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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Leverty Financial Group, LLC46,244$27.2M13.85%-43813F-HRTimeline
Ascent Capital Management, LLC46,233$27.2M27.82%13F-HRTimeline
Saiph Capital, LLC46,186$27.2M12.34%+32713F-HRTimeline
Modern Wealth Management, LLC46,120$27.2M1.01%+13,77913F-HR/ATimeline
Verger Capital Management LLC45,995$27.1M13.49%+16613F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…45,983$27.1M18.62%-15,33113F-HRTimelineGroup
NorthLanding Financial Partners, LLC45,873$27M27.25%-1,86113F-HRTimeline
World Investment Advisors45,693$26.9M0.74%+12,39713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC45,001$26.5M13.04%+1,38113F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC45,000$26.5M13.72%+25,00013F-HRTimelineGroup
Soltis Investment Advisors LLC44,930$26.4M2.45%+79513F-HRTimeline
PCA Investment Advisory Services Inc.44,918$26.4M12.24%+1,82513F-HRTimeline
SageView Advisory Group, LLC44,690$26.3M1.13%+27,88113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.44,659$26.3M13.78%+35313F-HRTimeline
Adaptive Financial Consulting, LLC44,617$26.3M10.89%-19013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC44,362$26.1M0.79%-38313F-HRTimeline
Shared Vision Wealth Group LLC44,259$26.1M13.71%-23513F-HRTimeline
Roger Wittlin Investment Advisory, LLC44,257$26.1M14.59%+2,50313F-HRTimeline
BG Investment Services, LLC44,202$26M26.21%13F-HRTimeline
Bay Harbor Wealth Management, LLC44,184$26M8.44%+1,10613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV44,127$26M8.91%+3,01013F-HRTimeline
Valley Financial Group, Inc.44,035$25.9M18.03%+1,05013F-HRTimeline
DIVERSIFIED TRUST CO43,928$25.9M0.63%-72313F-HRTimeline
Matrix Trust Co43,871$25.8M4.49%-10013F-HRTimeline
Gimbal Financial43,854$25.8M21.12%+1,02213F-HRTimeline
OLD MISSION CAPITAL LLC43,783$25.8M0.6%new13F-HRTimeline
Buck Wealth Strategies, LLC43,651$25.7M5.34%+17,64213F-HRTimeline
Financiere des Professionnels - Fonds d…43,550$25.6M1.79%+12,70013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,513$25.6M2.68%-83713F-HRTimelineGroup
Sanchez Wealth Management Group43,290$25.5M6.96%+2,40813F-HRTimeline
Flagship Private Wealth, LLC43,159$25.4M12.24%+3,86213F-HRTimeline
Aptus Capital Advisors, LLC43,080$25.4M0.3%+23,37513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC43,043$25.3M8.32%13F-HRTimeline
OBSIDIAN CIO, LLC43,035$25.3M4.63%-66813F-HRTimeline
Aspen Grove Capital, LLC42,903$25.3M5.36%-1,65913F-HRTimeline
Fulton Bank, N.A.42,775$25.2M0.97%+5,77313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC42,732$25.2M12.38%+20213F-HRTimeline
CFS Investment Advisory Services, LLC42,562$25.1M2.25%-36,87413F-HRTimeline
Panoramic Capital Partners, LLC42,338$24.9M21.9%13F-HRTimeline
Lee, Kelleher & Klein Wealth Management42,201$24.8M17.69%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC42,150$24.8M0.2%new13F-HRTimelineGroup
Armor Investment Advisors, LLC42,117$24.8M10.19%+2,80613F-HRTimeline
CW Advisors, LLC42,096$24.8M0.34%+21,64413F-HRTimeline
U.S. Capital Wealth Advisors, LLC42,084$24.8M0.77%+2,24813F-HRTimeline
CIBC Asset Management Inc41,650$24.5M0.08%013F-HRTimeline
McAdam, LLC41,619$24.5M1.34%+84913F-HRTimeline
IAG Wealth Partners, LLC41,352$24.3M4.29%-1,19913F-HRTimeline
JMG Financial Group, Ltd.41,270$24.3M0.83%+6213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,135$24.2M0.67%-2,35213F-HRTimelineGroup
PFG Private Wealth Management, LLC41,124$24.2M13.78%+3,93013F-HRTimeline
Birch Hill Investment Advisors LLC40,906$24.1M1.12%-4,94113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding41,279$24.1M-325Timeline
Cobblestone Asset Management LLC40,754$24M15.65%-1,89313F-HRTimeline
Waterway Wealth Management, LLC40,543$23.9M10.5%+2,82013F-HRTimeline
EQ LLC39,998$23.5M11.06%+72613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…39,928$23.5M1.02%+2,81313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,762$23.4M2.19%+3,96413F-HRTimeline
BRIGHTON JONES LLC39,685$23.4M0.67%-1,68713F-HR/ATimeline
Riverpoint Wealth Management Holdings, …39,618$23.3M6.08%-34613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD39,610$23.3M0.06%new13F-HRTimeline
Wealth Dimensions Group, Ltd.39,374$23.2M5.68%-56613F-HRTimeline
SBI Securities Co., Ltd.39,244$23.1M0.71%13F-HRTimeline
Pure Financial Advisors, LLC39,219$23.1M0.52%+1,85213F-HRTimeline
Nova R Wealth, Inc.39,087$23M11.6%-1,07513F-HRTimeline
STEVENS CAPITAL PARTNERS39,079$23M10.42%+30813F-HRTimeline
Vermillion & White Wealth Management Gr…38,971$22.9M16.9%+3,31213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co38,723$22.8M1.96%-2,73613F-HRTimelineGroup
Nadler Financial Group, Inc.38,550$22.7M2.39%+67313F-HRTimeline
SCOTIA CAPITAL INC.38,540$22.7M0.12%-11,96413F-HRTimeline
Legacy Advisors, LLC38,497$22.7M2.2%-3,96713F-HRTimeline
MOLLER WEALTH PARTNERS38,451$22.6M5.95%-2,10113F-HRTimeline
One Wealth Advisors, LLC38,379$22.6M3.35%+3,16413F-HRTimeline
SWP FINANCIAL LLC38,319$22.6M13.61%+8,07213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV38,296$22.5M13.17%-2,73513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC38,255$22.5M7.98%+1,08413F-HRTimeline
Human Investing LLC38,109$22.4M3.98%-54613F-HRTimeline
Elm Partners Management LLC38,103$22.4M1.53%-40313F-HRTimeline
Creekmur Asset Management LLC38,095$22.4M5.14%-85213F-HRTimeline
MARQUETTE ASSOCIATES, INC.37,942$22.3M18.53%+11513F-HRTimeline
Diversified Portfolios, Inc.37,938$22.3M2.44%-11913F-HRTimeline
Mill Creek Capital Advisors, LLC37,936$22.3M0.54%+313F-HRTimeline
VERITY Wealth Advisors37,884$22.3M16.1%013F-HRTimeline
Commonwealth Financial Services, LLC37,852$22.3M4.37%-5,20013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC37,801$22.3M3.64%-64713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,613$22.1M0.04%+29,31113F-HRTimelineGroup
HCR Wealth Advisors37,452$22M2.76%+2,51813F-HRTimeline
SYNOVUS FINANCIAL CORP37,272$22M0.28%+1,22613F-HRTimeline
ARVEST INVESTMENTS, INC.37,244$21.9M3.51%-1,21013F-HRTimeline
Alliance Wealth Management Group37,221$21.9M5.86%+1,03813F-HRTimeline
Grove Bank & Trust37,186$21.9M3.04%+1,99513F-HRTimeline
Kraft, Davis & Associates, LLC35,999$21.8M6.23%+1,41113F-HRTimeline
RFP Financial Group LLC37,015$21.8M8.47%+87113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,749$21.6M+9,262Timeline
Sunbelt Securities, Inc.36,538$21.6M1.9%-1,43013F-HRTimeline
Financial Life Planners36,634$21.6M18.08%13F-HRTimeline
Apeiron RIA LLC36,609$21.6M6.03%+1,26013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC36,586$21.5M7.25%-2,53813F-HRTimeline
Certified Advisory Corp36,508$21.5M2.33%+9913F-HRTimeline
Grey Ledge Advisors, LLC36,483$21.5M5.55%+1,53213F-HRTimeline
Bleakley Financial Group, LLC36,350$21.4M0.64%-69813F-HRTimeline
Good Life Advisors, LLC36,316$21.4M1.56%-30,59413F-HRTimeline
GenWealth Group, Inc.36,309$21.4M4.87%-7213F-HRTimeline
Hubbell Strickland Wealth Management, L…36,041$21.2M10.06%+7213F-HRTimeline
Eley Financial Management, Inc36,038$21.2M8.27%+1,32313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,032$21.2M5.09%+18813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.35,979$21.2M0.25%-35,29413F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.35,942$21.2M12.56%-14,73913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC35,275$20.8M10.53%13F-HRTimeline
Waldron Private Wealth LLC35,256$20.8M0.84%-33013F-HRTimeline
Altus Wealth Group LLC35,177$20.7M9.16%+2,65213F-HRTimeline
Abound Wealth Management35,035$20.6M6.62%+68813F-HRTimeline
True Vision MN LLC35,024$20.6M12.23%-32213F-HRTimeline
DeDora Capital, Inc.34,952$20.6M5.63%+2613F-HRTimeline
Holland Advisory Services, Inc.34,880$20.5M26.81%-22513F-HRTimeline
Richwood Investment Advisors, LLC34,846$20.5M17.1%+1,58213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC34,737$20.4M11.31%+64313F-HRTimeline
PACIFIC FINANCIAL GROUP INC34,676$20.4M15.15%-1,60913F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC34,666$20.4M22.05%-40213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…34,583$20.4M3.23%+11,01713F-HRTimelineGroup
TAGStone Capital, Inc.34,573$20.4M10.02%-9513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding34,546$20.3M+1,467Timeline
Western Wealth Management, LLC34,519$20.3M1.33%-1,15913F-HR/ATimeline
CVA Family Office, LLC34,435$20.3M3.21%+42813F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC34,386$20.2M10.23%-17013F-HRTimeline
WBH ADVISORY INC34,351$20.2M1.88%+5,22313F-HRTimeline
Stephenson & Company, Inc.34,166$20.1M13.54%+1,11213F-HRTimeline
Patton Albertson Miller Group, LLC34,052$20M2.68%+15,49913F-HRTimeline
New World Advisors LLC34,007$20M4.83%+11,47413F-HRTimeline
4J Wealth Management LLC33,903$20M16.16%-7213F-HRTimeline
Hoese & Co LLP33,896$20M17.32%-1,04213F-HRTimeline
Tyler-Stone Wealth Management33,779$19.9M3.54%-3913F-HRTimeline
GDS Wealth Management33,747$19.9M1.81%-1,62313F-HRTimeline
Sanctuary Wealth Management, L.L.C.33,690$19.8M13.12%+33,68513F-HRTimeline
First National Trust Co33,618$19.8M0.74%-87713F-HRTimeline
EPG Wealth Management LLC33,594$19.8M5.21%-1,02413F-HRTimeline
Sageworth Trust Co33,590$19.8M1.22%-1,08613F-HRTimeline
Atwater Malick LLC33,543$19.7M6.62%+41113F-HRTimeline
LYNCH & ASSOCIATES/IN33,480$19.7M4.28%-1,53013F-HRTimeline
Sherman Asset Management, Inc.33,372$19.6M17.97%13F-HRTimeline
Wick Capital Partners, LLC33,163$19.5M5.76%+1,01913F-HR/ATimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…33,100$19.5M2.26%new13F-HR/ATimelineGroup
Emergent Wealth Advisors, LLC32,786$19.3M13.98%+84913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,755$19.3M0.43%+1,37613F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC32,640$19.2M3.28%-42013F-HRTimeline
Jackson Wealth Management, LLC32,574$19.2M2.17%+4,11113F-HRTimeline
OARSMAN CAPITAL, INC.32,558$19.2M3.34%-52713F-HRTimeline
FOCUS Wealth Advisors, LLC32,425$19.1M10.13%-14,30613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC32,248$19M4.59%-16713F-HR/ATimeline
CBIZ Investment Advisory Services, LLC32,108$18.9M0.94%-4813F-HRTimeline
Praetorian Wealth Management, Inc.32,024$18.9M4.58%+1,19613F-HRTimeline
VeraBank, N.A.32,023$18.9M5.31%+5,66513F-HRTimeline
Global Wealth Management, LLC32,003$18.8M12.03%+1,55313F-HRTimeline
Walkner Condon Financial Advisors LLC31,910$18.8M3.82%+5813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT31,801$18.7M0.31%-1,56513F-HRTimeline
Tepp RIA, LLC31,647$18.6M27.57%13F-HRTimeline
Orion Capital Management LLC31,626$18.6M8.19%+2,59313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich28,652$18.6M0.06%+2,52913F-HRTimeline
Van Hulzen Asset Management, LLC31,535$18.6M1.36%+75513F-HRTimeline
SIMA Wealth Partners, LLC31,519$18.6M15.77%+2,05013F-HRTimeline
Csenge Advisory Group31,501$18.5M1.01%-1,67513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…31,478$18.5M3.11%-1,11313F-HRTimeline
Gray Wealth Management Inc.31,223$18.4M6.97%-10013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC31,219$18.4M4.4%-2,22113F-HRTimeline
Element Wealth, LLC31,136$18.3M9.59%+78913F-HRTimeline
Thomasville National Bank31,061$18.3M1.31%+3,43313F-HRTimeline
XML Financial, LLC31,038$18.3M1.68%+2,06713F-HRTimeline
Asset Management Group, Inc.31,029$18.3M3.25%+3513F-HRTimeline
Trademark Financial Management, LLC31,008$18.3M14.5%-29713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC30,995$18.2M1.72%+2,25713F-HRTimeline
MEMBERS WEALTH LLC30,066$18.2M13.61%13F-HRTimeline
Sovereign Financial Group, Inc.30,914$18.2M4.18%-21313F-HRTimeline
Aspen Wealth Strategies, LLC30,911$18.2M11.64%-1,17913F-HRTimeline
Destiny Capital Corp/CO30,874$18.2M11.03%+63413F-HRTimeline
Passaic Partners LLC30,745$18.1M2.63%+3,85913F-HRTimeline
Aurdan Capital Management, LLC30,638$18M6.92%13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,486$17.9M7.94%+4,16113F-HRTimeline
Willis Johnson & Associates, Inc.30,475$17.9M1.38%-95713F-HRTimeline
Madison Wealth Partners, Inc30,460$17.9M5.01%+77213F-HRTimeline
TBH Global Asset Management, LLC30,175$17.9M4.24%-8,32013F-HRTimeline
Astra Wealth Partners LLC30,397$17.9M16.88%13F-HRTimeline
Columbus Macro, LLC30,340$17.9M2.48%+7,06913F-HRTimeline
Goldstone Financial Group, LLC30,090$17.7M2.78%+6,43513F-HRTimeline
Summit Asset Management, LLC30,052$17.7M3.11%+5,27413F-HRTimeline
Fairway Wealth LLC29,883$17.6M7.92%-59613F-HRTimeline
DAGCO, INC.29,872$17.6M5.82%+9,11113F-HRTimeline
Synergy Investment Management, LLC29,701$17.5M7.52%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…29,700$17.5M0.17%+19,69113F-HRTimelineGroup
Coordinated Financial Services, Inc.29,699$17.5M13.64%13F-HRTimeline
Outlook Wealth Advisors, LLC29,685$17.5M5.02%-43913F-HRTimeline
Kingsview Wealth Management, LLC29,649$17.5M0.34%-12,10513F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC29,601$17.4M15.77%13F-HRTimeline
Silverleafe Capital Partners, LLC29,581$17.4M5.53%+5,55513F-HRTimeline
ADE, LLC29,534$17.4M10.67%+57413F-HRTimeline
Elite Financial, Inc.29,171$17.2M9.3%13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC29,167$17.2M2.97%-1,14313F-HRTimeline
Smith Anglin Financial, LLC29,100$17.1M1.61%+19413F-HRTimeline
Centurion Wealth Management LLC29,063$17.1M5.35%-45613F-HRTimeline
Acropolis Investment Management, LLC28,994$17.1M1.01%-56713F-HRTimeline
Fusion Family Wealth, LLC28,951$17M1.56%+18813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding29,072$17M-1,453Timeline