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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hanson & Doremus Investment Management322$210K0.02%+5013F-HRTimeline
Quantum Financial Planning Services, In…321$210K0.08%-1513F-HRTimeline
MayTech Global Investments, LLC321$210K0.03%+113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC321$210K0.04%new13F-HRTimeline
Joule Financial, LLC320$209K0.06%-1,14313F-HRTimeline
Altura Wealth Advisors Inc.320$209K0.09%013F-HRTimeline
Valpey Financial Services, LLC320$209K0.14%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC320$209K0.07%-2113F-HRTimeline
Riggs Asset Managment Co. Inc.319$208K0.04%-713F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.319$208K0.11%new13F-HRTimeline
Bauman Advisory Group, LLC318$208K0.15%new13F-HRTimeline
Shira Ridge Wealth Management317$207K0.08%+613F-HRTimeline
QUARRY HILL ADVISORS, LLC290$207K0.09%-1813F-HRTimeline
Flagship Capital Management Inc.316$206K0.15%013F-HRTimeline
Victrix Investment Advisors316$206K0.07%013F-HRTimeline
360 Financial, Inc.315$206K0.06%new13F-HRTimeline
Boomfish Wealth Group, LLC315$206K0.11%new13F-HRTimeline
Spectrum Planning & Advisory Services I…313$204K0.1%-2113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…313$204K<0.01%-5,80013F-HRTimelineGroup
Weinberger Asset Management, Inc312$204K0.08%new13F-HRTimeline
Wolff Financial Management LLC312$204K0.04%013F-HRTimeline
Byrne Asset Management LLC310$202K0.12%-2813F-HRTimeline
Burk Holdings LLC310$202K0.09%013F-HRTimeline
Mission Hills Financial Advisory, LLC309$202K0.1%new13F-HRTimeline
Sherman Wealth Management LLC308$201K0.17%+113F-HRTimeline
Plus Group Wealth Advisors LLC308$201K0.22%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC308$201K0.21%-7913F-HRTimeline
Optas, LLC308$201K0.03%new13F-HRTimeline
IFC & Insurance Marketing, Inc.307$201K0.21%+9313F-HRTimeline
FSC Wealth Advisors, LLC307$200K3.83%-79013F-HRTimeline
Hilton Head Capital Partners, LLC304$199K0.11%013F-HRTimeline
Powell Investment Advisors, LLC298$195K0.07%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…292$191K0.05%013F-HRTimelineGroup
Evergreen Private Wealth LLC289$189K0.08%-1213F-HRTimeline
Capital Investment Counsel, Inc288$188K0.02%-213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC286$187K0.09%013F-HRTimeline
WestEnd Advisors, LLC280$183K<0.01%+13813F-HRTimeline
Tripletail Wealth Management, LLC273$180K0.25%013F-HRTimeline
Millstone Evans Group, LLC274$179K0.11%013F-HRTimeline
Perkins Coie Trust Co273$178K0.03%013F-HRTimeline
Kentucky Trust Co270$176K0.09%013F-HRTimeline
Cedar Mountain Advisors, LLC269$176K0.03%+113F-HRTimeline
Networth Advisors, LLC267$174K0.12%-2513F-HRTimeline
Covestor Ltd266$174K0.12%-2013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC262$171K0.12%013F-HRTimeline
Friedenthal Financial261$170K0.09%+1913F-HRTimeline
Urban Financial Advisory Corp259$169K0.06%+2313F-HRTimeline
LFA - Lugano Financial Advisors SA257$168K0.09%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…256$167K0.03%+2213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC256$167K0.08%new13F-HRTimeline
WOLFF WIESE MAGANA LLC251$164K0.09%013F-HRTimeline
RHL GROUP, LLC246$160K0.14%+113F-HRTimeline
Weaver Capital Management LLC244$160K0.03%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.236$154K0.09%+5613F-HRTimeline
Core Alternative Capital235$154K0.05%-10013F-HRTimeline
Leo H. Evart, Inc.235$153K0.13%13F-HR/ATimeline
Insight Inv LLC234$153K0.08%-313F-HRTimeline
Arjuna Capital223$146K0.04%013F-HRTimeline
Morse Asset Management, Inc223$146K0.03%-713F-HRTimeline
SYM FINANCIAL Corp221$144K0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC217$142K2.56%-1613F-HRTimeline
Scarborough Advisors, LLC216$141K0.02%new13F-HRTimeline
IFG Advisory, LLC214$140K0.4%-16,40613F-HRTimeline
Private Wealth Management Group, LLC214$140K0.04%+6013F-HRTimeline
Prudent Man Investment Management, Inc.191$131K0.04%013F-HRTimeline
Costello Asset Management, INC199$130K0.04%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…198$129K0.1%-4913F-HRTimeline
CDKV HOLDINGS LLC196$128K0.11%013F-HRTimeline
Robinswood Financial LLC194$127K0.04%+3413F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC192$125K0.07%013F-HRTimeline
Smallwood Wealth Investment Management,…184$121K0.06%+8713F-HRTimeline
Evelyn Partners Investment Management (…178$116K0.04%013F-HRTimeline
IMG Wealth Management, Inc.177$116K0.07%-45013F-HRTimeline
Boreal Capital Management LLC175$114K0.1%-1,16013F-HRTimeline
Topsail Wealth Management, LLC174$114K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC171$112K0.07%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.168$110K0.05%013F-HRTimeline
POM Investment Strategies, LLC167$109K0.14%-1,31813F-HRTimeline
ALBION FINANCIAL GROUP /UT166$108K0.01%+4813F-HRTimeline
Citizens National Bank Trust Department162$106K0.02%+12213F-HRTimeline
Game Plan Financial Advisors, LLC161$105K0.05%013F-HRTimeline
Midway Capital Research & Management161$105K0.1%new13F-HRTimeline
Investors Portfolio Services LLC160$105K0.1%-1513F-HRTimeline
Kopp Family Office, LLC147$96K0.07%013F-HRTimeline
Rice Partnership, LLC146$95.4K0.01%+3413F-HRTimeline
Benson Wealth Management INC146$95.4K0.13%013F-HRTimeline
GODSEY & GIBB, INC145$94.7K0.01%+1413F-HRTimeline
Magnolia Wealth Management, LLC145$94.7K0.06%new13F-HRTimeline
HEARTLAND ADVISORS INC140$91.4K<0.01%-2913F-HRTimeline
Aviso Financial Inc.140$91.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc138$90.3K0.01%-37813F-HRTimeline
Go Invest LLC136$89.1K0.03%+113F-HRTimeline
CONQUIS FINANCIAL LLC123$87.5K0.07%013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC132$86.2K0.04%013F-HRTimeline
Wells Financial Advisors INC131$85.6K0.39%-81413F-HRTimeline
ADIRONDACK TRUST CO131$85.6K0.03%013F-HRTimeline
Quaker Wealth Management, LLC130$84.9K0.03%-1913F-HRTimeline
Creative Capital Management Investments…129$84.3K0.02%013F-HRTimeline
Evolution Advisers, Inc.128$83K0.03%+2813F-HRTimeline
Evergreen Advisors, LLC127$83K0.02%new13F-HRTimeline
Legend Capital Advisors LLC124$81K0.05%new13F-HRTimeline
NorthAvenue LLC122$79.9K0.06%013F-HRTimeline
Bullseye Investment Management, LLC121$79K0.04%013F-HRTimeline
Axiom Investment Management LLC119$77.7K0.06%13F-HRTimeline
Missouri Trust & Investment Co118$77.1K0.02%-1513F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC116$75.9K0.02%-89213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC113$73.8K0.03%+7713F-HRTimeline
Hartford Financial Management Inc.108$70.5K0.02%013F-HRTimeline
Bullock Wealth Management Group104$68.6K0.03%013F-HRTimeline
BankChampaign, National Association104$67.9K0.07%-1,31513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.103$67.3K0.01%013F-HRTimeline
Blume Capital Management, Inc.100$65.3K0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc100$65.3K<0.01%-513F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…99$64.7K0.04%013F-HRTimeline
Ulland Investment Advisors, LLC98$64K0.05%013F-HRTimeline
Bradley & Co. Private Wealth Management…95$62.1K0.03%013F-HRTimeline
HORIZON BANCORP INC /IN/94$61K0.03%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC91$59.4K0.05%013F-HRTimeline
Clarity Asset Management, Inc.89$58.1K0.03%+3513F-HRTimeline
Dorato Capital Management80$54.3K0.04%013F-HRTimeline
TopTier Wealth Management, LLC80$52.3K0.03%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC79$51.7K0.02%new13F-HRTimeline
Intentional Wealth Strategies, LLC73$47.7K0.04%13F-HRTimeline
Financial Management Professionals, Inc.70$45.7K0.01%new13F-HRTimeline
Zeit Capital LLC70$45.7K0.03%new13F-HRTimeline
Dynamic Wealth Strategies, LLC67$43.8K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC66$43.1K0.01%+313F-HRTimeline
Prosperity Bancshares Inc64$41.8K0.03%013F-HRTimeline
Park Square Financial Group, LLC60$39.2K0.3%-1713F-HRTimeline
Your Advocates Ltd., LLP65$38.9K0.01%-7913F-HRTimeline
Eukles Asset Management59$38.5K0.02%013F-HRTimeline
SITTNER & NELSON, LLC55$35.9K0.01%013F-HRTimeline
Kennebec Savings Bank54$35.3K0.03%013F-HRTimeline
Cheviot Value Management, LLC53$34.6K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC52$34K0.02%new13F-HRTimeline
Knuff & Co LLC50$32.7K0.01%-4513F-HRTimeline
Pflug Koory, LLC48$31.4K0.01%013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD45$29.4K0.18%-2,222,38613F-HRTimelineGroup
GS Investments, Inc.44$28.7K0.02%013F-HRTimeline
Tower View Wealth Management LLC44$28.7K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…42$27.4K<0.01%+1413F-HRTimeline
John A. Wolfe & Associates, Inc.42$27.4K0.04%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.39$25.5K<0.01%new13F-HRTimelineGroup
NVWM, LLC38$24.8K0.01%-1413F-HRTimeline
BIRCHBROOK, INC.38$24.8K0.01%-213F-HRTimeline
Marquette Asset Management, LLC37$24.2K<0.01%-1013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.37$24.2K0.02%013F-HRTimeline
Global Trust Asset Management, LLC36$23.3K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC33$21.6K0.02%013F-HRTimeline
Sawyer & Company, Inc32$20.9K0.01%013F-HRTimeline
Daytona Street Capital LLC30$19.8K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30$19.6K0.01%-3213F-HRTimeline
WealthCollab, LLC24$15.7K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc24$15.7K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC23$15K0.01%013F-HRTimeline
Osbon Capital Management LLC22$14.4K0.01%013F-HRTimeline
Accordant Advisory Group Inc22$14.4K0.01%new13F-HRTimeline
Longview Financial Advisors LLC22$14.4K0.01%013F-HRTimeline
Asset Planning,Inc22$14.3K0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC19$12.4K0.01%13F-HRTimeline
Imprint Wealth LLC16$10.5K0.05%013F-HRTimeline
Wilkerson Advisory Group LLC14$9.14K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.14$9.14K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP14$8.82K0.01%+113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10$7K<0.01%-40513F-HR/ATimeline
VISION FINANCIAL MARKETS LLC11$6.63K0.01%013F-HRTimeline
West Financial Advisors, LLC10$6.53K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC8$5.23K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC6$3.92K0.07%013F-HRTimeline
Ball & Co Wealth Management Inc.3$2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.2$1.32K<0.01%-4013F-HRTimeline
CHELSEA COUNSEL CO1$654<0.01%013F-HR/ATimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%-9413F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CENTRAL BANK OF BRAZIL0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Merrithew & Thorsten Inc0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
LM Advisors LLC1,787$2.74K-8713F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.