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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
McKinley Carter Wealth Services, Inc.144,978$99.3M5.55%-22,31913F-HRTimeline
GREAT LAKES ADVISORS, LLC143,039$98M0.8%+2,45313F-HRTimeline
Arkadios Wealth Advisors142,967$97.9M1.94%+15,55113F-HRTimeline
RTD Financial Advisors, Inc.142,793$97.8M11.93%+1,31413F-HRTimeline
Private Wealth Asset Management, LLC142,321$97.5M10.6%+5,13513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…142,017$97.3M16.32%-2,21513F-HRTimeline
Arcataur Capital Management LLC141,847$97.2M27.82%+2,66813F-HRTimeline
Betterment LLC141,807$97.1M0.19%-3,05513F-HRTimeline
CenturyLink Investment Management Co141,402$96.9M100%-21,80213F-HRTimeline
FFT WEALTH MANAGEMENT LLC141,372$96.8M18.44%-24,45513F-HRTimeline
Grant Street Asset Management, Inc.141,040$96.6M19.46%+21,24613F-HRTimeline
PINNACLE ASSOCIATES LTD140,600$96.3M1.24%+1,12113F-HRTimeline
Compound Planning, Inc.139,219$95.4M2.82%+4,21413F-HRTimeline
Progeny 3, Inc.139,069$95.3M5.13%013F-HRTimeline
Baker Avenue Asset Management, LP139,040$95.2M2.2%+3,80713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK164,213$94.7M8.67%013F-HRTimeline
COUNTRY TRUST BANK137,775$94.4M1.71%+44713F-HRTimeline
CHOREO, LLC136,512$94.2M1.2%-2,08613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.175,457$94M2.02%+46,94213F-HRTimelineGroup
Gray Private Wealth, LLC136,830$93.7M45.77%+2,55213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC136,471$93.5M0.69%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.136,375$93.4M13%+90713F-HRTimeline
North Dakota State Investment Board136,196$93.3M3.47%13F-HRTimeline
Pine Ridge Advisers LLC135,026$92.5M6.37%+1713F-HRTimeline
AdvisorNet Financial, Inc135,021$92.5M4.93%+6,11213F-HRTimeline
Consolidated Portfolio Review Corp134,952$92.4M7.99%+124,88613F-HRTimeline
Curi Capital, LLC134,921$92.4M1.6%+6,43813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC133,621$91.5M4.83%+7,33213F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC133,031$91.1M3.98%+10,51313F-HRTimeline
Accredited Investors Inc.132,174$90.5M4.81%+2,99813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC132,095$90.5M0.51%+17,47413F-HRTimelineGroup
Trilogy Capital Inc.132,035$90.4M4.04%+4,40913F-HRTimeline
Allworth Financial LP131,882$90.3M0.37%+9,12413F-HRTimeline
Cardinal Strategic Wealth Guidance131,088$89.8M23.46%-6,04213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding130,202$89.2M-32,875Timeline
BOKF, NAin group BOKF, NA130,151$89.1M1.36%-12613F-HRTimelineGroup
AMG National Trust Bank129,949$89M2.1%-1,56413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC129,397$88.6M8.89%+3,47813F-HRTimeline
Ashton Thomas Private Wealth, LLC129,349$88.6M2.16%+7,26513F-HRTimeline
Savvy Advisors, Inc.128,636$88.1M2.85%+28,19513F-HRTimeline
Asio Capital, LLC128,570$88.1M12.42%+17,90913F-HRTimeline
TCP Asset Management, LLC128,361$87.9M14.81%+4,49713F-HRTimeline
Centerpoint Advisors, LLC128,146$87.8M27%-2,16013F-HRTimeline
Parker Investment Management, LLC127,973$87.7M12.47%+32,93413F-HRTimeline
Smartleaf Asset Management LLC125,817$86.8M3.29%+90,07713F-HRTimeline
CIM INVESTMENT MANAGEMENT INC126,420$86.6M22.67%+2,38613F-HRTimeline
New England Professional Planning Group…125,878$86.2M36.13%+75313F-HRTimeline
AMARILLO NATIONAL BANK125,815$86.2M15.14%-4,06913F-HRTimeline
Bryant Woods Investment Advisors, LLC124,701$85.4M33.1%-3,17513F-HRTimeline
JSF Financial, LLC124,474$85.3M17.67%-1,05913F-HRTimeline
Regal Investment Advisors LLC124,234$85.1M5.09%+5,34213F-HRTimeline
Hudock, Inc.123,745$84.8M12.49%-8013F-HRTimeline
Financial Partners Group, Inc120,998$84.1M9.72%+2,21713F-HRTimeline
Balentine LLC122,312$83.8M3.18%-1,49313F-HRTimeline
CIBC WORLD MARKET INC.122,306$83.8M0.15%-16,84213F-HRTimeline
McNamara Financial Services, Inc.122,150$83.7M15.87%-109,14713F-HRTimeline
COURIER CAPITAL LLC120,357$82.4M4.63%-40413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV120,172$82.3M1.35%-24,02913F-HR/ATimeline
USA FINANCIAL FORMULAS118,799$81.4M14.8%+7113F-HRTimeline
SCS Capital Management LLC118,383$81.1M0.86%-6,19313F-HRTimeline
Well Done, LLC118,119$80.9M12.09%+64113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\118,100$80.9M0.03%+3,63513F-HRTimelineGroup
Meridian Wealth Advisors, LLC117,868$80.7M11.18%+4,04513F-HRTimeline
Buck Wealth Strategies, LLC117,357$80.4M10.2%+14,79313F-HRTimeline
Ledyard National Bank117,113$80.2M6.91%-2,77513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding116,990$80.1M+5,197Timeline
Mascoma Wealth Management LLC116,624$79.9M17.13%+1,38713F-HRTimeline
FIDUCIENT ADVISORS LLC115,400$79M9.8%+14,98513F-HRTimeline
Wealth Architects, LLC115,234$78.9M7.11%-2,37613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…114,961$78.7M0.21%-18,89513F-HRTimelineGroup
Vision Capital Management, Inc.114,893$78.7M9.49%-7,71613F-HRTimeline
Conrad N. Hilton Foundation114,347$78.3M100%013F-HRTimeline
Wharton Business Group, LLC113,759$77.9M2.96%+1,16013F-HRTimeline
Coyle Financial Counsel LLC113,317$77.6M16.59%+6,15613F-HRTimeline
Destination Wealth Management113,236$77.6M2.03%-5,31113F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding111,957$76.7M+20,826Timeline
KFA Private Wealth Group, LLC111,611$76.4M18.59%+15,12813F-HRTimeline
Heritage Investment Group, Inc.111,150$76.1M11.59%+2,61013F-HRTimeline
HighMark Wealth Management LLC110,309$75.6M30.79%+1,13213F-HRTimeline
BOK Financial Private Wealth, Inc.110,212$75.5M4.62%-38213F-HRTimeline
Composition Wealth, LLC109,553$75M1.08%-2,94713F-HRTimeline
Bull Oak Capital, LLC109,086$74.7M30.52%+1,01013F-HRTimeline
NerdWallet Wealth Partners, LLC109,007$74.6M33.42%+9,96213F-HRTimeline
SMITH, MOORE & CO.108,101$74M5.6%+1713F-HRTimeline
MidFirst Bank107,929$73.9M5.89%13F-HRTimeline
Ironwood Financial, llc105,716$73.8M12.52%-1,46813F-HRTimeline
Focus Financial Network, Inc.106,343$72.8M2.54%+55913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC106,055$72.6M16.13%+26,46613F-HRTimeline
Karpus Management, Inc.105,868$72.5M2.23%-19,07013F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.105,752$72.4M19.88%+1,45413F-HRTimeline
Passaic Partners LLC105,738$72.4M7.5%-7913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …105,634$72.4M1.03%-14,47813F-HRTimelineGroup
Strategic Point Investment Advisors, LLC105,364$72.2M9.98%+4,34813F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…104,995$71.9M5.45%-1,84513F-HRTimelineGroup
Standpoint Asset Management, LLC104,800$71.8M16.4%-3,70013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers104,386$71.5M0.1%+13,93913F-HRTimelineGroup
CONSILIO WEALTH ADVISORS, LLC104,361$71.5M20.91%+3313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT104,105$71.3M4.12%+77113F-HRTimelineGroup
VICUS CAPITAL103,959$71.2M5.34%-41,36613F-HRTimeline
CLG LLC103,842$71.1M17.71%+6,62413F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…103,000$71.1M1.26%-107,00013F-HRTimelineGroup
26North Partners LP103,499$70.9M100%+22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harfst & Associates, Inc.103,484$70.9M12.78%-2,41713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.103,402$70.8M6.81%-3,11013F-HRTimeline
Visionary Wealth Advisors103,367$70.8M3.2%+3,68413F-HRTimeline
Affinity Capital Advisors, LLC103,059$70.6M9.77%+6,50313F-HRTimeline
IHT Wealth Management, LLC102,554$70.2M1.71%+57013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.102,421$70.2M5.2%-95313F-HRTimelineGroup
Baltimore-Washington Financial Advisors…101,896$69.8M2.9%+1,77013F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding104,382$69.6M-79Timeline
BROWN WEALTH MANAGEMENT, LLC101,567$69.6M18.3%+54,09513F-HRTimeline
M Holdings Securities, Inc.101,277$69.4M4.97%+20,92713F-HRTimeline
Crescent Grove Advisors, LLC100,513$68.8M6.55%-1,48013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC100,082$68.6M36.69%-2,70113F-HRTimeline
Golden State Wealth Management, LLC99,831$68.4M7.22%+1,84713F-HRTimeline
CONNING INC.in group CONNING INC.99,405$68.1M2.28%-1,14113F-HRTimelineGroup
Towercrest Capital Management99,339$68.1M10.73%+2,58813F-HRTimeline
Lineweaver Wealth Advisors, LLC98,653$67.6M9.21%+1,52613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC98,100$67.2M4.56%-95513F-HRTimeline
Midwest Trust Co97,229$66.6M0.83%+6,54813F-HRTimeline
Twele Capital Management, Inc.95,681$65.5M11.71%+1,19313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …95,299$65.3M0.49%13F-HR/ATimelineGroup
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC95,302$65.3M9.35%+12,32713F-HRTimeline
BANK OF STOCKTON95,257$65.2M18.68%-1,03913F-HRTimeline
World Investment Advisors95,079$65.1M1.07%+44,30713F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC94,190$64.5M4.57%+19,16313F-HR/ATimeline
Crestmont Private Wealth LLC94,121$64.5M20.95%-3,47313F-HRTimeline
Per Stirling Capital Management, LLC.93,992$64.4M7.23%-42813F-HRTimeline
Roth Financial Partners LLC93,784$64.2M21.19%-25113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC93,411$64M1.43%+1,68113F-HRTimeline
Sequoia Financial Advisors, LLC92,974$63.7M0.36%+3,74813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC92,894$63.6M0.03%-58,93513F-HRTimelineGroup
Foster Group, Inc.92,756$63.5M1.92%+6,62313F-HRTimeline
Sowell Financial Services LLC92,667$63.5M2.33%+8,50313F-HRTimeline
Parkside Investments, LLC92,247$63.2M7.96%-1,87613F-HRTimeline
TD Waterhouse Canada Inc.92,200$63.1M0.39%+2,34413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC92,142$63.1M3.47%+2,52113F-HRTimeline
CX Institutional91,842$62.9M1.88%+16313F-HRTimeline
Avior Wealth Management, LLC91,731$62.8M1.96%-20,90213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC91,498$62.8M9.93%-78413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC91,450$62.6M1.29%+3,02213F-HRTimelineGroup
ROGCO, LP91,429$62.6M20.74%+3,12613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC91,417$62.6M3.12%-1,08113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC91,412$62.6M17.95%+5,50913F-HRTimeline
Beaumont Financial Advisors, LLC90,809$62.2M4.1%-17113F-HRTimeline
Central Pacific Bank - Trust Division90,683$62.1M7.62%+5,88313F-HRTimeline
Sovereign Investment Advisors, LLC90,638$62.1M15.53%+8,26613F-HRTimeline
Madrona Financial Services, LLC90,207$61.8M13.2%-2913F-HRTimeline
Sharkey, Howes & Javer90,055$61.7M7.84%+4,51413F-HRTimeline
Marble Wealth, LLC89,246$61.1M8.49%13F-HRTimeline
Waterford Advisors, LLC89,097$61M23.84%-2,34613F-HRTimeline
Kovack Advisors, Inc.89,095$61M2.89%+51,06613F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding87,373$60.8M+40,950Timeline
MARINO, STRAM & ASSOCIATES LLC88,098$60.3M10.9%+96313F-HRTimeline
Beaumont Asset Management, L.L.C.87,628$60M29.99%-18613F-HRTimeline
Rossmore Private Capital87,566$60M5.37%+6,52213F-HRTimeline
New World Advisors LLC87,531$60M10.26%+3,63213F-HRTimeline
Rafferty Asset Management, LLC87,516$59.9M0.21%013F-HRTimeline
SWMG, LLC86,010$59.7M16.57%+3,48813F-HRTimeline
Enclave Advisors LLC86,886$59.5M8.43%+1,75713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…86,874$59.5M8.59%+72913F-HRTimeline
Bluesphere Advisors LLC86,874$59.5M26.32%+1,10313F-HRTimeline
Smithfield Trust Co86,520$59.3M2.62%-39413F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC85,940$58.9M25.36%-1,02313F-HRTimeline
May Hill Capital, LLC85,659$58.7M15.82%+1,32813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.85,596$58.6M1.19%-50413F-HRTimeline
AAF Wealth Management, LLC85,528$58.6M24.7%-1,11313F-HRTimeline
Bernardo Wealth Planning LLC85,320$58.4M11.14%+2213F-HRTimeline
Diversified Enterprises, LLC85,189$58.3M3.47%-1,32913F-HRTimeline
Argent Trust Co84,961$58.2M2%+12,45813F-HRTimeline
RIVERBRIDGE PARTNERS LLC84,924$58.2M1.09%+78,40713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC84,915$58.2M0.04%-79,62013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC84,515$57.9M8.36%+4,46513F-HR/ATimeline
Counterpoint Mutual Funds LLC84,341$57.8M4.28%013F-HRTimeline
Riverstone Advisors, LLC84,325$57.8M27.21%+2513F-HRTimeline
Gladstone Institutional Advisory LLC84,202$57.7M2.18%+22113F-HRTimeline
Cranbrook Wealth Management, LLC84,109$57.6M11.36%-58513F-HRTimeline
Snowden Capital Advisors LLC84,018$57.5M1.49%+4,26813F-HRTimeline
Wealth Quarterback LLC83,028$56.9M20.48%+31,20113F-HRTimeline
1832 Asset Management L.P.82,775$56.7M0.07%+13,90513F-HRTimeline
Lakeshore Financial Planning, Inc.82,743$56.7M20.25%+40413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV82,622$56.6M14.89%-98613F-HRTimeline
Ackerman Asset Management, LLC82,374$56.4M37.53%-28813F-HRTimeline
Atlanta Consulting Group Advisors, LLC82,268$56.3M12.76%+3,16413F-HRTimeline
JFS WEALTH ADVISORS, LLC82,180$56.3M3.17%+6,57513F-HRTimeline
Vise Technologies, Inc.81,725$56M1.1%+39,38513F-HRTimeline
High Note Wealth, LLC81,668$55.9M10.95%+1,82213F-HRTimeline
MKD WEALTH COACHES, LLC81,543$55.9M55.84%-3,21513F-HRTimeline
Guidance Point Advisors, LLC81,327$55.8M12.93%+80113F-HRTimeline
Foundations Investment Advisors, LLC81,204$55.6M0.73%+6,94613F-HRTimeline
HOWE & RUSLING INC81,145$55.6M3.68%+2,69013F-HRTimeline
Prospera Financial Services Inc80,570$55.2M0.91%+1,51713F-HRTimeline
Daybright Advisory Services, Inc.80,551$55.2M14.72%13F-HRTimeline
GoalFusion Wealth Management, LLC80,024$54.8M25.35%+53413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION80,009$54.8M4.5%+4,75213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …79,891$54.7M2.88%+31,93613F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC79,853$54.7M9.37%+1,13413F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC79,848$54.7M21.13%-99413F-HRTimeline
Legacy Wealth Partners, LLC79,788$54.7M14.15%13F-HRTimeline
International City Management Associati…79,711$54.6M27.72%013F-HRTimeline