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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HOLLENCREST CAPITAL MANAGEMENT71,531$47.9M1.73%+36413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.70,676$47.3M27.31%+63913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC70,662$47.3M0.75%-3,77213F-HRTimeline
BAILARD, INC.70,542$47.2M1.03%-64713F-HRTimeline
PATTON FUND MANAGEMENT, INC.70,352$47.1M8.46%new13F-HRTimeline
Cornerstone Advisory, LLC70,145$46.9M4.61%+2,82813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC70,075$46.9M3.57%+1,77113F-HRTimeline
KELLEHER FINANCIAL ADVISORS69,994$46.8M11.7%-5,28013F-HRTimeline
1900 WEALTH MANAGEMENT LLC69,647$46.6M3.16%-2,17713F-HRTimeline
RATIONAL ADVISORS, INC.69,433$46.5M4.62%+85813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC69,192$46.3M0.33%-2,75013F-HRTimelineGroup
Fi3 FINANCIAL ADVISORS, LLC69,172$46.3M15.65%-2,95113F-HRTimeline
Boulder Wealth Advisors, LLC69,022$46.2M21.48%13F-HRTimeline
Wescott Financial Advisory Group, LLC68,902$46.1M4.14%+78313F-HRTimeline
1832 Asset Management L.P.68,870$46.1M0.08%+4,99013F-HRTimeline
Next Capital Management LLC68,699$46M15.35%+4,55013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC68,416$45.8M0.3%+1,97313F-HRTimeline
Capital Planning LLC68,158$45.6M13.29%-62813F-HRTimeline
SteelPeak Wealth, LLC67,589$45.2M1.52%+9,80013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC67,435$45.1M14.26%+3,75913F-HRTimeline
MCF Advisors LLC67,368$45.1M2.76%-1,17813F-HRTimeline
Integrity Investment Advisors, LLC67,353$45.1M29.89%+5,88113F-HRTimeline
NDWM LLC66,674$44.6M30.28%-15013F-HRTimeline
Evercore Wealth Management, LLC66,594$44.6M0.65%+16513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp66,523$44.5M2.05%+3,38913F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc66,371$44.4M23.52%+1,29113F-HRTimeline
HWG Holdings LP66,077$44.2M11.21%-5,38213F-HRTimeline
CERTUITY, LLC65,933$44.1M3.03%+2,60513F-HRTimeline
SigFig Wealth Management, LLC66,125$44.1M1.36%+9,09513F-HRTimeline
VESTOR CAPITAL, LLC65,841$44.1M2.83%+63,56713F-HRTimeline
Portland Global Advisors LLC65,646$43.9M4.91%+1,99713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …65,195$43.6M0.91%+1,41213F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC65,001$43.5M2.3%-9813F-HRTimeline
COREPATH WEALTH PARTNERS LLC64,307$43.4M31.5%+9,19313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC64,641$43.3M1.06%+1,11813F-HRTimelineGroup
Axiom Financial Strategies, LLC64,606$43.2M18.61%+14,35013F-HRTimeline
Armor Investment Advisors, LLC64,260$43M13.63%+20,15413F-HRTimeline
Salus Financial Advisors, LLC63,914$42.8M26.38%+1,81113F-HRTimeline
Washington Trust Bank63,844$42.7M3.13%+31113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthBridge Capital Management, LLC63,113$42.2M9.91%+1,63813F-HRTimeline
Chicago Partners Investment Group LLC60,794$42M1.1%+87713F-HRTimeline
PCA Investment Advisory Services Inc.62,535$42M15.52%+2,81413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC62,615$41.9M0.94%-4,29213F-HRTimeline
Fort Henry Capital, LLC62,292$41.7M26.48%-72513F-HRTimeline
Bare Financial Services, Inc62,117$41.6M12.42%+83913F-HRTimeline
B. Riley Wealth Advisors, Inc.62,071$41.5M2%+2,81713F-HRTimeline
Valmark Advisers, Inc.62,064$41.5M0.54%+2,12513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC62,297$41.5M4.01%-8,23313F-HRTimelineGroup
IFS Advisors, LLC61,913$41.4M24.25%-1,10613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.61,807$41.4M6.09%+2,29713F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC61,729$41.3M7.06%-2,61713F-HRTimeline
Rehmann Capital Advisory Group61,695$41.3M2.26%-2,36613F-HRTimeline
Stone House Investment Management, LLC61,656$41.3M6.95%+5,40413F-HRTimeline
Capital Advisors Wealth Management, LLC60,932$40.8M5.82%+67913F-HRTimeline
Creekmur Asset Management LLC60,932$40.8M6.76%+2,31813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60,761$40.7M14.69%+55813F-HRTimeline
Woodward Financial Advisors, Inc.60,593$40.6M15.46%-7113F-HRTimeline
ENZI WEALTH60,942$40.5M14.23%-36313F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…60,286$40.3M0.04%-2,66913F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC60,248$40.3M4.65%-3,61913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC60,216$40.3M11.64%+21,84513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI60,207$40.3M2.79%+9313F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$40.2M9.94%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC59,913$40.1M1.57%+4113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD59,605$39.9M26.33%+2,79013F-HRTimeline
FLOW TRADERS U.S. LLC59,591$39.9M1.62%-67,61513F-HRTimeline
Snider Financial Group59,589$39.9M10.88%+21213F-HRTimeline
High Falls Advisors, Inc59,534$39.8M8.2%+1,67713F-HRTimeline
Dynamic Advisor Solutions LLC59,271$39.7M1.15%+4,01713F-HRTimeline
Windsor Capital Management, LLC59,166$39.6M10.93%+2,15313F-HRTimeline
U.S. Capital Wealth Advisors, LLC59,147$39.6M1.07%+6,57813F-HRTimeline
FIRST HORIZON CORP58,849$39.4M1.85%13F-HRTimeline
Somnio Financial Group, LLC58,846$39.4M26.71%-47513F-HRTimeline
Blue Trust, Inc.58,784$39.3M0.44%+22313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP58,692$39.3M23.32%+3,40813F-HRTimelineGroup
CoreCap Advisors, LLC58,435$39.1M1.42%+1,44013F-HRTimeline
Avondale Wealth Management58,290$39M20.78%-2513F-HRTimeline
Ironwood Wealth Management, LLC.57,990$38.8M13.01%-10613F-HRTimeline
Clear Creek Financial Management, LLC57,748$38.7M3.35%-16213F-HRTimeline
Bellwether Advisors, LLC57,744$38.6M6.39%-5213F-HRTimeline
Mann Financial Group, Inc.57,557$38.5M38.05%13F-HRTimeline
SWS Partners57,361$38.4M9.37%+47513F-HRTimeline
Vermillion & White Wealth Management Gr…57,235$38.3M21.8%+1,63713F-HRTimeline
NIXON PEABODY TRUST CO57,024$38.2M2.79%+6,31513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.57,014$38.2M3.37%+70313F-HRTimeline
Landing Point Financial Group, LLC57,003$38.2M19.89%+6,08613F-HRTimeline
Advanced Asset Management Advisors Inc57,000$38.2M10.2%-12,20013F-HRTimeline
SACHEM HILL LLC56,807$38M7.61%-2,07813F-HRTimeline
Kapstone Financial Advisors LLC56,790$38M17.9%+3,50713F-HRTimeline
Panoramic Capital Partners, LLC56,782$38M24.42%+1,63113F-HRTimeline
ZynergyRetirementPlanningLLC56,757$38M23.96%-30213F-HRTimeline
Mayflower Financial Advisors, LLC56,736$38M4.77%-2,34113F-HRTimeline
Integris Wealth Management, LLC56,659$37.9M9.23%-2,52513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …56,547$37.8M4.97%+2,15113F-HRTimeline
David J Yvars Group56,446$37.8M20.24%+38113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT56,409$37.8M4.27%-1,34813F-HRTimeline
MGO ONE SEVEN LLC56,214$37.6M0.87%+4,64713F-HRTimeline
PACK Private Wealth, LLC55,813$37.4M17.6%+69013F-HRTimeline
Coastline Trust Co55,709$37.3M4%-1,32213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAMELOT TECHNOLOGY ADVISORS, INC.55,586$37.2M29.87%-1,76813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC55,517$37.2M3.76%+50,68013F-HRTimeline
WEALTH ALLIANCE, LLC55,492$37.1M3.82%-91813F-HRTimeline
IFP Advisors, Inc53,982$36.1M0.94%+2,13613F-HR/ATimeline
Fulton Bank, N.A.53,910$36.1M1.26%+6,14413F-HRTimeline
OBSIDIAN CIO, LLC53,697$35.9M4.72%-63213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC53,402$35.7M1.16%-21613F-HRTimeline
SFMG, LLC53,170$35.6M2.47%-24613F-HRTimeline
Integrated Capital Management, LLC51,667$35.6M15.67%-5,60013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC53,002$35.5M2.45%-35613F-HRTimeline
DURANTE & WATERS, LLC52,693$35.3M25.94%-1,22013F-HRTimeline
Gradient Capital Advisors, LLC52,496$35.1M9.42%+24813F-HRTimeline
CHEMUNG CANAL TRUST CO52,209$34.9M6.96%-3,96413F-HRTimeline
Soltis Investment Advisors LLC52,113$34.9M2.41%+1,19513F-HRTimeline
Pinnacle Financial Partners Inc52,110$34.9M0.84%-4,85713F-HRTimeline
Ballew Advisors, Inc52,267$34.8M19.41%-1,22213F-HRTimeline
Orin Green Financial, LLC51,912$34.7M13.89%+71613F-HRTimeline
Wealth Quarterback LLC51,827$34.7M13.41%+1,51713F-HRTimeline
River Wealth Advisors LLC51,730$34.6M4.05%+77013F-HRTimeline
SYON CAPITAL LLC51,531$34.5M1.85%-1413F-HRTimeline
Elk River Wealth Management LLC51,468$34.4M5.52%+41813F-HRTimeline
VestGen Advisors, LLC51,350$34.4M1.15%+43013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,262$34.3M0.05%-456,25013F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC51,219$34.3M26.49%+34413F-HRTimeline
Aurdan Capital Management, LLC51,144$34.2M10.89%+3,54013F-HRTimeline
Valley Financial Group, Inc.51,089$34.2M19.39%+98213F-HRTimeline
Sonoma Allocations LLC51,423$34.1M12.42%13F-HRTimeline
WCG Wealth Advisors LLC50,980$34.1M2.14%+813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC50,816$34M10.44%-1,00313F-HRTimeline
RiverGlades Family Offices LLC50,783$34M20.76%-51013F-HRTimeline
World Investment Advisors50,772$34M0.7%+2,19613F-HRTimeline
New Insight Wealth Advisors50,714$33.9M12.77%+1,82513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…50,663$33.9M2.55%+98613F-HRTimeline
MERIDIAN MANAGEMENT CO50,649$33.9M9.07%+93513F-HRTimeline
Alliance Wealth Management Group50,500$33.8M7.52%+11,09213F-HRTimeline
OKABENA INVESTMENT SERVICES INC50,164$33.6M6.52%+60213F-HRTimeline
BridgePort Financial Solutions, LLC49,486$33.1M8.9%-1,44313F-HRTimeline
BEACON FINANCIAL PLANNING, INC49,415$33.1M17.13%-48613F-HRTimeline
Ascent Capital Management, LLC49,232$33M26.3%+28913F-HRTimeline
Fortitude Family Office, LLC49,231$33M8.92%+5,80013F-HRTimeline
Custos Family Office, LLC48,865$32.7M18.48%-24,89513F-HRTimeline
Flagship Private Wealth, LLC48,635$32.6M13.08%+11,39713F-HRTimeline
Vestmark Advisory Solutions, Inc.48,390$32.4M0.62%-27,86313F-HRTimeline
Verus Financial Partners, Inc.48,343$32.4M3.11%-41513F-HRTimeline
SIGNATUREFD, LLC48,311$32.3M0.51%+9513F-HRTimeline
CFS Investment Advisory Services, LLC47,282$32.2M2.39%+1,09113F-HRTimeline
NorthLanding Financial Partners, LLC47,981$32.1M26.8%-1,01713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …47,955$32.1M2.78%-21,93413F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.47,890$32.1M4.45%-15613F-HRTimeline
Carbahal Olsen Financial Services Group…47,831$32M25.69%-20013F-HRTimeline
Cascade Financial Partners, LLC47,760$32M3.66%-1,44513F-HRTimeline
NWAM LLC47,475$31.9M1.73%+22713F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …47,624$31.9M5.57%-1,52213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding46,423$31.9M+10,141Timeline
Essex Financial Services, Inc.group of 2 filers holding47,601$31.9M+2,645Timeline
BROWN WEALTH MANAGEMENT, LLC47,472$31.8M8.92%-1,44713F-HRTimeline
Sandy Cove Advisors, LLC47,465$31.8M10.15%+62913F-HRTimeline
Community Bank, N.A.47,138$31.5M3.82%+1813F-HRTimeline
MIDDLETON & CO INC/MA47,040$31.5M3.4%-3,17313F-HRTimeline
BRIGHTON JONES LLC46,836$31.3M0.75%+84213F-HRTimeline
Lee, Kelleher & Klein Wealth Management46,761$31.3M19.28%+1,18813F-HRTimeline
Atlas Legacy Advisors, LLC46,672$31.2M6.03%-1,53213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,442$31.1M0.18%+3,15913F-HRTimeline
Verger Capital Management LLC46,420$31.1M10.08%+13913F-HRTimeline
VeraBank, N.A.46,392$31.1M5.8%+2,35213F-HRTimeline
Pettinga Financial Advisors LLC46,367$31M6.05%-83713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC46,357$31M10.38%+10,49913F-HRTimeline
Compass Financial Group, Inc.46,189$30.9M13.87%-2,65613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV46,134$30.9M8.99%+89813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC46,069$30.8M2.4%-38913F-HR/ATimeline
Aptus Capital Advisors, LLC45,999$30.8M0.28%-1,50613F-HRTimeline
Meridian Wealth Management, LLC46,168$30.8M1.18%-81013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,836$30.7M0.35%+1,12813F-HRTimelineGroup
Silverleafe Capital Partners, LLC45,705$30.6M9.45%+5,00313F-HRTimeline
Atwater Malick LLC45,703$30.6M8.88%+9,90213F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC45,318$30.3M19.96%+17,03213F-HRTimeline
WealthShield Partners, LLC45,151$30.2M3.43%-1,21013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,069$30.2M0.02%+27,93113F-HRTimelineGroup
Shepherd Financial Partners LLC45,020$30.1M2.87%-6913F-HRTimeline
Patton Albertson Miller Group, LLC44,946$30.1M3.63%-1,12813F-HRTimeline
Sovran Advisors, LLC43,867$30M2.65%+2,85413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD44,770$30M0.08%-9,97513F-HRTimelineGroup
Matrix Trust Co44,766$30M4.69%-86113F-HRTimeline
Altus Wealth Group LLC44,588$29.8M12.25%+1,02513F-HRTimeline
Financiere des Professionnels - Fonds d…44,400$29.7M1.71%+1,30013F-HRTimeline
Grove Bank & Trust44,318$29.7M3.47%+4,55113F-HRTimeline
SVB WEALTH LLC44,257$29.6M1.59%-5,97513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC44,051$29.5M10.9%-68313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,985$29.4M2.49%+13513F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC43,700$29.2M9.16%+1,44213F-HRTimeline
SageView Advisory Group, LLC43,691$29.2M1.01%-1,10813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC43,677$29.2M12.83%-1,38413F-HRTimeline
Intrepid Financial Planning Group LLC43,676$29.2M11.14%-75413F-HRTimeline
First National Bank of Hutchinson43,649$29.2M15.46%-2,22413F-HRTimeline
Aspen Grove Capital, LLC43,029$28.8M4.85%+12613F-HRTimeline
CacheTech Inc.42,848$28.7M5.77%-6,03013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC42,735$28.6M6.06%-3,58913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,678$28.6M4.02%-20313F-HRTimelineGroup
CADINHA & CO LLC42,585$28.5M3.87%+4813F-HRTimeline
Adaptive Financial Consulting, LLC42,488$28.4M11.37%-78513F-HRTimeline
Sanchez Wealth Management Group42,476$28.4M6.31%-58713F-HRTimeline