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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
RKL Wealth Management LLC379,808$254M21.67%-11,80113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…379,752$254M7.21%-14,37413F-HRTimelineGroup
HANCOCK WHITNEY CORP379,364$254M4.62%-1,19013F-HRTimeline
Steele Capital Management, Inc.375,050$251M11.13%+1,45413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.372,307$249M3.77%+65,83013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCgroup of 2 filers holding372,212$249M+39,046Timeline
Ashford Advisors, LLC371,344$249M54.98%-26,34813F-HRTimeline
Prosperity Consulting Group, LLC370,961$248M12.24%+232,46713F-HRTimeline
DAIDO LIFE INSURANCE CO369,902$248M35.62%+18,10613F-HRTimeline
Ballentine Partners, LLC365,266$244M3.39%-2,88113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…361,284$242M7.52%013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…355,853$238M0.04%-27513F-HRTimelineGroup
JNBA Financial Advisors352,580$236M21.44%+111,87013F-HRTimeline
Tarbox Family Office, Inc.350,774$235M34.46%-25,67713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC350,473$235M0.14%-35,91013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …345,794$232M0.37%-247,41113F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.345,688$231M1.76%+224,49413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC334,900$224M5.94%+303,80013F-HRTimeline
TFC Financial Management, Inc.334,694$224M28.7%-4113F-HRTimeline
Endurance Services Ltd332,351$222M37.25%new13F-HRTimeline
Legacy Private Trust Co.329,338$220M13.19%+6113F-HRTimeline
GTS SECURITIES LLC323,900$217M8.32%+235,06113F-HRTimeline
Sanctuary Advisors, LLC323,125$216M1.24%-67,46413F-HR/ATimeline
SOFI WEALTH, LLC315,252$211M11.36%-24,48113F-HRTimeline
Linscomb Wealth, Inc.310,380$208M8.95%-4,36013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC307,431$206M0.28%-11,36713F-HRTimelineGroup
Integrated Wealth Concepts LLC305,277$204M1.83%-9,04213F-HRTimeline
Glenview Trust Co305,040$204M3.24%-1,61413F-HRTimeline
True Link Financial Advisors, LLC303,423$203M13.07%+99013F-HRTimeline
Freestone Grove Partners LP300,670$201M1.5%new13F-HRTimeline
Gryphon Financial Partners LLC300,431$201M22.93%-12713F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP296,629$199M4.53%+127,15413F-HRTimelineGroup
Sigma Planning Corp293,042$196M5.58%-14,98913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS292,432$196M7.23%-4,65213F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC291,920$195M1.6%-232,20013F-HRTimeline
Ellenbecker Investment Group290,019$194M28.64%-11,49313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC375,360$193M3.78%+14,93513F-HRTimeline
Lee Financial Co283,860$190M23.82%+8,67013F-HRTimeline
Heck Capital Advisors, LLC283,481$190M14.67%+13,01213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC281,328$188M0.12%+91,65313F-HRTimelineGroup
Gilbert & Cook, Inc.276,476$185M23.78%-9,56813F-HRTimeline
Ullmann Wealth Partners Group, LLC273,661$183M20.01%+13,23113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding273,391$183M+2,339Timeline
Soundwatch Capital LLC272,845$183M29.29%-1,235,10713F-HRTimeline
JB Capital LLC272,479$182M7.87%+21,32613F-HRTimeline
Federation des caisses Desjardins du Qu…271,987$182M0.72%+11,17313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …270,258$181M0.1%-22,80013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC267,725$179M9.22%+9,94013F-HRTimeline
Dakota Wealth Management265,941$178M3.59%-3,72413F-HR/ATimeline
Bangor Savings Bank265,802$178M14.82%-13413F-HRTimeline
Modera Wealth Management, LLC265,210$178M2.06%-4,35613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…264,924$177M0.43%+4813F-HRTimeline
Merit Financial Group, LLC263,998$177M1.62%+10,04313F-HR/ATimeline
BLB&B Advisors, LLC259,802$174M7.51%+11,55313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp259,674$174M3.27%-62713F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC259,216$173M36.97%+1,06313F-HRTimeline
Goelzer Investment Management, Inc.257,321$172M9.13%+41513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC255,149$171M4.22%+8,63313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC253,307$170M11.18%+6,81513F-HRTimeline
DT Investment Partners, LLC248,897$167M14.09%+80,56613F-HRTimeline
Quantinno Capital Management LP245,047$164M0.45%+69,50913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management244,100$163M5.56%+36,05813F-HRTimelineGroup
Mesirow Financial Investment Management…241,999$162M2.9%+30413F-HRTimeline
Stairway Partners, LLC241,631$162M8.59%013F-HRTimeline
MONTAG A & ASSOCIATES INC236,431$158M7.28%+1,19813F-HRTimeline
Mandatum Life Insurance Co Ltd236,197$158M37.76%+10,99313F-HRTimeline
BlueStem Wealth Partners, LLC235,916$158M18.08%-3,21613F-HRTimeline
Summit Financial, LLC235,307$157M2.4%+48,65213F-HRTimeline
Valeo Financial Advisors, LLC234,868$157M3.59%+11,29013F-HRTimeline
Financial Synergies Wealth Advisors, In…232,830$156M15.77%-1,47513F-HRTimeline
Crestwood Advisors Group, LLC231,775$155M2.64%+101,44513F-HRTimeline
QUADRANT CAPITAL GROUP LLC231,723$155M5.04%+1,18413F-HRTimeline
McNamara Financial Services, Inc.231,297$155M28.77%-1,05913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC231,222$155M10.91%+6,56813F-HRTimeline
FineMark National Bank & Trust229,378$154M5.01%+4,64213F-HRTimeline
Litman Gregory Wealth Management LLC227,080$152M11.31%-1,44213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK223,832$150M0.83%-1,16213F-HRTimelineGroup
Leverty Financial Group, LLC223,706$150M38.86%-2,01613F-HRTimeline
Financial Engines Advisors L.L.C.223,312$149M0.29%-8,50113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.223,024$149M0.5%-43,56813F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE222,951$149M39.92%-1,95013F-HRTimeline
BANK OF HAWAII222,238$149M7.43%-1,81213F-HRTimeline
Single Point Partners, LLC221,488$148M30.09%+2,75913F-HRTimeline
Bricktown Capital, LLC220,995$148M24.37%+1,20013F-HRTimeline
Atria Investments, Inc220,604$148M1.69%-1,71113F-HRTimeline
OneDigital Investment Advisors LLC219,553$147M1.51%+3,87213F-HRTimeline
Mutual Advisors, LLC216,639$146M3.22%+25,85113F-HRTimeline
RPTC Inc.216,582$145M25.31%+72113F-HRTimeline
Prime Capital Investment Advisors, LLC212,508$142M1.79%-6,70113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC211,654$142M4.13%+6,30013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…210,000$141M2.47%new13F-HRTimelineGroup
MASON STREET ADVISORS, LLC209,670$140M14.55%-60,28013F-HRTimeline
RiverFront Investment Group, LLC209,419$140M2.46%+2,20513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding207,790$139M+1,960Timeline
HB Wealth Management, LLC207,034$139M0.94%+5,31213F-HRTimeline
PKO Investment Management Joint-Stock Co205,246$137M11.74%+48,63413F-HRTimeline
Narwhal Capital Management203,919$136M10.11%+7,49013F-HRTimeline
Alternative Investment Advisors, LLC.203,479$136M61.91%+6,90413F-HRTimeline
Resonant Capital Advisors, LLC202,970$136M7.92%+44,83213F-HRTimeline
Schonfeld Strategic Advisors LLC202,655$136M0.95%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC202,441$135M8.75%+20,54913F-HRTimeline
First Interstate Bank201,313$135M7.44%-47513F-HRTimeline
St. Clair Advisors, LLC200,494$134M35.62%-4,45013F-HRTimeline
Rezny Wealth Management, Inc.198,386$133M27.71%-3,09413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC198,247$133M1.7%+5,40613F-HRTimeline
Geneos Wealth Management Inc.197,730$132M3.36%+25913F-HRTimeline
Crewe Advisors LLC196,850$132M12.57%new13F-HRTimeline
UNIVERSITY OF CHICAGO195,789$131M64.04%+118,88613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC195,292$131M2.12%+9,49213F-HRTimeline
BSW Wealth Partners192,997$129M16.09%+6,76613F-HRTimeline
Advisory Services Network, LLC192,842$129M1.89%+20,45513F-HRTimeline
Abundance Wealth Counselors191,409$128M21.96%-3,49813F-HRTimeline
HORAN Wealth, LLC191,199$128M20.17%+187,70413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…189,524$127M37.1%+9,44613F-HRTimeline
BBR PARTNERS, LLC189,410$127M7.31%-3813F-HRTimeline
Financial Advisory Corp187,111$125M18.44%-1,32913F-HRTimeline
MACKENZIE FINANCIAL CORP186,705$125M0.15%-10,69713F-HRTimeline
Ensign Peak Advisors, Inc186,117$125M0.2%-50,38113F-HR/ATimeline
Core Wealth Advisors, Inc.185,431$124M32.36%+1,71213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.184,985$124M5.4%+2,39413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…183,207$123M3.7%-18,74813F-HRTimeline
RWA WEALTH PARTNERS, LLC181,955$122M1.38%-6,73913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC181,648$122M14.66%+4,55813F-HRTimeline
Winthrop Advisory Group LLC180,084$121M10.54%+3,49513F-HRTimeline
INTEGRITY ALLIANCE, LLC.178,400$119M5.63%+15,38613F-HRTimeline
Pure Financial Advisors, LLC177,575$119M1.89%+3,24113F-HRTimeline
Caliber Wealth Management, LLC / KS176,946$118M13.2%+22,28213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson176,528$118M0.05%+30,03113F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC175,244$117M0.65%-1,95513F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC172,587$116M5.73%+7,99213F-HRTimeline
IEQ CAPITAL, LLC172,104$115M0.35%+22,16913F-HRTimeline
Wealth Group Ltd171,964$115M26.63%-16,44813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC171,538$115M3.66%-13,39213F-HRTimelineGroup
Advisors Capital Management, LLC171,391$115M1.42%+13,30013F-HRTimeline
STOCK YARDS BANK & TRUST CO170,359$114M3.57%+5,97613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management169,462$113M1.35%-72313F-HRTimelineGroup
D.A. DAVIDSON & CO.169,174$113M0.72%-10713F-HRTimeline
King Wealth Management Group168,574$113M14.18%+5,12813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC168,405$113M2.24%+2,82513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …168,336$113M18.88%+40213F-HRTimelineGroup
Perigon Wealth Management, LLC167,542$112M2.29%-16,07013F-HRTimeline
Chandler Asset Management, Inc.167,501$112M18.4%+20,88513F-HRTimeline
McKinley Carter Wealth Services, Inc.167,297$112M5.88%+96513F-HRTimeline
Integrated Advisors Network LLC165,971$111M4.67%+2,71913F-HRTimeline
FFT WEALTH MANAGEMENT LLC165,827$111M20.38%+7,48113F-HRTimeline
Hennion & Walsh Asset Management, Inc.165,607$111M4.01%+2,84713F-HRTimeline
Onyx Bridge Wealth Group LLC164,673$110M11.98%+18,06913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC164,535$110M0.08%-12,72913F-HRTimelineGroup
CenturyLink Investment Management Co163,204$109M100%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding163,077$109M+31,174Timeline
FIRST CITIZENS BANK & TRUST CO162,717$109M2.35%-4,93313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC161,674$108M0.23%-745,69113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO160,000$107M3.32%new13F-HRTimeline
Requisite Capital Management, LLC159,684$107M17.95%+36,85513F-HRTimeline
Ironclad Investments LLC157,664$106M50.1%-1,45013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC155,973$105M2.23%+1,35113F-HRTimeline
Arvest Bank Trust Division155,532$104M5.77%-5,25613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC155,531$104M20.78%-5,42513F-HRTimeline
BW Gestao de Investimentos Ltda.155,000$104M7.85%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/154,565$103M1.77%+1,78313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …152,752$102M0.06%+37,14313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC151,829$102M0.04%+96,63813F-HR/ATimelineGroup
Tortoise Investment Management, LLC151,604$101M9.04%+2,09413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC151,239$101M17.32%+17,91413F-HRTimeline
PDS Planning, Inc150,973$101M6.99%+2,41813F-HRTimeline
EASTERN BANK150,509$101M1.79%+13,32213F-HRTimeline
Teramo Advisors, LLC150,500$101M36.3%+45,50013F-HRTimeline
Amtrust Financial Services, Inc.150,300$101M33.45%013F-HRTimeline
3EDGE Asset Management, LP150,148$100M5.67%-9,30713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP150,000$100M1.3%new13F-HRTimelineGroup
Divergent Planning, LLC147,527$99.2M26.37%+4,07013F-HR/ATimeline
PROATHLETE WEALTH MANAGEMENT LLC147,133$98.5M28.35%+5,11713F-HRTimeline
Global Retirement Partners, LLC145,842$97.6M2.19%+6,14413F-HRTimeline
VICUS CAPITAL145,325$97.3M7.43%-192,91213F-HRTimeline
Betterment LLC144,862$97M0.19%-4,82813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…144,232$96.5M17%+2,51313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV144,201$96.5M1.77%+16,69913F-HR/ATimeline
Glenmede Investment Management, LP143,578$96.1M0.46%+8,47113F-HRTimeline
Summit Financial Strategies, Inc.142,156$95.1M8.16%+4,94713F-HRTimeline
Icon Wealth Advisors, LLC141,858$94.9M6.44%-1,46513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK164,213$94.7M8.67%013F-HRTimeline
RTD Financial Advisors, Inc.141,479$94.7M11.38%+1,54913F-HRTimeline
JGP Wealth Management, LLC140,372$94.4M10.46%+9,74513F-HRTimeline
GREAT LAKES ADVISORS, LLC140,586$94.1M0.79%+2,01313F-HRTimeline
PINNACLE ASSOCIATES LTD139,479$93.4M1.24%+2,05613F-HRTimeline
Arcataur Capital Management LLC139,179$93.2M27.38%-1,18813F-HRTimeline
CIBC WORLD MARKET INC.139,148$93.1M0.19%+25,94013F-HRTimeline
Progeny 3, Inc.139,069$93.1M4.8%013F-HRTimeline
CHOREO, LLC138,598$92.8M1.21%-59713F-HRTimeline
Wilmington Savings Fund Society, FSB138,131$92.5M2.23%+31413F-HR/ATimeline
COUNTRY TRUST BANK137,328$91.9M2.01%+1,41513F-HRTimeline
Private Wealth Asset Management, LLC137,186$91.8M10.83%+69,88613F-HRTimeline
Cardinal Strategic Wealth Guidance137,130$91.8M24.69%-85813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC136,471$91.3M0.68%+54,00013F-HRTimelineGroup
Physician Wealth Advisors, Inc.135,468$90.7M12.91%+75513F-HRTimeline
Baker Avenue Asset Management, LP135,233$90.5M2.17%+3,72313F-HRTimeline
Pine Ridge Advisers LLC135,009$90.4M6.19%+1413F-HRTimeline
Compound Planning, Inc.135,005$90.4M2.93%+18,86613F-HRTimeline
Bleakley Financial Group, LLC134,350$89.9M2.09%-12,12913F-HRTimeline
Gray Private Wealth, LLC134,278$89.9M45.33%-29313F-HRTimeline