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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BAILARD, INC.71,189$44.2M1.03%+55313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT71,167$44.2M1.89%-3,89013F-HRTimeline
Horizon Wealth Management, LLC70,932$44M7.73%+69,22913F-HRTimeline
TD Waterhouse Canada Inc.70,872$44M0.31%+95513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC70,530$43.5M4.39%-19313F-HRTimelineGroup
Alpha Financial Partners LLC70,133$43.5M31.37%-33213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.70,037$43.5M27.42%+2,97013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …69,889$43.4M2.44%-6,06413F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…70,100$43.3M0.04%+14,30013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC69,225$43M1.52%-22,93713F-HRTimeline
Advanced Asset Management Advisors Inc69,200$43M11.6%013F-HRTimeline
OLD MISSION CAPITAL LLC69,148$42.9M1.14%+55,27513F-HRTimeline
Capital Planning LLC68,786$42.7M13.42%-1,00513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/68,750$42.7M0.05%-6,09713F-HR/ATimelineGroup
RATIONAL ADVISORS, INC.68,575$42.6M4.22%-40,62913F-HRTimeline
MCF Advisors LLC68,546$42.6M2.81%-3,59313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC68,304$42.4M3.45%+5,01213F-HRTimeline
Wescott Financial Advisory Group, LLC68,119$42.3M4.05%+2,05213F-HRTimeline
Cornerstone Advisory, LLC67,317$41.8M4.49%+53113F-HRTimeline
Private Wealth Asset Management, LLC67,300$41.8M5.55%+6,61113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC66,907$41.5M1.02%+2,82613F-HRTimeline
NDWM LLC66,824$41.5M30.38%+1,12813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC66,443$41.3M0.28%+2,05313F-HRTimeline
Evercore Wealth Management, LLC66,429$41.2M0.64%-63513F-HRTimeline
Kovack Advisors, Inc.66,051$41M4.02%-45,12113F-HRTimeline
Kaye Capital Management65,555$40.7M15.65%-4,09113F-HRTimeline
Dorsey & Whitney Trust CO LLC65,099$40.4M2.14%-25513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc65,080$40.4M23.15%+2,72513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC64,346$40M7.33%-159,30313F-HRTimeline
Next Capital Management LLC64,149$39.8M14.72%+5,56413F-HRTimeline
Rehmann Capital Advisory Group64,061$39.8M2.41%-1,00113F-HRTimeline
1832 Asset Management L.P.63,880$39.7M0.07%-100,96913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC63,867$39.7M4.93%+24,81813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,783$39.6M0.9%+4,08313F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC63,676$39.5M14.39%-8,95613F-HRTimeline
Portland Global Advisors LLC63,649$39.5M4.65%-98913F-HRTimeline
Washington Trust Bank63,533$39.4M3.32%+39013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,523$39.4M1.03%+3,94013F-HRTimelineGroup
CERTUITY, LLC63,328$39.3M3.69%-10,82913F-HRTimeline
EARNED WEALTH ADVISORS, LLC63,203$39.2M7.69%+10,81413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp63,134$39.2M1.71%+1,45513F-HRTimelineGroup
IFS Advisors, LLC63,019$39.1M29.61%-26,92813F-HRTimeline
Fort Henry Capital, LLC63,017$39.1M26.3%+54913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…62,955$39.1M0.04%-5,21113F-HRTimelineGroup
Salus Financial Advisors, LLC62,103$38.6M25.91%+98313F-HRTimeline
ENZI WEALTH61,305$38.4M14.07%-72713F-HRTimeline
Chicago Partners Investment Group LLC59,917$38.2M1.1%-77113F-HRTimeline
WealthBridge Capital Management, LLC61,475$38.2M9.68%+1,95513F-HRTimeline
Integrity Investment Advisors, LLC61,472$38.2M29.35%+87613F-HRTimeline
Bare Financial Services, Inc61,278$38M12.83%+2,88713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC60,904$37.8M0.02%-228,44313F-HRTimelineGroup
Woodward Financial Advisors, Inc.60,664$37.7M15.51%+3,20613F-HRTimeline
Capital Advisors Wealth Management, LLC60,253$37.4M5.88%-2,02913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60,203$37.4M14.84%-2,87213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI60,114$37.3M2.6%-59013F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$37.3M8.39%013F-HRTimelineGroup
Valmark Advisers, Inc.59,939$37.2M0.52%-49013F-HRTimeline
CBIZ Investment Advisory Services, LLC59,872$37.2M1.65%+9,84213F-HRTimeline
PCA Investment Advisory Services Inc.59,721$37.1M15.62%+6,89613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.59,510$36.9M5.74%-61113F-HR/ATimeline
Snider Financial Group59,377$36.9M10.63%+2,31813F-HRTimeline
Somnio Financial Group, LLC59,321$36.8M26.36%13F-HRTimeline
B. Riley Wealth Advisors, Inc.59,254$36.8M1.78%-118,16513F-HRTimeline
Integris Wealth Management, LLC59,184$36.7M9.58%-87213F-HRTimeline
Mayflower Financial Advisors, LLC59,077$36.7M5.11%-10,63013F-HRTimeline
SACHEM HILL LLC58,885$36.6M7.46%-1,80513F-HRTimeline
Creekmur Asset Management LLC58,614$36.4M6.43%+31,46613F-HRTimeline
Blue Trust, Inc.58,561$36.4M0.43%-38,55613F-HRTimeline
NRI Wealth Management LC58,529$36.3M21.92%+2,34513F-HRTimeline
Vise Technologies, Inc.58,391$36.3M1.5%13F-HRTimeline
Avondale Wealth Management58,315$36.2M20.22%-9513F-HRTimeline
Integrated Capital Management, LLC57,267$36.2M17.35%+4,19113F-HRTimeline
Ironwood Wealth Management, LLC.58,096$36.1M13.17%-8,91013F-HRTimeline
Clear Creek Financial Management, LLC57,910$36M3.42%+4,87013F-HRTimeline
High Falls Advisors, Inc57,857$35.9M7.95%-47,43013F-HRTimeline
Bellwether Advisors, LLC57,796$35.9M6.13%+24313F-HRTimeline
SteelPeak Wealth, LLC57,789$35.9M1.4%-59,17713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT57,757$35.9M4.2%+30913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.57,354$35.6M30.77%+1813F-HRTimeline
ZynergyRetirementPlanningLLC57,059$35.4M23.76%+2,81613F-HRTimeline
Coastline Trust Co57,031$35.4M4.06%+4,62313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Windsor Capital Management, LLC57,013$35.4M10.32%+1,33813F-HRTimeline
CoreCap Advisors, LLC56,995$35.4M1.43%+6,72113F-HRTimeline
AMS Capital Ltda56,983$35.4M13.36%-4,16013F-HRTimeline
Pinnacle Financial Partners Inc56,967$35.4M0.74%-8,54913F-HRTimeline
SWS Partners56,886$35.3M9.53%+4,00213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD56,815$35.3M25.68%+6,46213F-HRTimeline
SigFig Wealth Management, LLC57,030$35.2M1.17%-32,16413F-HRTimeline
Eldridge Investment Advisors, Inc.56,585$35.1M7.35%-23713F-HRTimeline
WEALTH ALLIANCE, LLC56,410$35M3.91%-32,26813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.56,311$35M3.41%+1,01613F-HRTimeline
Stone House Investment Management, LLC56,252$34.9M6.42%-52,25613F-HRTimeline
CHEMUNG CANAL TRUST CO56,173$34.9M7.32%+31,74213F-HRTimeline
David J Yvars Group56,065$34.8M20.39%+53713F-HRTimeline
Panoramic Capital Partners, LLC55,151$34.6M24.03%+8,37613F-HRTimeline
COREPATH WEALTH PARTNERS LLC55,114$34.6M29.19%+59713F-HRTimeline
Vermillion & White Wealth Management Gr…55,598$34.5M22.44%013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP55,284$34.3M22.2%+1,49013F-HRTimelineGroup
Dynamic Advisor Solutions LLC55,254$34.3M1.06%+3,83313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC55,191$34.3M0.01%-174,69713F-HR/ATimelineGroup
PACK Private Wealth, LLC55,123$34.2M18.14%+2,75313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD54,745$34M0.09%+40,72513F-HRTimelineGroup
Good Life Advisors, LLC54,659$33.9M2.12%+3,03713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …54,396$33.8M4.64%-47313F-HRTimeline
OBSIDIAN CIO, LLC54,329$33.7M4.9%+13,30813F-HRTimeline
Ballew Advisors, Inc53,489$33.6M19.95%+62913F-HRTimeline
DURANTE & WATERS, LLC53,913$33.5M26.34%+2,01313F-HRTimeline
Disciplina Capital Management LLC53,665$33.3M4.21%-50013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC53,618$33.3M1.17%-4,24913F-HRTimeline
SFMG, LLC53,416$33.2M2.49%-198,79313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC53,358$33.1M2.46%-92913F-HRTimeline
Kapstone Financial Advisors LLC53,283$33.1M16.5%+3,18913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM58,100$32.6M4.45%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC52,569$32.6M0.95%-2,37213F-HRTimeline
Gradient Capital Advisors, LLC52,248$32.4M9.58%+61813F-HRTimeline
Keystone Wealth Services, LLC52,192$32.4M7.82%+1,28013F-HRTimeline
IFP Advisors, Inc51,846$32.2M0.92%+2,52613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC51,819$32.2M10.57%+1,54413F-HRTimeline
MGO ONE SEVEN LLC51,567$32M1.03%+33,14913F-HRTimeline
SYON CAPITAL LLC51,545$32M2.12%-5,82613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management51,499$32M0.07%-861,92513F-HRTimelineGroup
RiverGlades Family Offices LLC51,293$31.8M20.89%-4813F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…51,239$31.8M3.29%-32,52613F-HRTimelineGroup
Orin Green Financial, LLC51,196$31.8M13.45%-40213F-HRTimeline
Elk River Wealth Management LLC51,050$31.7M5.45%+5813F-HRTimeline
WCG Wealth Advisors LLC50,972$31.6M2.05%+5,53913F-HRTimeline
River Wealth Advisors LLC50,960$31.6M3.93%+78413F-HRTimeline
VestGen Advisors, LLC50,920$31.6M1.26%-1,18313F-HRTimeline
BridgePort Financial Solutions, LLC50,929$31.6M10.51%-1,92013F-HRTimeline
Soltis Investment Advisors LLC50,918$31.6M2.48%+5,55713F-HRTimeline
Landing Point Financial Group, LLC50,917$31.6M19.93%+1,36713F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC50,875$31.6M27.48%+46313F-HRTimeline
MERIDIAN MANAGEMENT CO49,714$31.6M8.63%+1,12113F-HRTimeline
NIXON PEABODY TRUST CO50,709$31.5M2.44%+7,73813F-HRTimeline
Wealth Quarterback LLC50,310$31.2M14.81%-10,30113F-HRTimeline
Axiom Financial Strategies, LLC50,256$31.2M17.41%-2,18713F-HRTimeline
SVB WEALTH LLC50,232$31.2M1.67%new13F-HRTimeline
MIDDLETON & CO INC/MA50,213$31.2M3.5%-2,02213F-HRTimeline
Fort Point Capital Partners LLC50,206$31.2M3.12%+1,77313F-HRTimeline
Valley Financial Group, Inc.50,107$31.1M18.85%+2,17413F-HRTimeline
BEACON FINANCIAL PLANNING, INC49,901$31M17.3%-2,52813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…49,677$30.8M2.56%+1,72113F-HRTimeline
OKABENA INVESTMENT SERVICES INC49,562$30.8M6.83%+34,96613F-HRTimeline
Verus Financial Partners, Inc.48,758$30.6M3.11%-7913F-HRTimeline
Cascade Financial Partners, LLC49,205$30.6M3.67%-1,20013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …49,146$30.5M5.88%+4913F-HRTimeline
NorthLanding Financial Partners, LLC48,998$30.4M26.93%+3,07713F-HRTimeline
Advus Financial Partners, LLC48,949$30.4M12%-5,11613F-HR/ATimeline
Ascent Capital Management, LLC48,943$30.4M26.98%+97413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC48,919$30.4M9.43%+4,66713F-HRTimeline
New Insight Wealth Advisors48,889$30.4M12.49%-1,26313F-HRTimeline
CacheTech Inc.48,878$30.3M5.59%+3,47613F-HRTimeline
Compass Financial Group, Inc.48,845$30.3M15.21%+30213F-HRTimeline
World Investment Advisors48,576$30.2M0.69%+65213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC48,511$30.1M2.35%-7,06913F-HR/ATimeline
DIVERSIFIED TRUST CO48,286$30M0.67%+2,45513F-HRTimeline
SIGNATUREFD, LLC48,216$29.9M0.51%-3,10313F-HRTimeline
Atlas Legacy Advisors, LLC48,204$29.9M6.59%-2,01113F-HRTimeline
Adams Wealth Management48,120$29.9M5.69%+2,71813F-HRTimeline
MRA Advisory Group48,057$29.8M13.98%-72213F-HRTimeline
NOTTINGHAM ADVISORS, INC.48,046$29.8M4.43%+1713F-HRTimeline
Carbahal Olsen Financial Services Group…48,031$29.8M25.43%+1,20013F-HRTimeline
NWAM LLC47,248$29.7M1.73%+18,57813F-HR/ATimeline
Fulton Bank, N.A.47,766$29.7M1.1%+4,74513F-HRTimeline
Aurdan Capital Management, LLC47,604$29.6M10.07%+73813F-HRTimeline
Aptus Capital Advisors, LLC47,505$29.5M0.29%+3,76813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC47,312$29.4M8.13%-8,91913F-HRTimelineGroup
Pettinga Financial Advisors LLC47,204$29.3M6.42%-10,93713F-HRTimeline
Community Bank, N.A.47,120$29.3M3.85%-1213F-HRTimeline
Meridian Wealth Management, LLC46,978$29.2M1.25%-1,36813F-HRTimeline
Sandy Cove Advisors, LLC46,836$29.1M10.51%-47913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC46,458$28.8M2.57%-5,82313F-HR/ATimeline
WealthShield Partners, LLC46,361$28.8M3.48%-18,29613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC46,324$28.8M6.3%-1,07813F-HRTimeline
Verger Capital Management LLC46,281$28.7M11.31%+14313F-HRTimeline
CFS Investment Advisory Services, LLC46,191$28.7M2.35%+1,95513F-HRTimeline
SageView Advisory Group, LLC44,799$28.7M1.08%+13613F-HRTimeline
Patton Albertson Miller Group, LLC46,074$28.6M3.77%-2,44313F-HRTimeline
BRIGHTON JONES LLC45,994$28.6M0.77%+3,97713F-HRTimeline
First National Bank of Hutchinson45,873$28.5M17.72%-3,00513F-HRTimeline
Matrix Trust Co45,627$28.3M4.51%-1,21113F-HRTimeline
Saiph Capital, LLC45,594$28.3M11.02%-35413F-HRTimeline
Lee, Kelleher & Klein Wealth Management45,573$28.3M18.8%+2,41113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…45,275$28.1M0.82%-7,42513F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV45,236$28.1M8.98%-59513F-HRTimeline
Shepherd Financial Partners LLC45,089$28M2.96%-35,61813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC45,061$28M12.45%+12,17713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding44,956$27.9M-3,998Timeline
Cynosure Group, LLC44,817$27.8M3.15%+1,94613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC44,734$27.8M12.42%+72613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC44,708$27.8M0.35%-82213F-HRTimelineGroup
Intrepid Financial Planning Group LLC44,430$27.6M11.59%-82913F-HRTimeline
Belpointe Asset Management LLC44,213$27.5M1.14%+13,85013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC44,164$27.4M43.38%+5213F-HRTimeline
Armor Investment Advisors, LLC44,106$27.4M10.32%+1,66213F-HRTimeline
VeraBank, N.A.44,040$27.3M5.49%+8,63213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,850$27.2M2.49%+33713F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…43,758$27.2M1.2%-4,97113F-HRTimeline
IAG Wealth Partners, LLC43,646$27.1M3.59%+3,33813F-HRTimeline
Altus Wealth Group LLC43,563$27M11.97%-3,20613F-HRTimeline