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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compound Planning, Inc.144,467$94.4M2.91%+5,24813F-HRTimeline
Private Wealth Asset Management, LLC144,336$94.3M10.08%+2,01513F-HRTimeline
Asio Capital, LLC143,422$93.7M13.16%+14,85213F-HRTimeline
AdvisorNet Financial, Inc143,394$93.7M4.85%+8,37313F-HRTimeline
Grant Street Asset Management, Inc.143,123$93.5M18.01%+2,08313F-HRTimeline
PINNACLE ASSOCIATES LTD142,920$93.4M1.2%+2,32013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…141,785$92.6M15.71%-23213F-HRTimeline
Integrated Advisors Network LLC141,684$92.5M4.86%-33,23213F-HRTimeline
Baker Avenue Asset Management, LP141,547$92.5M2.11%+2,50713F-HRTimeline
CHOREO, LLC139,767$91.3M1.12%+3,25513F-HRTimeline
Curi Capital, LLC139,538$91.1M1.63%+4,61713F-HRTimeline
Progeny 3, Inc.139,069$90.8M4.86%013F-HRTimeline
CIBC WORLD MARKET INC.138,950$90.8M0.16%+16,64413F-HRTimeline
Smartleaf Asset Management LLC142,225$90.3M3.26%+16,40813F-HRTimeline
Physician Wealth Advisors, Inc.138,197$90.3M12.56%+1,82213F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding136,566$89.2M+31,571Timeline
Gray Private Wealth, LLC135,965$88.8M44.67%-86513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC135,905$88.8M4.69%+2,28413F-HRTimelineGroup
Regal Investment Advisors LLC135,286$88.4M5.1%+11,05213F-HRTimeline
Pine Ridge Advisers LLC135,039$88.2M6.26%+1313F-HRTimeline
Consolidated Portfolio Review Corp134,965$88.2M8.05%+1313F-HRTimeline
Cardinal Strategic Wealth Guidance134,734$88M23.21%+3,64613F-HRTimeline
Accredited Investors Inc.134,713$88M4.74%+2,53913F-HRTimeline
COUNTRY TRUST BANK134,705$88M1.67%-3,07013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC134,530$87.9M8.67%+5,13313F-HRTimeline
Arax Advisory Partners133,405$87.1M2.46%+86,46213F-HRTimeline
SIMON QUICK ADVISORS, LLC131,736$86.1M3.94%-1,29513F-HRTimeline
Bryant Woods Investment Advisors, LLC130,125$85M31.28%+5,42413F-HRTimeline
BOKF, NAin group BOKF, NA130,119$85M1.3%-3213F-HRTimelineGroup
Centerpoint Advisors, LLC128,404$83.9M27.29%+25813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.128,005$83.6M0.67%-17,91313F-HRTimelineGroup
New England Professional Planning Group…127,781$83.5M34.89%+1,90313F-HRTimeline
AMARILLO NATIONAL BANK127,455$83.3M14.7%+1,64013F-HRTimeline
Hudock, Inc.127,345$83.2M12.24%+3,60013F-HRTimeline
JSF Financial, LLC127,252$83.1M16.3%+2,77813F-HRTimeline
Allworth Financial LP127,142$83.1M0.34%-4,74013F-HRTimeline
WealthPlan Investment Management, LLC125,181$81.8M4.56%+56,24213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC124,780$81.5M0.39%-7,31513F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC124,650$81.4M21.73%-1,77013F-HRTimeline
Bluesphere Advisors LLC124,515$81.3M28.91%+37,64113F-HRTimeline
Savvy Advisors, Inc.124,298$81.2M2.18%-4,33813F-HRTimeline
Buck Wealth Strategies, LLC124,038$81M10%+6,68113F-HRTimeline
HARBOUR INVESTMENTS, INC.123,462$80.6M1.24%+37,86613F-HRTimeline
Financial Partners Group, Inc123,137$80.4M9.62%+2,13913F-HRTimeline
Well Done, LLC122,372$79.9M11.74%+4,25313F-HRTimeline
Meridian Wealth Advisors, LLC122,183$79.8M10.55%+4,31513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding121,878$79.6M+4,888Timeline
McNamara Financial Services, Inc.121,861$79.6M15.06%-28913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding121,709$79.5M-8,493Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers120,246$78.5M0.11%+15,86013F-HRTimelineGroup
Coyle Financial Counsel LLC119,618$78.1M16.53%+6,30113F-HRTimeline
Bull Oak Capital, LLC119,067$77.8M29.89%+9,98113F-HRTimeline
Mascoma Wealth Management LLC118,495$77.4M16%+1,87113F-HRTimeline
CenturyLink Investment Management Co118,027$77.1M44.09%-23,37513F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\117,632$76.8M0.03%-46813F-HRTimelineGroup
SG Americas Securities, LLC117,372$76.7M0.08%+61,52113F-HRTimeline
Balentine LLC117,178$76.5M3.08%-5,13413F-HRTimeline
COURIER CAPITAL LLC116,822$76.3M4.27%-3,53513F-HR/ATimeline
HighMark Wealth Management LLC116,955$76.2M31.01%+6,64613F-HRTimeline
SCS Capital Management LLC116,534$76.1M0.81%-1,84913F-HRTimeline
Vision Capital Management, Inc.116,007$75.8M9.57%+1,11413F-HRTimeline
Wealth Architects, LLC115,697$75.6M6.74%+46313F-HRTimeline
Foster Group, Inc.114,123$74.5M2.22%+21,36713F-HRTimeline
NerdWallet Wealth Partners, LLC113,869$74.4M32.46%+4,86213F-HRTimeline
Wharton Business Group, LLC113,488$74.1M2.8%-27113F-HRTimeline
KFA Private Wealth Group, LLC113,095$73.9M17.73%+1,48413F-HRTimeline
Focus Financial Network, Inc.112,961$73.8M2.65%+6,61813F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding112,555$73.5M+598Timeline
BEAM WEALTH ADVISORS, INC.112,407$73.4M18.28%+6,65513F-HRTimeline
North Dakota State Investment Board112,291$73.3M3.17%-23,90513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC111,438$72.8M0.58%-25,03313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding101,415$72.5M+14,042Timeline
STATE OF WISCONSIN INVESTMENT BOARD109,780$71.7M0.16%-48,33013F-HRTimeline
SMITH, MOORE & CO.109,463$71.5M5.2%+1,36213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC108,907$71.1M15.7%+2,85213F-HRTimeline
MidFirst Bank108,831$71.1M5.88%+90213F-HRTimeline
Sharkey, Howes & Javer108,652$71M9.56%+18,59713F-HRTimeline
Heritage Investment Group, Inc.107,407$70.2M10.62%-3,74313F-HRTimeline
Strategic Point Investment Advisors, LLC107,017$69.9M10.16%+1,65313F-HRTimeline
BOK Financial Private Wealth, Inc.106,908$69.8M4.22%-3,30413F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC106,766$69.7M10.39%+11,46413F-HRTimeline
Destination Wealth Management106,457$69.5M1.81%-6,77913F-HRTimeline
PJT Investments Corp.106,282$69.4M27.52%+68,02913F-HRTimeline
Baltimore-Washington Financial Advisors…106,010$69.2M2.99%+4,11413F-HRTimeline
Ironwood Financial, llc105,992$69.2M12.09%+27613F-HRTimeline
World Investment Advisors105,508$68.9M1.11%+10,42913F-HRTimeline
Visionary Wealth Advisors105,311$68.8M3.04%+1,94413F-HRTimeline
Affinity Capital Advisors, LLC105,019$68.6M9.62%+1,96013F-HRTimeline
Towercrest Capital Management104,188$68.3M10.64%+4,84913F-HRTimeline
Gladstone Institutional Advisory LLC104,466$68.2M2.53%+20,26413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …104,052$68M0.52%+8,75313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …104,059$68M0.83%-1,57513F-HRTimelineGroup
Ledyard National Bank103,789$67.8M5.88%-13,32413F-HRTimeline
Passaic Partners LLC103,451$67.6M8.18%-2,28713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC102,896$67.2M17.27%+1,32913F-HRTimeline
IHT Wealth Management, LLC102,838$67.2M1.56%+28413F-HRTimeline
CLG LLC102,676$67.1M16.65%-1,16613F-HRTimeline
VICUS CAPITAL101,778$66.5M4.89%-2,18113F-HRTimeline
Golden State Wealth Management, LLC101,307$66.2M7.23%+1,47613F-HRTimeline
Standpoint Asset Management, LLC101,300$66.2M16.05%-3,50013F-HRTimeline
Midwest Trust Co101,256$66.1M0.82%+4,02713F-HRTimeline
Stone House Investment Management, LLC100,845$65.9M11.8%+38,18813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC100,345$65.5M19.15%-4,01613F-HRTimeline
Lineweaver Wealth Advisors, LLC100,233$65.5M8.83%+1,58013F-HRTimeline
M Holdings Securities, Inc.97,699$65.4M4.42%-3,57813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC100,107$65.4M35.53%+2513F-HRTimeline
FIDUCIENT ADVISORS LLC99,775$65.2M8.52%-15,62513F-HRTimeline
Harfst & Associates, Inc.99,673$65.1M11.62%-3,81113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT99,631$65.1M3.81%-4,47413F-HRTimelineGroup
SWMG, LLC99,556$65M18.57%+13,54613F-HRTimeline
Gateway Wealth Partners, LLC99,077$64.7M2.52%+80,12713F-HRTimeline
Ashton Thomas Private Wealth, LLC99,008$64.7M1.53%-30,34113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.98,557$64.4M6.32%-4,84513F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC98,548$64.4M4.44%+44813F-HRTimeline
CONNING INC.in group CONNING INC.98,462$64.3M2.14%-94313F-HRTimelineGroup
Twele Capital Management, Inc.98,082$64.1M11.42%+2,40113F-HRTimeline
TD Waterhouse Canada Inc.96,930$63.9M0.19%+4,73013F-HRTimeline
Crescent Grove Advisors, LLC97,750$63.9M6.33%-2,76313F-HRTimeline
Roth Financial Partners LLC97,644$63.8M21.78%+3,86013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC96,608$63.1M7.36%+95,76613F-HRTimeline
Sequoia Financial Advisors, LLC96,226$62.9M0.35%+3,25213F-HRTimeline
EARNED WEALTH ADVISORS, LLC96,192$62.8M4.2%+2,00213F-HRTimeline
SteelPeak Wealth, LLC96,096$62.8M1.97%+35,13113F-HRTimeline
Snowden Capital Advisors LLC95,364$62.3M1.66%+11,34613F-HRTimeline
Argent Trust Co95,251$62.2M2.11%+10,29013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC94,895$62M0.92%+74,35713F-HRTimelineGroup
HWG Holdings LP94,651$61.8M16.31%-74,21113F-HRTimeline
Central Pacific Bank - Trust Division94,615$61.8M7.89%+3,93213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC90,342$61.7M9.45%-1,15613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC94,167$61.5M1.38%+75613F-HR/ATimeline
Parkside Investments, LLC93,393$61M7.41%+1,14613F-HRTimeline
Beaumont Asset Management, L.L.C.93,364$61M27.45%+5,73613F-HRTimeline
CX Institutional93,355$61M1.86%+1,51313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC93,326$61M17.36%+1,91413F-HRTimeline
Crestmont Private Wealth LLC92,445$60.4M19.03%-1,67613F-HRTimeline
BANK OF STOCKTON91,259$59.6M18.43%-3,99813F-HRTimeline
Sovereign Investment Advisors, LLC91,163$59.5M12.61%+52513F-HRTimeline
Beaumont Financial Advisors, LLC90,971$59.4M4.08%+16213F-HRTimeline
May Hill Capital, LLC90,829$59.3M14.9%+5,17013F-HRTimeline
ROGCO, LP90,820$59.3M19.81%-60913F-HRTimeline
Karpus Management, Inc.90,790$59.3M1.85%-15,07813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC90,246$58.9M10.59%+2,14813F-HRTimeline
CM WEALTH ADVISORS LLC90,090$58.8M12.53%+50,62913F-HRTimeline
Axiom Financial Strategies, LLC90,059$58.8M20.71%+26,20813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC89,481$58.4M3.15%-2,66113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC89,076$58.2M1.38%+74,31313F-HRTimeline
Marble Wealth, LLC89,012$58.1M10.18%-23413F-HRTimeline
Waterford Advisors, LLC91,462$58.1M18.42%+2,36513F-HRTimeline
Enclave Advisors LLC88,728$58M8.26%+1,84213F-HRTimeline
JFS WEALTH ADVISORS, LLC88,570$57.9M3.24%+6,39013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC87,963$57.5M0.04%+3,04813F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …87,812$57.4M3.11%+7,92113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC87,628$57.2M1.22%-3,82213F-HRTimelineGroup
Rafferty Asset Management, LLC87,516$57.2M0.23%013F-HRTimeline
Sowell Financial Services LLC87,465$57.1M2.11%-5,20213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…87,294$57M8.27%+42013F-HRTimeline
Avior Wealth Management, LLC86,770$56.7M1.61%-4,96113F-HRTimeline
AAF Wealth Management, LLC86,392$56.4M23.15%+86413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION86,056$56.2M4.53%+6,04713F-HRTimeline
Vise Technologies, Inc.81,725$56M1.1%013F-HRTimeline
Bernardo Wealth Planning LLC85,356$55.8M10.91%+3613F-HRTimeline
Kovack Advisors, Inc.84,882$55.7M2.97%-4,21313F-HRTimeline
SHUFRO ROSE & CO LLC85,201$55.7M3.79%+9,07013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC85,021$55.5M7.82%+50613F-HRTimeline
MKD WEALTH COACHES, LLC84,945$55.5M54.6%+3,40213F-HRTimeline
Rossmore Private Capital84,765$55.4M4.88%-2,80113F-HRTimeline
Smithfield Trust Co84,736$55.4M2.41%-1,78413F-HRTimeline
Treasurer of the State of North Carolina84,701$55.3M0.17%+9,82113F-HRTimeline
Stewardship Advisors, LLC84,683$55.3M12.71%+11,19313F-HRTimeline
Diversified Enterprises, LLC84,626$55.3M3.03%-56313F-HRTimeline
Wealth Alliance Advisory Group, LLC84,385$55.1M8.73%+4,53213F-HRTimeline
Atlanta Consulting Group Advisors, LLC84,186$55M11.82%+1,91813F-HRTimeline
Cranbrook Wealth Management, LLC83,947$54.8M11.15%-16213F-HRTimeline
EWA, LLC83,585$54.6M12.38%+72,92013F-HRTimeline
Guidance Point Advisors, LLC82,550$54M12.79%+1,22313F-HRTimeline
High Note Wealth, LLC82,605$54M10.6%+93713F-HRTimeline
GoalFusion Wealth Management, LLC82,277$53.7M24.38%+2,25313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV82,134$53.7M14.02%-48813F-HRTimeline
FINANCIAL COUNSELORS INC82,131$53.6M75.71%+4,13613F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC81,983$53.6M24.16%-3,95713F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC81,893$53.5M20.66%+2,04513F-HRTimeline
Ackerman Asset Management, LLC81,570$53.3M37.18%-80413F-HRTimeline
Daybright Advisory Services, Inc.81,470$53.2M14.73%+91913F-HRTimeline
Madrona Financial Services, LLC81,322$53.1M11.63%-8,88513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC81,283$53.1M3.78%+3,73513F-HRTimeline
Keebeck Wealth Management80,826$52.8M5.94%+1,33713F-HRTimeline
TD Capital Management LLC80,430$52.5M4.73%+1,80913F-HRTimeline
Waterloo Capital, L.P.80,219$52.4M3.68%+1,52713F-HRTimeline
Prospera Financial Services Inc80,037$52.3M0.84%-53313F-HRTimeline
HOWE & RUSLING INC80,058$52.3M3.41%-1,08713F-HRTimeline
Evercore Wealth Management, LLC79,941$52.2M0.82%+1,33113F-HRTimeline
International City Management Associati…79,711$52.1M26.67%013F-HRTimeline
Cornerstone Wealth Group, LLC72,460$51.2M3.31%-1,22513F-HRTimeline
Waterway Wealth Management, LLC143,033$51.2M11.33%-3,40413F-HRTimeline
Riverstone Advisors, LLC78,221$51.1M25.2%-6,10413F-HRTimeline
SkyView Investment Advisors, LLC78,205$51.1M6.87%+1813F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC77,825$50.8M12.92%13F-HRTimeline
SigFig Wealth Management, LLC77,493$50.6M1.48%+8,99713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…77,332$50.5M1.84%+44,93813F-HRTimelineGroup
MATHER GROUP, LLC.77,090$50.4M0.5%+5,42213F-HRTimeline