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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Steele Capital Management, Inc.373,596$232M11.13%-29013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC373,511$232M1.4%+13,03113F-HRTimelineGroup
Ballentine Partners, LLC368,147$229M3.44%-3,63213F-HRTimeline
Hancock Prospecting Pty Ltd364,361$226M7.19%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC362,926$225M12.45%+8,20513F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…361,284$224M7.66%013F-HRTimelineGroup
Private Advisor Group, LLC358,461$223M1.2%-13,41213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…356,128$221M0.04%-4,02413F-HRTimelineGroup
DAIDO LIFE INSURANCE CO351,796$218M32.68%013F-HRTimeline
SOFI WEALTH, LLC339,733$211M12.89%+19,57713F-HRTimeline
Clark Capital Management Group, Inc.338,680$210M1.46%-364,14813F-HRTimeline
VICUS CAPITAL338,237$210M17.45%+11,62913F-HRTimeline
TFC Financial Management, Inc.334,735$208M28.47%+40,97813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding333,166$207M+2,728Timeline
Legacy Private Trust Co.329,277$204M13.21%+4,47613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC318,798$198M0.27%-7,37313F-HRTimelineGroup
Linscomb Wealth, Inc.314,740$195M8.98%+29813F-HRTimeline
Integrated Wealth Concepts LLC314,319$195M1.96%-32,51113F-HRTimeline
Sigma Planning Corp308,031$191M5.75%-14,68813F-HRTimeline
Glenview Trust Co306,654$190M3.29%+2,54013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.306,477$190M3.08%+50,97213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Link Financial Advisors, LLC302,433$188M12.96%+21,32813F-HRTimeline
Ellenbecker Investment Group301,512$187M30.24%-33,32013F-HRTimeline
Gryphon Financial Partners LLC300,558$187M24.37%-3,10213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS297,084$184M6.84%+4,51213F-HRTimelineGroup
FORM Wealth Advisors, LLC293,424$182M22.04%+43,25113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …293,058$182M0.11%-71,96813F-HRTimelineGroup
Gilbert & Cook, Inc.286,044$178M24%+23313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…285,486$177M0.39%-1,012,98613F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC285,456$177M1.85%-9,63613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…281,433$175M9.38%+6,71713F-HRTimeline
Lee Financial Co275,190$171M24.51%+5,86713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC360,425$170M3.66%+28,70213F-HRTimeline
Gotham Asset Management, LLC272,313$169M1.01%-55613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding271,052$168M-10,858Timeline
Heck Capital Advisors, LLC270,469$168M14.44%+75,83613F-HRTimeline
Soundwatch Capital LLC1,507,952$168M29.79%+1,245,64913F-HRTimeline
MASON STREET ADVISORS, LLC269,950$168M19.62%-21,60013F-HRTimeline
Dakota Wealth Management269,665$167M3.53%-2,91513F-HRTimeline
Modera Wealth Management, LLC269,566$167M2.07%+10,09713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.266,592$166M0.61%+29,63013F-HRTimelineGroup
Bangor Savings Bank265,936$165M14.76%-33,41113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…264,876$165M0.39%-16,84313F-HRTimeline
Federation des caisses Desjardins du Qu…260,814$162M0.71%+7,18213F-HRTimeline
Ullmann Wealth Partners Group, LLC260,430$162M19.11%+18,44213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp260,301$162M3.69%+247,44113F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC258,153$160M38.78%-21,32413F-HRTimeline
LOWE BROCKENBROUGH & CO INC257,785$160M9%+8,30113F-HRTimeline
Goelzer Investment Management, Inc.256,906$160M8.74%+6,59613F-HRTimeline
Merit Financial Group, LLC253,955$158M1.76%-10,96213F-HRTimeline
JB Capital LLC251,153$156M7.56%-209,77213F-HRTimeline
BLB&B Advisors, LLC248,249$154M7.2%+10,50113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC246,516$153M4.17%+24,58613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC246,492$153M11.1%+1,92613F-HRTimeline
Mesirow Financial Investment Management…241,695$150M2.93%+7,07513F-HRTimeline
Stairway Partners, LLC241,631$150M8.51%+1,48213F-HRTimeline
JNBA Financial Advisors240,710$149M14.37%+19,54313F-HRTimeline
BlueStem Wealth Partners, LLC239,132$148M18.24%+14,36013F-HRTimeline
Ensign Peak Advisors, Inc236,498$147M0.25%-24,31413F-HRTimeline
MONTAG A & ASSOCIATES INC235,233$146M7.12%+7,30013F-HRTimeline
Financial Synergies Wealth Advisors, In…234,305$145M15.84%+1,34813F-HRTimeline
McNamara Financial Services, Inc.232,356$144M28.6%-34913F-HRTimeline
Financial Engines Advisors L.L.C.231,813$144M0.29%+215,50413F-HRTimeline
QUADRANT CAPITAL GROUP LLC230,539$143M5.15%-45,54013F-HRTimeline
Litman Gregory Wealth Management LLC228,522$142M11.16%+3,81913F-HRTimeline
Leverty Financial Group, LLC225,722$140M41.84%+178,60413F-HRTimeline
Mandatum Life Insurance Co Ltd225,204$140M36.8%+8,95213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK224,994$140M0.82%-14,28913F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE224,901$140M39.59%-18813F-HRTimeline
FineMark National Bank & Trust224,736$140M4.75%+95913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC224,654$139M10.56%-34,62513F-HRTimeline
BANK OF HAWAII224,050$139M7.34%-78113F-HRTimeline
Valeo Financial Advisors, LLC223,578$139M3.42%+17,18113F-HR/ATimeline
Atria Investments, Inc222,315$138M1.63%-36,56813F-HRTimeline
Bricktown Capital, LLC219,795$136M24.72%-12,30013F-HRTimeline
Prime Capital Investment Advisors, LLC219,209$136M1.81%-66,90313F-HRTimeline
Single Point Partners, LLC218,729$136M29.7%-53313F-HRTimeline
Graypoint LLC215,939$134M7.54%+3,84013F-HRTimeline
RPTC Inc.215,861$134M23.56%+36513F-HRTimeline
OneDigital Investment Advisors LLC215,681$134M1.49%+3,57113F-HRTimeline
Horan Securities, Inc.211,899$132M46.3%-12,72013F-HRTimeline
RiverFront Investment Group, LLC207,214$129M2.51%-305,80613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management208,042$128M4.6%-38,32913F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding205,830$128M-358Timeline
Capital Analysts, LLCin group Capital Analysts, LLC205,354$128M4.25%-17,69713F-HRTimelineGroup
St. Clair Advisors, LLC204,944$127M33.28%+5,46513F-HRTimeline
Adventist Health System/ West204,550$127M18.86%013F-HRTimeline
Robertson Stephens Wealth Management, L…201,955$125M4.35%-15,46113F-HRTimeline
First Interstate Bank201,788$125M7.36%-3,90613F-HRTimeline
HB Wealth Management, LLC201,722$125M1%+55113F-HRTimeline
Rezny Wealth Management, Inc.201,480$125M28.21%+2,35313F-HRTimeline
Qalhat Capital Ltd198,978$124M17.57%+23,66113F-HRTimeline
Geneos Wealth Management Inc.197,471$123M3%-174,40213F-HRTimeline
MACKENZIE FINANCIAL CORP197,402$123M0.16%+12,91313F-HRTimeline
Mutual Advisors, LLC190,788$122M3.05%+1,89813F-HRTimeline
Alternative Investment Advisors, LLC.196,575$122M60.58%+43,52513F-HRTimeline
Atria Wealth Solutions, Inc.196,325$122M2.76%-231,13413F-HRTimeline
Narwhal Capital Management196,429$122M9.79%+21,04813F-HRTimeline
Abundance Wealth Counselors194,907$120M22.45%+31913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC192,841$120M1.62%+10,89213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC189,675$118M0.1%+17,10413F-HRTimelineGroup
BBR PARTNERS, LLC189,448$118M7.32%013F-HRTimeline
RWA WEALTH PARTNERS, LLC188,694$117M1.47%+9,02313F-HRTimeline
Financial Advisory Corp188,440$117M17.95%+1,98813F-HRTimeline
Wealth Group Ltd188,412$117M29.79%-8,68413F-HRTimeline
Summit Financial, LLC186,655$116M2.62%+107,57413F-HRTimeline
BSW Wealth Partners186,231$116M15.85%+11,84013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC185,800$115M2.03%+2,95313F-HRTimeline
Callan Family Office, LLC184,930$115M3.62%+15,39413F-HRTimeline
First Horizon Advisors, Inc.184,523$115M2.98%-17,28813F-HRTimeline
Core Wealth Advisors, Inc.183,719$114M32.78%+26813F-HRTimeline
Perigon Wealth Management, LLC183,612$114M2.66%-6,01213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.182,591$113M5.51%+7,65813F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC181,892$113M7.63%+2,87613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…180,078$112M35.82%+24513F-HRTimeline
EP Wealth Advisors, LLC178,759$111M0.73%+91,25413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC177,264$110M0.08%+48,34713F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC177,199$110M0.63%+45,33513F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC177,090$110M12%+9,94713F-HRTimeline
Winthrop Advisory Group LLC176,589$110M10.58%+12,77613F-HRTimeline
Advisory Services Network, LLC172,387$109M1.76%-42,05213F-HRTimeline
Quantinno Capital Management LP175,538$109M0.47%+43,61913F-HRTimeline
Pure Financial Advisors, LLC174,334$108M1.91%+115,22813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management170,185$106M1.39%-13,44713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP169,475$105M7.58%-135,96413F-HRTimelineGroup
D.A. DAVIDSON & CO.169,281$105M0.74%-2,23413F-HRTimeline
DT Investment Partners, LLC168,331$105M9.39%+34,80513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …167,934$104M22.52%+8,33013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO167,650$104M1.88%+2,23713F-HRTimeline
McKinley Carter Wealth Services, Inc.166,332$103M5.74%-1,27413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC165,580$103M2.22%+12,72113F-HRTimeline
Bryn Mawr Trust Advisors, LLC164,595$102M5.59%+9,01613F-HRTimeline
STOCK YARDS BANK & TRUST CO164,383$102M3.41%+9,14213F-HRTimeline
IMC-Chicago, LLC164,373$102M2.55%new13F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding163,929$102M-37,073Timeline
King Wealth Management Group163,446$101M13.77%+4,32913F-HRTimeline
Integrated Advisors Network LLC163,252$101M4.58%-14,56313F-HRTimeline
CenturyLink Investment Management Co163,204$101M100%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.163,014$101M5.53%-103,13613F-HRTimeline
Hennion & Walsh Asset Management, Inc.162,760$101M4.08%+1,90913F-HRTimeline
FFT WEALTH MANAGEMENT LLC158,346$101M19.77%+1,87213F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC160,956$99.9M21.28%-3,79013F-HRTimeline
Arvest Bank Trust Division160,788$99.8M5.82%-2,22613F-HRTimeline
3EDGE Asset Management, LP159,455$99M6.16%-146,90813F-HRTimeline
Ironclad Investments LLC159,114$98.8M50.33%013F-HRTimeline
Resonant Capital Advisors, LLC158,138$98.2M6.27%+8,89813F-HRTimeline
Advisors Capital Management, LLC158,091$98.2M1.34%+17,03513F-HRTimeline
PKO Investment Management Joint-Stock Co156,612$97.2M10.45%-47,89113F-HRTimeline
Caliber Wealth Management, LLC / KS154,664$96M10.32%+22,49613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC154,622$96M2.18%-4,53313F-HRTimeline
OLD NATIONAL BANCORP /IN/152,782$94.9M1.69%+13,24713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK164,213$94.7M8.67%013F-HRTimeline
Amtrust Financial Services, Inc.150,300$93.3M33.11%+18,50013F-HRTimeline
IEQ CAPITAL, LLC149,935$93.1M0.57%+14,93513F-HRTimeline
Betterment LLC149,690$92.9M0.2%-4,58813F-HRTimeline
Tortoise Investment Management, LLC149,510$92.8M8.85%+42413F-HRTimeline
PDS Planning, Inc148,555$92.2M6.87%+5,75913F-HRTimeline
TBH Global Asset Management, LLC863,217$91.2M19.51%-136,62113F-HRTimeline
Chandler Asset Management, Inc.146,616$91M16.17%-51513F-HRTimeline
Onyx Bridge Wealth Group LLC146,604$91M12.04%+17,04313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson146,497$91M0.04%-90,36213F-HRTimelineGroup
Bleakley Financial Group, LLC146,479$90.9M2.31%+106,97913F-HRTimeline
Divergent Planning, LLC143,457$89M26.31%+4,61813F-HR/ATimeline
Icon Wealth Advisors, LLC143,323$89M6.34%-41,14313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…142,542$88.5M0.26%-42,65913F-HRTimelineGroup
AMARILLO NATIONAL BANK142,406$88.4M16.43%+27,08013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC142,016$88.2M28.06%+21,15013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…141,719$88M21.61%+3,42013F-HRTimeline
Arcataur Capital Management LLC140,367$87.2M27.23%+80813F-HRTimeline
RTD Financial Advisors, Inc.139,930$86.9M11.12%-4,53813F-HRTimeline
Global Retirement Partners, LLC139,698$86.7M2.15%13F-HRTimeline
CHOREO, LLC139,195$86.4M1.21%+88513F-HRTimeline
Progeny 3, Inc.139,069$86.3M4.84%+60,30013F-HRTimeline
GREAT LAKES ADVISORS, LLC138,573$86M0.72%+8,42113F-HRTimeline
Prosperity Consulting Group, LLC138,494$86M6.27%+5,89313F-HRTimeline
Cardinal Strategic Wealth Guidance137,988$85.7M24.72%-60513F-HRTimeline
Wilmington Savings Fund Society, FSB137,817$85.6M1.52%+30,78013F-HRTimeline
PINNACLE ASSOCIATES LTD137,423$85.3M1.24%+2,86813F-HRTimeline
Conrad N. Hilton Foundation137,225$85.2M90.52%-94,87113F-HRTimeline
Summit Financial Strategies, Inc.137,209$85.2M7.88%+5,01213F-HRTimeline
EASTERN BANK137,187$85.2M1.62%+7,30313F-HRTimeline
COUNTRY TRUST BANK135,913$84.4M1.89%-4,81713F-HRTimeline
Glenmede Investment Management, LP135,107$83.9M0.42%13F-HRTimeline
Pine Ridge Advisers LLC134,995$83.8M5.35%013F-HRTimeline
Physician Wealth Advisors, Inc.134,713$83.6M13.14%+1,21913F-HRTimeline
Gray Private Wealth, LLC134,571$83.6M44.93%+63613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC133,325$82.8M17.44%+1,95013F-HRTimeline
JSF Financial, LLC131,982$81.9M19.48%-4,71513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding131,903$81.9M-33,618Timeline
Baker Avenue Asset Management, LP131,510$81.7M2.32%+4,00213F-HRTimeline
Curi Capital, LLC131,465$81.6M1.55%+27,77813F-HRTimeline
AMG National Trust Bank131,452$81.6M2.15%-1,76113F-HRTimeline
JGP Wealth Management, LLC130,627$81.1M9.83%-4,43613F-HRTimeline
Crestwood Advisors Group, LLC130,330$80.9M1.45%+9,70013F-HRTimeline
Centerpoint Advisors, LLC130,112$80.8M27.4%+4,21013F-HRTimeline
BOKF, NAin group BOKF, NA129,513$80.4M1.3%+3,96913F-HRTimelineGroup
Accredited Investors Inc.128,899$80M4.73%+44113F-HRTimeline
Standpoint Asset Management, LLC128,300$79.7M16.29%-31,80013F-HRTimeline
Karpus Management, Inc.127,960$79.5M2.56%-12,13113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV127,502$79.2M1.74%-20,34513F-HR/ATimeline