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Disclosery

IVV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 475 13F filers report a position in IVV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
DIVERSIFIED MANAGEMENT INC6,543$5.01M0.87%-3013F-HRTimeline
Discipline Wealth Solutions, LLC6,493$4.97M0.43%-30113F-HRTimeline
Sage Capital Advisors,llc6,477$4.96M1%+3113F-HRTimeline
Madson Wealth Advisors Inc6,447$4.94M3.45%-1,37313F-HRTimeline
Ayalon Insurance Comp Ltd.6,372$4.88M0.41%+11213F-HRTimeline
PATTON FUND MANAGEMENT, INC.6,365$4.87M1.25%+4,39113F-HRTimeline
First County Bank /CT/6,243$4.78M2.21%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.6,240$4.78M0.98%-1713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,195$4.74M1.98%-5713F-HRTimeline
Harbour Capital Advisors, LLC6,104$4.67M0.85%+19013F-HRTimeline
Everhart Financial Group, Inc.6,088$4.66M0.29%-1213F-HRTimeline
McAlister, Sweet & Associates, Inc.6,042$4.63M2.92%-14513F-HRTimeline
Kaydan Wealth Management, Inc.5,951$4.56M1.56%-57213F-HRTimeline
Bath Savings Trust Co5,916$4.53M0.47%+1,30013F-HRTimeline
EQUITABLE TRUST CO5,842$4.47M0.19%013F-HRTimeline
Roxbury Financial LLC5,784$4.43M3.41%+15413F-HRTimeline
Cape Investment Advisory, Inc.5,620$4.3M1.11%-2,02413F-HRTimeline
Fjell Capital, LLC5,592$4.28M2.4%new13F-HRTimeline
Antonelli Financial Advisors, LLC5,574$4.27M3.09%013F-HRTimeline
LINCOLN CAPITAL CORP5,542$4.24M1.38%-5013F-HRTimeline
Aaron Wealth Advisors LLC5,468$4.19M0.2%-36213F-HRTimeline
WORLD EQUITY GROUP, INC.5,357$4.1M1.69%-3,66113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,300$4.06M2.74%-12313F-HRTimeline
Capital Advantage, Inc.5,162$3.95M0.47%+26013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…5,143$3.94M2.58%-11213F-HRTimeline
Upper Left Wealth Management, LLC5,056$3.87M2.01%-19113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC4,924$3.77M1.57%-14613F-HRTimeline
Lincoln Capital LLC4,898$3.75M0.66%+7713F-HRTimeline
Pacifica Partners Inc.4,716$3.62M1.09%+50413F-HRTimeline
Athena Wealth Management, LLC4,686$3.59M2.58%-3813F-HRTimeline
CENTRAL BANK & TRUST CO4,649$3.56M0.51%+2113F-HRTimeline
Mechanics Bank Trust Department4,618$3.54M0.44%+4213F-HRTimeline
Mengis Capital Management, Inc.4,406$3.37M0.5%-2413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,351$3.33M0.29%-7813F-HRTimelineGroup
Blue Capital, Inc.4,337$3.32M2.07%-7213F-HRTimeline
Factor Wealth Management LTD4,281$3.28M0.5%+10313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$3.27M1.97%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,250$3.25M0.19%+1613F-HRTimelineGroup
CapWealth Advisors, LLC4,128$3.16M0.24%-713F-HRTimeline
Delta Wealth Advisors LLC4,119$3.15M2.17%-11013F-HRTimeline
Park Capital Management, LLC / WI3,973$3.04M1.55%013F-HRTimeline
Decker Wealth Management LLC3,897$2.98M0.61%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,810$2.92M0.21%013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC3,808$2.92M0.58%-6813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,754$2.88M0.29%+11813F-HRTimeline
Plan A Wealth LLC3,644$2.79M1%+30913F-HRTimeline
Downshift Financial, LLC3,631$2.78M1.23%+28813F-HRTimeline
Trinity Wealth Management, LLC3,594$2.75M0.87%+913F-HRTimeline
Walleye Partners, LLC3,587$2.75M3.09%-24413F-HRTimeline
Shearwater Capital LLC3,567$2.73M1.29%+313F-HRTimeline
Versant Capital Management, Inc3,499$2.68M0.23%013F-HRTimeline
Financial Symmetry Inc3,452$2.64M0.84%+113F-HRTimeline
EPIQ PARTNERS, LLC3,423$2.62M1.13%+29613F-HRTimeline
Fiduciary Alliance LLC3,369$2.58M0.19%-1,08813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,345$2.56M0.21%+313F-HRTimeline
Spinnaker Investment Group, LLC3,308$2.53M0.4%+43313F-HRTimeline
Iowa State Bank3,273$2.51M0.42%013F-HRTimeline
Regent Peak Wealth Advisors LLC3,234$2.48M0.43%-2013F-HRTimeline
Scott Capital Advisors, LLC3,165$2.47M0.35%-29513F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,172$2.43M0.28%-8413F-HRTimeline
21 West Wealth Management LLC3,143$2.41M2.09%-2513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,123$2.39M0.49%+3413F-HRTimeline
Capital Investment Counsel, LLC3,100$2.37M0.29%-1,52113F-HRTimeline
Arbor Wealth Advisors LLC3,095$2.37M1.48%+913F-HRTimeline
Intelligence Driven Advisers, LLC3,058$2.34M0.4%-1113F-HRTimeline
Roan Capital Partners3,042$2.33M1.71%-2913F-HRTimeline
GEM Asset Management, LLC2,970$2.27M0.91%+913F-HRTimeline
My Personal CFO, LLC2,912$2.23M0.8%-9513F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,904$2.22M0.28%-713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,891$2.21M0.27%+13913F-HRTimelineGroup
Pacific Park Financial, Inc.2,844$2.18M1.29%-2213F-HRTimeline
Powers Advisory Group, LLC2,793$2.14M0.65%+44413F-HRTimeline
FIRST COMMUNITY TRUST NA2,775$2.13M0.71%-1013F-HRTimeline
Hummer Financial Advisory Services Inc2,774$2.12M1.39%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,742$2.1M0.39%+113F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,733$2.09M7.08%-60013F-HRTimeline
Violich Capital Management, Inc.2,604$1.99M0.22%+16013F-HRTimeline
Veracity Capital LLC2,595$1.99M0.53%-2013F-HRTimeline
Outbound Financial Inc2,502$1.92M1.22%013F-HRTimeline
Hardin Capital Partners, LLC2,494$1.91M0.93%+74013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,436$1.87M0.21%+113F-HRTimeline
LAWOOD & CO2,419$1.85M1.28%-1613F-HRTimeline
Montz Harcus Wealth Management LLC2,379$1.82M0.64%+70413F-HRTimeline
Hickory Point Bank & Trust2,374$1.82M1.09%-513F-HRTimeline
ATWOOD & PALMER INC2,276$1.74M0.09%+55113F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.72M0.04%013F-HRTimeline
Accel Wealth Management2,226$1.7M0.37%+20413F-HRTimeline
E&G Advisors, LLC2,210$1.69M0.33%-513F-HRTimeline
TruNorth Capital Management, LLC2,190$1.68M0.26%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,114$1.62M0.83%+6913F-HRTimeline
Insight Wealth Strategies, LLC2,101$1.61M0.16%-28013F-HRTimeline
Vertrix Wealth Management, LLC1,875$1.44M0.49%+2213F-HRTimeline
GEN Financial Management, INC.1,868$1.43M0.77%013F-HRTimeline
TrueWealth Advisors, LLC1,864$1.43M0.32%+813F-HRTimeline
SACKS & ASSOCIATES, LLC1,852$1.42M0.99%-3113F-HRTimeline
Hamilton Capital, LLC1,847$1.41M0.08%-9613F-HRTimeline
JM2 Capital Inc.1,801$1.38M0.91%013F-HRTimeline
Trinity Financial Advisors LLC1,790$1.37M0.35%-69113F-HRTimeline
Prosperity Planning, Inc.1,780$1.36M0.3%+13213F-HRTimeline
Aventus Investment Advisors, Inc.1,768$1.35M0.99%013F-HRTimeline
Councilor Wealth, LLC1,763$1.35M0.56%+113F-HRTimeline
Bill Few Associates, Inc.1,720$1.32M0.27%+1813F-HRTimeline
Roberts Wealth Advisors, LLC1,707$1.31M0.29%-22813F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,695$1.3M0.22%013F-HRTimeline
Ifrah Financial Services, Inc.1,682$1.29M0.33%+26713F-HRTimeline
Sincerus Advisory, LLC1,656$1.27M0.83%-5413F-HRTimeline
Xena Financial Planning, LLC1,647$1.26M1.2%-5413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC1,545$1.18M0.66%+4813F-HRTimeline
Lake Hills Wealth Management, LLC1,520$1.16M0.53%013F-HRTimeline
Vilga Financial Planning LLC1,517$1.16M0.69%+213F-HRTimeline
Ignite Planners, LLC1,487$1.14M0.15%+8713F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,456$1.14M0.13%+6213F-HRTimeline
Towneley Capital Management, Inc / DE1,483$1.14M0.23%-513F-HRTimeline
Monument Capital Management1,479$1.13M0.24%+11013F-HRTimeline
Pathway Financial Advisors LLC1,456$1.11M0.12%013F-HRTimeline
WT Wealth Management1,448$1.11M0.31%-1013F-HRTimeline
Green Ridge Wealth Planning LLC1,447$1.11M0.44%013F-HRTimeline
LEGACY SOLUTIONS, LLC1,432$1.1M0.84%+113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,429$1.09M0.13%+1613F-HRTimeline
OMNI 360 Wealth, Inc.1,374$1.05M0.48%+5613F-HRTimeline
HALL LAURIE J TRUSTEE1,369$1.05M0.33%013F-HRTimeline
Value Investment Professionals, LLC1,362$1.04M0.91%013F-HRTimeline
Great Waters Wealth Management1,349$1.03M0.09%+113F-HRTimeline
Pearl Planning LLC1,346$1.03M0.43%-213F-HRTimeline
Planning Strategies Inc.1,332$1.02M0.61%-1413F-HRTimeline
Financial Futures Ltd Liability Co.1,326$1.02M0.38%013F-HRTimeline
Heartwood Wealth Advisors LLC1,320$1.01M0.08%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,311$1M0.31%+16813F-HRTimeline
Compton Wealth Advisory Group, LLC1,287$988K0.2%013F-HRTimeline
M.E. ALLISON & CO., INC.1,282$982K0.55%+613F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,244$953K0.03%+7513F-HRTimeline
Ulrich Consultants & Investment Group, …1,240$950K0.95%13F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,237$947K0.49%+2513F-HRTimeline
Spartan Planning & Wealth Management1,235$946K0.62%-23513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,220$934K0.01%+26213F-HRTimeline
Horizons Wealth Management1,220$934K0.59%13F-HRTimeline
Noble Wealth Management PBC1,210$927K0.43%-4113F-HRTimeline
DBK Financial Counsel, LLC1,166$893K0.72%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,165$892K0.24%+113F-HRTimeline
CGC Financial Services, LLC1,146$878K0.19%+7713F-HRTimeline
Somerset Trust Co1,123$860K0.24%-1913F-HRTimeline
GK Wealth Management LLC1,120$858K0.48%-35913F-HRTimeline
Castle Rock Wealth Management, LLC1,096$857K0.16%-2513F-HRTimeline
True Wealth Design, LLC1,105$846K0.2%-1313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,090$835K0.1%-5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MJT & Associates Financial Advisory Gro…1,085$830K0.54%013F-HRTimeline
Exchange Bank1,068$818K0.51%+9913F-HRTimeline
Gilman Hill Asset Management, LLC1,065$816K0.11%013F-HRTimeline
StoryOne LLC1,013$776K0.35%013F-HRTimeline
Clayton Financial Group LLC1,002$767K0.4%+9813F-HRTimeline
Greenfield Savings Bank994$761K0.29%+14213F-HRTimeline
CV Advisors LLC978$749K0.13%-54613F-HRTimeline
Fermata Advisors, LLC975$747K0.14%-18913F-HRTimeline
BCO Wealth Management LLC935$716K0.39%013F-HRTimeline
Level Financial Advisors933$714K0.16%+4113F-HRTimeline
Grove Street Fiduciary, LLC928$711K0.32%013F-HRTimeline
Beacon Financial Strategies CORP925$708K0.35%-6913F-HRTimeline
Global Wealth Strategies & Associates922$706K0.13%+10713F-HRTimeline
Davis Capital Management906$694K0.41%+5713F-HRTimeline
Fenimore Asset Management Inc900$689K0.02%013F-HRTimeline
Williams & Novak Wealth Management, LLC885$678K0.41%+23313F-HRTimeline
TL Private Wealth865$676K0.24%-2913F-HRTimeline
Hippocratic Financial Advisors, LLC874$669K0.26%new13F-HRTimeline
Syntegra Private Wealth Group, LLC871$667K0.05%+613F-HRTimeline
David Kennon Inc856$655K0.22%+113F-HRTimeline
Adelphi Trust Co823$630K0.41%-1,09313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …819$627K0.04%013F-HRTimeline
MITCHELL SINKLER & STARR/PA818$626K0.25%+13213F-HRTimeline
Ring Mountain Capital, LLC807$618K0.25%-413F-HRTimeline
Family Legacy Financial Solutions, LLC792$607K0.35%013F-HRTimeline
Longview Financial Advisors, Inc.790$605K0.35%013F-HRTimeline
GoalVest Advisory LLC790$605K0.1%+14913F-HRTimeline
RVW Wealth, LLC784$601K0.04%-3113F-HRTimeline
First Citizens Financial Corp767$587K0.25%013F-HRTimeline
COURIER CAPITAL LLC764$585K0.11%-116,97613F-HRTimeline
Castleview Partners, LLC752$576K0.25%-3213F-HRTimeline
Boston Common Asset Management, LLC750$574K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.743$569K0.24%013F-HRTimeline
Richard P Slaughter Associates Inc735$563K0.11%new13F-HRTimeline
Buttonwood Financial Advisors Inc.731$559K0.17%+213F-HRTimeline
Hixon Zuercher, LLC724$554K0.16%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV717$549K0.06%+113F-HRTimeline
Echo45 Advisors LLC713$546K0.25%+31813F-HRTimeline
Vann Equity Management LLC705$540K0.32%-413F-HRTimeline
Emprise Bank699$535K0.2%013F-HRTimeline
Compass Planning Associates Inc695$532K0.28%-6413F-HRTimeline
Canandaigua National Trust Co of Florida693$531K0.29%13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.673$516K0.24%+12613F-HR/ATimeline
Beacon Wealthcare LLC662$507K0.16%013F-HRTimeline
Elm3 Financial Group, LLC659$505K0.34%+5813F-HRTimeline
TLWM658$504K0.08%+2613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.654$501K0.03%013F-HRTimeline
Fullerton Advisors, LLC651$498K0.46%+213F-HRTimeline
Ballentine Capital Advisors, Inc649$497K0.19%+1113F-HRTimeline
Great Diamond Partners, LLC642$492K0.08%013F-HRTimeline
Mirador Capital Partners LP634$485K0.06%013F-HRTimeline
15 Wealth Advisors LLC611$468K0.12%13F-HRTimeline
Kearns & Associates LLC604$463K0.21%-113F-HRTimeline
Oliver Luxxe Assets LLC599$459K0.07%+9713F-HRTimeline
Nautilus Advisors LLC583$446K0.27%+17513F-HRTimeline