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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
United Asset Strategies, Inc.351$263K0.02%+1613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC350$262K0.11%-15413F-HRTimeline
3Chopt Investment Partners, LLC350$262K0.05%new13F-HRTimeline
Baron Wealth Management LLC349$262K0.07%013F-HRTimeline
Darden Wealth Group Inc349$261K0.1%013F-HRTimeline
Ridgeline Wealth, LLC349$261K0.15%-1413F-HRTimeline
Tamar Securities, LLC346$259K0.02%new13F-HRTimeline
Sendero Wealth Management, LLC346$259K0.03%-913F-HRTimeline
Widmann Financial Services, Inc.346$259K0.14%013F-HRTimeline
Base Wealth Management LLC345$259K0.12%013F-HRTimeline
Expressive Wealth LLC345$258K0.24%013F-HRTimeline
MilWealth Group LLC344$258K0.05%-23413F-HRTimeline
Axecap Investments, LLC340$255K0.14%-2513F-HRTimeline
McCollum Christoferson Group LLC340$255K0.07%-10013F-HRTimeline
AAFMAA Wealth Management & Trust LLC339$254K0.09%new13F-HRTimeline
LPWM LLC337$253K0.06%013F-HRTimeline
Ferguson Shapiro LLC337$252K0.07%+313F-HRTimeline
Altura Wealth Advisors Inc.337$252K0.09%+1713F-HRTimeline
Vannoy Advisory Group, Inc.336$252K0.14%013F-HRTimeline
Nicholson Wealth Management Group, LLC335$251K0.15%013F-HRTimeline
Winning Points Advisors, LLC335$251K0.33%013F-HRTimeline
Paragon Private Wealth Management, LLC334$250K0.07%013F-HRTimeline
Tortuga Wealth Management, Inc332$249K0.19%013F-HRTimeline
Bank & Trust Co333$249K0.16%013F-HRTimeline
Bannerstone Capital Management, LLC332$249K0.21%-1813F-HRTimeline
Murphy & Mullick Capital Management Corp331$248K0.15%013F-HRTimeline
Wynn Capital, LLC331$248K0.11%013F-HRTimeline
Powell Investment Advisors, LLC330$247K0.08%+3213F-HRTimeline
McGowan Group Asset Management, Inc.329$246K0.03%013F-HRTimeline
Braun-Bostich & Associates Inc.329$246K0.14%013F-HRTimeline
Cooper Capital Advisors LLC329$246K0.11%013F-HRTimeline
JACOBS & CO/CA329$246K0.02%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…1,170$245K0.07%new13F-HRTimelineGroup
Roberts Financial Services LLC327$245K0.07%-613F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …327$245K0.01%013F-HRTimelineGroup
Cannon Advisors, Inc.324$244K0.15%-39913F-HRTimeline
Altrius Capital Management Inc326$244K0.05%-21513F-HRTimeline
Clarus Group, Inc.326$244K0.08%+113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC325$243K<0.01%013F-HRTimeline
United Wealth Management, LLC323$242K0.05%013F-HRTimeline
Level Wealth Management LLC323$242K0.1%013F-HRTimeline
KTF INVESTMENTS, LLC322$241K0.02%013F-HRTimeline
Quantum Financial Planning Services, In…322$241K0.07%+113F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…321$240K0.1%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP320$240K0.01%-4013F-HRTimeline
CHAI TRUST CO LLCin group CHAI TRUST CO LLC320$240K0.02%new13F-HRTimelineGroup
DOCK STREET ASSET MANAGEMENT INC317$237K0.02%-21013F-HRTimeline
SS&H Financial Advisors, Inc.316$237K0.06%13F-HRTimeline
Flagship Capital Management Inc.316$237K0.15%013F-HRTimeline
360 Financial, Inc.315$236K0.06%013F-HRTimeline
Boomfish Wealth Group, LLC315$236K0.11%013F-HRTimeline
Joule Financial, LLC314$235K0.06%-613F-HRTimeline
SageGuard Financial Group, LLC313$234K0.03%-26213F-HRTimeline
Fearless Solutions, LLC dba Best Invest313$234K0.12%new13F-HRTimeline
Weinberger Asset Management, Inc312$234K0.08%013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.311$233K0.04%-2013F-HRTimeline
Byrne Asset Management LLC311$233K0.13%+113F-HRTimeline
Hartford Financial Management Inc.310$232K0.05%+20213F-HRTimeline
Riggs Asset Managment Co. Inc.309$231K0.04%-1013F-HRTimeline
Sherman Wealth Management LLC309$231K0.17%+113F-HRTimeline
Great Lakes Retirement, Inc.309$231K0.02%-58613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC308$231K0.23%013F-HRTimeline
Global Trust Wealth Management LLC308$231K0.16%-8313F-HRTimeline
Paragon Advisors, LLC308$231K0.05%new13F-HRTimeline
Valpey Financial Services, LLC307$230K0.14%-1313F-HRTimeline
Bravias Capital Group, LLC306$229K0.14%new13F-HRTimeline
Burk Holdings LLC306$229K0.08%-413F-HRTimeline
V2 Financial group LLC304$228K0.08%new13F-HRTimeline
PCB Capital LLC304$228K0.28%new13F-HRTimeline
CHRISTINE MESSMER PC304$228K0.13%new13F-HRTimeline
Cedar Mountain Advisors, LLC303$227K0.04%+3413F-HRTimeline
Krane Financial Solutions LLC302$226K0.14%new13F-HRTimeline
Atlas Wealth LLC301$225K0.03%new13F-HRTimeline
Aberdeen Wealth Management LLC300$225K0.11%-58013F-HRTimeline
Navigation Group, LLC300$225K0.04%new13F-HRTimeline
Trust Co of Kansas299$224K0.11%new13F-HRTimeline
Guild Investment Management, Inc.299$224K0.15%new13F-HRTimeline
Mission Hills Financial Advisory, LLC299$224K0.1%-1013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…298$223K0.17%new13F-HRTimeline
Cottage Street Advisors LLC298$223K0.09%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC297$223K0.08%-1,23713F-HRTimeline
Calder Financial LLC296$222K0.21%-9813F-HRTimeline
Three Bridge Wealth Advisors, LLC296$222K0.06%new13F-HRTimeline
DB&C Advisors, LLC296$222K0.24%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC295$221K0.01%new13F-HRTimeline
COMMONS CAPITAL, LLC294$220K0.15%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.292$219K0.03%new13F-HRTimeline
Sylvest Advisors, LLC292$218K0.1%new13F-HRTimeline
Nova Wealth Management, Inc.291$218K0.12%-5513F-HRTimeline
Ascent Wealth Partners, LLC291$218K0.02%new13F-HRTimeline
Evergreen Private Wealth LLC289$217K0.08%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC289$216K0.05%new13F-HRTimeline
Shira Ridge Wealth Management289$216K0.08%-2813F-HRTimeline
Berkeley Capital Partners, LLC288$216K0.04%new13F-HRTimeline
Hilton Head Capital Partners, LLC288$216K0.11%-1613F-HRTimeline
RPg Family Wealth Advisory, LLC288$216K0.04%-4413F-HR/ATimeline
Bell & Brown Wealth Advisors, LLC288$216K0.07%new13F-HRTimeline
Allred Capital Management, LLC288$216K0.07%new13F-HRTimeline
Total Wealth Planning & Management, Inc.288$216K0.16%-12113F-HRTimeline
Pacific Sun Financial Corp287$215K0.09%new13F-HRTimeline
Karras Company, Inc.287$215K0.19%new13F-HRTimeline
Shore Point Advisors, LLC287$215K0.07%new13F-HRTimeline
WPWealth LLP287$215K0.03%new13F-HRTimeline
Goodman Advisory Group, LLC287$215K0.05%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC286$215K0.1%013F-HRTimeline
Pacific Asset Management, LLC286$214K0.11%new13F-HRTimeline
Lotus Asset Management LLC286$214K0.19%13F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP284$213K0.04%new13F-HR/ATimeline
TKG Advisors, LLC284$213K0.07%-8213F-HRTimeline
Seros Financial, LLC284$213K0.11%-13413F-HRTimeline
Covestor Ltd283$212K0.12%+1713F-HRTimeline
Hopwood Nicholas Hunter283$212K0.06%-12313F-HRTimeline
Waycross Investment Management Co283$212K0.16%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC283$212K0.05%new13F-HRTimeline
NI ACQUISITIONS COMPANY, LLC283$212K0.09%13F-HRTimeline
Walker Financial Services, Inc.282$211K0.07%-20913F-HRTimeline
Kinloch Capital, LLC282$211K0.08%new13F-HRTimeline
APS Management Group, Inc.282$211K0.16%new13F-HRTimeline
Broadleaf Partners, LLC282$211K0.04%new13F-HRTimeline
Integrated Wealth Management282$211K0.22%-78513F-HRTimeline
GFS Advisors, LLC21,640$211K0.03%013F-HR/ATimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.280$210K<0.01%new13F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.279$209K0.07%new13F-HRTimeline
Altar Rock LLC279$209K0.31%new13F-HRTimeline
Z3 Capital Partners, LLC279$209K0.04%-12413F-HRTimeline
EnRich Financial Partners LLC278$208K0.05%new13F-HRTimeline
Wolff Financial Management LLC278$208K0.04%-3413F-HRTimeline
Kingsbury Capital Investment Advisors L…276$207K0.17%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC276$207K0.17%-99,83113F-HRTimeline
Pegasus Asset Management, Inc.276$207K0.06%new13F-HRTimeline
Capital Investment Counsel, Inc276$206K0.02%-1213F-HRTimeline
Saxony Capital Management, LLC276$206K0.09%new13F-HRTimeline
Summa Corp.275$206K0.06%-5613F-HRTimeline
QUARRY HILL ADVISORS, LLC275$206K0.08%-1513F-HRTimeline
Causey Wealth LLC275$206K0.08%new13F-HRTimeline
Five Pine Wealth Management274$206K0.12%new13F-HRTimeline
Perkins Coie Trust Co273$204K0.03%013F-HRTimeline
Tripletail Wealth Management, LLC273$204K0.24%013F-HRTimeline
MTM FINANCIAL GROUP, LLC272$204K0.09%new13F-HRTimeline
Decker Retirement Planning Inc.272$204K0.07%+27013F-HRTimeline
Millstone Evans Group, LLC272$204K0.11%-213F-HRTimeline
Permanent Capital Management, LP272$204K0.03%new13F-HRTimeline
Davidson Kahn Capital Management, LLC272$203K0.09%new13F-HRTimeline
AIRE ADVISORS, LLC271$203K0.03%new13F-HRTimeline
Greenfield Seitz Capital Management, LLC271$203K0.06%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC270$203K0.05%new13F-HRTimeline
Capasso Planning Partners LLC270$202K0.1%new13F-HRTimeline
Hedeker Wealth, LLC270$202K0.04%new13F-HRTimeline
IMG Wealth Management, Inc.270$202K0.11%+9313F-HRTimeline
Kentucky Trust Co270$202K0.1%013F-HRTimeline
Hendershot Investments Inc.269$201K0.03%new13F-HRTimeline
Creative Capital Management Investments…269$201K0.05%+14013F-HRTimeline
Glass Wealth Management Co LLC269$201K0.07%new13F-HRTimeline
Veratis Advisors, Inc.269$201K0.14%13F-HRTimeline
Atala Financial Inc268$201K0.12%new13F-HRTimeline
Red Mountain Financial, LLC267$200K0.17%new13F-HRTimeline
Topsail Wealth Management, LLC265$198K0.03%+9113F-HRTimeline
Friedenthal Financial262$196K0.09%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC262$196K0.14%013F-HR/ATimeline
LFA - Lugano Financial Advisors SA257$192K0.12%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC256$192K0.08%013F-HRTimeline
Timbuktu Capital Management, LLC254$190K0.29%13F-HRTimeline
WOLFF WIESE MAGANA LLC251$188K0.09%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP249$186K0.02%new13F-HRTimelineGroup
RHL GROUP, LLC246$184K0.15%013F-HRTimeline
Urban Financial Advisory Corp237$178K0.05%-2213F-HRTimeline
Leo H. Evart, Inc.235$176K0.14%013F-HRTimeline
Core Alternative Capital235$176K0.05%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST234$175K0.06%-5,98713F-HRTimeline
Insight Inv LLC234$175K0.08%013F-HRTimeline
Westend Capital Management, LLC230$172K0.04%-11413F-HRTimeline
Arjuna Capital223$167K0.04%013F-HRTimeline
SYM FINANCIAL Corp223$167K0.01%+213F-HRTimeline
WELLINGTON-ALTUS USA INC.253$165K0.12%-9913F-HRTimeline
Kopp Family Office, LLC219$164K0.1%+7213F-HRTimeline
ROSS\JOHNSON & Associates LLC217$163K2.54%013F-HRTimeline
Weaver Capital Management LLC244$160K0.04%013F-HRTimeline
Networth Advisors, LLC208$155K0.09%-5913F-HRTimeline
Costello Asset Management, INC199$149K0.04%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…198$148K0.1%013F-HRTimeline
CDKV HOLDINGS LLC196$147K0.11%013F-HRTimeline
Robinswood Financial LLC195$146K0.04%+113F-HRTimeline
Morse Asset Management, Inc195$146K0.02%-2813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC192$144K0.07%013F-HRTimeline
Smallwood Wealth Investment Management,…184$139K0.06%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC180$135K0.06%-1,81213F-HRTimeline
Boreal Capital Management LLC175$131K0.1%013F-HRTimeline
Prudent Man Investment Management, Inc.191$131K0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC171$128K0.07%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.168$126K0.05%013F-HRTimeline
Cordant, Inc.165$124K0.04%new13F-HRTimeline
Private Wealth Management Group, LLC163$122K0.03%-5113F-HRTimeline
Citizens National Bank Trust Department162$121K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC161$121K0.04%013F-HRTimeline
Midway Capital Research & Management161$121K0.1%013F-HRTimeline
Investors Portfolio Services LLC160$120K0.09%013F-HRTimeline
Anchor Bay Capital, Inc.150$117K0.06%13F-HRTimeline
Benson Wealth Management INC146$109K0.11%013F-HRTimeline
GODSEY & GIBB, INC145$109K0.01%013F-HRTimeline
Zeit Capital LLC143$107K0.06%+7313F-HRTimeline