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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cranbrook Wealth Management, LLC83,064$62.2M11.64%-88313F-HRTimeline
Legacy Wealth Partners, LLC83,004$62.2M13.96%+13,70813F-HRTimeline
Kovack Advisors, Inc.82,768$62M2.98%-2,11413F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC82,110$61.5M26.19%+12713F-HRTimeline
ONE Advisory Partners, LLC82,038$61.4M16.72%+30,65813F-HRTimeline
Parker Investment Management, LLC82,033$61.4M7.43%-98,46413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP81,997$61.4M0.71%+5,26213F-HRTimeline
Guidance Point Advisors, LLC81,708$61.3M12.94%-84213F-HRTimeline
Ackerman Asset Management, LLC81,527$61.1M36.63%-4313F-HRTimeline
AAF Wealth Management, LLC81,307$60.9M22.46%-5,08513F-HRTimeline
Daybright Advisory Services, Inc.80,974$60.8M14.5%-49613F-HRTimeline
OpenArc Corporate Advisory, LLC81,090$60.7M0.72%+35,92913F-HRTimeline
GC Wealth Management RIA, LLC81,012$60.7M3.5%+22,07613F-HRTimeline
Evercore Wealth Management, LLC80,729$60.5M0.86%+78813F-HRTimeline
Invst, LLC80,709$60.4M5.89%+48,07713F-HRTimeline
Lakeshore Financial Planning, Inc.80,686$60.4M19.45%+10,50013F-HRTimeline
Karpus Management, Inc.80,591$60.4M1.74%-10,19913F-HRTimeline
International City Management Associati…80,586$60.4M26.24%+87513F-HRTimeline
TD Capital Management LLC80,455$60.3M4.92%+2513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC80,323$60.2M4.27%+8,62213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV80,057$60M13.61%-2,07713F-HRTimeline
MGO ONE SEVEN LLC79,689$59.7M0.99%+9,60513F-HRTimeline
Riverstone Advisors, LLC79,539$59.6M24.7%+1,31813F-HRTimeline
Sowell Financial Services LLC79,523$59.6M1.95%-7,94213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC79,520$59.6M0.29%new13F-HR/ATimeline
Gateway Wealth Partners, LLC79,120$59.3M3.55%-19,95713F-HRTimeline
Rothschild Wealth LLC79,106$59.2M4.73%+45,59613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC78,119$58.5M20.49%-3,77413F-HRTimeline
FINANCIAL COUNSELORS INC77,986$58.4M80.38%-4,14513F-HRTimeline
New World Advisors LLC77,752$58.2M9.9%+1,71913F-HRTimeline
Wescott Financial Advisory Group, LLC76,939$57.6M4.46%+1,82013F-HRTimeline
KINTRA WEALTH, LLC73,578$57.5M3.01%+21,22713F-HRTimeline
MATHER GROUP, LLC.76,713$57.4M0.5%-37713F-HRTimeline
Valmark Advisers, Inc.76,636$57.4M0.61%+11,89513F-HRTimeline
Stonebridge Capital Advisors LLC76,518$57.3M3.66%+27713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC75,673$56.7M12.6%-2,15213F-HRTimeline
USA FINANCIAL FORMULAS75,606$56.6M10.37%13F-HRTimeline
NIXON PEABODY TRUST CO75,123$56.3M3.98%+3,93613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV74,901$56.1M2.68%+96413F-HRTimeline
PKS Advisory Services, LLC74,832$56M8.94%+67,25813F-HRTimeline
Legacy Financial Group LLC74,646$55.9M6.29%+33,45813F-HRTimeline
CERTUITY, LLC74,626$55.5M2.74%+3,87313F-HRTimeline
Sage Financial Management Group, Inc.73,702$55.2M15.16%-98713F-HRTimeline
Cornerstone Advisory, LLC73,512$55.1M4.57%+1,58013F-HRTimeline
Trek Financial, LLC73,427$55M2.73%+29,95013F-HRTimeline
Waterway Wealth Management, LLC144,727$54.9M11.22%+1,69413F-HRTimeline
Simplicity Wealth,LLC73,317$54.9M1.85%+20,55113F-HRTimeline
Newton One Investments LLC73,107$54.7M13.79%-2,26413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC73,012$54.7M1%+44513F-HRTimeline
Portland Global Advisors LLC72,750$54.5M5.18%+3,62913F-HRTimeline
Next Capital Management LLC72,466$54.3M14.65%+1,86713F-HRTimeline
Per Stirling Capital Management, LLC.72,314$54.2M5.16%-1,54413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD72,145$54M22.65%+6,25113F-HRTimeline
Cornerstone Wealth Management, LLC72,034$53.9M2.32%-1,17613F-HRTimeline
Serenus Wealth Advisors, LLC72,024$53.9M9.41%-3,23513F-HRTimeline
WealthShield Partners, LLC71,406$53.5M8.18%+17,44713F-HRTimeline
Avior Wealth Management, LLC71,296$53.4M1.4%-15,47413F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc71,121$53.3M24.67%+2,22613F-HRTimeline
Snider Financial Group71,089$53.2M13.55%+5,55213F-HRTimeline
Armor Investment Advisors, LLC70,816$53M17.01%+1,20113F-HRTimeline
Cornerstone Wealth Group, LLC70,677$52.9M3.15%-1,78313F-HRTimeline
BlueStem Wealth Partners, LLC70,511$52.8M5.26%-1,82413F-HRTimeline
RATIONAL ADVISORS, INC.69,863$52.3M4.8%+17,09613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.69,314$51.9M18.88%+52613F-HRTimeline
1900 WEALTH MANAGEMENT LLC69,262$51.9M2.89%+12913F-HRTimeline
MCF Advisors LLC69,097$51.7M1.85%-14513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC69,086$51.7M0.34%-17213F-HRTimeline
Sand Hill Global Advisors, LLC69,045$51.7M1.56%-3,80013F-HRTimeline
BAILARD, INC.68,986$51.7M1.05%+8513F-HRTimeline
Chicago Partners Investment Group LLC69,596$51.6M1.03%+2,44313F-HRTimeline
Salus Financial Advisors, LLC68,895$51.6M25.44%+2,90113F-HRTimeline
Latko Wealth Management, Ltd.67,508$50.6M21.46%-87313F-HRTimeline
Washington Trust Bank67,490$50.5M3.53%+2,32913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Procyon Advisors, LLC67,223$50.3M2.18%+53,59413F-HRTimeline
Sovran Advisors, LLC67,645$50.3M3.75%+15,23113F-HRTimeline
Peak Planning Group, LLC67,160$50.3M11.35%+2,94513F-HRTimeline
WealthBridge Capital Management, LLC67,115$50.3M9.99%+2,03713F-HRTimeline
Alpha Financial Partners LLC66,984$50.2M26.35%-1,98013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD66,930$50.1M10.32%13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.66,711$50M26.96%-1,96513F-HRTimeline
Capital Advisors Wealth Management, LLC66,264$49.6M5.83%+2,97413F-HRTimeline
Nolet Wealth Management, LLC65,842$49.3M27.22%-51413F-HRTimeline
COREPATH WEALTH PARTNERS LLC65,739$49.2M30.71%+36813F-HRTimeline
AMS Capital Ltda65,702$49.2M16.91%-6,60013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC65,538$49.1M2.26%-3,73513F-HRTimeline
Ironwood Wealth Management, LLC.65,461$49M10.86%+17213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC65,342$48.9M11.83%+33813F-HRTimeline
NDWM LLC65,309$48.9M28.74%+44313F-HRTimeline
PCA Investment Advisory Services Inc.64,958$48.8M13.6%-69813F-HRTimeline
BEACON FINANCIAL GROUP64,631$48.4M4.4%+24,84813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC64,627$48.4M1.04%-4,01313F-HRTimelineGroup
Fulton Bank, N.A.64,523$48.3M1.48%+4,27113F-HRTimeline
Vermillion & White Wealth Management Gr…64,086$48.2M24.36%+3,86113F-HRTimeline
Wealth Quarterback LLC64,245$48.1M14.87%+7,69113F-HRTimeline
Sentinel Advisory Group, LLC64,170$48.1M19.62%+19313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.63,594$47.6M6.2%+31613F-HRTimeline
Integrity Investment Advisors, LLC63,559$47.6M20.72%-4,16913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC63,186$47.3M0.75%+1,25013F-HRTimeline
Bare Financial Services, Inc63,107$47.3M10.84%+57513F-HRTimeline
Embree Financial Group63,006$47.2M4.73%+36,90413F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP62,673$46.9M25.82%-90013F-HRTimelineGroup
Adirondack Capital Advisors, LLC62,670$46.9M25.17%+4,74513F-HRTimeline
LCW Services, LLC62,586$46.9M20.41%+1,90613F-HRTimeline
Pinion Investment Advisors, LLC62,470$46.8M8.88%+15,13513F-HRTimeline
Palatine Hill Wealth Management, LLC62,451$46.8M37.67%+3,77313F-HRTimeline
Panoramic Capital Partners, LLC1,176,056$46.6M22.03%+1,117,46213F-HRTimeline
Capital Planning LLC62,122$46.5M13.55%-5,49113F-HRTimeline
Fortitude Family Office, LLC62,024$46.4M9.06%+6,37413F-HRTimeline
FIRST HORIZON CORP62,013$46.4M1.79%+6,16913F-HRTimeline
Alliance Wealth Management Group61,877$46.3M9.02%+7,16513F-HRTimeline
Dorsey & Whitney Trust CO LLC61,693$46.2M2.25%+1,20513F-HRTimeline
Coastline Trust Co61,472$46M4.08%-76113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KELLEHER FINANCIAL ADVISORS61,433$46M6.53%-13,88613F-HRTimeline
Mann Financial Group, Inc.61,362$46M38.45%+1,38413F-HRTimeline
Kapstone Financial Advisors LLC61,329$45.9M19.23%+1,82513F-HRTimeline
Napier Financial, LLC61,286$45.9M9.56%+19513F-HRTimeline
Avondale Wealth Management60,978$45.7M18.62%+4,01013F-HRTimeline
Fort Henry Capital, LLC60,894$45.6M25.12%-80113F-HRTimeline
Valley Financial Group, Inc.60,816$45.5M22.46%+1,12013F-HRTimeline
Able Wealth Management LLC60,774$45.5M10.44%+26,74313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding60,733$45.5M-6,480Timeline
Empowered Funds, LLC60,679$45.4M0.24%+35,48113F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$44.9M11.09%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.59,995$44.9M13.78%-75013F-HRTimeline
Cypress Wealth Services, LLC59,992$44.9M5.53%+14,10513F-HRTimeline
ZynergyRetirementPlanningLLC59,539$44.6M24.18%+2113F-HRTimeline
Woodward Financial Advisors, Inc.59,306$44.4M14.85%+1,17213F-HRTimeline
B. Riley Wealth Advisors, Inc.59,644$44.4M2.42%+5,97713F-HRTimeline
Elevated Financial Group LLC59,230$44.4M12.52%+4,65213F-HRTimeline
Windsor Capital Management, LLC59,122$44.3M11.51%+78713F-HRTimeline
David J Yvars Group59,043$44.2M21.75%-54013F-HRTimeline
Somnio Financial Group, LLC59,020$44.2M26.19%-16513F-HRTimeline
Bellwether Advisors, LLC58,738$44M6.52%+1,72113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC58,707$44M0.02%-11,66413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC58,690$44M0.61%+2,48613F-HRTimelineGroup
Aurdan Capital Management, LLC57,573$43.1M10.94%+3,16213F-HRTimeline
PACK Private Wealth, LLC57,560$43.1M17.85%-71413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC57,462$43M5.29%+5,27313F-HRTimeline
ENZI WEALTH56,898$43M13.61%+74413F-HRTimeline
FSA WEALTH PARTNERS, INC.57,199$42.8M10.73%+28,55213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI57,167$42.8M1.83%-1,25113F-HRTimeline
Advanced Asset Management Advisors Inc57,000$42.7M11.23%013F-HRTimeline
NewEdge Wealth, LLC56,970$42.7M0.43%+1,18713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT56,870$42.6M4.26%+21913F-HRTimeline
Mayflower Financial Advisors, LLC56,689$42.5M3.67%-56113F-HRTimeline
Lantz Financial LLC56,577$42.4M7.76%+9,63013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC56,544$42.3M3.28%+6,47013F-HRTimeline
Atwater Malick LLC56,128$42M9.16%+1,40513F-HRTimeline
CoreCap Advisors, LLC56,088$42M1.24%+7,77513F-HRTimeline
VestGen Advisors, LLC56,044$42M1.23%+1,34313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC56,037$42M3.45%+1,20013F-HRTimeline
Advyzon Investment Management, LLC55,963$41.9M3.04%+9,92613F-HRTimeline
SYON CAPITAL LLC55,958$41.9M1.83%+5,49013F-HRTimeline
New Insight Wealth Advisors55,827$41.8M12.33%-1,14913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP55,800$41.8M0.03%-360,48013F-HRTimelineGroup
Rehmann Capital Advisory Group55,728$41.7M1.91%+3413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …55,740$41.7M4.95%+2,01413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.55,199$41.3M3.11%-1,24013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC55,110$41.3M10.11%+2,53613F-HRTimeline
One Capital Management, LLC62,839$41M1.14%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC54,793$41M7.83%+46,77413F-HR/ATimeline
ALONGSIDE, LLC54,793$41M7.82%13F-HRTimeline
CHEMUNG CANAL TRUST CO54,733$41M7.57%+16713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC54,561$40.9M10.71%-513F-HRTimeline
Curry Webb Wealth Management LLC54,448$40.8M16.89%+94113F-HRTimeline
SWS Partners54,398$40.7M8.8%-5,76813F-HRTimeline
Integris Wealth Management, LLC54,302$40.7M8.21%-84313F-HRTimeline
IFP Advisors, Inc54,261$40.6M0.73%+5613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO54,251$40.6M0.04%+44,71013F-HRTimelineGroup
Aptus Capital Advisors, LLC54,068$40.5M0.3%+6,61313F-HRTimeline
Synergy Investment Management, LLC53,988$40.4M9.78%+19,30413F-HRTimeline
SACHEM HILL LLC53,908$40.4M7.18%-93813F-HRTimeline
Orin Green Financial, LLC53,825$40.3M14.87%+60413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC53,705$40.2M3.95%-1,56013F-HRTimeline
Landing Point Financial Group, LLC53,356$40M13.58%-10,68313F-HRTimeline
VeraBank, N.A.53,310$39.9M6.61%+3,31413F-HRTimeline
Atlas Legacy Advisors, LLC53,317$39.9M5.9%+2,08513F-HRTimeline
Boulder Wealth Advisors, LLC53,251$39.9M14.54%+93013F-HRTimeline
BEACON FINANCIAL PLANNING, INC53,211$39.8M13.53%-1,34213F-HRTimeline
Kilter Group LLC52,932$39.6M14.36%+21,27113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…52,676$39.4M2.35%-5813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC52,589$39.4M25.2%+49513F-HRTimeline
Bay Harbor Wealth Management, LLC52,477$39.3M9.06%+22,19913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC52,451$39.3M0.18%-8,15613F-HRTimeline
Gradient Capital Advisors, LLC52,370$39.2M9.08%-52013F-HRTimeline
Integrated Capital Management, LLC52,033$39M14.04%+68713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC51,958$38.9M2.53%-42213F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…51,895$38.9M3.14%+6,64513F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.52,107$38.8M4.64%+9913F-HRTimeline
BRIGHTON JONES LLC51,860$38.8M0.72%+1,55113F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC52,167$38.8M3.42%-2,68013F-HRTimelineGroup
Apeiron RIA LLC51,730$38.7M9.94%-4,97013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD51,660$38.7M0.08%-58,12013F-HRTimeline
NorthLanding Financial Partners, LLC51,124$38.3M26.49%+1,20213F-HRTimeline
CBIZ Investment Advisory Services, LLC58,356$38.2M1.4%013F-HRTimeline
DURANTE & WATERS, LLC51,003$38.2M25.03%-3,56313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC50,970$38.2M0.5%-9,13513F-HRTimeline
Ballew Advisors, Inc50,956$38.1M19.71%-32113F-HRTimeline
SFMG, LLC50,917$38.1M2.32%-1,55813F-HRTimeline
Tandem Financial, LLC50,823$38.1M12.24%-14,19413F-HRTimeline