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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MCF Advisors LLC73,206$43.1M3.02%-1,23213F-HRTimeline
Mayflower Financial Advisors, LLC72,865$42.9M6.41%-6,64913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC71,126$42.7M4.27%+6,57813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC72,162$42.5M15.15%+72413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC72,106$42.4M8.43%+16,59213F-HRTimeline
ONE Advisory Partners, LLC72,028$42.4M18.82%-1,89713F-HRTimeline
PKS Advisory Services, LLC71,896$42.3M10.59%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…69,397$42.3M2.39%+65113F-HRTimeline
JFS WEALTH ADVISORS, LLC71,678$42.2M2.88%+1,85313F-HRTimeline
Capital Planning LLC71,623$42.2M11.06%+8013F-HRTimeline
CLG LLC71,447$42.1M15.02%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC71,358$42M3.52%-2,59613F-HRTimeline
BAILARD, INC.70,750$41.6M1.06%-38613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC70,590$41.6M15.56%-60613F-HRTimeline
Pettinga Financial Advisors LLC70,373$41.4M9.37%-1,55113F-HRTimeline
LONDON CO OF VIRGINIA70,292$41.4M0.23%+53,43113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP70,105$41.3M0.6%+6,60113F-HRTimeline
Kaye Capital Management70,006$41.2M18.69%-45113F-HRTimeline
WEDBUSH SECURITIES INC69,891$41.1M1.47%+2,03713F-HRTimeline
Asio Capital, LLC69,534$40.9M7.73%+2,63513F-HRTimeline
NDWM LLC69,247$40.8M34.07%-68513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC69,230$40.8M3.29%+7,43813F-HR/ATimeline
Advanced Asset Management Advisors Inc69,200$40.7M10.67%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC69,196$40.7M0.31%+47,94113F-HRTimelineGroup
Wescott Financial Advisory Group, LLC69,108$40.7M4.22%+2,01813F-HRTimeline
Kelly Financial Services LLC69,027$40.6M14.65%-2,39313F-HR/ATimeline
Argent Trust Co68,967$40.6M1.66%-2,38713F-HRTimeline
Southern Style Financial, Inc.68,779$40.5M32.79%13F-HRTimeline
CERTUITY, LLC68,445$40.3M4.38%+25,48013F-HRTimeline
Stonebridge Capital Advisors LLC68,419$40.3M3.24%+37013F-HRTimeline
Cornerstone Advisory, LLC65,700$40.3M4.57%-1,23113F-HRTimeline
Evercore Wealth Management, LLC68,251$40.2M0.6%-36513F-HRTimeline
Capital Investment Advisors, LLC68,067$40.1M0.82%+6,79813F-HRTimeline
Summit Financial, LLC67,888$40M1.4%+8,34713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION67,858$39.9M3.73%+3,90513F-HRTimeline
Serenus Wealth Advisors, LLC104,049$39.7M6.91%13F-HRTimeline
Aveo Capital Partners, LLC67,162$39.5M4.33%-94313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.67,083$39.5M26.68%-95913F-HRTimeline
High Note Wealth, LLC66,665$39.2M10.22%+11,03113F-HRTimeline
Prospera Financial Services Inc66,469$39.2M0.91%+7,75813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…66,358$39.1M0.04%-1,52213F-HRTimelineGroup
Alpha Financial Partners LLC66,161$38.9M30.79%+62,10713F-HRTimeline
Ironwood Wealth Management, LLC.66,105$38.9M12.07%-3,68113F-HRTimeline
Rehmann Capital Advisory Group65,921$38.8M2.46%+2,67313F-HRTimeline
MERIDIAN MANAGEMENT CO65,436$38.5M10.15%-2,96613F-HRTimeline
SACHEM HILL LLC65,341$38.5M8.03%-2,56213F-HRTimeline
CSM Advisors, LLC65,259$38.4M1.8%+20,45713F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.65,029$38.3M1.73%+87813F-HRTimeline
Dorsey & Whitney Trust CO LLC64,633$38M2.1%+2,61413F-HRTimeline
Edge Capital Group, LLC64,518$38M1.94%+1,32013F-HRTimeline
SHUFRO ROSE & CO LLC64,121$37.7M2.94%+30,29813F-HRTimeline
Portland Global Advisors LLC63,975$37.7M4.77%-25813F-HRTimeline
Fort Henry Capital, LLC63,719$37.5M26.84%-3,56213F-HRTimeline
Sovran Advisors, LLC64,068$37.5M5.34%13F-HRTimeline
Washington Trust Bank63,555$37.4M3.59%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc63,439$37.3M3.13%+4,34413F-HRTimeline
Sage Financial Management Group, Inc.63,109$37.2M13.76%+8,00913F-HRTimeline
IHT Wealth Management, LLC63,053$37.1M1.2%-17,10413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.63,052$37.1M15.92%+7613F-HRTimeline
ENZI WEALTH60,797$37M14.11%-45813F-HRTimeline
Fermata Advisors, LLC62,804$37M6.9%+1,43813F-HRTimeline
USA FINANCIAL FORMULAS62,304$36.7M5.76%+1,12013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc62,264$36.7M22.75%13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC62,119$36.6M0.04%+31,38013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC61,895$36.4M5.53%+5,91313F-HRTimeline
Pinnacle Financial Partners Inc62,006$36.3M0.73%-95213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp61,331$36.1M2.37%+14,38413F-HRTimelineGroup
Integris Wealth Management, LLC61,190$36M10.16%-1,31213F-HRTimeline
Arkadios Wealth Advisors61,058$35.9M1.96%+16,68513F-HRTimeline
Capital Advisors Wealth Management, LLC60,868$35.8M6.38%+1,38313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD60,765$35.8M0.11%+38,22013F-HRTimelineGroup
CoreCap Advisors, LLC60,329$35.5M1.62%+6,14813F-HRTimeline
NRI Wealth Management LC60,131$35.4M24.42%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC60,009$35.3M8.8%-2,67813F-HRTimelineGroup
Cypress Wealth Services, LLC59,977$35.3M7.09%-60913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC59,813$35.2M0.98%-1,41113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/59,780$35.2M0.05%+11,12113F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC59,813$35.2M5.87%-11,92213F-HRTimeline
Bellwether Advisors, LLC59,764$35.2M6.29%-25213F-HRTimeline
WealthBridge Capital Management, LLC59,756$35.2M9.77%+2,35413F-HRTimeline
CacheTech Inc.59,723$35.2M6.59%+15,53413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI59,714$35.2M2.53%-5,86213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC59,624$35.1M2.96%+88213F-HRTimeline
HOWE & RUSLING INC59,553$35.1M3.02%+84713F-HRTimeline
WealthShield Partners, LLC59,289$34.9M4.95%-5,75913F-HRTimeline
Adams Wealth Management59,266$34.9M6.67%+15,07713F-HRTimeline
Eldridge Investment Advisors, Inc.59,225$34.9M8.11%-1,17413F-HRTimeline
Kilter Group LLC58,585$34.5M22.44%13F-HRTimeline
Maxwell Wealth Strategies Inc.58,378$34.4M14.03%+16,54113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC58,283$34.3M1.26%+45213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM58,100$34.2M5.53%013F-HRTimelineGroup
Valmark Advisers, Inc.58,079$34.2M0.53%+1,29413F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…57,841$34M3.83%+20813F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.57,680$34M5.48%+1,13913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.57,612$33.9M30.85%+1,59313F-HRTimeline
Windsor Capital Management, LLC57,423$33.8M10.03%-22113F-HRTimeline
Bare Financial Services, Inc57,407$33.8M13.59%+1,00813F-HRTimeline
Chicago Partners Investment Group LLC56,927$33.7M1.12%+1,23113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …57,259$33.7M4.83%13F-HRTimeline
Next Capital Management LLC57,232$33.7M13.85%+16713F-HRTimeline
Woodward Financial Advisors, Inc.57,224$33.7M16.67%-2,45913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,172$33.7M1.03%+1,66013F-HRTimelineGroup
BEACON FINANCIAL GROUP56,959$33.5M3.61%+1,51913F-HRTimeline
Lantz Financial LLC56,809$33.4M8.91%-46413F-HRTimeline
Somnio Financial Group, LLC56,779$33.4M26.73%+1,35513F-HRTimeline
Advus Financial Partners, LLC56,702$33.4M14.3%-10,26513F-HR/ATimeline
Clear Creek Financial Management, LLC56,688$33.4M3.61%-12,52913F-HRTimeline
Snider Financial Group56,657$33.4M10.33%-2,37813F-HRTimeline
Spectrum Strategic Capital Management, …56,545$33.3M20.97%+18,07713F-HRTimeline
SigFig Wealth Management, LLC56,142$33.2M1.2%-16,72313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC55,957$32.9M4.3%+8,37913F-HRTimeline
Waterloo Capital, L.P.55,914$32.9M3.47%+4313F-HRTimeline
US FINANCIAL ADVISORS, LLC55,665$32.8M10.08%+1,36913F-HRTimeline
Avondale Wealth Management55,563$32.7M20.96%-2,15013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC55,520$32.7M0.95%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC55,422$32.6M11.97%-97013F-HRTimeline
Vantage Financial Partners, LLC55,330$32.6M8.15%+1,63413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC55,036$32.4M2.54%-47413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.54,801$32.3M3.38%+1,40713F-HRTimeline
Disciplina Capital Management LLC54,165$31.9M5.37%-4113F-HRTimeline
David J Yvars Group53,918$31.7M19.36%+32713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC53,781$31.6M3.02%-3,21013F-HR/ATimeline
SWS Partners53,674$31.6M9.57%+5,93913F-HRTimeline
PATTON FUND MANAGEMENT, INC.53,535$31.5M6.17%new13F-HRTimeline
PACK Private Wealth, LLC53,512$31.5M18.49%-1,53813F-HRTimeline
Madrona Financial Services, LLC53,243$31.3M8.54%+7,23213F-HRTimeline
RFG Advisory, LLC53,057$31.2M0.88%-2,03213F-HRTimeline
Simplicity Wealth,LLC52,917$31.2M6.5%-26,64913F-HRTimeline
BEACON FINANCIAL PLANNING, INC52,915$31.2M18.13%-89213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC52,829$31.1M15.73%+3,09913F-HRTimeline
Integrated Capital Management, LLC52,775$31.1M16.53%+1,02213F-HRTimeline
MIDDLETON & CO INC/MA52,630$31M3.42%+3413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,569$30.9M0.06%+17,79413F-HRTimelineGroup
Axiom Financial Strategies, LLC52,533$30.9M17.25%+84213F-HRTimeline
Landing Point Financial Group, LLC50,848$30.8M23.52%13F-HRTimeline
WCG Wealth Advisors LLC52,357$30.8M2.04%+75313F-HRTimeline
NWAM LLC52,315$30.8M1.9%-26,52113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …52,227$30.7M0.88%+7,19513F-HRTimelineGroup
Buffington Mohr McNeal52,128$30.7M5.09%+2,84713F-HRTimeline
SIGNATUREFD, LLC52,089$30.7M0.58%-14513F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management52,023$30.6M0.07%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC51,934$30.5M13.82%13F-HRTimeline
Atlas Legacy Advisors, LLC51,670$30.4M7.37%13F-HRTimeline
Meridian Wealth Management, LLC51,612$30.4M1.44%+4,39113F-HRTimeline
GTS SECURITIES LLC51,603$30.4M1.48%+39,98813F-HRTimeline
ZynergyRetirementPlanningLLC52,653$30.4M21.4%013F-HRTimeline
Summit X, LLC51,545$30.3M6.73%-11,27913F-HRTimeline
Campbell Wealth Management51,463$30.3M2.73%+15313F-HRTimeline
DURANTE & WATERS, LLC51,385$30.2M24.97%+9,18213F-HRTimeline
RiverGlades Family Offices LLC51,381$30.2M21.59%-4713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP51,324$30.2M20.34%13F-HRTimelineGroup
Coastline Trust Co51,281$30.2M3.53%+93413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keystone Wealth Services, LLC51,202$30.1M7.98%-5,42113F-HRTimeline
Ballew Advisors, Inc51,317$30M19.13%+75713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC50,779$29.9M7.33%-7,97613F-HRTimeline
COREPATH WEALTH PARTNERS LLC50,906$29.8M29.02%+67713F-HRTimeline
Gradient Capital Advisors, LLC50,379$29.7M9.56%+20413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,033$29.5M0.71%-90113F-HRTimelineGroup
First National Bank of Hutchinson49,980$29.4M17.79%-93213F-HRTimeline
Rothschild Wealth LLC49,934$29.4M8.6%-6,27913F-HRTimeline
Elk River Wealth Management LLC49,904$29.4M5.32%-98913F-HRTimeline
Cascade Financial Partners, LLC49,903$29.4M3.83%-1,46213F-HRTimeline
Dynamic Advisor Solutions LLC49,888$29.4M1.27%-76,82113F-HRTimeline
Fort Point Capital Partners LLC49,788$29.3M3.28%+2,98413F-HRTimeline
ACT Advisors, LLC.49,783$29.3M15.78%+3,46813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT49,531$29.2M3.56%-4,46413F-HRTimeline
Kapstone Financial Advisors LLC48,094$29.1M15.52%+5,14313F-HRTimeline
River Wealth Advisors LLC49,125$28.9M3.83%+12513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…48,767$28.7M1.24%-9,62813F-HRTimeline
University of Wisconsin Foundation48,753$28.7M20.86%-8,32813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …48,655$28.6M6.19%-5813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding48,605$28.6M-2,108Timeline
Compass Financial Group, Inc.48,582$28.6M13.68%-2,12713F-HRTimeline
Trek Financial, LLC48,411$28.5M2.13%+18713F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC48,362$28.5M33.66%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC48,295$28.4M4.31%-2,21613F-HRTimeline
Fortitude Family Office, LLC48,288$28.4M10.15%+5,14413F-HRTimeline
Cynosure Group, LLC48,283$28.4M4.25%+46213F-HRTimeline
One Capital Management, LLC48,274$28.4M0.94%-50213F-HRTimeline
CADINHA & CO LLC47,705$28.1M4.66%+7,74213F-HRTimeline
VESTOR CAPITAL, LLC47,637$28M2.14%+17713F-HRTimeline
Verus Financial Partners, Inc.48,066$28M3.15%-97913F-HRTimeline
Sandy Cove Advisors, LLC47,494$28M10.98%+5213F-HRTimeline
Vivid Wealth Management, LLC47,361$27.9M14.11%-39413F-HRTimeline
SYON CAPITAL LLC47,140$27.8M2.5%+3,56113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,033$27.7M0.4%+44213F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD47,081$27.7M25.27%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…47,040$27.7M0.78%+9,10113F-HRTimelineGroup
IFP Advisors, Inc46,954$27.6M0.91%-3,39513F-HRTimeline
Client First Capital LLC46,950$27.6M14.21%+13,07313F-HRTimeline
Trilogy Capital Inc.46,938$27.6M1.42%-60013F-HRTimeline
Boulder Wealth Advisors, LLC46,914$27.6M14.23%+50513F-HRTimeline
MRA Advisory Group46,797$27.5M14.6%+64613F-HRTimeline
New Insight Wealth Advisors46,748$27.5M13.78%-1,19713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…46,634$27.5M2.57%+97613F-HRTimeline
William Howard & Co Financial Advisors …46,595$27.4M24.82%-1,94813F-HRTimeline
Intrepid Financial Planning Group LLC46,552$27.4M11.58%-1,27013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/46,539$27.4M<0.01%+4,13413F-HRTimeline
Carbahal Olsen Financial Services Group…46,396$27.3M25.19%13F-HRTimeline
Peak Planning Group, LLC46,370$27.3M11.37%+3,23213F-HRTimeline