Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FLOW TRADERS U.S. LLC127,206$79M2.92%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC127,131$78.9M34.07%+1,58913F-HRTimeline
SCS Capital Management LLC125,627$78M0.86%+7,99113F-HRTimeline
New England Professional Planning Group…125,022$77.6M35.36%+12413F-HRTimeline
Hudock, Inc.124,660$77.4M12.44%+50213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC124,350$77.2M14.71%-134,28613F-HRTimeline
Vision Capital Management, Inc.124,098$77.1M10.12%+6,58413F-HRTimeline
New Republic Capital, LLC123,567$76.7M27.17%-1,36213F-HRTimeline
COURIER CAPITAL LLC122,837$76.3M4.63%-1,88113F-HRTimeline
Requisite Capital Management, LLC122,829$76.3M16.51%+1,55413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC122,631$76.1M8.77%+1,83313F-HRTimeline
TCP Asset Management, LLC122,574$76.1M15.09%+4,22713F-HRTimeline
Balentine LLC122,339$76M2.96%-25313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC122,196$75.9M4.41%+9,37313F-HRTimelineGroup
Ledyard National Bank121,539$75.5M7.13%-9,50413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.121,194$75.1M0.68%-104,46213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …120,944$75.1M0.99%+11,92013F-HRTimelineGroup
Trilogy Capital Inc.120,347$74.7M3.63%-35,01213F-HRTimeline
Allworth Financial LP120,345$74.7M0.36%+1,49313F-HRTimeline
Stonegate Investment Group, LLC120,080$74.6M1.88%+78213F-HRTimeline
Modern Wealth Management, LLC120,063$74.5M1.85%+60,95013F-HR/ATimeline
Avior Wealth Management, LLC119,522$74.2M2.56%+6713F-HRTimeline
Grant Street Asset Management, Inc.119,074$73.9M16.71%-9713F-HRTimeline
Wealth Architects, LLC119,012$73.9M7.51%+94813F-HRTimeline
ESL Trust Services, LLC118,734$73.7M15.06%+3,22213F-HRTimeline
Destination Wealth Management118,041$73.3M2.15%-7,66313F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…117,291$72.8M5.65%+6,65613F-HRTimelineGroup
Mascoma Wealth Management LLC116,201$72.1M16.75%+2,99213F-HRTimeline
Compound Planning, Inc.116,139$72.1M2.73%+4,34413F-HRTimeline
J.W. COLE ADVISORS, INC.116,004$72M1.53%+46,20413F-HRTimeline
GRIES FINANCIAL LLC115,665$71.8M13.07%+39213F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …115,609$71.8M0.05%-20,58013F-HRTimelineGroup
Financial Partners Group, Inc115,319$71.6M9.9%+2,87313F-HRTimeline
Well Done, LLC114,619$71.2M13.35%+1,85213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\114,057$70.8M0.03%-3,03213F-HRTimelineGroup
CIBC WORLD MARKET INC.113,208$70.3M0.16%-10,41213F-HRTimeline
SIMON QUICK ADVISORS, LLC113,050$70.2M3.55%+32113F-HR/ATimeline
Wharton Business Group, LLC112,839$70.1M2.96%+18,19513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC112,608$69.9M0.5%+4,54113F-HR/ATimelineGroup
Regal Investment Advisors LLC112,526$69.9M5.24%-18,23013F-HRTimeline
BOK Financial Private Wealth, Inc.111,877$69.5M4.63%-4,70513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.110,306$68.5M7.04%-6,79113F-HRTimeline
AdvisorNet Financial, Inc110,201$68.4M4.42%+34,91713F-HRTimeline
HighMark Wealth Management LLC110,157$68.4M33.43%+67513F-HRTimeline
COUNTRY CLUB BANK110,380$68.2M4.29%+1,87113F-HRTimeline
Passaic Partners LLC109,164$67.8M8.2%+66,70813F-HRTimeline
Meridian Wealth Advisors, LLC108,820$67.6M10.68%-2,91313F-HRTimeline
SMITH, MOORE & CO.107,900$67M5.62%-67213F-HRTimeline
Arkadios Wealth Advisors107,839$67M2.01%+12,19013F-HRTimeline
Focus Financial Network, Inc.107,628$66.8M2.64%-82,14713F-HRTimeline
Heritage Investment Group, Inc.107,167$66.5M11.47%-6,74013F-HRTimeline
Harfst & Associates, Inc.106,594$66.2M13.65%-1,64713F-HRTimeline
Asio Capital, LLC105,415$65.5M10.9%+21,47313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT105,249$65.3M4.18%-1,54413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding105,095$65.3M+9,634Timeline
Teramo Advisors, LLC105,000$65.2M23.76%+101,50013F-HRTimeline
Bull Oak Capital, LLC104,627$65M29.6%+8,21713F-HRTimeline
Wela Strategies, Inc.104,340$64.8M25.57%+2,50613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC104,257$64.4M22.96%+35013F-HRTimeline
Simplicity Wealth,LLC103,504$64.3M2.68%+20,46013F-HRTimeline
Crescent Grove Advisors, LLC103,233$64.1M6.21%-76013F-HRTimeline
26North Partners LP103,090$64M100%+19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KMT WEALTH MANAGEMENT, LLC102,601$63.7M37.6%+7,35713F-HRTimeline
Composition Wealth, LLC102,454$63.6M1.07%-2,13213F-HRTimeline
CONNING INC.in group CONNING INC.101,828$63.2M2.17%013F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.101,545$63M4.46%+61113F-HRTimelineGroup
IHT Wealth Management, LLC100,901$62.6M1.72%+37,41213F-HRTimeline
BEAM WEALTH ADVISORS, INC.100,130$62.2M18.53%+1,60213F-HRTimeline
Coyle Financial Counsel LLC100,041$62.1M16.63%+6,16913F-HRTimeline
FIDUCIENT ADVISORS LLC99,351$61.7M7.55%+2,20713F-HRTimeline
Crestmont Private Wealth LLC99,253$61.6M22.28%-1,88813F-HRTimeline
UNIQUE WEALTH, LLC98,554$61.2M9.88%-11,40613F-HRTimeline
Golden State Wealth Management, LLC98,488$61.2M7.44%+11,73413F-HRTimeline
Strategic Point Investment Advisors, LLC98,438$61.1M9.43%+92213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC98,359$61.1M4.53%+10513F-HRTimeline
Baltimore-Washington Financial Advisors…97,469$60.5M2.82%+18,30113F-HRTimeline
Beaumont Financial Advisors, LLC97,124$60.3M4.36%+3,77113F-HRTimeline
Buska Wealth Management, LLC97,093$60.3M16.47%+1,17013F-HRTimeline
KFA Private Wealth Group, LLC96,879$60.2M18.64%-79813F-HRTimeline
Lineweaver Wealth Advisors, LLC96,608$60M9.48%-16,13713F-HRTimeline
Bristlecone Advisors, LLC96,559$60M5.03%+3,36113F-HRTimeline
Per Stirling Capital Management, LLC.96,229$59.7M7.8%+83113F-HRTimeline
Twele Capital Management, Inc.95,961$59.6M11.82%-1,73813F-HRTimeline
BANK OF STOCKTON95,544$59.3M17.67%+4,00513F-HRTimeline
Prospera Financial Services Inc94,132$58.5M1.09%+26,06713F-HRTimeline
Parkside Investments, LLC93,571$58.1M7.89%-1,68413F-HRTimeline
Buck Wealth Strategies, LLC93,280$57.9M8.82%+12,08713F-HRTimeline
Roth Financial Partners LLC92,914$57.7M20.8%-1,03613F-HRTimeline
Visionary Wealth Advisors92,894$57.7M2.95%+4,79913F-HRTimeline
FUTURE YOU WEALTH LLC92,851$57.6M31.3%-24313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC92,503$57.4M3.11%+44713F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding92,241$57.3M-280Timeline
FINANCIAL MANAGEMENT NETWORK INC91,153$57.3M10.26%+4,30413F-HRTimeline
Parker Investment Management, LLC92,214$57.3M8.77%-56813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC91,839$57M4.02%-3,41813F-HRTimeline
Affinity Capital Advisors, LLC91,550$56.8M9.78%+99613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.91,390$56.7M0.54%+28,05513F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional91,228$56.6M1.98%-1,40813F-HR/ATimeline
SHUFRO ROSE & CO LLC100,153$56.3M4.55%-2,78013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC90,474$56.2M3.34%-1,19513F-HRTimeline
Waterford Advisors, LLC3,208$55.6M22.33%-83,00713F-HRTimeline
Foundations Investment Advisors, LLC89,394$55.5M0.88%-173,24013F-HRTimeline
Madrona Financial Services, LLC88,988$55.3M13.25%+2,65513F-HRTimeline
Midwest Trust Co88,940$55.2M0.76%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…88,909$55.2M1.07%+4,08513F-HRTimelineGroup
GTS SECURITIES LLC88,839$55.2M2.46%+61,19813F-HRTimeline
Bluesphere Advisors LLC88,668$55.1M27.45%+3,34313F-HRTimeline
Sequoia Financial Advisors, LLC88,345$54.9M0.38%-57113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC88,178$54.7M1.14%+3,75013F-HRTimelineGroup
Smithfield Trust Co87,896$54.6M2.58%-5713F-HRTimeline
Ironwood Financial, llc96,928$54.5M11.68%013F-HRTimeline
Rafferty Asset Management, LLC87,516$54.3M0.18%013F-HRTimeline
Towercrest Capital Management87,231$54.2M9.68%+3,11713F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC87,000$54M24.46%+2,05913F-HRTimeline
Enclave Advisors LLC86,989$54M8.73%+1,51213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV86,582$53.8M16.49%-88713F-HRTimeline
Diversified Enterprises, LLC86,361$53.6M4%-8,11413F-HRTimeline
Beaumont Asset Management, L.L.C.86,229$53.5M28.74%+4,09013F-HRTimeline
Sowell Financial Services LLC86,193$53.5M2.18%-1,17813F-HRTimeline
MKD WEALTH COACHES, LLC86,123$53.5M56.38%+56113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC85,970$53.4M1.47%+6,58413F-HRTimeline
CLG LLC85,699$53.2M16.6%+7,85013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC85,682$53.2M10.73%+2,46413F-HRTimeline
ROGCO, LP85,516$53.1M20%-81013F-HRTimeline
Cranbrook Wealth Management, LLC85,260$52.9M11.29%+5,10113F-HRTimeline
Caisse de depot et placement du Quebec85,000$52.8M0.11%+25,00013F-HRTimeline
University of Massachusetts Foundation,…84,914$52.7M26.55%+2,01613F-HRTimeline
AAF Wealth Management, LLC84,766$52.6M23.97%+7,90513F-HRTimeline
HARBOUR INVESTMENTS, INC.84,658$52.6M1.33%+4,36413F-HRTimeline
Gladstone Institutional Advisory LLC84,581$52.5M2.17%+4,03713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers84,567$52.5M0.08%+19,33213F-HRTimelineGroup
Counterpoint Mutual Funds LLC84,341$52.4M4.63%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group84,119$52.2M6.5%-4,13813F-HRTimelineGroup
Riverstone Advisors, LLC83,985$52.1M28.19%+8,72013F-HRTimeline
New World Advisors LLC83,437$51.8M11.02%+17,67713F-HRTimeline
Sand Hill Global Advisors, LLC83,408$51.8M1.92%-16,84313F-HRTimeline
Guidance Point Advisors, LLC83,300$51.7M13.29%+2,76413F-HRTimeline
Ackerman Asset Management, LLC82,937$51.5M41.25%+12513F-HRTimeline
Keebeck Wealth Management82,796$51.4M6.74%-22,35013F-HRTimeline
Foster Group, Inc.82,761$51.4M1.76%+3,65813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC82,471$51.2M0.42%+40,32113F-HRTimelineGroup
Sovereign Investment Advisors, LLC82,127$51M14.02%+10,68213F-HRTimeline
Bernardo Wealth Planning LLC82,010$50.9M11.06%+3,99013F-HRTimeline
Lakeshore Financial Planning, Inc.81,947$50.9M20.45%+3,03813F-HRTimeline
May Hill Capital, LLC81,710$50.7M16.7%-6,16013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC81,526$50.6M17.15%+2,76313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…81,448$50.6M8.1%-67313F-HRTimeline
RHUMBLINE ADVISERS81,357$50.5M0.04%-25,39113F-HRTimeline
SWMG, LLC78,652$50.3M16.92%-9,91413F-HRTimeline
Waterway Wealth Management, LLC80,782$50.2M15.17%+14,92213F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…80,500$50M18.9%013F-HRTimeline
TD Capital Management LLC80,364$49.9M4.71%-56813F-HRTimeline
Sharkey, Howes & Javer80,202$49.8M6.68%-51,66013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC80,202$49.8M12.04%+7,47013F-HRTimeline
International City Management Associati…79,711$49.5M26.41%013F-HRTimeline
SkyView Investment Advisors, LLC79,982$49.4M7.08%+46513F-HRTimeline
Snowden Capital Advisors LLC79,503$49.4M1.46%-23,48613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC79,459$49.3M21.15%-1,26413F-HRTimeline
GoalFusion Wealth Management, LLC79,336$49.3M25.31%-67113F-HRTimeline
Wealth Alliance Advisory Group, LLC79,148$49.1M9.36%+2,66113F-HRTimeline
Central Pacific Bank - Trust Division78,854$49M6.24%-3,07213F-HRTimeline
Savvy Advisors, Inc.78,572$48.8M3.26%+64,98313F-HRTimeline
Atlanta Consulting Group Advisors, LLC78,470$48.7M13.34%+2,37813F-HRTimeline
Rossmore Private Capital78,223$48.6M5.67%+1,03913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.77,972$48.4M2.03%+33,42113F-HRTimeline
Stewardship Advisors, LLC77,666$48.2M12.21%-20713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION77,564$48.2M4.23%+3,22613F-HRTimeline
JFS WEALTH ADVISORS, LLC77,357$48M3.06%+1,26413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.77,310$48M19.84%-40113F-HRTimeline
UNIVERSITY OF CHICAGO76,903$47.7M40.64%new13F-HRTimeline
Serenus Wealth Advisors, LLC76,754$47.7M8.09%-68,12913F-HRTimeline
Vestmark Advisory Solutions, Inc.76,253$47.3M0.68%-4,29213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC76,140$47.3M8.23%+1,14813F-HRTimeline
Cornerstone Wealth Group, LLC76,010$47.2M3.54%-2,43513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC74,185$47.2M4.3%-57613F-HRTimeline
HOWE & RUSLING INC75,888$47.1M3.48%+11,86213F-HRTimeline
PKS Advisory Services, LLC75,705$47M11.96%-20413F-HRTimeline
Latko Wealth Management, Ltd.75,656$47M26.41%+2,90013F-HRTimeline
Capital Investment Advisors, LLC75,491$46.9M0.84%+4,89013F-HR/ATimeline
Cornerstone Wealth Management, LLC75,417$46.8M2.84%-2,62913F-HRTimeline
KELLEHER FINANCIAL ADVISORS75,274$46.7M16.22%+1,97713F-HRTimeline
Stonebridge Capital Advisors LLC74,554$46.3M3.52%+3,01013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC74,434$46.2M0.78%-5,89913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)74,230$46.1M0.46%new13F-HRTimelineGroup
Custos Family Office, LLC73,760$45.8M14.6%-8,73813F-HRTimeline
Waterloo Capital, L.P.73,758$45.8M3.7%+10,34313F-HRTimeline
Hoxton Planning & Management, LLC73,414$45.6M15.75%-5,05013F-HRTimeline
Patriot Financial Group Insurance Agenc…73,358$45.5M5.23%+16613F-HRTimeline
MATHER GROUP, LLC.72,972$45.3M0.48%-5,03013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP72,889$45.3M0.64%+2,48513F-HRTimeline
Argent Trust Co72,705$45.1M1.7%+2,73413F-HRTimeline
Newton One Investments LLC72,699$45.1M14.2%+32,05813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD72,520$45M0.11%-47,71513F-HRTimeline
Sage Financial Management Group, Inc.72,349$44.9M15.54%+3,29613F-HRTimeline
High Note Wealth, LLC72,186$44.8M10.26%+1,92513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC72,123$44.8M16.15%+3,51713F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC72,030$44.7M7.05%+2,52713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC71,942$44.7M0.32%+1,52513F-HR/ATimelineGroup
1900 WEALTH MANAGEMENT LLC71,824$44.6M3.37%+2,06113F-HRTimeline
HWG Holdings LP71,459$44.4M12.98%+14,10713F-HRTimeline