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Disclosery

IVV ISHARES TR

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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
Altura Wealth Advisors Inc.320$219K0.09%+313F-HRTimeline
MayTech Global Investments, LLC320$219K0.02%+113F-HRTimeline
Turim 21 Investimentos Ltda.320$219K0.08%new13F-HRTimeline
Schiavi & Co LLC320$219K0.07%013F-HRTimeline
Valpey Financial Services, LLC320$219K0.14%+713F-HR/ATimeline
Causey Wealth LLC319$218K0.1%new13F-HRTimeline
FLP Wealth Management, LLC318$218K0.52%new13F-HR/ATimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC317$217K0.2%-3113F-HRTimeline
Flagship Capital Management Inc.316$216K0.15%13F-HRTimeline
Victrix Investment Advisors316$216K0.08%new13F-HRTimeline
Base Wealth Management LLC316$216K0.12%+213F-HRTimeline
SS&H Financial Advisors, Inc.316$216K0.06%-18313F-HRTimeline
Widmann Financial Services, Inc.313$214K0.13%new13F-HRTimeline
Clifford Group, LLC312$214K0.17%new13F-HRTimeline
Wolff Financial Management LLC312$214K0.05%013F-HRTimeline
Shira Ridge Wealth Management311$213K0.09%-12013F-HRTimeline
Burk Holdings LLC310$212K0.1%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC308$211K0.1%013F-HRTimeline
Plus Group Wealth Advisors LLC308$211K0.23%13F-HRTimeline
Oath Planning, LLC308$211K0.21%13F-HRTimeline
Sherman Wealth Management LLC307$210K0.18%13F-HR/ATimeline
Bravias Capital Group, LLC306$210K0.13%013F-HRTimeline
APS Management Group, Inc.304$208K0.18%-2013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC304$208K0.06%013F-HRTimeline
MontVue Capital Management, Inc.304$208K0.14%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.304$208K0.09%new13F-HRTimeline
Hilton Head Capital Partners, LLC304$208K0.12%13F-HRTimeline
CHRISTINE MESSMER PC304$208K0.14%13F-HRTimeline
MARQUETTE ASSOCIATES, INC.303$208K0.27%-4,41313F-HRTimeline
Prism Advisors, Inc.302$207K0.06%013F-HRTimeline
Evergreen Private Wealth LLC301$206K0.08%013F-HRTimeline
Paradigm Capital Management, LLC/NV301$206K0.19%013F-HRTimeline
Rise Advisors, LLC301$206K0.07%-6713F-HRTimeline
CAPSTONE CAPITAL LLC300$205K0.13%-713F-HRTimeline
DiPaolo Financial Group, Inc.300$205K0.22%13F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…294$204K0.14%new13F-HRTimeline
Powell Investment Advisors, LLC298$204K0.07%013F-HRTimeline
rebel Financial LLC298$204K0.09%+29813F-HRTimeline
Cottage Street Advisors LLC297$204K0.09%new13F-HRTimeline
DB&C Advisors, LLC297$204K0.26%13F-HRTimeline
Claris Financial LLC297$203K0.11%-8113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC296$203K0.06%-1713F-HRTimeline
Three Bridge Wealth Advisors, LLC296$203K0.05%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT294$201K0.06%new13F-HRTimeline
Winning Points Advisors, LLC294$201K0.21%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…292$200K0.06%013F-HRTimelineGroup
Networth Advisors, LLC292$200K0.15%13F-HRTimeline
Capital Investment Counsel, Inc290$199K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC286$196K0.06%+113F-HRTimeline
Covestor Ltd286$196K0.1%+3313F-HRTimeline
Millstone Evans Group, LLC274$188K0.11%013F-HRTimeline
Tripletail Wealth Management, LLC273$187K0.24%-1,03213F-HRTimeline
Perkins Coie Trust Co273$187K0.03%013F-HRTimeline
Hanson & Doremus Investment Management272$186K0.02%-80913F-HRTimeline
Kentucky Trust Co270$185K0.1%013F-HRTimeline
Cedar Mountain Advisors, LLC268$184K0.04%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC262$182K0.13%-35413F-HRTimeline
LFA - Lugano Financial Advisors SA257$176K0.09%013F-HRTimeline
WOLFF WIESE MAGANA LLC251$172K0.09%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…247$169K0.13%13F-HRTimeline
RHL GROUP, LLC245$168K0.13%13F-HRTimeline
Weaver Capital Management LLC243$166K0.04%013F-HRTimeline
Friedenthal Financial242$166K0.09%-9313F-HRTimeline
Insight Inv LLC237$162K0.09%+4113F-HRTimeline
Urban Financial Advisory Corp236$162K0.06%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…234$161K0.03%+713F-HRTimeline
ROSS\JOHNSON & Associates LLC233$160K2.97%013F-HRTimeline
Morse Asset Management, Inc230$158K0.03%-1013F-HRTimeline
WELLINGTON-ALTUS USA INC.229$157K0.12%13F-HRTimeline
Arjuna Capital223$153K0.04%-1513F-HRTimeline
IFC & Insurance Marketing, Inc.214$147K0.15%13F-HRTimeline
Ransom Advisory, Ltd209$143K0.06%new13F-HRTimeline
Costello Asset Management, INC199$136K0.05%013F-HRTimeline
CDKV HOLDINGS LLC196$134K0.11%13F-HRTimeline
Kingdom Financial Group LLC.194$133K0.04%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC192$131K0.07%+113F-HRTimeline
Prudent Man Investment Management, Inc.191$131K0.04%013F-HRTimeline
Garton & Associates Financial Advisors …188$129K0.07%13F-HRTimeline
North Ridge Wealth Advisors, Inc.180$123K0.07%-25113F-HRTimeline
1922 Investment Co LLCin group 1922 Investment Co LLC178$122K3.66%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Evelyn Partners Investment Management (…178$122K0.04%+3513F-HRTimeline
Investors Portfolio Services LLC175$120K0.11%13F-HRTimeline
Topsail Wealth Management, LLC174$119K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC171$117K0.08%013F-HRTimeline
HEARTLAND ADVISORS INC169$116K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.168$115K0.05%+15213F-HRTimeline
Alexis Investment Partners, LLC166$114K0.04%013F-HRTimeline
Compass Financial Services Inc165$113K0.05%-5513F-HRTimeline
Camelot Portfolios, LLC162$111K0.07%new13F-HRTimeline
Game Plan Financial Advisors, LLC161$110K0.04%-513F-HRTimeline
Robinswood Financial LLC160$110K0.04%-713F-HRTimeline
Private Wealth Management Group, LLC154$105K0.03%013F-HRTimeline
Quaker Wealth Management, LLC149$102K0.03%-2813F-HRTimeline
Kopp Family Office, LLC147$101K0.06%-1213F-HRTimeline
Benson Wealth Management INC146$100K0.11%13F-HRTimeline
WestEnd Advisors, LLC142$97K<0.01%+4613F-HRTimeline
Aviso Financial Inc.140$95.9K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP144$94.9K0.03%-42813F-HRTimeline
Wealth Preservation Advisors, LLC135$92.5K0.05%013F-HRTimeline
Go Invest LLC135$92.4K0.03%13F-HRTimeline
Missouri Trust & Investment Co133$91.1K0.03%013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC132$90.4K0.05%013F-HRTimeline
GODSEY & GIBB, INC131$89.7K0.01%-4213F-HRTimeline
ADIRONDACK TRUST CO131$89.7K0.03%013F-HRTimeline
Creative Capital Management Investments…129$88.4K0.03%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC125$86.2K<0.01%-48713F-HRTimeline
CONQUIS FINANCIAL LLC123$84.2K0.07%013F-HRTimeline
NorthAvenue LLC122$83.6K0.07%13F-HRTimeline
Bullseye Investment Management, LLC121$82.9K0.04%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT118$81K0.01%-18713F-HRTimeline
Rice Partnership, LLC112$76.7K0.01%-3413F-HRTimeline
Hartford Financial Management Inc.108$73.7K0.02%+113F-HRTimeline
AFFINITY WEALTH LLC105$71.9K0.05%+4413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc105$71.9K<0.01%-3513F-HRTimelineGroup
Bullock Wealth Management Group104$71.4K0.03%013F-HRTimeline
BankChampaign, National Association1,419$71.2K0.07%13F-HRTimeline
Modus Advisors, LLC104$71.2K0.02%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.103$70.5K0.01%+713F-HRTimeline
Blume Capital Management, Inc.100$68.5K0.01%013F-HRTimeline
Evolution Advisers, Inc.100$68K0.03%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…99$67.8K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…97$67.1K0.04%-14113F-HRTimeline
Ulland Investment Advisors, LLC98$67K0.05%-513F-HRTimeline
Inlight Wealth Management, LLC97$66.4K0.02%013F-HRTimeline
Knuff & Co LLC95$65.1K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…95$65.1K0.03%013F-HRTimeline
HORIZON BANCORP INC /IN/94$64K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV94$64K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC91$62.3K0.05%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.86$58.9K0.02%+7513F-HRTimeline
EQ WEALTH ADVISORS, LLC81$55.5K0.03%new13F-HRTimeline
Dorato Capital Management80$55.5K0.04%13F-HRTimeline
Nalls Sherbakoff Group, LLC78$53.4K0.04%013F-HRTimeline
Arbor Wealth Management LLC\AZ78$53.4K0.04%13F-HRTimeline
PROFFITT & GOODSON INC75$51.4K0.01%-5013F-HRTimeline
VESTOR CAPITAL, LLC601$47.1K4.61%-65,24013F-HRTimeline
Dynamic Wealth Strategies, LLC67$45.9K0.03%013F-HRTimeline
Park Square Financial Group, LLC77$45.3K0.27%-8013F-HRTimeline
Prosperity Bancshares Inc64$43.8K0.04%13F-HRTimeline
DUNCKER STREETT & CO INC63$43.2K0.01%-52513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC62$42.5K0.02%013F-HRTimeline
Eukles Asset Management59$40.4K0.02%013F-HRTimeline
Palouse Capital Management, Inc.56$38.4K0.02%new13F-HRTimeline
SITTNER & NELSON, LLC55$38.2K0.01%-213F-HRTimeline
Estate Planners Group, LLC56$38.2K0.02%13F-HRTimeline
Cheviot Value Management, LLC53$37K<0.01%+713F-HRTimeline
Kennebec Savings Bank54$37K0.03%-1513F-HRTimeline
Clarity Asset Management, Inc.54$36.8K0.02%-23313F-HRTimeline
NVWM, LLC52$35.6K0.01%+1113F-HRTimeline
Pflug Koory, LLC48$32.9K0.02%013F-HRTimeline
Marquette Asset Management, LLC47$32.2K<0.01%-513F-HRTimeline
GS Investments, Inc.44$30.1K0.02%+2013F-HRTimeline
Tower View Wealth Management LLC44$30K0.01%-1813F-HRTimeline
Decker Retirement Planning Inc.42$28.9K0.01%new13F-HRTimeline
Citizens National Bank Trust Department40$27.4K<0.01%013F-HRTimeline
BIRCHBROOK, INC.40$27.4K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.37$25.3K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC36$25.3K0.01%-113F-HRTimeline
Global Trust Asset Management, LLC36$24.4K0.01%-14413F-HRTimeline
Battery Global Advisors, LLC264$23.6K0.01%-26013F-HRTimeline
ENTRUST FINANCIAL LLC33$22.6K0.02%13F-HRTimeline
Garner Asset Management Corp33$22.6K0.01%new13F-HRTimeline
Sawyer & Company, Inc32$21.9K0.01%013F-HRTimeline
Daytona Street Capital LLC30$20.5K0.02%13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…28$19.2K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.26$17.8K0.01%new13F-HRTimeline
10Elms LLP26$17.8K0.02%013F-HRTimeline
DB Fitzpatrick & Co, Inc24$16.4K0.01%013F-HRTimeline
WealthCollab, LLC24$16.4K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC23$15.8K0.01%13F-HRTimeline
Osbon Capital Management LLC22$15.1K0.01%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC22$15.1K0.01%013F-HRTimeline
Longview Financial Advisors LLC22$15.1K0.01%013F-HRTimeline
Asset Planning,Inc22$15K0.01%013F-HRTimeline
Sellwood Investment Partners LLC21$14.4K0.01%013F-HRTimeline
Imprint Wealth LLC16$11K0.05%-4213F-HRTimeline
Nvest Wealth Strategies, Inc.14$9.59K0.01%13F-HRTimeline
Western Pacific Wealth Management, LP13$9.22K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC11$6.94K0.01%013F-HRTimeline
West Financial Advisors, LLC10$6.85K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC6$4.11K0.06%013F-HRTimeline
Ball & Co Wealth Management Inc.3$2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$1.37K<0.01%-19,78313F-HRTimelineGroup
CHELSEA COUNSEL CO1$685<0.01%013F-HRTimeline
Cresta Advisors, Ltd.1$685<0.01%new13F-HRTimeline
Merrithew & Thorsten Inc0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Align Financial, LLC1,118,082$1.12M13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
LM Advisors LLC1,874$2.74K-86213F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.