline
Focus Financial Network, Inc.189,775$107M4.36%+1,27913F-HRTimeline
Perigon Wealth Management, LLC189,624$107M2.74%-10,19813F-HRTimeline
BBR PARTNERS, LLC189,448$106M7.52%+63613F-HRTimeline
Financial Advisory Corp186,452$105M17.34%+6,46913F-HRTimeline
Mutual Advisors, LLC188,890$104M2.99%-7,20413F-HRTimeline
Crewe Advisors LLC185,268$104M14.63%+5,02913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…185,201$104M0.33%+36,03713F-HRTimelineGroup
MACKENZIE FINANCIAL CORP184,489$104M0.15%+12,83513F-HRTimeline
Icon Wealth Advisors, LLC184,466$104M8.53%-10,87813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management183,632$103M1.48%-8,06713F-HRTimelineGroup
Core Wealth Advisors, Inc.183,451$103M32.79%-10513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC182,847$103M1.99%+2,92113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC181,949$102M1.47%+18,62313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…179,833$101M35.97%+3,04013F-HRTimeline
RWA WEALTH PARTNERS, LLC179,671$101M1.27%-28,86813F-HRTimeline
TBH Global Asset Management, LLC999,838$101M19.31%+969,66313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC179,016$101M7.26%+45,98513F-HRTimeline
Freestone Grove Partners LP178,000$100M1.03%-995,00013F-HRTimeline
Integrated Advisors Network LLC177,815$99.9M5.05%+5,81613F-HRTimeline
B. Riley Wealth Advisors, Inc.177,419$99.7M3.03%+57,73513F-HRTimeline
Narwhal Capital Management175,381$98.5M8.78%+7,90213F-HRTimeline
Qalhat Capital Ltd175,317$98.5M20.69%+31,40913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.174,933$98.3M5.39%+7,95113F-HR/ATimelineGroup
BSW Wealth Partners174,391$98M14.88%-3,05413F-HRTimeline
Rakuten Investment Management, Inc.174,561$97.4M0.45%13F-HRTimeline
M Holdings Securities, Inc.173,002$97.2M16.17%+71,01413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC172,571$97M0.1%+57,69713F-HRTimelineGroup
D.A. DAVIDSON & CO.171,515$96.4M0.77%-4,21813F-HRTimeline
Callan Family Office, LLC169,536$95.3M7.14%+8,89713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK164,213$94.7M8.67%013F-HRTimeline
McKinley Carter Wealth Services, Inc.167,606$94.2M5.8%-15,53813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding165,521$94M-44,785Timeline
CATALYST FINANCIAL PARTNERS LLC167,143$93.9M17.29%+4,22913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC166,970$93.8M10.7%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO165,413$92.9M2.36%-1,16913F-HRTimeline
1832 Asset Management L.P.164,849$92.6M0.18%+41,33313F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC164,746$92.3M20.66%-5,03113F-HRTimeline
Winthrop Advisory Group LLC163,813$92M11.07%-2,15613F-HRTimeline
Arvest Bank Trust Division163,014$91.6M5.79%-10,32613F-HRTimeline
Hennion & Walsh Asset Management, Inc.160,851$90.4M4.02%+95,82213F-HRTimeline
Standpoint Asset Management, LLC160,100$90M16.58%+10,70013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …159,604$89.7M21.12%-7,94313F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC159,155$89.4M2.26%+49413F-HRTimeline
King Wealth Management Group159,117$89.4M13.55%+1,96213F-HRTimeline
Ironclad Investments LLC159,114$89.4M50.33%+16,91913F-HRTimeline
TOWNSQUARE CAPITAL LLC156,893$88.2M0.94%+4,24413F-HRTimeline
FFT WEALTH MANAGEMENT LLC156,474$87.9M18.39%+50,90113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC155,696$87.5M0.09%+93,57713F-HRTimeline
Bryn Mawr Trust Advisors, LLC155,579$87.4M5.24%-3,69813F-HRTimeline
Trilogy Capital Inc.155,359$87.3M4.58%+108,42113F-HRTimeline
STOCK YARDS BANK & TRUST CO155,241$87.2M3.11%+4,24013F-HRTimeline
Betterment LLC154,278$86.7M0.21%-4,59313F-HRTimeline
Alternative Investment Advisors, LLC.153,050$86M45.45%+5,67613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC152,859$85.9M2.06%-3,95913F-HRTimeline
Resonant Capital Advisors, LLC149,240$83.9M5.85%+5,94013F-HRTimeline
Tortoise Investment Management, LLC149,086$83.8M8.72%-88413F-HR/ATimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV147,847$83.1M2.38%-1,25613F-HR/ATimeline
Chandler Asset Management, Inc.147,131$82.7M15.59%-10,52613F-HRTimeline
RTD Financial Advisors, Inc.144,468$81.2M10.91%-4,96313F-HRTimeline
PDS Planning, Inc142,796$80.2M6.76%+2,99713F-HRTimeline
Spectrum Wealth Counsel, LLC142,740$80.2M9.63%+3,16313F-HRTimeline
Advisors Capital Management, LLC141,056$79.3M1.23%+18,74313F-HRTimeline
COUNTRY TRUST BANK140,730$79.1M1.99%-44113F-HR/ATimeline
Divergent Planning, LLC138,839$78.7M26.13%+78213F-HRTimeline
Karpus Management, Inc.140,091$78.7M2.55%-4,20713F-HRTimeline
Arcataur Capital Management LLC139,559$78.4M26.73%+6,80213F-HRTimeline
OLD NATIONAL BANCORP /IN/139,535$78.4M2.06%-1,62413F-HRTimeline
Cardinal Strategic Wealth Guidance138,593$77.9M24.88%+17,66313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…138,299$77.7M21.2%+3,32113F-HRTimeline
CHOREO, LLC138,310$77.7M1.21%-8,25513F-HRTimeline
JSF Financial, LLC136,697$76.8M20.26%-3,92313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …136,189$76.5M0.06%+31,16713F-HRTimelineGroup
JGP Wealth Management, LLC135,063$75.9M9.99%+49,56013F-HRTimeline
IEQ CAPITAL, LLC135,000$75.9M0.6%+15,07213F-HRTimeline
Pine Ridge Advisers LLC134,995$75.9M6.5%013F-HRTimeline
PINNACLE ASSOCIATES LTD134,555$75.6M1.11%-26713F-HRTimeline
Gray Private Wealth, LLC133,935$75.3M45.3%+7,35513F-HRTimeline
DT Investment Partners, LLC133,526$75M7.24%+4,20713F-HRTimeline
Physician Wealth Advisors, Inc.133,494$75M12.91%-1,53813F-HRTimeline
AMG National Trust Bank133,213$74.9M2.1%-56913F-HRTimeline
Prosperity Consulting Group, LLC132,601$74.5M5.76%+2,02413F-HRTimeline
Summit Financial Strategies, Inc.132,197$74.3M7.49%+2,01313F-HRTimeline
Caliber Wealth Management, LLC / KS132,168$74.3M10.13%13F-HRTimeline
Quantinno Capital Management LP131,919$74.1M0.48%+49,58413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC131,864$74.1M0.43%+36513F-HRTimelineGroup