Skip to content
Disclosery

IVV ISHARES TR

Follow

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.

HolderSharesValue% of portfolioChangeSource
Prosperity Consulting Group, LLC431,739$296M13.3%+60,77813F-HRTimeline
Hirtle & Co., LLC431,704$296M10.07%+17,94613F-HRTimeline
SummitTX Capital, L.P.430,000$295M8.94%+45,30013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC427,413$293M18.01%-3,71113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC418,152$286M0.15%+136,82413F-HRTimelineGroup
Beacon Pointe Advisors, LLC415,572$285M2%+25,25013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV414,533$284M35.76%-5,31413F-HRTimeline
TOEWS CORP /ADV414,000$284M41.24%-2,99013F-HRTimeline
Robinhood Asset Management, LLC412,993$283M22.54%13F-HRTimeline
Gotham Asset Management, LLC407,700$279M1.02%+24,86013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…403,913$277M0.66%-46,62913F-HRTimelineGroup
Wealthspire Retirement, LLC403,209$276M16.79%+2,76913F-HRTimeline
Bleakley Financial Group, LLC402,455$276M4.78%+268,10513F-HRTimeline
Wellspring Financial Advisors, LLC398,267$273M21.62%-4,90413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC393,342$269M2.14%-11,20813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP392,760$269M0.4%-107,94013F-HRTimelineGroup
HANCOCK WHITNEY CORP388,718$266M4.8%+9,35413F-HRTimeline
TAIYO LIFE INSURANCE CO385,475$264M22.6%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC385,117$264M1.24%+4,17213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…380,174$260M7.2%+42213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding378,207$259M+5,995Timeline
Steele Capital Management, Inc.377,396$258M11.09%+2,34613F-HRTimeline
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP376,000$258M13.96%new13F-HRTimelineGroup
USS Investment Management Ltd373,967$256M1.19%-624,54813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RKL Wealth Management LLC370,634$254M20.84%-9,17413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP369,000$253M11.18%new13F-HRTimeline
Provida Pension Fund Administrator366,031$251M4.34%-467,81513F-HRTimeline
Ballentine Partners, LLC365,845$251M3.52%+57913F-HRTimeline
Ashford Advisors, LLC365,804$251M54.86%-5,54013F-HRTimeline
Missouri Education Pension Trust364,437$250M71.44%13F-HRTimeline
JNBA Financial Advisors364,404$250M21.8%+11,82413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK362,412$248M33.03%-28,46913F-HRTimelineGroup
BSN CAPITAL PARTNERS Ltdin group BSN CAPITAL PARTNERS Ltd364,602$247M11.64%new13F-HR/ATimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…358,706$246M0.04%+2,85313F-HRTimelineGroup
Quantinno Capital Management LP353,008$242M0.49%+107,96113F-HRTimeline
Crestwood Advisors Group, LLC350,929$240M4%+119,15413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…338,605$232M6.76%-22,67913F-HRTimelineGroup
DAIDO LIFE INSURANCE CO335,437$230M32.32%-34,46513F-HRTimeline
Legacy Private Trust Co.333,049$228M13.44%+3,71113F-HRTimeline
Endurance Services Ltd332,601$228M40.32%+25013F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 3 filers holding332,220$228M-118,952Timeline
TFC Financial Management, Inc.331,468$227M28.47%-3,22613F-HRTimeline
SOFI WEALTH, LLC330,274$226M11.28%+15,02213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …327,967$225M0.36%-17,82713F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC325,676$223M0.38%+18,24513F-HRTimelineGroup
Tarbox Family Office, Inc.315,708$216M34.79%-35,06613F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …312,943$214M0.13%+42,68513F-HRTimelineGroup
Linscomb Wealth, Inc.308,181$211M8.86%-2,19913F-HRTimeline
Glenview Trust Co305,206$209M3.23%+16613F-HRTimeline
True Link Financial Advisors, LLC303,938$208M12.65%+51513F-HRTimeline
Heck Capital Advisors, LLC301,140$206M15.37%+17,65913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP300,229$206M2.81%+3,60013F-HRTimelineGroup
Gryphon Financial Partners LLC297,909$204M21.83%-2,52213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC295,328$202M39.1%+36,11213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…295,377$202M0.54%+30,45313F-HRTimeline
Sigma Planning Corp293,582$201M5.55%+54013F-HRTimeline
LOWE BROCKENBROUGH & CO INC290,714$199M9.8%+22,98913F-HRTimeline
NorthCoast Asset Management LLC290,483$199M4.41%-282,48613F-HRTimeline
Soundwatch Capital LLC290,366$199M30.85%+17,52113F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC289,946$199M1.6%-1,97413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS288,891$198M7.46%-3,54113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…288,691$198M0.76%+16,70413F-HRTimeline
Merit Financial Group, LLC288,582$198M1.59%+24,58413F-HRTimeline
FORM Wealth Advisors, LLC283,872$194M22.76%13F-HRTimeline
Ellenbecker Investment Group281,438$193M26.97%-8,58113F-HRTimeline
JB Capital LLC280,814$192M7.85%+8,33513F-HRTimeline
Bangor Savings Bank277,807$190M15.31%+12,00513F-HRTimeline
Ullmann Wealth Partners Group, LLC276,989$190M19.75%+3,32813F-HRTimeline
Gilbert & Cook, Inc.274,986$188M23.67%-1,49013F-HRTimeline
Dakota Wealth Management273,774$188M3.33%+7,83313F-HR/ATimeline
Lee Financial Co273,052$187M25.23%-10,80813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding272,000$186M-1,391Timeline
BLB&B Advisors, LLC271,761$186M7.78%+11,95913F-HRTimeline
Goelzer Investment Management, Inc.271,624$186M8.63%+14,30313F-HRTimeline
Integrated Wealth Concepts LLC267,421$183M2.18%-37,85613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC352,191$182M3.3%-23,16913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.262,883$180M0.58%+39,85913F-HRTimelineGroup
Modera Wealth Management, LLC258,467$177M2.05%-6,74313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC257,894$177M2.24%+59,64713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC256,954$176M4.21%+1,80513F-HRTimeline
MONTAG A & ASSOCIATES INC256,014$175M8%+19,58313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp253,996$174M3.26%-5,67813F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC252,588$173M11.15%-71913F-HRTimeline
Leverty Financial Group, LLC251,427$172M41.19%+27,72113F-HRTimeline
Atria Investments, Inc251,381$172M1.96%+30,77713F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …249,755$171M0.1%+97,00313F-HRTimelineGroup
DT Investment Partners, LLC249,503$171M14.15%+60613F-HRTimeline
QUADRANT CAPITAL GROUP LLC246,455$169M5.1%+14,73213F-HRTimeline
Mandatum Life Insurance Co Ltd245,868$168M38.45%+9,67113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management242,143$166M5.55%-1,95713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC238,498$163M11.04%+7,27613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.237,461$163M1.14%-108,22713F-HRTimeline
FineMark National Bank & Trust237,563$163M5.08%+8,18513F-HRTimeline
Valeo Financial Advisors, LLC315,833$163M3.62%+80,96513F-HRTimeline
Prime Capital Investment Advisors, LLC236,187$162M1.97%+23,67913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC234,670$161M6.09%-100,23013F-HRTimeline
Financial Synergies Wealth Advisors, In…234,619$161M15.52%+1,78913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK232,275$159M0.88%+8,44313F-HRTimelineGroup
Summit Financial, LLC230,276$158M2.32%-5,03113F-HRTimeline
Advisory Services Network, LLC229,540$157M2.22%+36,69813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE222,069$152M39.53%-88213F-HRTimeline
Single Point Partners, LLC221,909$152M30.05%+42113F-HRTimeline
BANK OF HAWAII221,533$152M7.5%-70513F-HRTimeline
Litman Gregory Wealth Management LLC220,538$151M11.06%-6,54213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC220,484$151M0.09%-129,98913F-HRTimeline
Financial Engines Advisors L.L.C.218,740$150M0.28%-4,57213F-HRTimeline
Planning Project LLC218,300$150M37.57%13F-HRTimeline
RPTC Inc.217,296$149M24.99%+71413F-HRTimeline
HB Wealth Management, LLC216,099$148M0.96%+9,06513F-HRTimeline
Investment Management Corp of Ontario214,291$147M1.95%-351,65313F-HRTimeline
Mutual Advisors, LLC213,258$146M3.13%-3,38113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC211,774$145M9.15%+9,33313F-HRTimeline
PKO Investment Management Joint-Stock Co211,605$145M11.56%+6,35913F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding211,042$145M+3,252Timeline
MASON STREET ADVISORS, LLC210,793$144M14.21%+1,12313F-HRTimeline
Narwhal Capital Management210,559$144M10.48%+6,64013F-HRTimeline
Teramo Advisors, LLC210,500$144M42.95%+60,00013F-HRTimeline
RiverFront Investment Group, LLC210,451$144M2.38%+1,03213F-HRTimeline
Stairway Partners, LLC209,190$143M7.42%-32,44113F-HRTimeline
Resonant Capital Advisors, LLC208,786$143M7.86%+5,81613F-HRTimeline
OneDigital Investment Advisors LLC208,317$143M1.4%-11,23613F-HRTimeline
Bricktown Capital, LLC207,395$142M23.91%-13,60013F-HRTimeline
Agave Capital Management Ltd205,129$141M23.56%13F-HRTimeline
Alternative Investment Advisors, LLC.205,779$141M61.07%+2,30013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC203,887$140M3.86%-7,76713F-HR/ATimelineGroup
First Interstate Bank202,676$139M7.45%+1,36313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC202,547$139M2.22%+7,25513F-HRTimeline
ESL Trust Services, LLC201,392$138M26.48%+84,20113F-HRTimeline
St. Clair Advisors, LLC200,832$138M35.5%+33813F-HRTimeline
Rezny Wealth Management, Inc.200,649$137M27.7%+2,26313F-HRTimeline
Crewe Advisors LLC200,342$137M12.16%+3,49213F-HRTimeline
Callan Family Office, LLC199,877$137M2.94%+28,33913F-HRTimeline
EP Wealth Advisors, LLC198,621$136M0.71%13F-HRTimeline
Geneos Wealth Management Inc.197,046$135M3.3%-68413F-HRTimeline
HORAN Wealth, LLC196,307$134M20.66%+5,10813F-HRTimeline
UNIVERSITY OF CHICAGO195,789$134M64.86%013F-HRTimeline
Caliber Wealth Management, LLC / KS194,530$133M14.34%+17,58413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.192,973$132M5.74%+7,98813F-HRTimelineGroup
EASTERN BANK193,180$132M2.28%+42,67113F-HRTimeline
MACKENZIE FINANCIAL CORP190,271$131M0.16%+3,56613F-HRTimeline
Abundance Wealth Counselors191,110$131M22.1%-29913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC190,748$131M14.57%+9,10013F-HRTimeline
Core Wealth Advisors, Inc.187,849$129M33.38%+2,41813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…187,057$128M37.26%-2,46713F-HRTimeline
BBR PARTNERS, LLC186,242$128M6.84%-3,16813F-HRTimeline
Financial Advisory Corp184,231$126M18.35%-2,88013F-HRTimeline
BSW Wealth Partners182,892$125M15.03%-10,10513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson182,534$125M0.06%+6,00613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC182,345$125M1.37%+39013F-HRTimeline
Advisors Capital Management, LLC182,258$125M1.47%+10,86713F-HRTimeline
Pure Financial Advisors, LLC181,961$125M1.84%+4,38613F-HRTimeline
Capital Investment Advisors, LLC181,699$124M1.9%+103,74313F-HRTimeline
Winthrop Advisory Group LLC181,625$124M10.54%+1,54113F-HR/ATimeline
Robertson Stephens Wealth Management, L…180,777$124M3.49%-2,43013F-HRTimeline
INTEGRITY ALLIANCE, LLC.179,434$123M4.5%+1,03413F-HRTimeline
IEQ CAPITAL, LLC177,214$121M0.36%+5,11013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management176,687$121M1.38%+7,22513F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO175,745$120M3.68%+5,38613F-HRTimeline
Integrated Advisors Network LLC174,916$120M5.3%+8,94513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC172,344$118M0.69%-2,90013F-HRTimelineGroup
Perigon Wealth Management, LLC172,240$118M2.11%+4,69813F-HRTimeline
Bryn Mawr Trust Advisors, LLC172,108$118M5.67%-47913F-HRTimeline
Hennion & Walsh Asset Management, Inc.171,258$117M4.05%+5,65113F-HRTimeline
King Wealth Management Group170,844$117M14.1%+2,27013F-HRTimeline
Chandler Asset Management, Inc.170,651$117M18.5%+3,15013F-HRTimeline
D.A. DAVIDSON & CO.170,089$117M0.71%+91513F-HRTimeline
HWG Holdings LP168,862$116M28.02%+102,78513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC166,576$114M2.15%-1,82913F-HRTimeline
Onyx Bridge Wealth Group LLC163,549$112M11.92%-1,12413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…162,970$112M2.14%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC159,791$111M2.31%+3,81813F-HRTimeline
Global Retirement Partners, LLC162,041$111M1.97%+16,19913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO162,015$111M2.32%-70213F-HRTimeline
Requisite Capital Management, LLC160,129$110M20.8%+44513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …159,524$109M18.02%-8,81213F-HRTimelineGroup
Mesirow Financial Investment Management…159,079$109M2.24%-82,92013F-HRTimeline
JGP Wealth Management, LLC158,376$108M11.31%+18,00413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD158,110$108M0.24%+62,52513F-HRTimeline
Wealth Group Ltd157,873$108M24.2%-14,09113F-HRTimeline
Ironclad Investments LLC155,164$106M49.68%-2,50013F-HRTimeline
OLD NATIONAL BANCORP /IN/154,615$106M1.76%+5013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC153,487$105M17.53%+2,24813F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC153,309$105M20.35%-2,22213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA152,185$104M0.49%13F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC151,384$104M28.34%+4,25113F-HRTimeline
Wilmington Savings Fund Society, FSB151,624$104M2.44%+13,49313F-HRTimeline
Modern Wealth Management, LLC151,510$104M1.89%+31,73513F-HRTimeline
Arvest Bank Trust Division151,493$104M5.62%-4,03913F-HRTimeline
Amtrust Financial Services, Inc.150,300$103M32.62%013F-HRTimeline
PDS Planning, Inc150,189$103M6.87%-78413F-HRTimeline
ExodusPoint Capital Management, LP150,000$103M1.14%new13F-HRTimeline
Divergent Planning, LLC148,837$102M26.08%+1,31013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA147,817$102M3.02%+137,88213F-HRTimelineGroup
3EDGE Asset Management, LP147,784$101M5.25%-2,36413F-HRTimeline
Summit Financial Strategies, Inc.147,751$101M8.32%+5,59513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…147,149$101M1.15%+49,10013F-HRTimelineGroup
Tortoise Investment Management, LLC147,003$101M8.84%-4,60113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.145,918$99.9M0.75%+50,16213F-HRTimelineGroup
UNIQUE WEALTH, LLC145,644$99.8M13.93%+56,39213F-HRTimeline
Icon Wealth Advisors, LLC145,582$99.7M6.64%+3,72413F-HRTimeline