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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sharkey, Howes & Javer131,862$74.1M10.6%-23,29913F-HRTimeline
Amtrust Financial Services, Inc.131,800$74.1M35.72%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC131,375$73.8M17.57%+28,47113F-HRTimeline
Ledyard National Bank131,043$73.6M7.28%+1,46113F-HRTimeline
Regal Investment Advisors LLC130,756$73.5M5.94%-1,14713F-HRTimeline
GREAT LAKES ADVISORS, LLC130,152$73.1M0.65%-21,21213F-HRTimeline
EASTERN BANK129,884$73M1.43%+87613F-HRTimeline
Onyx Bridge Wealth Group LLC129,561$72.8M10.44%-11,35013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC128,917$72.4M0.06%+34,56513F-HRTimelineGroup
Accredited Investors Inc.128,458$72.2M4.48%-71013F-HRTimeline
Baker Avenue Asset Management, LP127,508$71.6M2.24%+8,78513F-HRTimeline
Centerpoint Advisors, LLC125,902$70.7M26.13%+7,60413F-HRTimeline
Destination Wealth Management125,704$70.6M2.23%+1,31713F-HRTimeline
BOKF, NAin group BOKF, NA125,544$70.5M1.25%+2,38213F-HRTimelineGroup
Bryant Woods Investment Advisors, LLC125,542$70.5M33.92%+9,44213F-HRTimeline
Cahill Wealth Management, LLC125,192$70.3M35.8%+86513F-HRTimeline
New Republic Capital, LLC124,929$70.2M30.43%+119,79913F-HRTimeline
New England Professional Planning Group…124,898$70.2M34.94%+3,03913F-HRTimeline
COURIER CAPITAL LLC124,718$70.1M4.59%+3,25113F-HRTimeline
Hudock, Inc.124,158$69.8M12.2%-20413F-HRTimeline
CIBC WORLD MARKET INC.123,620$69.5M0.16%-20,94213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA123,035$69.1M0.37%-2,21713F-HRTimelineGroup
West Coast Financial LLC123,028$69.1M7.89%+9,79813F-HRTimeline
Balentine LLC122,592$68.9M2.89%+3,86013F-HRTimeline
Requisite Capital Management, LLC121,275$68.1M15.37%-15,03813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC120,866$67.9M24.76%+6,19813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC120,798$67.9M8.53%+2,39013F-HRTimeline
Crestwood Advisors Group, LLC120,630$67.8M1.29%-2,57813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD120,235$67.6M0.17%+80,62513F-HRTimeline
Avior Wealth Management, LLC119,455$67.1M2.55%+2,47913F-HRTimeline
Stonegate Investment Group, LLC119,298$67M1.79%+1013F-HRTimeline
Grant Street Asset Management, Inc.119,171$67M16.39%+16,60413F-HRTimeline
TCP Asset Management, LLC118,347$66.5M14.86%+2,62713F-HRTimeline
Well Done, LLC112,767$66.4M12.03%-1,50313F-HRTimeline
Wealth Architects, LLC118,064$66.3M7.32%-4,98913F-HR/ATimeline
SCS Capital Management LLC117,636$66.1M0.84%new13F-HR/ATimeline
Vision Capital Management, Inc.117,514$66M9.52%+4,15613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.117,097$65.8M7.06%-17,58113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\117,089$65.8M0.03%-7,53313F-HRTimelineGroup
SteelPeak Wealth, LLC116,966$65.7M2.8%-22,17813F-HRTimeline
BOK Financial Private Wealth, Inc.116,582$65.5M4.92%-1,91813F-HRTimeline
Allworth Financial LP118,852$65.3M0.37%-71913F-HRTimeline
ESL Trust Services, LLC115,512$64.9M14.65%-94013F-HRTimeline
AMARILLO NATIONAL BANK115,326$64.8M12.61%+1,48313F-HRTimeline
GRIES FINANCIAL LLC115,273$64.8M12.56%-1,07113F-HRTimeline
Heritage Investment Group, Inc.113,907$64M12.03%+4,11313F-HRTimeline
Mascoma Wealth Management LLC113,209$63.6M15.85%+9,72313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC112,823$63.4M3.96%+4,04613F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC112,745$63.4M10.79%+2,92913F-HRTimeline
SIMON QUICK ADVISORS, LLC112,729$63.3M3.6%-8,04113F-HRTimeline
Financial Partners Group, Inc112,446$63.2M9.75%+1,11013F-HRTimeline
Compound Planning, Inc.111,795$62.8M2.87%+15,04213F-HRTimeline
Meridian Wealth Advisors, LLC111,733$62.8M10.66%+5,74613F-HRTimeline
Kovack Advisors, Inc.111,172$62.5M6.61%-22,01413F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…110,635$62.1M5.24%-17,70313F-HRTimelineGroup
UNIQUE WEALTH, LLC109,960$61.8M11.67%-35,81913F-HRTimeline
HighMark Wealth Management LLC109,482$61.5M36.34%-15113F-HRTimeline
RATIONAL ADVISORS, INC.109,204$61.4M6.19%+8,01813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …109,024$61.3M0.92%+1,86913F-HRTimelineGroup
SMITH, MOORE & CO.108,572$61M5.65%-1,48813F-HRTimeline
Stone House Investment Management, LLC108,508$61M12.36%+6,92213F-HRTimeline
Harfst & Associates, Inc.108,241$60.8M14.06%+2,80113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC108,067$60.7M0.51%-15,81213F-HR/ATimelineGroup
COUNTRY CLUB BANK108,509$60.6M4.08%+6,41213F-HRTimeline
Wilmington Savings Fund Society, FSB107,037$60.1M1.12%+85813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT106,793$60M3.98%-1,27913F-HRTimelineGroup
RHUMBLINE ADVISERS106,748$60M0.06%+8,71213F-HR/ATimeline
High Falls Advisors, Inc105,287$59.2M13.89%-12,15513F-HRTimeline
Keebeck Wealth Management105,146$59.1M8.73%+3,65813F-HRTimeline
Composition Wealth, LLC104,586$58.8M1.18%+6,52013F-HRTimeline
Crescent Grove Advisors, LLC103,993$58.4M6.09%-2,72913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC103,907$58.4M24.38%+7,65413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103,716$58.3M0.16%-1,090,31113F-HRTimelineGroup
Curi Capital, LLC103,687$58.3M1.44%-20,62513F-HRTimeline
Snowden Capital Advisors LLC102,989$57.9M1.85%-2,80713F-HRTimeline
SHUFRO ROSE & CO LLC102,933$57.8M4.57%+38,81213F-HRTimeline
26North Partners LP102,897$57.8M100%-146,40213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wela Strategies, Inc.101,834$57.2M24.15%+59,84313F-HRTimeline
CONNING INC.in group CONNING INC.101,828$57.2M2%-1,63713F-HRTimelineGroup
Crestmont Private Wealth LLC101,141$56.8M24.6%-85413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.100,934$56.7M4.13%+3,62913F-HRTimelineGroup
Sand Hill Global Advisors, LLC100,251$56.3M2.32%-89913F-HRTimeline
BEAM WEALTH ADVISORS, INC.98,528$55.4M18.67%-1,71813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC98,254$55.2M4.59%-6,10013F-HRTimeline
Twele Capital Management, Inc.97,699$54.9M11.64%+3,55213F-HRTimeline
KFA Private Wealth Group, LLC97,677$54.9M19.21%+20,28913F-HRTimeline
Strategic Point Investment Advisors, LLC97,516$54.8M9.13%-1,56013F-HRTimeline
FIDUCIENT ADVISORS LLC97,144$54.6M6.82%-25,58713F-HRTimeline
Blue Trust, Inc.97,117$54.6M0.7%-7,81613F-HRTimeline
Ironwood Financial, llc96,928$54.5M11.68%+4413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…96,495$54.2M0.09%new13F-HRTimelineGroup
Bull Oak Capital, LLC96,410$54.2M29.53%+3,25313F-HRTimeline
Buska Wealth Management, LLC95,923$53.9M16.89%+2,26213F-HRTimeline
Arkadios Wealth Advisors95,649$53.7M2.04%+34,59113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding95,461$53.6M+4,182Timeline
Per Stirling Capital Management, LLC.95,398$53.6M7.71%-1,79813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC95,257$53.5M4.17%-66,25313F-HRTimeline
Parkside Investments, LLC95,255$53.5M7.88%-5,34113F-HRTimeline
KMT WEALTH MANAGEMENT, LLC95,244$53.5M36.68%-38213F-HRTimeline
Wharton Business Group, LLC94,644$53.2M2.41%-24213F-HRTimeline
Diversified Enterprises, LLC94,475$53.1M4.47%+4,50413F-HRTimeline
Roth Financial Partners LLC93,950$52.8M20.85%+2,48913F-HRTimeline
Coyle Financial Counsel LLC93,872$52.7M16.11%+8,01013F-HRTimeline
Beaumont Financial Advisors, LLC93,353$52.5M4.11%+39113F-HRTimeline
Bristlecone Advisors, LLC93,198$52.4M4.28%+3,50213F-HRTimeline
FUTURE YOU WEALTH LLC93,094$52.3M33.51%+10,03913F-HRTimeline
Parker Investment Management, LLC92,782$52.1M9.32%-21,83713F-HRTimeline
CX Institutional92,636$52.1M1.96%-37913F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding92,521$52M0Timeline
FINANCIAL COUNSELORS INC92,433$51.9M0.79%+1,37913F-HRTimeline
Ashton Thomas Private Wealth, LLC92,162$51.8M1.98%-3,15813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC92,056$51.7M3.09%-78613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC91,669$51.5M3.61%-1,86413F-HRTimeline
BANK OF STOCKTON91,539$51.4M16.39%-1,25913F-HRTimeline
IFS Advisors, LLC89,947$50.5M41.04%-21213F-HRTimeline
Sequoia Financial Advisors, LLC88,916$50M0.39%+3,46813F-HRTimeline
WEALTH ALLIANCE, LLC88,678$49.8M6.03%-7,90213F-HRTimeline
SigFig Wealth Management, LLC89,194$49.8M1.8%+33,05213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group88,257$49.6M6.49%-4,09813F-HRTimelineGroup
Visionary Wealth Advisors88,095$49.5M2.97%-75713F-HRTimeline
Smithfield Trust Co87,953$49.4M2.48%-1,51813F-HRTimeline
May Hill Capital, LLC87,870$49.4M18.63%+2,03513F-HRTimeline
Rafferty Asset Management, LLC87,516$49.2M0.21%-27,34913F-HRTimeline
EP Wealth Advisors, LLC87,505$49.2M0.39%+1,46013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV87,469$49.1M16.87%-2,01013F-HRTimeline
Sowell Financial Services LLC87,371$49.1M2.23%+8,61313F-HRTimeline
SWMG, LLC88,566$49M19.44%-6,47713F-HRTimeline
Golden State Wealth Management, LLC86,754$48.7M7.24%-4,92913F-HR/ATimeline
Affinity Capital Advisors, LLC90,554$48.6M9.64%+96113F-HRTimeline
Madrona Financial Services, LLC86,333$48.5M13.34%+33,09013F-HRTimeline
ROGCO, LP86,326$48.5M19.43%+2,71513F-HRTimeline
Waterford Advisors, LLC86,215$48.4M20.1%+7713F-HRTimeline
MKD WEALTH COACHES, LLC85,562$48.1M54.4%+85913F-HRTimeline
Enclave Advisors LLC85,477$48M8.2%-3,64113F-HRTimeline
Bluesphere Advisors LLC85,325$47.9M27.44%+7,48013F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC84,941$47.7M23.02%-14,64913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,824$47.7M1.16%-8,55013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC84,428$47.4M1.06%+53513F-HRTimelineGroup
Towercrest Capital Management84,114$47.3M8.98%-29,13213F-HRTimeline
Asio Capital, LLC83,942$47.2M9.12%+14,40813F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…83,765$47.1M5.23%+25,92413F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC83,218$46.8M10.38%+1,82013F-HRTimeline
Simplicity Wealth,LLC83,044$46.7M3.63%+30,12713F-HRTimeline
University of Massachusetts Foundation,…82,898$46.6M26.12%013F-HRTimeline
Ackerman Asset Management, LLC82,812$46.5M42.09%13F-HRTimeline
Custos Family Office, LLC82,498$46.4M16.44%+1,45313F-HRTimeline
Beaumont Asset Management, L.L.C.82,139$46.2M27.88%+5,94613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…82,121$46.1M8.07%+1,44113F-HRTimeline
Central Pacific Bank - Trust Division81,926$46M6.37%-24,60113F-HRTimeline
Buck Wealth Strategies, LLC81,193$45.6M8.29%+37,54213F-HRTimeline
TD Capital Management LLC80,932$45.5M4.61%+21613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC80,723$45.4M21.22%+40313F-HRTimeline
Shepherd Financial Partners LLC80,707$45.3M5.32%+54,67913F-HRTimeline
Vestmark Advisory Solutions, Inc.80,545$45.3M1.17%+55,20613F-HRTimeline
Gladstone Institutional Advisory LLC80,544$45.3M2.11%+2,63113F-HRTimeline
Guidance Point Advisors, LLC80,536$45.3M12.89%+99313F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…80,500$45.2M18.1%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC80,333$45.1M0.84%-9,35713F-HRTimeline
HARBOUR INVESTMENTS, INC.80,294$45.1M1.29%+41313F-HRTimeline
Cranbrook Wealth Management, LLC80,159$45M10.46%+52613F-HRTimeline
GoalFusion Wealth Management, LLC80,007$45M24.6%+1,11813F-HRTimeline
International City Management Associati…79,711$44.8M25.34%013F-HRTimeline
SkyView Investment Advisors, LLC79,517$44.7M6.72%-68413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC79,386$44.6M1.53%+5,62813F-HRTimeline
Baltimore-Washington Financial Advisors…79,168$44.5M2.36%+2,64313F-HRTimeline
Foster Group, Inc.79,103$44.4M1.66%+4,45613F-HRTimeline
Summit Financial, LLC79,081$44.4M1.25%+11,19313F-HRTimeline
Lakeshore Financial Planning, Inc.78,909$44.3M18.47%+2,45013F-HRTimeline
Progeny 3, Inc.78,769$44.3M3.05%013F-HRTimeline
GWN SECURITIES INC.78,378$44.1M2.49%+68,07913F-HRTimeline
Hoxton Planning & Management, LLC78,464$44.1M16.82%-3,03113F-HRTimeline
Cornerstone Wealth Group, LLC78,445$44.1M3.66%-1,47013F-HRTimeline
Serenus Wealth Advisors, LLC144,883$44.1M7.31%+40,83413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC86,849$44M9.9%+7,26013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC78,763$43.9M17.05%-15,04013F-HRTimeline
Cornerstone Wealth Management, LLC78,046$43.9M2.97%-1,26513F-HRTimeline
Bernardo Wealth Planning LLC78,020$43.8M10.49%+2,05913F-HR/ATimeline
MATHER GROUP, LLC.78,002$43.8M0.51%-13,04513F-HRTimeline
Stewardship Advisors, LLC77,873$43.8M11.82%-26,79213F-HRTimeline
CLG LLC77,849$43.7M15.18%+6,40213F-HRTimeline
Keeley-Teton Advisors, LLC77,754$43.7M5.3%-14213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.77,711$43.7M19.75%+13913F-HRTimeline
Invst, LLC77,355$43.5M5.93%-13,63113F-HRTimeline
Rossmore Private Capital77,184$43.4M5.34%+1,88413F-HRTimeline
AAF Wealth Management, LLC76,861$43.2M23.31%+1,07513F-HRTimeline
Wealth Alliance Advisory Group, LLC76,487$43M8.91%+7713F-HRTimeline
JFS WEALTH ADVISORS, LLC76,093$42.8M2.89%+4,41513F-HRTimeline
Atlanta Consulting Group Advisors, LLC76,092$42.8M12.48%+5313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …75,953$42.7M2.48%-2,03813F-HRTimelineGroup
PKS Advisory Services, LLC75,909$42.7M11.67%+4,01313F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC75,358$42.3M15.58%+3,19613F-HRTimeline
PAX Financial Group, LLC75,326$42.3M7.5%-3,14313F-HRTimeline
AdvisorNet Financial, Inc75,284$42.3M3.14%+11,84513F-HRTimeline
Riverstone Advisors, LLC75,265$42.3M25.43%-86013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT75,057$42.2M1.85%-1,95413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC74,992$42.1M8.35%+2,88613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/74,847$42.1M0.05%+15,06713F-HRTimelineGroup
McAlister, Sweet & Associates, Inc.74,349$41.8M31.63%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION74,338$41.8M4.05%+6,48013F-HRTimeline
CERTUITY, LLC74,157$41.6M4.36%+5,71213F-HRTimeline