Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HCR Wealth Advisors50,622$37.9M3.39%+2613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,540$37.8M3.52%-9,51513F-HRTimeline
RiverGlades Family Offices LLC50,248$37.6M17.26%-92413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC50,090$37.6M0.34%+1,56213F-HRTimelineGroup
Clear Creek Financial Management, LLC50,170$37.6M2.42%-3,51213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC50,005$37.4M2.03%+77713F-HRTimeline
OKABENA INVESTMENT SERVICES INC49,762$37.3M6.65%-36113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding49,599$37.1M+1,312Timeline
Lee, Kelleher & Klein Wealth Management49,300$36.9M19.31%+55913F-HRTimeline
Commonwealth Financial Services, LLC49,171$36.8M4.95%+8,95413F-HRTimeline
Cascade Financial Partners, LLC49,031$36.7M3.19%+3,43413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.48,915$36.6M25%-2,26713F-HRTimeline
Flagship Private Wealth, LLC48,888$36.6M12.95%+62313F-HRTimeline
Buska Wealth Management, LLC48,642$36.4M13.14%-7,37313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,513$36.3M+1,501Timeline
E Fund Management (Hong Kong) Co., Ltd.48,512$36.3M12.05%+4,04113F-HRTimeline
E Fund Management Co., Ltd.48,512$36.3M0.82%+4,04113F-HRTimeline
Carbahal Olsen Financial Services Group…48,420$36.3M25.17%+36413F-HRTimeline
Sonoma Allocations LLC48,165$36.2M11.26%-3,37913F-HRTimeline
J.E. Simmons & Co., P.C.48,342$36.2M20.4%-78313F-HRTimeline
MIDDLETON & CO INC/MA48,302$36.2M3.84%-15813F-HRTimeline
SVB WEALTH LLC48,109$36M2.27%-6,32613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC54,870$35.8M6.17%-20013F-HRTimeline
BridgePort Financial Solutions, LLC47,849$35.8M9.12%+1,04813F-HRTimeline
Belpointe Asset Management LLC47,706$35.7M1.17%-1,05313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC47,688$35.7M4.35%-37,33313F-HRTimeline
Client First Capital LLC47,651$35.7M14.4%-9013F-HRTimeline
Wick Capital Partners, LLC47,606$35.7M5.38%+6,96213F-HRTimeline
Verus Financial Partners, Inc.47,569$35.6M3.05%-29313F-HRTimeline
DAGCO, INC.47,303$35.4M6.55%+5,33613F-HRTimeline
Community Bank, N.A.47,247$35.4M3.82%+35213F-HRTimeline
River Wealth Advisors LLC47,211$35.4M3.7%-23813F-HR/ATimeline
SWP FINANCIAL LLC47,201$35.3M16.35%+16,86613F-HRTimeline
BIP Wealth, LLC47,085$35.3M1%+21,49013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI47,060$35.2M0.24%+36,79013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO46,777$35M7.86%-5213F-HRTimeline
Altus Wealth Group LLC46,761$35M12.65%+98013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV46,506$34.8M8.82%+91413F-HRTimeline
CIBC Asset Management Inc46,437$34.8M0.08%-213F-HRTimeline
Nadler Financial Group, Inc.46,348$34.7M2.94%+1,61013F-HRTimeline
Soltis Investment Advisors LLC46,281$34.7M2%-1,37913F-HRTimeline
SCOTIA CAPITAL INC.46,264$34.7M0.13%-2,02013F-HRTimeline
TENET WEALTH PARTNERS, LLC46,469$34.5M25.66%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC45,752$34.3M7.76%+21,79613F-HRTimeline
Bedminster, LLC45,741$34.3M29.26%+2,96713F-HRTimeline
Adaptive Financial Consulting, LLC45,690$34.2M11.99%+66113F-HRTimeline
Ground Swell Capital, LLC45,595$34.1M36.88%new13F-HRTimeline
IFS Advisors, LLC45,588$34.1M16.35%-83413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC45,543$34.1M0.26%-89013F-HRTimelineGroup
Silverleafe Capital Partners, LLC45,489$34.1M9.29%+47513F-HRTimeline
Summit Wealth Partners, LLC45,451$34M4.85%+2,10113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC45,363$34M11.11%-82413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC45,167$33.8M9.82%+1,35913F-HRTimeline
JHP Wealth Management, LLC45,091$33.8M27.66%+19113F-HRTimeline
Meridian Wealth Management, LLC45,063$33.7M1.04%-38813F-HRTimeline
Sandy Cove Advisors, LLC44,954$33.7M8.42%-1,13013F-HRTimeline
Matrix Trust Co44,807$33.6M4.87%+27713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…44,785$33.5M0.47%-7,46213F-HRTimelineGroup
Yukon Wealth Management, Inc.44,495$33.3M9.54%+7,25713F-HRTimeline
DIVERSIFIED TRUST CO44,459$33.3M0.53%+1,43613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC44,445$33.3M27.29%+6813F-HRTimeline
Custos Family Office, LLC44,434$33.3M20%+2613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …44,286$33.2M4.34%-33413F-HRTimeline
Fairman Group, LLC44,116$33M25.95%-9313F-HRTimeline
Grove Bank & Trust44,070$33M3.27%-49513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,985$32.9M2.73%013F-HRTimelineGroup
Cobblestone Asset Management LLC43,966$32.9M13.73%+15,48813F-HRTimeline
Financial Life Planners43,893$32.9M21.12%+1,78613F-HRTimeline
Sunbeam Capital Management, LLC43,792$32.8M14.99%+5,45413F-HRTimeline
Elk River Wealth Management LLC43,782$32.8M5.22%-5,86713F-HRTimeline
Archer Investment Management, LLC43,751$32.8M11.2%+23,65313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC43,658$32.7M2.02%+57213F-HRTimeline
Compass Financial Group, Inc.43,571$32.6M13.79%-2,48413F-HRTimeline
Verger Capital Management LLC43,418$32.5M9.53%-2,04813F-HRTimeline
Shared Vision Wealth Group LLC43,407$32.5M11.18%+8,88013F-HRTimeline
Patton Albertson Miller Group, LLC43,318$32.4M3.23%-1,19913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.42,877$32.1M0.26%+27,98013F-HR/ATimeline
Abound Wealth Management42,783$32M6.36%+1,18313F-HRTimeline
Fairvoy Private Wealth, LLC42,767$32M6.47%+17,91413F-HRTimeline
EQ LLC42,556$31.9M7.83%+17,15213F-HRTimeline
CenturyLink Investment Management Co42,527$31.8M24.69%-75,50013F-HRTimeline
First National Bank of Hutchinson42,374$31.7M17.42%+2,22013F-HRTimeline
CacheTech Inc.42,265$31.7M5.13%-55513F-HRTimeline
Western Wealth Management, LLC42,201$31.6M1.03%-2,67513F-HRTimeline
Eley Financial Management, Inc42,102$31.5M10.21%+4,11413F-HRTimeline
CFS Investment Advisory Services, LLC42,125$31.5M2.1%-35713F-HRTimeline
Advus Financial Partners, LLC42,067$31.5M8.98%+49613F-HR/ATimeline
PEDDOCK CAPITAL ADVISORS, LLC42,053$31.5M6.29%+98513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,013$31.5M4.04%-52413F-HRTimelineGroup
Intrepid Financial Planning Group LLC41,826$31.3M10.65%-36013F-HRTimeline
Financiere des Professionnels - Fonds d…41,750$31.3M1.76%+7,45013F-HRTimeline
Legacy Trust41,688$31.2M5.52%-1,34213F-HRTimeline
KEYVANTAGE WEALTH, LLC41,661$31.2M11.8%+3,90913F-HRTimeline
AtlasMark Financial, Inc41,428$31M15.27%+8,39413F-HRTimeline
Sanchez Wealth Management Group41,374$31M5.43%-42713F-HRTimeline
Keystone Wealth Services, LLC41,372$31M5.76%+26313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC41,256$30.9M12.9%+1,52013F-HRTimeline
Traveka Wealth, LLC41,237$30.9M10.27%+2,61313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC41,085$30.8M3.56%+2,10013F-HRTimeline
WealthPLAN Partners, LLC41,056$30.7M5.88%+9,54013F-HRTimeline
Adams Wealth Management41,055$30.7M5.89%-66113F-HRTimeline
Destiny Capital Corp/CO41,038$30.7M14.29%+62213F-HRTimeline
MIRAMONTES CAPITAL, LLC40,910$30.6M9.54%-68413F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …40,890$30.6M4.03%new13F-HRTimelineGroup
Vivid Wealth Management, LLC40,799$30.6M10.75%+44413F-HRTimeline
Birch Hill Investment Advisors LLC40,764$30.5M1.24%-4913F-HRTimeline
Sage Advisory Services, Ltd.Co.40,668$30.5M14.98%+8,13013F-HRTimeline
PFG Private Wealth Management, LLC40,575$30.4M13.17%-6,02213F-HRTimeline
Aspen Grove Capital, LLC40,563$30.4M4.37%+10613F-HRTimeline
Stephenson & Company, Inc.40,539$30.4M14.22%+2,21113F-HRTimeline
Hubbell Strickland Wealth Management, L…40,531$30.4M10.95%-14713F-HRTimeline
MOLLER WEALTH PARTNERS40,463$30.3M5.48%-56813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC40,432$30.3M3.12%+1,16913F-HRTimeline
Gimbal Financial40,370$30.2M19.22%13F-HRTimeline
STEVENS CAPITAL PARTNERS40,339$30.2M5.75%+4,59413F-HRTimeline
VESTOR CAPITAL, LLC290,584$30.2M1.9%+220,36513F-HRTimeline
Town Capital LLC40,241$30.1M19.11%+23,71613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,140$30.1M8.56%+17,25413F-HRTimeline
Powerhouse Assets LLC40,136$30.1M24.47%-4,16813F-HRTimeline
William Howard & Co Financial Advisors …40,126$30M23.37%-20313F-HRTimeline
TBH Global Asset Management, LLC40,073$30M5.5%+1,98813F-HRTimeline
JMG Financial Group, Ltd.39,892$29.9M0.72%-54913F-HRTimeline
Townsend Financial Planning, LLC39,864$29.9M26.02%-4513F-HRTimeline
WHI TRUST Co LLC39,791$29.8M19.26%-52513F-HRTimeline
Founders Financial Alliance, LLC39,635$29.7M3.93%+26,22513F-HRTimeline
Riverpoint Wealth Management Holdings, …39,545$29.6M5.44%-83413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC39,364$29.6M0.94%-1,15713F-HRTimelineGroup
LGL PARTNERS, LLC39,462$29.6M10.81%+15813F-HRTimeline
Eldridge Investment Advisors, Inc.39,389$29.5M5.84%+36513F-HRTimeline
RHUMBLINE ADVISERS39,385$29.5M0.02%-35,35913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…39,310$29.4M0.79%-7713F-HRTimeline
Human Investing LLC39,270$29.4M3.81%+34813F-HR/ATimeline
Richwood Investment Advisors, LLC39,165$29.3M20.63%-98713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP39,149$29.3M0.37%+3,15713F-HRTimeline
Legacy Advisors, LLC39,008$29.2M2.73%-17,71413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…38,892$29.1M1.08%-1,08613F-HRTimeline
Summit Trail Advisors, LLC38,885$29.1M0.37%+4,20813F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC38,830$29.1M21.72%-1,07913F-HRTimeline
SIGNATUREFD, LLC38,675$29M0.39%-46813F-HRTimeline
Park Place Capital Corp38,598$28.9M4.59%-99113F-HRTimeline
Fairway Wealth LLC38,540$28.9M6.6%-34613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,109$28.8M3.6%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV38,431$28.8M12.93%-40613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC38,317$28.7M13.86%-4,84113F-HRTimeline
GenWealth Group, Inc.38,119$28.5M4.45%+37,35213F-HRTimeline
VERITY Wealth Advisors37,776$28.3M17.09%013F-HRTimeline
DeDora Capital, Inc.37,632$28.2M6.13%+1,98013F-HRTimeline
Parcion Private Wealth LLC1,164,982$28.1M1.56%+1,162,14813F-HRTimeline
Van Hulzen Asset Management, LLC37,516$28.1M2%+4,07113F-HRTimeline
XML Financial, LLC37,445$28M2.04%+1,10513F-HRTimeline
American Wealth Advisors, LLC37,435$28M26.31%-17813F-HRTimeline
IAG Wealth Partners, LLC37,139$27.8M2.75%-1,12013F-HRTimeline
MEMBERS WEALTH LLC36,972$27.7M15.18%+17913F-HRTimeline
LiftPoint Family Wealth Advisors LLC36,952$27.7M18.75%+10,53913F-HRTimeline
One Wealth Advisors, LLC36,862$27.6M3.05%+1,12313F-HRTimeline
Cynosure Group, LLC36,843$27.6M4.15%+1,42113F-HRTimeline
Wealth Dimensions Group, Ltd.36,763$27.5M4.93%-2,04613F-HRTimeline
Madison Wealth Partners, Inc36,658$27.5M3.49%+81113F-HRTimeline
Investment Advisory Services Group LLC36,617$27.4M20.07%-2,95513F-HRTimeline
Ducere Wealth Management LLC36,527$27.4M8.23%+5,53613F-HRTimeline
Gilbert Capital Group, Inc.36,512$27.3M19.15%-76813F-HRTimeline
CVA Family Office, LLC36,481$27.3M2.47%+9413F-HRTimeline
Nova R Wealth, Inc.36,391$27.3M7.95%-36713F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…36,368$27.2M0.02%+5,31713F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC36,359$27.2M4.85%-3,63413F-HRTimeline
Diversified Portfolios, Inc.36,087$27M1.96%-3213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC36,084$27M0.81%+29413F-HRTimelineGroup
BFSG, LLC36,072$27M2.4%-51713F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.35,874$26.9M0.19%+15,20013F-HRTimeline
Saiph Capital, LLC35,828$26.8M8.03%+17313F-HRTimeline
IMA Advisory Services, Inc.35,809$26.8M1.68%+30,19213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/35,740$26.8M<0.01%-2,19013F-HRTimeline
TAGStone Capital, Inc.35,624$26.7M8.48%+313F-HRTimeline
Orion Capital Management LLC35,555$26.6M8.27%-1,14013F-HRTimeline
Fusion Family Wealth, LLC35,533$26.6M1.77%-1,33613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.35,526$26.6M6.47%+12,27413F-HRTimeline
WEDBUSH SECURITIES INC35,502$26.6M0.69%+2,37813F-HRTimeline
Emergent Wealth Advisors, LLC35,792$26.5M13.8%+77513F-HRTimeline
CX Institutional35,282$26.4M0.76%-58,07313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,233$26.4M13.2%-1,16613F-HRTimeline
Congress Park Capital LLC35,213$26.4M7.12%+2,27613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co34,973$26.2M1.46%-95513F-HRTimelineGroup
Providence Financial Advisors, LLC34,810$26.1M14.83%+97513F-HRTimeline
Walkner Condon Financial Advisors LLC34,743$26M3%+41413F-HRTimeline
ARVEST INVESTMENTS, INC.34,720$26M3.15%-2,79113F-HRTimeline
Churchill Financial Advisors, LLC34,653$26M5%+5,10913F-HRTimeline
Willis Johnson & Associates, Inc.34,525$25.9M1.44%-95013F-HRTimeline
Oak Barrel Wealth Advisory LLC34,503$25.8M11.41%13F-HRTimeline
Williams Financial, LLC34,425$25.8M13.32%+1,56013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT34,306$25.7M0.36%-57713F-HRTimeline
Tepp RIA, LLC34,303$25.7M17.42%-1,48213F-HRTimeline
4J Wealth Management LLC34,280$25.7M12.59%-35313F-HRTimeline
Grey Ledge Advisors, LLC34,273$25.7M5.16%-16513F-HRTimeline
EVERPAR ADVISORS LLC34,120$25.6M7.27%+5,04613F-HRTimeline
Acumen Wealth Advisors, LLC33,792$25.3M5.36%-42,56513F-HRTimeline
McAdam, LLC33,698$25.2M0.97%-3,55113F-HRTimeline
Sageworth Trust Co33,684$25.2M0.99%-7213F-HRTimeline
Fort Point Capital Partners LLC33,654$25.2M2.69%+3,14113F-HRTimeline
Vericrest Private Wealth33,557$25.1M22.36%-2,39013F-HRTimeline
Chesley Taft & Associates LLC33,396$25M0.97%+3,00913F-HRTimeline