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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FULTON BREAKEFIELD BROENNIMAN LLC133,031$78.3M5.59%+1,95413F-HRTimeline
Global Retirement Partners, LLC132,863$78.2M2.24%+5,43513F-HRTimeline
Arcataur Capital Management LLC132,757$78.2M26.34%-2,23113F-HRTimeline
Regal Investment Advisors LLC131,903$77.6M5.84%-3,41313F-HRTimeline
Amtrust Financial Services, Inc.131,800$77.6M35.01%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC131,499$77.4M0.49%-27,06913F-HRTimelineGroup
Prosperity Consulting Group, LLC130,577$76.9M5.79%+4,74413F-HRTimeline
Summit Financial Strategies, Inc.130,184$76.6M8.46%+2,45313F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.130,000$76.5M21.64%-30,00013F-HRTimelineGroup
Ledyard National Bank129,582$76.3M7.18%+5,78513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC129,416$76.2M22.3%+3,61313F-HRTimeline
DT Investment Partners, LLC129,319$76.1M6.44%+15,37613F-HRTimeline
Accredited Investors Inc.129,168$76M4.46%-39513F-HRTimeline
EASTERN BANK129,008$75.9M1.41%+8,56613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…128,792$75.8M0.08%new13F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding128,338$75.5M+5,278Timeline
Gray Private Wealth, LLC126,580$74.5M44.4%-1,92013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA125,252$73.7M0.38%-42,49813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\124,622$73.4M0.03%-5,43813F-HR/ATimelineGroup
Destination Wealth Management124,387$73.2M2.29%-4,01413F-HRTimeline
Hudock, Inc.124,362$73.2M12.79%-87013F-HRTimeline
Cahill Wealth Management, LLC124,327$73.2M37.33%+69213F-HRTimeline
Curi Capital, LLC124,312$73.2M1.69%-11,24313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC123,879$72.9M0.57%+39,09913F-HRTimelineGroup
Allworth Financial LP119,571$72.9M0.4%+27,25613F-HRTimeline
1832 Asset Management L.P.123,516$72.7M0.13%+6,26313F-HRTimeline
Crestwood Advisors Group, LLC123,208$72.5M1.36%+15,14713F-HRTimeline
Wealth Architects, LLC123,053$72.4M8.18%-1,42813F-HRTimeline
FIDUCIENT ADVISORS LLC122,731$72.2M8.92%-15,51113F-HRTimeline
Advisors Capital Management, LLC122,313$72M1.13%+13,60413F-HRTimeline
BOKF, NAin group BOKF, NA123,162$71.8M1.21%+2,20013F-HRTimelineGroup
New England Professional Planning Group…121,859$71.7M35.73%-50213F-HRTimeline
COURIER CAPITAL LLC121,467$71.5M4.93%-25,83013F-HRTimeline
Cardinal Strategic Wealth Guidance120,930$71.2M22.68%-3,88013F-HRTimeline
SIMON QUICK ADVISORS, LLC120,770$71.1M4.26%+9,43413F-HRTimeline
IEQ CAPITAL, LLC119,928$70.6M0.68%+3,46813F-HRTimeline
B. Riley Wealth Advisors, Inc.119,684$70.5M2.31%-85,65413F-HRTimeline
Stonegate Investment Group, LLC119,288$70.2M1.87%+6,81713F-HRTimeline
Balentine LLC118,732$69.9M2.84%+2,19513F-HRTimeline
Baker Avenue Asset Management, LP118,723$69.9M2.14%+9,70913F-HRTimeline
BOK Financial Private Wealth, Inc.118,500$69.8M5.07%-2,64113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC118,408$69.7M8.72%+3,56913F-HRTimeline
Centerpoint Advisors, LLC118,298$69.6M24.39%-3,27113F-HRTimeline
High Falls Advisors, Inc117,442$69.1M16.03%-3,96713F-HRTimeline
Avior Wealth Management, LLC116,976$68.9M2.52%+5,21413F-HRTimeline
ESL Trust Services, LLC116,452$68.6M15.28%+56213F-HRTimeline
GRIES FINANCIAL LLC116,344$68.5M12.16%-1,16813F-HRTimeline
Bryant Woods Investment Advisors, LLC116,100$68.3M33.11%+2,91913F-HRTimeline
TCP Asset Management, LLC115,720$68.1M15.02%+2,47613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC114,874$67.6M0.09%+17,05713F-HRTimelineGroup
Rafferty Asset Management, LLC114,865$67.6M0.24%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC114,668$67.5M25.42%+7,76413F-HRTimeline
Parker Investment Management, LLC114,619$67.5M10.52%-19,29913F-HRTimeline
AMARILLO NATIONAL BANK113,843$67M12.3%-9313F-HRTimeline
Vision Capital Management, Inc.113,358$66.7M9.81%+2,04913F-HRTimeline
Towercrest Capital Management113,246$66.7M10.77%+3,37913F-HRTimeline
West Coast Financial LLC113,230$66.7M7.34%+1,54713F-HRTimeline
Well Done, LLC114,270$65.9M12.06%013F-HRTimeline
Financial Partners Group, Inc111,336$65.5M9.56%+60113F-HRTimeline
SMITH, MOORE & CO.110,060$64.8M5.92%+1,12713F-HRTimeline
Lineweaver Wealth Advisors, LLC109,816$64.7M11.95%-5,63613F-HRTimeline
Heritage Investment Group, Inc.109,794$64.6M12.06%+4,04613F-HRTimeline
LGL PARTNERS, LLC109,734$64.6M9.38%-9,55313F-HRTimeline
HighMark Wealth Management LLC109,633$64.5M37.1%-1,08613F-HRTimeline
Hancock Prospecting Pty Ltd109,395$64.4M4.85%13F-HR/ATimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC108,777$64M4.19%+2,93213F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT108,072$63.6M4.17%+19,51613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …107,155$63.1M0.94%+1,34813F-HRTimelineGroup
Crescent Grove Advisors, LLC106,722$62.8M6.23%-2,73813F-HRTimeline
Central Pacific Bank - Trust Division106,527$62.7M8.21%+9,34513F-HRTimeline
Wilmington Savings Fund Society, FSB106,179$62.5M1.13%+3,84713F-HRTimeline
Meridian Wealth Advisors, LLC105,987$62.4M10.29%+6,16313F-HRTimeline
Snowden Capital Advisors LLC105,796$62.3M1.94%-7,78113F-HRTimeline
FFT WEALTH MANAGEMENT LLC105,573$62.1M4.68%+3,65213F-HRTimeline
Harfst & Associates, Inc.105,440$62.1M12.93%-96713F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …105,022$61.8M0.05%+17,60713F-HRTimelineGroup
Blue Trust, Inc.104,933$61.8M0.79%-22,54113F-HR/ATimeline
Stewardship Advisors, LLC104,665$61.6M17.08%-73713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC104,354$61.4M5.09%-2,17913F-HRTimeline
Fairhaven Wealth Management, LLC103,591$61M19.07%+513F-HRTimeline
Mascoma Wealth Management LLC103,486$60.9M15.3%-1,25113F-HRTimeline
CONNING INC.in group CONNING INC.103,465$60.9M2.13%-1,71413F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC102,904$60.6M16.26%+7,80613F-HRTimeline
NOTTINGHAM ADVISORS, INC.102,772$60.5M7.68%-1,39413F-HRTimeline
Grant Street Asset Management, Inc.102,567$60.4M15.79%-93713F-HRTimeline
COUNTRY CLUB BANK102,097$60.3M4.03%+1,61213F-HRTimeline
Crestmont Private Wealth LLC101,995$60M27.01%+1,41913F-HRTimeline
M Holdings Securities, Inc.101,988$60M9.68%new13F-HR/ATimeline
Stone House Investment Management, LLC101,586$59.8M15.2%-19,17213F-HRTimeline
Keebeck Wealth Management101,488$59.7M8.61%-3,77713F-HRTimeline
RATIONAL ADVISORS, INC.101,186$59.6M5.82%+9,79113F-HRTimeline
Sand Hill Global Advisors, LLC101,150$59.5M2.52%+34813F-HRTimeline
Parkside Investments, LLC100,596$59.2M8.88%+4,98413F-HRTimeline
BEAM WEALTH ADVISORS, INC.100,246$59M18.67%+1,13113F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC99,590$58.6M28.53%-2,16913F-HRTimeline
Strategic Point Investment Advisors, LLC99,076$58.3M9.51%+2,31613F-HRTimeline
SWMG, LLC95,043$57.9M23.09%-3,21313F-HRTimeline
Composition Wealth, LLC98,066$57.7M1.17%+8,42813F-HRTimeline
RHUMBLINE ADVISERS98,036$57.7M0.05%-28,88613F-HR/ATimeline
Community Bank, N.A.97,611$57.5M7.37%-3113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.97,305$57.3M3.97%+7,71813F-HRTimelineGroup
Per Stirling Capital Management, LLC.97,196$57.2M8.12%-28813F-HRTimeline
Ironwood Financial, llc96,884$57M11.96%-8,02113F-HRTimeline
Compound Planning, Inc.96,753$57M2.88%+14,90413F-HRTimeline
WEALTH ALLIANCE, LLC96,580$56.9M6.8%-83413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC96,253$56.7M23.18%+6,92613F-HRTimeline
KMT WEALTH MANAGEMENT, LLC95,626$56.3M45.14%13F-HRTimeline
Ashton Thomas Private Wealth, LLC95,320$56.1M2.18%+55,40213F-HRTimeline
Wharton Business Group, LLC94,886$55.9M2.52%-1213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC94,352$55.5M0.05%-3,39113F-HRTimelineGroup
Twele Capital Management, Inc.94,147$55.4M11.75%-4,62113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC93,803$55.2M21.11%+65313F-HRTimeline
Buska Wealth Management, LLC93,661$55.1M17.65%+5,49913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC93,533$55.1M3.57%-3,45013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…93,374$55M1.49%+14,55613F-HRTimelineGroup
Bull Oak Capital, LLC93,157$54.8M30.5%+13,94213F-HRTimeline
CX Institutional93,015$54.8M2.17%+68813F-HRTimeline
Beaumont Financial Advisors, LLC92,962$54.7M4.11%-1,38413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC92,842$54.7M3.12%-1,28213F-HRTimeline
BANK OF STOCKTON92,798$54.6M16.6%-65913F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding92,521$54.5M0Timeline
Cypress Capital Groupin group Cypress Capital Group92,355$54.4M6.67%+3,11213F-HRTimelineGroup
Golden State Wealth Management, LLC91,683$54M8.09%13F-HRTimeline
Roth Financial Partners LLC91,461$53.8M21.43%+3,96813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding91,279$53.7M+2,819Timeline
FINANCIAL COUNSELORS INC91,054$53.6M0.78%+4,65813F-HRTimeline
MATHER GROUP, LLC.91,047$53.6M0.7%-1,58913F-HRTimeline
Invst, LLC90,986$53.6M6.51%-38,31013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,338$53.2M0.05%+25,90213F-HRTimelineGroup
IFS Advisors, LLC90,159$53.1M41.72%-1,97413F-HRTimeline
Affinity Capital Advisors, LLC89,593$53M9.97%+5,85013F-HRTimeline
Diversified Enterprises, LLC89,971$53M5.07%+2,33613F-HRTimeline
Bristlecone Advisors, LLC89,696$52.8M4.12%+1,27213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC89,690$52.8M1.02%-57113F-HRTimeline
Smithfield Trust Co89,471$52.7M2.62%-2,80313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV89,479$52.7M17.2%-2,10313F-HRTimeline
Enclave Advisors LLC89,118$52.5M8.63%+17813F-HRTimeline
Visionary Wealth Advisors88,852$52.3M3.07%-85813F-HRTimeline
Waterford Advisors, LLC86,138$50.7M25.81%+3,56813F-HRTimeline
EP Wealth Advisors, LLC86,045$50.7M0.41%-18,11513F-HRTimeline
HWG Holdings LP85,870$50.5M16.55%-9,04613F-HRTimeline
Coyle Financial Counsel LLC85,862$50.5M16%+10,00913F-HRTimeline
May Hill Capital, LLC85,835$50.5M19.56%13F-HRTimeline
JGP Wealth Management, LLC85,503$50.3M6.51%+28,46413F-HRTimeline
Sequoia Financial Advisors, LLC85,448$50.3M0.48%-1,62513F-HR/ATimeline
MKD WEALTH COACHES, LLC84,703$49.9M50.48%13F-HRTimeline
TD Waterhouse Canada Inc.84,420$49.7M0.4%+17,66313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC83,893$49.4M1.1%-49513F-HRTimelineGroup
Keystone Financial Services83,764$49.3M18.88%+84313F-HRTimeline
ROGCO, LP83,611$49.2M20.06%-2,28613F-HRTimeline
FUTURE YOU WEALTH LLC83,055$48.9M34.63%13F-HRTimeline
University of Massachusetts Foundation,…82,898$48.8M26.25%013F-HRTimeline
Quantinno Capital Management LP82,335$48.5M0.48%+33,57313F-HRTimeline
Hoxton Planning & Management, LLC81,495$48M18.34%-48513F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC81,472$48M16.54%+81,06013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC81,398$47.9M10.6%-28513F-HRTimeline
Wealth Quarterback LLC81,131$47.8M22.42%+21,97713F-HRTimeline
Custos Family Office, LLC81,045$47.7M16.69%+1,60513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC80,805$47.6M11.99%+27,49113F-HRTimeline
TD Capital Management LLC80,716$47.5M4.83%-1,05913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…80,680$47.5M8.06%+2,40513F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…80,500$47.4M18.13%-4,93013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC79,589$47.3M9.84%+3,40513F-HRTimeline
J.W. COLE ADVISORS, INC.80,365$47.3M1.91%-6,48913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC80,320$47.3M22.26%+4313F-HRTimeline
SkyView Investment Advisors, LLC80,201$47.2M7.53%+38613F-HRTimeline
KELLEHER FINANCIAL ADVISORS80,036$47.1M17.78%-44713F-HRTimeline
Cornerstone Wealth Group, LLC79,915$47M3.85%+4,86413F-HRTimeline
HARBOUR INVESTMENTS, INC.79,881$47M1.35%-59813F-HRTimeline
International City Management Associati…79,711$46.9M28.86%013F-HRTimeline
Cranbrook Wealth Management, LLC79,633$46.9M10.87%-67413F-HRTimeline
Guidance Point Advisors, LLC79,543$46.8M13.16%+71313F-HRTimeline
Cornerstone Wealth Management, LLC79,311$46.7M3.15%-1,05613F-HRTimeline
GoalFusion Wealth Management, LLC78,889$46.4M25.31%+86213F-HRTimeline
Progeny 3, Inc.78,769$46.4M3.68%013F-HRTimeline
Sowell Financial Services LLC78,758$46.4M2.44%-15,59813F-HRTimeline
PAX Financial Group, LLC78,469$46.2M8.27%+1,26713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …77,991$45.9M2.64%-2,77613F-HRTimelineGroup
Gladstone Institutional Advisory LLC77,913$45.9M2.13%+1,64613F-HRTimeline
Keeley-Teton Advisors, LLC77,896$45.9M5.32%-95813F-HRTimeline
Bluesphere Advisors LLC77,845$45.8M22.43%+5913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC77,681$45.7M17.83%+3,12213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.77,572$45.7M19.84%+7,15413F-HRTimeline
Sovereign Investment Advisors, LLC77,458$45.6M13.57%+5,52213F-HRTimeline
KFA Private Wealth Group, LLC77,388$45.6M19.08%+10,72713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT77,011$45.3M1.83%-3,46913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC76,374$45.1M4.91%-1,18213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…76,525$45M2.31%+2,94213F-HRTimeline
Lakeshore Financial Planning, Inc.76,459$45M19.2%+2,98613F-HRTimeline
Wealth Alliance Advisory Group, LLC76,410$45M9.51%-1,11813F-HRTimeline
Beaumont Asset Management, L.L.C.76,193$44.9M25.97%-1,71813F-HRTimeline
Riverstone Advisors, LLC76,125$44.8M25.54%+92913F-HRTimeline
Patriot Financial Group Insurance Agenc…76,047$44.8M6.01%+17813F-HRTimeline
Atlanta Consulting Group Advisors, LLC76,039$44.8M16.51%-27,68613F-HR/ATimeline
AAF Wealth Management, LLC75,786$44.6M22.5%+1,42213F-HR/ATimeline
Rossmore Private Capital75,300$44.5M5.5%+3,41313F-HRTimeline
Bernardo Wealth Planning LLC75,961$44.3M10.6%+3,21713F-HRTimeline
Latko Wealth Management, Ltd.75,052$44.2M26.19%+68313F-HRTimeline
Foster Group, Inc.74,647$43.9M1.68%+4,70913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC73,758$43.4M1.44%+7,96813F-HRTimeline