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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Keebeck Wealth Management79,489$54.4M6.28%+24313F-HRTimeline
Waterloo Capital, L.P.78,692$53.9M3.89%+4,15813F-HRTimeline
Serenus Wealth Advisors, LLC78,661$53.9M10.43%+1,22713F-HRTimeline
TD Capital Management LLC78,621$53.9M4.78%-38413F-HRTimeline
Evercore Wealth Management, LLC78,610$53.8M0.79%+12,01613F-HRTimeline
Waterway Wealth Management, LLC146,437$53.8M12.17%+1,43013F-HRTimeline
RHUMBLINE ADVISERS78,297$53.6M0.04%-10,54113F-HRTimeline
SkyView Investment Advisors, LLC78,187$53.5M6.76%-95813F-HRTimeline
FINANCIAL COUNSELORS INC77,995$53.4M74.09%+63,35213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC77,548$53.1M3.86%+1,72913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…76,340$52.7M0.05%-24,48013F-HRTimelineGroup
Newton One Investments LLC76,492$52.4M15.45%-2,20813F-HRTimeline
SHUFRO ROSE & CO LLC76,131$52.1M3.53%-23,32413F-HRTimeline
Stonebridge Capital Advisors LLC75,576$51.8M3.59%+84213F-HRTimeline
Sand Hill Global Advisors, LLC75,456$51.7M1.8%-8513F-HRTimeline
Cornerstone Wealth Management, LLC75,285$51.6M2.68%-3613F-HRTimeline
Sage Financial Management Group, Inc.75,256$51.5M15.74%+1,77513F-HRTimeline
BlueStem Wealth Partners, LLC74,908$51.3M5.66%-161,00813F-HRTimeline
Treasurer of the State of North Carolina74,880$51.3M0.16%+48,89213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP74,528$51M0.64%+2,50213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,320$50.9M0.03%+29,25113F-HRTimelineGroup
Hoxton Planning & Management, LLC73,711$50.5M15.1%+66013F-HRTimeline
Cornerstone Wealth Group, LLC73,685$50.5M3.45%-36213F-HRTimeline
Stewardship Advisors, LLC73,490$50.3M11.63%-3,50413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.73,261$50.2M19.7%+1,02213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV72,953$50M2.63%+52,73313F-HRTimeline
PKS Advisory Services, LLC72,922$49.9M11.39%-1,24713F-HRTimeline
Acumen Wealth Advisors, LLC72,402$49.6M14.28%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC71,968$49.3M0.34%+3,55213F-HRTimeline
MATHER GROUP, LLC.71,668$49.1M0.51%+3313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp71,436$48.9M2.19%+4,91313F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC71,404$48.9M3.66%+1,32913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT70,899$48.6M1.68%-63213F-HRTimeline
Wescott Financial Advisory Group, LLC70,865$48.5M4.24%+1,96313F-HRTimeline
Cornerstone Advisory, LLC69,978$47.9M4.57%-16713F-HRTimeline
BAILARD, INC.69,847$47.8M1.06%-69513F-HRTimeline
Next Capital Management LLC69,834$47.8M15.31%+1,13513F-HRTimeline
Latko Wealth Management, Ltd.69,808$47.8M23.41%-4,47613F-HRTimeline
Boulder Wealth Advisors, LLC69,786$47.8M20.2%+76413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.69,702$47.7M27.71%-97413F-HRTimeline
WCG Wealth Advisors LLC69,557$47.6M1.34%+18,57713F-HRTimeline
MCF Advisors LLC69,498$47.6M2.63%+2,13013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)69,190$47.4M0.46%-4,78913F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC68,964$47.2M0.38%-22813F-HRTimelineGroup
WealthPlan Investment Management, LLC68,939$47.2M3.01%+29,09013F-HRTimeline
1900 WEALTH MANAGEMENT LLC68,901$47.2M3.03%-74613F-HRTimeline
J.W. COLE ADVISORS, INC.116,022$47.1M1.14%-94013F-HRTimeline
Alpha Financial Partners LLC68,535$46.9M28.66%-4,10913F-HRTimeline
SigFig Wealth Management, LLC68,496$46.9M1.4%+2,37113F-HRTimeline
NDWM LLC68,062$46.6M30.85%+1,38813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc67,832$46.5M24.27%+1,46113F-HRTimeline
RATIONAL ADVISORS, INC.67,752$46.4M4.75%-1,68113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC67,627$46.3M14.17%-1,54513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC67,368$46.1M0.7%-3,29413F-HRTimeline
COREPATH WEALTH PARTNERS LLC65,943$46M30.87%+1,63613F-HRTimeline
Washington Trust Bank67,219$46M3.23%+3,37513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WATERSHED PRIVATE WEALTH LLC67,156$46M13.8%-27913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,926$45.8M0.9%+1,73113F-HRTimelineGroup
Capital Planning LLC66,730$45.8M12.83%-1,42813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC66,601$45.6M3.24%-36,84413F-HRTimeline
CERTUITY, LLC66,260$45.4M2.86%+32713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/66,108$45.3M0.05%+23,79113F-HRTimelineGroup
Chicago Partners Investment Group LLC65,257$45.2M1.11%+4,46313F-HRTimeline
Portland Global Advisors LLC65,950$45.2M4.85%+30413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,731$45M0.8%+40,47813F-HR/ATimeline
Integrity Investment Advisors, LLC65,698$45M24.78%-1,65513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC65,485$44.9M0.96%+2,87013F-HRTimeline
Salus Financial Advisors, LLC65,216$44.7M26.77%+1,30213F-HRTimeline
WealthBridge Capital Management, LLC65,004$44.5M10.14%+1,89113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC65,000$44.5M1.08%+35913F-HRTimelineGroup
Buska Wealth Management, LLC64,956$44.5M16.44%-17,98013F-HRTimeline
NIXON PEABODY TRUST CO64,745$44.3M3.36%+7,72113F-HRTimeline
Valmark Advisers, Inc.64,521$44.2M0.54%+2,45713F-HRTimeline
Apeiron RIA LLC63,820$44.1M8.95%+52,60013F-HRTimeline
Dorsey & Whitney Trust CO LLC63,940$43.8M2.32%-1,06113F-HRTimeline
Axiom Financial Strategies, LLC63,851$43.7M18.4%-75513F-HRTimeline
Armor Investment Advisors, LLC63,825$43.7M16.08%-43513F-HRTimeline
U.S. Capital Wealth Advisors, LLC63,549$43.5M1.14%+4,40213F-HRTimeline
PCA Investment Advisory Services Inc.63,227$43.4M15.18%+69213F-HRTimeline
MGO ONE SEVEN LLC63,269$43.3M0.88%+7,05513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC62,814$43M11.98%+2,59813F-HRTimeline
Stone House Investment Management, LLC62,657$42.9M6.66%+1,00113F-HRTimeline
Snider Financial Group62,635$42.9M11.43%+3,04613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP62,254$42.6M24.96%+3,56213F-HRTimelineGroup
Capital Advisors Wealth Management, LLC62,025$42.5M5.79%+1,09313F-HRTimeline
Cynosure Group, LLC903,246$42.5M4.32%+863,64713F-HRTimeline
Coastline Trust Co61,996$42.5M3.99%+6,28713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bare Financial Services, Inc61,701$42.3M11.76%-41613F-HRTimeline
CoreCap Advisors, LLC61,492$42.1M1.47%+3,05713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.61,443$42.1M6.07%-36413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.61,371$42M3.58%+4,35713F-HRTimeline
Fort Henry Capital, LLC61,252$42M25.7%-1,04013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI61,169$41.9M2.77%+96213F-HRTimeline
SteelPeak Wealth, LLC60,965$41.8M1.37%-6,62413F-HRTimeline
Nolet Wealth Management, LLC60,954$41.7M23.27%13F-HR/ATimeline
Palatine Hill Wealth Management, LLC60,942$41.7M33.66%13F-HRTimeline
Napier Financial, LLC60,850$41.7M10.41%13F-HRTimeline
Ironwood Wealth Management, LLC.60,793$41.6M12.24%+2,80313F-HRTimeline
One Capital Management, LLC60,762$41.6M1.26%+18,99913F-HRTimeline
High Falls Advisors, Inc60,629$41.5M8.41%+1,09513F-HRTimeline
Peak Planning Group, LLC60,570$41.5M11.63%+28,26813F-HRTimeline
B. Riley Wealth Advisors, Inc.60,421$41.4M1.96%-1,65013F-HRTimeline
Landing Point Financial Group, LLC60,365$41.3M20.62%+3,36213F-HRTimeline
KELLEHER FINANCIAL ADVISORS60,252$41.3M9.47%-9,74213F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$41.1M12.49%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.59,940$41.1M14.38%-82113F-HRTimeline
David J Yvars Group59,692$40.9M21.81%+3,24613F-HRTimeline
CBIZ Investment Advisory Services, LLC59,675$40.9M1.55%-23813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC59,625$40.8M4.43%-62313F-HRTimeline
Legacy Advisors, LLC59,494$40.7M4.38%+21,08213F-HRTimeline
Vermillion & White Wealth Management Gr…59,099$40.5M22.01%+1,86413F-HRTimeline
Windsor Capital Management, LLC59,065$40.5M11.17%-10113F-HRTimeline
Fulton Bank, N.A.58,895$40.3M1.39%+4,98513F-HRTimeline
Rehmann Capital Advisory Group58,682$40.2M2.09%-3,01313F-HRTimeline
Woodward Financial Advisors, Inc.58,607$40.1M15.03%-1,98613F-HRTimeline
Somnio Financial Group, LLC58,466$40M26.47%-38013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC58,320$39.9M0.02%-69,33013F-HRTimelineGroup
Kapstone Financial Advisors LLC58,139$39.8M19.8%+1,34913F-HRTimeline
SWS Partners58,134$39.8M9.61%+77313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD57,932$39.7M25.91%-1,67313F-HRTimeline
Mann Financial Group, Inc.57,724$39.5M38.24%+16713F-HR/ATimeline
Mayflower Financial Advisors, LLC57,663$39.5M4.78%+92713F-HRTimeline
Valley Financial Group, Inc.57,477$39.4M22.11%+6,38813F-HRTimeline
Avondale Wealth Management57,259$39.2M20.17%-1,03113F-HRTimeline
Bellwether Advisors, LLC57,197$39.2M6.25%-54713F-HRTimeline
LCW Services, LLC57,124$39.1M20.84%13F-HRTimeline
ZynergyRetirementPlanningLLC57,117$39.1M24.15%+36013F-HRTimeline
FIRST HORIZON CORP57,047$39.1M1.75%-1,80213F-HRTimeline
Panoramic Capital Partners, LLC57,039$39.1M23.96%+25713F-HRTimeline
Blue Trust, Inc.57,016$39.1M0.44%-1,76813F-HRTimeline
Advanced Asset Management Advisors Inc57,000$39M10.66%013F-HRTimeline
PACK Private Wealth, LLC56,393$38.6M17.66%+58013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC55,869$38.6M3.71%-6,42813F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.56,206$38.5M28.96%+62013F-HRTimeline
Integris Wealth Management, LLC55,918$38.3M8.72%-74113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT55,901$38.3M4.2%-50813F-HRTimeline
SG Americas Securities, LLC55,851$38.3M0.05%+51,92913F-HRTimeline
Clear Creek Financial Management, LLC55,808$38.2M3.12%-1,94013F-HRTimeline
Sonoma Allocations LLC54,713$38.2M12.68%+3,29013F-HRTimeline
SACHEM HILL LLC55,734$38.2M7.42%-1,07313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC55,640$38.1M6.46%-6,08913F-HRTimeline
New Insight Wealth Advisors55,634$38.1M13.61%+4,92013F-HRTimeline
WEALTH ALLIANCE, LLC55,619$38.1M3.73%+12713F-HRTimeline
ENZI WEALTH54,852$38M13.41%-6,09013F-HRTimeline
Adirondack Capital Advisors, LLC55,213$37.8M25.43%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,837$37.6M3.69%-68013F-HRTimeline
CHEMUNG CANAL TRUST CO54,604$37.4M7.4%+2,39513F-HRTimeline
DURANTE & WATERS, LLC54,415$37.3M26%+1,72213F-HRTimeline
Atlas Legacy Advisors, LLC53,703$36.8M6.46%+7,03113F-HRTimeline
Aurdan Capital Management, LLC53,341$36.5M11.27%+2,19713F-HRTimeline
Orin Green Financial, LLC53,275$36.5M14.6%+1,36313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …53,032$36.3M4.76%-3,51513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC52,949$36.3M11.33%+6,59213F-HRTimeline
SFMG, LLC52,936$36.3M2.43%-23413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC52,911$36.2M2.5%-9113F-HRTimeline
Ballew Advisors, Inc51,893$36.2M20.38%-37413F-HRTimeline
Gradient Capital Advisors, LLC52,144$35.7M9.2%-35213F-HRTimeline
Alliance Wealth Management Group52,014$35.6M7.82%+1,51413F-HRTimeline
Financiere des Professionnels - Fonds d…51,950$35.6M2.02%+7,55013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC51,876$35.5M1.13%-1,52613F-HRTimeline
River Wealth Advisors LLC51,874$35.5M3.98%+14413F-HRTimeline
IFP Advisors, Inc51,716$35.4M0.8%-2,26613F-HRTimeline
MERIDIAN MANAGEMENT CO51,435$35.2M8.72%+78613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC51,050$35.2M9.85%+23413F-HRTimeline
Elevated Financial Group LLC51,296$35.1M12.15%13F-HRTimeline
Soltis Investment Advisors LLC51,156$35M2.31%-95713F-HR/ATimeline
SYON CAPITAL LLC51,140$35M1.75%-39113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC51,120$35M26.44%-9913F-HRTimeline
Integrated Capital Management, LLC51,079$35M15.04%-58813F-HRTimeline
HCR Wealth Advisors50,961$34.9M3.46%+9,62413F-HRTimeline
Atwater Malick LLC50,906$34.9M9.62%+5,20313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…50,875$34.8M2.4%+21213F-HRTimeline
J.E. Simmons & Co., P.C.50,822$34.8M22.57%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC50,794$34.8M4.96%13F-HRTimeline
Fortitude Family Office, LLC50,643$34.7M8.12%+1,41213F-HRTimeline
SVB WEALTH LLC50,452$34.6M2.04%+6,19513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,364$34.5M0.19%+3,92213F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment50,000$34.2M0.26%new13F-HRTimelineGroup
Elk River Wealth Management LLC50,092$34.2M5.49%-1,37613F-HRTimeline
Flagship Private Wealth, LLC49,875$34.2M13.44%+1,24013F-HRTimeline
VestGen Advisors, LLC49,497$33.9M1.44%-1,85313F-HRTimeline
AMS Capital Ltda49,414$33.8M13.09%+8,66513F-HRTimeline
CFS Investment Advisory Services, LLC49,368$33.8M2.47%+2,08613F-HRTimeline
VeraBank, N.A.49,032$33.6M6.11%+2,64013F-HRTimeline
BEACON FINANCIAL PLANNING, INC48,963$33.5M16.17%-45213F-HRTimeline
NorthLanding Financial Partners, LLC48,870$33.5M26.88%+88913F-HRTimeline
Verus Financial Partners, Inc.47,853$33.3M3.06%-49013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO48,409$33.2M0.03%+39,67013F-HRTimelineGroup
SIGNATUREFD, LLC48,403$33.2M0.51%+9213F-HRTimeline
OKABENA INVESTMENT SERVICES INC48,320$33.1M6.31%-1,84413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding48,159$33M+558Timeline
Lee, Kelleher & Klein Wealth Management48,034$32.9M19.63%+1,27313F-HRTimeline
NOTTINGHAM ADVISORS, INC.47,939$32.8M4.58%+4913F-HRTimeline
ALONGSIDE, LLC47,871$32.8M10.89%13F-HRTimeline
MIDDLETON & CO INC/MA47,853$32.8M3.48%+81313F-HRTimeline
Dynamic Advisor Solutions LLC47,741$32.7M1.05%-11,53013F-HRTimeline
Carbahal Olsen Financial Services Group…47,613$32.6M25.04%-21813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,592$32.6M+6,773Timeline
AlphaCore Capital LLC47,152$32.3M0.72%+19,95613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC46,981$32.2M2.16%+91213F-HR/ATimeline