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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PEAPACK GLADSTONE FINANCIAL CORP76,735$50.1M0.64%+2,20713F-HRTimeline
Hoxton Planning & Management, LLC76,581$50M15.01%+2,87013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC76,471$50M14.42%+8,84413F-HRTimeline
Acumen Wealth Advisors, LLC76,357$49.9M13.42%+3,95513F-HRTimeline
Stonebridge Capital Advisors LLC76,241$49.8M3.49%+66513F-HRTimeline
New World Advisors LLC76,033$49.7M8.73%-11,49813F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC75,889$49.6M15.46%+8,73313F-HRTimeline
Newton One Investments LLC75,371$49.2M13.36%-1,12113F-HRTimeline
Serenus Wealth Advisors, LLC75,259$49.2M9.8%-3,40213F-HRTimeline
Wescott Financial Advisory Group, LLC75,119$49.1M4.3%+4,25413F-HRTimeline
RHUMBLINE ADVISERS74,744$48.8M0.04%-3,55313F-HRTimeline
Sage Financial Management Group, Inc.74,689$48.8M14.99%-56713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp74,444$48.6M2.27%+3,00813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV73,937$48.3M2.49%+98413F-HRTimeline
Per Stirling Capital Management, LLC.73,858$48.2M5.33%-20,13413F-HRTimeline
Chicago Partners Investment Group LLC67,153$48M1.07%+1,89613F-HRTimeline
Cornerstone Wealth Management, LLC73,210$47.8M2.39%-2,07513F-HRTimeline
Sand Hill Global Advisors, LLC72,845$47.6M1.6%-2,61113F-HRTimeline
PKS Advisory Services, LLC7,574$47.4M11.03%-65,34813F-HRTimeline
Genoa Capital Gestora de Recursos Ltda.72,617$47.4M40.15%+66,34513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC72,567$47.4M0.98%+7,08213F-HRTimeline
BlueStem Wealth Partners, LLC72,335$47.2M5.25%-2,57313F-HRTimeline
AMS Capital Ltda72,302$47.2M18.34%+22,88813F-HR/ATimeline
Cornerstone Advisory, LLC71,932$47M4.45%+1,95413F-HRTimeline
KELLEHER FINANCIAL ADVISORS75,319$46.9M11.86%+15,06713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC71,701$46.8M3.71%+29713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71,216$46.5M0.05%+5,10813F-HRTimelineGroup
NIXON PEABODY TRUST CO71,187$46.5M3.7%+6,44213F-HRTimeline
Next Capital Management LLC70,599$46.1M13.97%+76513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC70,371$46M0.02%+12,05113F-HRTimelineGroup
CERTUITY, LLC70,753$45.9M3.01%+4,49313F-HRTimeline
VESTOR CAPITAL, LLC70,219$45.9M3.32%+69,61813F-HRTimeline
Lakeshore Financial Planning, Inc.70,186$45.8M16.62%-12,55713F-HRTimeline
MGO ONE SEVEN LLC70,084$45.8M0.92%+6,81513F-HRTimeline
Armor Investment Advisors, LLC69,615$45.5M16.39%+5,79013F-HRTimeline
Legacy Wealth Partners, LLC69,296$45.3M11.35%-10,49213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC69,273$45.2M2.4%-22,14413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC69,258$45.2M0.33%-2,71013F-HRTimeline
MCF Advisors LLC69,242$45.2M1.98%-25613F-HRTimeline
Kapitalo Investimentos Ltda69,214$45.2M8.52%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC69,133$45.2M2.9%+23213F-HRTimeline
Portland Global Advisors LLC69,121$45.2M4.81%+3,17113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)69,048$45.1M0.44%-14213F-HRTimelineGroup
Alpha Financial Partners LLC68,964$45M26.67%+42913F-HRTimeline
BAILARD, INC.68,901$45M1.03%-94613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc68,895$45M24.05%+1,06313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.68,788$44.9M21.19%-4,47313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.68,676$44.9M27.39%-1,02613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,640$44.8M1.04%+3,64013F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.68,461$44.7M0.12%+28,23113F-HRTimeline
Latko Wealth Management, Ltd.68,381$44.7M21.78%-1,42713F-HRTimeline
COREPATH WEALTH PARTNERS LLC65,371$44.4M29.93%-57213F-HRTimeline
Shepherd Financial Partners LLC67,819$44.3M4.2%+21,58413F-HRTimeline
Integrity Investment Advisors, LLC67,728$44.2M23.99%+2,03013F-HRTimeline
Capital Planning LLC67,613$44.2M14.37%+88313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,213$43.9M0.85%+28713F-HRTimelineGroup
Nolet Wealth Management, LLC66,356$43.3M24.66%+5,40213F-HRTimeline
U.S. Capital Wealth Advisors, LLC66,056$43.1M1.09%+2,50713F-HRTimeline
Salus Financial Advisors, LLC65,994$43.1M25.14%+77813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD65,894$43M25.66%+7,96213F-HRTimeline
PCA Investment Advisory Services Inc.65,656$43M14.35%+2,42913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.63,278$43M5.99%+1,83513F-HRTimeline
Snider Financial Group65,537$42.8M12.92%+2,90213F-HRTimeline
Ironwood Wealth Management, LLC.65,289$42.6M12.23%+4,49613F-HRTimeline
Washington Trust Bank65,161$42.6M3.14%-2,05813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthBridge Capital Management, LLC65,078$42.5M9.79%+7413F-HRTimeline
Tandem Financial, LLC65,017$42.5M14.37%+64,64313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC65,004$42.5M11.46%+2,19013F-HRTimeline
NDWM LLC64,866$42.4M27.48%-3,19613F-HRTimeline
Blue Trust, Inc.64,771$42.3M0.48%+7,75513F-HRTimeline
Valmark Advisers, Inc.64,741$42.3M0.5%+22013F-HRTimeline
Peak Planning Group, LLC64,215$41.9M11.63%+3,64513F-HRTimeline
Landing Point Financial Group, LLC64,039$41.8M20.3%+3,67413F-HRTimeline
Sentinel Advisory Group, LLC63,977$41.8M20.36%13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP63,573$41.5M24.92%+1,31913F-HRTimelineGroup
Capital Advisors Wealth Management, LLC63,290$41.3M5.55%+1,26513F-HRTimeline
One Capital Management, LLC62,839$41M1.13%+2,07713F-HRTimeline
WEALTH ALLIANCE, LLC62,811$41M4.05%+7,19213F-HRTimeline
Bare Financial Services, Inc62,532$40.8M10.8%+83113F-HRTimeline
Coastline Trust Co62,233$40.7M4.03%+23713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VestGen Advisors, LLC54,701$40.6M1.14%+5,20413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,936$40.5M1.3%-3,79513F-HRTimeline
PAX Financial Group, LLC61,703$40.3M6.88%+16,31513F-HRTimeline
Fort Henry Capital, LLC61,695$40.3M24.37%+44313F-HRTimeline
Patriot Financial Group Insurance Agenc…61,386$40.1M2.26%+30,78013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …61,105$39.9M0.03%-379,36113F-HRTimelineGroup
Napier Financial, LLC61,091$39.9M9.15%+24113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60,745$39.7M13.47%+80513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…60,671$39.6M4.61%+13,91413F-HRTimeline
LCW Services, LLC60,680$39.6M19.69%+3,55613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,607$39.6M0.2%+10,24313F-HRTimeline
Dorsey & Whitney Trust CO LLC60,488$39.5M2.17%-3,45213F-HRTimeline
Fulton Bank, N.A.60,252$39.4M1.39%+1,35713F-HRTimeline
Vermillion & White Wealth Management Gr…60,225$39.3M22.65%+1,12613F-HR/ATimeline
SWS Partners60,166$39.3M9.69%+2,03213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC60,105$39.3M0.58%-7,26313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC60,055$39.2M2.9%-6,54613F-HRTimeline
Cisco Systems, Inc.in group Cisco Systems, Inc.60,000$39.2M12.36%013F-HRTimelineGroup
Mann Financial Group, Inc.59,978$39.2M36.89%+2,25413F-HRTimeline
Kelly Financial Services LLC59,936$39M9.43%+18,63813F-HRTimeline
Valley Financial Group, Inc.59,696$39M21.04%+2,21913F-HRTimeline
David J Yvars Group59,583$38.9M21.75%-10913F-HRTimeline
ZynergyRetirementPlanningLLC59,518$38.9M23.51%+2,40113F-HRTimeline
Kapstone Financial Advisors LLC59,504$38.9M19.04%+1,36513F-HRTimeline
Somnio Financial Group, LLC59,185$38.7M25.4%+71913F-HRTimeline
GC Wealth Management RIA, LLC58,936$38.5M1.59%+22,56413F-HRTimeline
Palatine Hill Wealth Management, LLC58,678$38.3M33.37%-2,26413F-HRTimeline
Pettinga Financial Advisors LLC58,613$38.3M7.21%+12,53113F-HRTimeline
Panoramic Capital Partners, LLC58,594$38.3M23.58%+1,55513F-HRTimeline
CBIZ Investment Advisory Services, LLC58,356$38.2M1.4%-1,31913F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI58,418$38.2M1.86%-2,75113F-HRTimeline
USA FINANCIAL FORMULAS58,368$38.1M7.19%-60,43113F-HRTimeline
Windsor Capital Management, LLC58,335$38.1M10.74%-73013F-HRTimeline
PACK Private Wealth, LLC58,274$38.1M17.48%+1,88113F-HRTimeline
Sovran Advisors, LLC52,414$37.8M2.97%+8,26313F-HRTimeline
Adirondack Capital Advisors, LLC57,925$37.8M24.3%+2,71213F-HRTimeline
Mayflower Financial Advisors, LLC57,250$37.4M4.55%-41313F-HRTimeline
Bellwether Advisors, LLC57,017$37.2M6.31%-18013F-HRTimeline
Advanced Asset Management Advisors Inc57,000$37.2M10.28%013F-HRTimeline
New Insight Wealth Advisors56,976$37.2M13.35%+1,34213F-HRTimeline
Avondale Wealth Management56,968$37.2M18.29%-29113F-HRTimeline
Legacy Advisors, LLC56,722$37.1M4.37%-2,77213F-HRTimeline
Apeiron RIA LLC56,700$37M8.58%-7,12013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT56,651$37M4.17%+75013F-HRTimeline
Wealth Quarterback LLC56,554$36.9M14.54%-26,47413F-HRTimeline
Woodward Financial Advisors, Inc.58,134$36.9M14.22%-47313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.56,439$36.9M3.17%-4,93213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC56,204$36.7M0.57%+29,07413F-HRTimelineGroup
ENZI WEALTH56,154$36.7M12.73%+1,30213F-HRTimeline
Buska Wealth Management, LLC56,015$36.6M14.7%-8,94113F-HRTimeline
FIRST HORIZON CORP55,844$36.5M1.53%-1,20313F-HRTimeline
NewEdge Wealth, LLC55,783$36.4M0.43%+15,30313F-HRTimeline
Rehmann Capital Advisory Group55,694$36.4M1.89%-2,98813F-HRTimeline
Fortitude Family Office, LLC55,650$36.4M8.17%+5,00713F-HRTimeline
Keystone Financial Services55,611$36.3M10.66%+15,54313F-HRTimeline
HRT FINANCIAL LP55,530$36.3M0.09%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC55,265$36.1M3.98%-4,36013F-HRTimeline
Integris Wealth Management, LLC55,145$36M8.28%-77313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC55,070$36M6.15%-57013F-HRTimeline
SACHEM HILL LLC54,846$35.8M6.94%-88813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,837$35.8M3.4%013F-HRTimeline
Alliance Wealth Management Group54,712$35.8M7.82%+2,69813F-HRTimeline
Atwater Malick LLC54,723$35.7M9.66%+3,81713F-HRTimeline
Elevated Financial Group LLC54,578$35.7M11.82%+3,28213F-HRTimeline
CHEMUNG CANAL TRUST CO54,566$35.6M7.21%-3813F-HRTimeline
DURANTE & WATERS, LLC54,566$35.6M25.8%+15113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC54,566$35.6M10.66%+1,61713F-HRTimeline
BEACON FINANCIAL PLANNING, INC54,553$35.6M13.8%+5,59013F-HRTimeline
SVB WEALTH LLC54,435$35.6M2.34%+3,98313F-HRTimeline
Aurdan Capital Management, LLC54,411$35.5M10.67%+1,07013F-HRTimeline
IFP Advisors, Inc54,205$35.4M0.73%+2,48913F-HRTimeline
WealthShield Partners, LLC53,959$35.2M3.93%+7,44113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …53,726$35.1M4.6%+69413F-HRTimeline
Clear Creek Financial Management, LLC53,682$35.1M2.69%-2,12613F-HRTimeline
Ballew Advisors, Inc51,277$35M19.75%-61613F-HRTimeline
Curry Webb Wealth Management LLC53,507$35M16.52%+25,61613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC54,847$34.9M3.48%-1,02213F-HRTimelineGroup
Orin Green Financial, LLC53,221$34.8M14.26%-5413F-HRTimeline
Gradient Capital Advisors, LLC52,890$34.5M8.96%+74613F-HRTimeline
RATIONAL ADVISORS, INC.52,767$34.5M3.52%-14,98513F-HRTimeline
Simplicity Wealth,LLC52,766$34.5M1.95%+9,03413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…52,734$34.4M2.35%+1,85913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC52,574$34.3M9.57%+1,52413F-HRTimeline
SFMG, LLC52,475$34.3M2.35%-46113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC52,380$34.2M2.41%-53113F-HRTimeline
KINTRA WEALTH, LLC52,351$34.2M2.42%+44,48213F-HRTimeline
Boulder Wealth Advisors, LLC52,321$34.2M13.64%-17,46513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…52,247$34.1M0.58%+28,76913F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC52,189$34.1M4.76%+1,39513F-HRTimeline
Sonoma Allocations LLC51,544$34.1M11.76%-3,16913F-HRTimeline
B. Riley Wealth Advisors, Inc.53,667$34.1M2.2%-6,75413F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC52,094$34M24.58%+97413F-HRTimeline
NOTTINGHAM ADVISORS, INC.52,008$34M4.37%+4,06913F-HRTimeline
Vestmark Advisory Solutions, Inc.51,747$33.8M0.37%+13,64113F-HRTimeline
Verus Financial Partners, Inc.47,862$33.7M3.03%+913F-HRTimeline
ONE Advisory Partners, LLC51,380$33.6M10.34%+11,74013F-HRTimeline
Integrated Capital Management, LLC51,346$33.5M14.15%+26713F-HRTimeline
Atlas Legacy Advisors, LLC51,232$33.5M6.12%-2,47113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.51,182$33.4M24.55%-5,02413F-HRTimeline
RiverGlades Family Offices LLC51,172$33.4M19.65%13F-HRTimeline
HCR Wealth Advisors50,596$33.1M3.43%-36513F-HRTimeline
SYON CAPITAL LLC50,468$33M1.66%-67213F-HRTimeline
BRIGHTON JONES LLC50,309$32.9M0.73%new13F-HR/ATimeline
OKABENA INVESTMENT SERVICES INC50,123$32.7M6.31%+1,80313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC50,074$32.7M2.86%+12,09313F-HRTimeline
VeraBank, N.A.49,996$32.7M5.98%+96413F-HRTimeline
NorthLanding Financial Partners, LLC49,922$32.6M26.29%+1,05213F-HRTimeline
Elk River Wealth Management LLC49,649$32.4M5.39%-44313F-HRTimeline
Dynamic Advisor Solutions LLC49,570$32.4M1.02%+1,82913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC49,402$32.3M1%-2,47413F-HRTimeline
WCG Wealth Advisors LLC49,286$32.2M0.9%-20,27113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC49,228$32.2M2.21%+2,24713F-HRTimeline
J.E. Simmons & Co., P.C.49,125$32.1M21.46%-1,69713F-HRTimeline
Belpointe Asset Management LLC48,759$31.9M1.16%+8,99213F-HRTimeline
Lee, Kelleher & Klein Wealth Management48,741$31.8M18.94%+70713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,528$31.8M0.32%+1,70713F-HRTimelineGroup
MIDDLETON & CO INC/MA48,460$31.7M3.61%+60713F-HRTimeline
CoreCap Advisors, LLC48,313$31.6M1.07%-13,17913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding48,287$31.5M+128Timeline
SCOTIA CAPITAL INC.48,284$31.5M0.13%+6,07313F-HRTimeline