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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…133,856$89.6M0.25%-8,68613F-HRTimelineGroup
AMG National Trust Bank131,513$88M2.15%+6113F-HRTimeline
Centerpoint Advisors, LLC130,306$87.2M27.06%+19413F-HRTimeline
BOKF, NAin group BOKF, NA130,277$87.2M1.31%+76413F-HRTimelineGroup
AMARILLO NATIONAL BANK129,884$86.9M15.28%-12,52213F-HRTimeline
Accredited Investors Inc.129,176$86.5M4.82%+27713F-HRTimeline
AdvisorNet Financial, Inc128,909$86.3M4.89%+18,70813F-HRTimeline
Curi Capital, LLC128,483$86M1.58%-2,98213F-HRTimeline
Bryant Woods Investment Advisors, LLC127,876$85.6M33.47%+74513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC127,650$85.4M0.04%+66,74613F-HRTimelineGroup
Trilogy Capital Inc.127,626$85.4M3.95%+7,27913F-HRTimeline
Arkadios Wealth Advisors127,416$85.3M2.09%+19,57713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC126,289$84.5M4.62%+4,09313F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC125,919$84.3M8.8%+3,28813F-HRTimeline
JSF Financial, LLC125,533$84M18.64%-6,44913F-HRTimeline
Karpus Management, Inc.124,938$83.6M2.65%-3,02213F-HRTimeline
SCS Capital Management LLC124,576$83.4M0.91%-1,05113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC124,034$83M22.53%-31613F-HRTimeline
TCP Asset Management, LLC123,864$82.9M14.79%+1,29013F-HRTimeline
Hudock, Inc.123,825$82.9M12.59%-83513F-HRTimeline
Balentine LLC123,805$82.9M3.05%+1,46613F-HRTimeline
New Republic Capital, LLC122,913$82.3M25.21%-65413F-HRTimeline
Allworth Financial LP122,758$82.2M0.36%+2,41313F-HRTimeline
Vision Capital Management, Inc.122,609$82.1M10.12%-1,48913F-HRTimeline
SIMON QUICK ADVISORS, LLC122,518$82M3.71%+9,46813F-HRTimeline
Ashton Thomas Private Wealth, LLC122,084$81.7M2.12%+52,85913F-HRTimeline
New England Professional Planning Group…125,125$81M37.12%+10313F-HRTimeline
COURIER CAPITAL LLC120,761$80.8M4.63%-2,07613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …120,112$80.4M0.98%-83213F-HRTimelineGroup
Stonegate Investment Group, LLC120,080$80.4M1.87%013F-HRTimeline
Ledyard National Bank119,888$80.2M7.19%-1,65113F-HRTimeline
Grant Street Asset Management, Inc.119,794$80.2M16.94%+72013F-HRTimeline
Modern Wealth Management, LLC119,775$80.2M1.59%-28813F-HRTimeline
Regal Investment Advisors LLC118,892$79.6M5.18%+6,36613F-HRTimeline
Financial Partners Group, Inc118,781$79.5M9.9%+3,46213F-HRTimeline
USA FINANCIAL FORMULAS118,728$79.5M14%+87,84213F-HRTimeline
Destination Wealth Management118,547$79.3M2.19%+50613F-HRTimeline
Wealth Architects, LLC117,610$78.7M7.43%-1,40213F-HRTimeline
Well Done, LLC117,478$78.6M13.39%+2,85913F-HRTimeline
ESL Trust Services, LLC117,191$78.4M15.39%-1,54313F-HRTimeline
J.W. COLE ADVISORS, INC.116,962$78.3M1.5%+95813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.128,515$78M1.83%+104,31113F-HRTimelineGroup
GRIES FINANCIAL LLC116,116$77.7M12.28%+45113F-HRTimeline
Mascoma Wealth Management LLC115,237$77.1M17%-96413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC114,621$76.7M0.47%+2,01313F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\114,465$76.6M0.03%+40813F-HRTimelineGroup
Conrad N. Hilton Foundation114,347$76.5M89.75%-22,87813F-HRTimeline
COUNTRY CLUB BANK114,691$76.5M4.53%+4,31113F-HRTimeline
Meridian Wealth Advisors, LLC113,823$76.2M10.82%+5,00313F-HRTimeline
WOLVERINE TRADING, LLC114,203$76.1M1.53%+102,17013F-HRTimeline
Avior Wealth Management, LLC112,633$75.4M2.43%-6,88913F-HRTimeline
Wharton Business Group, LLC112,599$75.4M3.29%-24013F-HRTimeline
Composition Wealth, LLC112,500$75.3M1.13%+10,04613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding111,793$74.8M+6,698Timeline
Asio Capital, LLC110,661$74.1M11.09%+5,24613F-HRTimeline
BOK Financial Private Wealth, Inc.110,594$74M4.66%-1,28313F-HRTimeline
HighMark Wealth Management LLC109,177$73.1M32.18%-98013F-HRTimeline
Heritage Investment Group, Inc.108,540$72.6M11.63%+1,37313F-HRTimeline
Standpoint Asset Management, LLC108,500$72.6M16.41%-19,80013F-HRTimeline
SMITH, MOORE & CO.108,084$72.3M5.54%+18413F-HRTimeline
Bull Oak Capital, LLC108,076$72.3M30.72%+3,44913F-HRTimeline
Ironwood Financial, llc107,184$71.7M12.71%+10,25613F-HRTimeline
Coyle Financial Counsel LLC107,161$71.7M16.53%+7,12013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…106,840$71.5M5.26%-10,45113F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.106,512$71.3M6.84%-3,79413F-HRTimeline
Harfst & Associates, Inc.105,901$70.9M13.07%-69313F-HRTimeline
Passaic Partners LLC105,817$70.8M8.53%-3,34713F-HRTimeline
Focus Financial Network, Inc.105,784$70.8M2.52%-1,84413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC104,328$69.8M22.94%+7113F-HRTimeline
BEAM WEALTH ADVISORS, INC.104,298$69.8M19.02%+4,16813F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding104,461$69.7M+104,243Timeline
KMG FIDUCIARY PARTNERS, LLC103,445$69.2M4.65%+5,08613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.103,374$69.2M4.7%+1,82913F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT103,334$69.2M4.15%-1,91513F-HRTimelineGroup
26North Partners LP103,277$69.1M100%+18713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KMT WEALTH MANAGEMENT, LLC102,783$68.8M37.05%+18213F-HRTimeline
Buck Wealth Strategies, LLC102,564$68.6M9.41%+9,28413F-HRTimeline
Crescent Grove Advisors, LLC101,993$68.3M6.54%-1,24013F-HRTimeline
IHT Wealth Management, LLC101,984$68.3M1.73%+1,08313F-HRTimeline
Strategic Point Investment Advisors, LLC101,016$67.6M9.71%+2,57813F-HRTimeline
CONNING INC.in group CONNING INC.100,546$67.3M2.24%-1,28213F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…100,820$67.2M0.06%+30,72013F-HRTimelineGroup
Savvy Advisors, Inc.100,441$67.2M3.09%+21,86913F-HRTimeline
Wela Strategies, Inc.100,417$67.2M25.49%-3,92313F-HRTimeline
FIDUCIENT ADVISORS LLC100,415$67.2M7.85%+1,06413F-HRTimeline
Baltimore-Washington Financial Advisors…100,126$67M2.87%+2,65713F-HRTimeline
Bristlecone Advisors, LLC100,119$67M5.6%+3,56013F-HRTimeline
Visionary Wealth Advisors99,683$66.7M3.11%+6,78913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC99,055$66.3M4.52%+7,21613F-HRTimeline
NerdWallet Wealth Partners, LLC99,045$66.2M32.46%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…98,049$65.6M1.13%+9,14013F-HRTimelineGroup
Golden State Wealth Management, LLC97,984$65.6M7.24%-50413F-HRTimeline
Crestmont Private Wealth LLC97,594$65.3M21.58%-1,65913F-HRTimeline
CLG LLC97,218$65.1M17.72%+11,51913F-HRTimeline
Lineweaver Wealth Advisors, LLC97,127$65M9.52%+51913F-HRTimeline
Affinity Capital Advisors, LLC96,556$64.9M9.98%+5,00613F-HRTimeline
Towercrest Capital Management96,751$64.8M10.39%+9,52013F-HRTimeline
KFA Private Wealth Group, LLC96,483$64.6M18.45%-39613F-HRTimeline
BANK OF STOCKTON96,296$64.5M18.37%+75213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.95,756$64.1M0.57%+4,36613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD95,585$64M0.15%+23,06513F-HRTimeline
Parker Investment Management, LLC95,039$63.6M8.68%+2,82513F-HRTimeline
Twele Capital Management, Inc.94,488$63.2M11.67%-1,47313F-HRTimeline
Per Stirling Capital Management, LLC.94,420$63.2M7.56%-1,80913F-HRTimeline
Parkside Investments, LLC94,123$63M7.87%+55213F-HRTimeline
Roth Financial Partners LLC94,035$62.9M21.21%+1,12113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC92,282$62.3M10.27%+1,12913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC92,498$61.9M3.08%-513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC91,730$61.4M1.47%+5,76013F-HRTimeline
CX Institutional91,679$61.4M1.86%+45113F-HRTimeline
Waterford Advisors, LLC91,443$61.2M21.16%+88,23513F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding91,131$61M-1,110Timeline
Beaumont Financial Advisors, LLC90,980$60.9M4.07%-6,14413F-HRTimeline
Midwest Trust Co90,681$60.7M0.79%+1,74113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers90,447$60.5M0.09%+5,88013F-HRTimelineGroup
Madrona Financial Services, LLC90,236$60.4M13.32%+1,24813F-HRTimeline
TD Waterhouse Canada Inc.89,856$60.2M0.39%+18,98413F-HRTimeline
Simplicity Wealth,LLC90,002$60.2M3.49%-13,50213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC89,621$60M3.39%-85313F-HRTimeline
UNIQUE WEALTH, LLC89,252$59.7M8.76%-9,30213F-HRTimeline
Sequoia Financial Advisors, LLC89,226$59.7M0.36%+88113F-HRTimeline
RHUMBLINE ADVISERS88,838$59.5M0.05%+7,48113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC88,428$59.2M1.19%+25013F-HRTimelineGroup
ROGCO, LP88,303$59.1M20.76%+2,78713F-HRTimeline
Beaumont Asset Management, L.L.C.87,814$58.8M29.57%+1,58513F-HRTimeline
Rafferty Asset Management, LLC87,516$58.6M0.19%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC87,135$58.3M10.49%+1,45313F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC86,963$58.2M25.21%-3713F-HRTimeline
Smithfield Trust Co86,914$58.2M2.6%-98213F-HRTimeline
AAF Wealth Management, LLC86,641$58M26.27%+1,87513F-HRTimeline
Diversified Enterprises, LLC86,518$57.9M3.9%+15713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…86,145$57.7M8.44%+4,69713F-HRTimeline
Foster Group, Inc.86,133$57.6M1.81%+3,37213F-HRTimeline
HARBOUR INVESTMENTS, INC.86,100$57.6M1.31%+1,44213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC85,903$57.5M17.64%+4,37713F-HRTimeline
Bluesphere Advisors LLC85,771$57.4M26.32%-2,89713F-HRTimeline
Sharkey, Howes & Javer85,541$57.3M7.36%+5,33913F-HRTimeline
Bernardo Wealth Planning LLC85,298$57.1M11.19%+3,28813F-HRTimeline
Enclave Advisors LLC85,129$57M8.7%-1,86013F-HRTimeline
Central Pacific Bank - Trust Division84,800$56.8M6.87%+5,94613F-HRTimeline
MKD WEALTH COACHES, LLC84,758$56.7M56.52%-1,36513F-HRTimeline
Cranbrook Wealth Management, LLC84,694$56.7M11.38%-56613F-HRTimeline
Counterpoint Mutual Funds LLC84,341$56.4M4.46%013F-HRTimeline
May Hill Capital, LLC84,331$56.4M16.54%+2,62113F-HRTimeline
Riverstone Advisors, LLC84,300$56.4M27.67%+31513F-HRTimeline
Sowell Financial Services LLC84,164$56.3M2.16%-2,02913F-HRTimeline
Gladstone Institutional Advisory LLC83,981$56.2M2.16%-60013F-HRTimeline
New World Advisors LLC83,899$56.2M10.28%+46213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV83,608$56M16.22%-2,97413F-HRTimeline
SHUFRO ROSE & CO LLC99,455$55.9M4.6%-69813F-HRTimeline
SWMG, LLC82,522$55.7M16.84%+3,87013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC82,975$55.5M8.18%+10,94513F-HRTimeline
Buska Wealth Management, LLC82,936$55.5M16.66%-14,15713F-HRTimeline
Ackerman Asset Management, LLC82,662$55.3M39.62%-27513F-HRTimeline
Sovereign Investment Advisors, LLC82,372$55.1M15.04%+24513F-HRTimeline
Lakeshore Financial Planning, Inc.82,339$55.1M20.45%+39213F-HRTimeline
Rossmore Private Capital81,044$54.2M5.84%+2,82113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC80,842$54.1M21.18%+1,38313F-HRTimeline
Guidance Point Advisors, LLC80,526$54M13.01%-2,77413F-HRTimeline
M Holdings Securities, Inc.80,350$53.8M11.37%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC80,050$53.6M8.23%+3,91013F-HRTimeline
High Note Wealth, LLC79,846$53.4M10.73%+7,66013F-HRTimeline
Snowden Capital Advisors LLC79,750$53.4M1.46%+24713F-HRTimeline
International City Management Associati…79,711$53.4M27.25%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC79,589$53.3M12.22%-61313F-HRTimeline
Tandem Financial, LLC79,529$53.2M19.82%+79,10713F-HRTimeline
GoalFusion Wealth Management, LLC79,490$53.2M25.4%+15413F-HRTimeline
Keebeck Wealth Management79,246$53M6.27%-3,55013F-HRTimeline
SkyView Investment Advisors, LLC79,145$53M6.69%-83713F-HRTimeline
Prospera Financial Services Inc79,053$53M0.9%-15,07913F-HRTimeline
Atlanta Consulting Group Advisors, LLC79,104$52.9M12.95%+63413F-HRTimeline
TD Capital Management LLC79,005$52.9M4.76%-1,35913F-HRTimeline
Wealth Alliance Advisory Group, LLC78,719$52.7M9.5%-42913F-HRTimeline
Newton One Investments LLC78,700$52.7M15.6%+6,00113F-HRTimeline
HOWE & RUSLING INC78,455$52.5M3.6%+2,56713F-HRTimeline
Capital Investment Advisors, LLC77,956$52.2M0.86%+2,46513F-HRTimeline
Serenus Wealth Advisors, LLC77,434$51.8M8.85%+68013F-HRTimeline
Stewardship Advisors, LLC76,994$51.5M12.19%-67213F-HRTimeline
Waterway Wealth Management, LLC145,007$51.4M12.27%+64,22513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC75,819$50.7M3.96%+1,63413F-HRTimeline
JFS WEALTH ADVISORS, LLC75,605$50.6M2.96%-1,75213F-HRTimeline
Sand Hill Global Advisors, LLC75,541$50.6M1.78%-7,86713F-HRTimeline
Cornerstone Wealth Management, LLC75,321$50.4M2.78%-9613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION75,257$50.4M4.3%-2,30713F-HRTimeline
EARNED WEALTH ADVISORS, LLC75,027$50.2M8.27%+11,82413F-HRTimeline
Stonebridge Capital Advisors LLC74,734$50M3.57%+18013F-HRTimeline
Waterloo Capital, L.P.74,534$49.9M3.71%+77613F-HRTimeline
Latko Wealth Management, Ltd.74,284$49.7M25.21%-1,37213F-HRTimeline
Foundations Investment Advisors, LLC74,258$49.7M0.72%-15,13613F-HRTimeline
PKS Advisory Services, LLC74,169$49.6M10.37%-1,53613F-HRTimeline
Cornerstone Wealth Group, LLC74,047$49.6M3.35%-1,96313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)73,979$49.5M0.48%-25113F-HRTimelineGroup
Sage Financial Management Group, Inc.73,481$49.2M15.7%+1,13213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.73,431$49.1M3.82%-4,54113F-HRTimeline
Hoxton Planning & Management, LLC73,051$48.9M15.73%-36313F-HRTimeline
Alpha Financial Partners LLC72,644$48.6M31.62%+2,51113F-HRTimeline
Argent Trust Co72,503$48.5M1.72%-20213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.72,239$48.3M19.28%-5,07113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP72,026$48.2M0.63%-86313F-HRTimeline
MATHER GROUP, LLC.71,635$47.9M0.48%-1,33713F-HRTimeline