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Disclosery

IVV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 486 13F filers report a position in IVV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Ballentine Capital Advisors, Inc649$497K0.19%+1113F-HRTimeline
Great Diamond Partners, LLC642$492K0.08%013F-HRTimeline
Mirador Capital Partners LP634$485K0.06%013F-HRTimeline
15 Wealth Advisors LLC611$468K0.12%13F-HRTimeline
Kearns & Associates LLC604$463K0.21%-113F-HRTimeline
Oliver Luxxe Assets LLC599$459K0.07%+9713F-HRTimeline
Nautilus Advisors LLC583$446K0.27%+17513F-HRTimeline
Matthew Goff Investment Advisor, LLC559$428K0.06%-3113F-HRTimeline
Seelaus Asset Management LLC555$425K0.31%013F-HRTimeline
Attessa Capital LLC553$424K0.18%-613F-HRTimeline
Kaizen Financial Strategies543$416K0.16%-113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC527$403K0.38%+113F-HRTimeline
RHS Financial, LLC523$401K0.14%+713F-HRTimeline
FORONJY FINANCIAL LLC516$395K0.14%-413F-HRTimeline
SUCCESSION FINANCIAL, INC.507$388K0.38%-16413F-HRTimeline
Cambridge Financial Group, LLC517$387K0.12%013F-HRTimeline
Allied Investment Advisors, LLC504$386K0.04%+5813F-HRTimeline
Stonehearth Capital Management, LLC489$375K0.13%-1213F-HRTimeline
Wisconsin Wealth Advisors, LLC489$375K0.31%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…489$374K0.06%-14913F-HRTimeline
Tactive Advisors, LLC487$373K0.09%-513F-HRTimeline
Liberty Atlantic Advisors LLC486$372K0.24%-3113F-HRTimeline
Boyce & Associates Wealth Consulting, I…485$371K0.23%new13F-HRTimeline
Financial Enhancement Group LLC474$370K0.04%013F-HRTimeline
August Group Capital Ltd482$369K0.38%-213F-HRTimeline
25 LLC477$365K0.1%-19513F-HRTimeline
Cooke Wealth Management, LLC476$365K0.3%-2713F-HRTimeline
Citrine Capital LLC474$363K0.12%+1313F-HRTimeline
Stonebridge Financial Group, LLC474$363K0.03%+713F-HRTimeline
BLVD Private Wealth, LLC474$363K0.27%+2113F-HRTimeline
Compass Financial Group, INC/SD468$358K0.04%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.459$352K0.27%-513F-HRTimeline
Rosenberg Matthew Hamilton454$348K0.06%+1213F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV452$346K0.21%+113F-HRTimeline
Prospera Capital Management, LLC453$342K0.11%013F-HRTimeline
FAGAN ASSOCIATES, INC.437$334K0.04%-21213F-HRTimeline
Terra Nova Asset Management LLC434$332K0.21%+113F-HRTimeline
Unified Investment Management424$325K0.29%013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC417$319K0.03%013F-HRTimeline
DEFINE FINANCIAL, LLC408$313K0.13%+113F-HRTimeline
Shelter Rock Management, LLC401$311K0.29%new13F-HRTimeline
Towerpoint Wealth, LLC402$308K0.11%-513F-HRTimeline
Kingsman Wealth Management, Inc.400$306K0.14%new13F-HRTimeline
Dupree Financial Group, LLC391$300K0.11%+613F-HRTimeline
Professional Financial Advisors, LLC380$291K0.05%013F-HRTimeline
Hiley Hunt Wealth Management376$288K0.11%-13313F-HRTimeline
4WEALTH ADVISORS, INC.374$288K0.2%-413F-HRTimeline
Norman Fields, Gottscho Capital Managem…371$284K0.09%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.364$279K0.05%013F-HRTimeline
Ridgeline Wealth, LLC349$272K0.15%013F-HRTimeline
Crumly & Associates Inc.345$264K0.05%new13F-HRTimeline
McCollum Christoferson Group LLC340$260K0.08%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC339$260K0.09%013F-HRTimeline
Vannoy Advisory Group, Inc.336$257K0.15%013F-HRTimeline
Bank & Trust Co333$255K0.16%013F-HRTimeline
Portus Wealth Advisors, LLC333$255K0.21%-2213F-HRTimeline
Cannon Advisors, Inc.324$254K0.15%013F-HRTimeline
Wynn Capital, LLC331$253K0.11%013F-HRTimeline
JACOBS & CO/CA329$251K0.02%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest318$243K0.12%+513F-HRTimeline
Byrne Asset Management LLC311$239K0.13%013F-HRTimeline
Scheeler Financial LLC304$233K0.18%13F-HRTimeline
Sherman Wealth Management LLC309$231K0.17%013F-HRTimeline
Calder Financial LLC297$228K0.22%+113F-HRTimeline
Global Trust Wealth Management LLC295$226K0.16%-1313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC289$221K0.06%013F-HRTimeline
Lotus Asset Management LLC286$219K0.18%013F-HRTimeline
Sendero Wealth Management, LLC276$211K0.02%-7013F-HRTimeline
Seven Hills Financial, LLC276$211K0.13%13F-HRTimeline
Investment Partners Asset Management, I…269$206K0.11%new13F-HRTimeline
LWM ADVISORS INC265$203K0.15%new13F-HRTimeline
Rydar Equities, Inc.238$186K0.1%new13F-HRTimeline
Go Invest LLC138$106K0.02%+113F-HRTimeline
Polaris Financial Partners135$104K0.05%13F-HRTimeline
ADIRONDACK TRUST CO131$100K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…86$66K0.02%new13F-HRTimeline
Dorato Capital Management80$62.4K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC70$53.8K0.02%+3313F-HRTimeline
Baer Investment Advisory LLC60$46K0.05%new13F-HRTimeline
Ulland Investment Advisors, LLC50$38K0.03%013F-HRTimeline
Meriwether Wealth & Planning, LLC46$35.2K0.02%new13F-HRTimeline
Virginia Estate & Retirement Planning A…42$32.2K0.04%new13F-HRTimeline
Olistico Wealth, LLC33$25.3K0.01%new13F-HRTimeline
Marquette Asset Management, LLC30$23K<0.01%-513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC30$23K0.01%013F-HRTimeline
Bullock Wealth Management Group17$13.4K0.01%013F-HRTimeline