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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Rothschild Wealth LLC45,583$25.6M7.18%-4,35113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,530$25.6M0.36%-1,50313F-HRTimelineGroup
WCG Wealth Advisors LLC45,433$25.5M1.94%-6,92413F-HR/ATimeline
Adams Wealth Management45,402$25.5M5.01%-13,86413F-HRTimeline
CacheTech Inc.45,402$25.5M4.97%-14,32113F-HRTimeline
Soltis Investment Advisors LLC45,361$25.5M2.28%+43113F-HRTimeline
Intrepid Financial Planning Group LLC45,259$25.5M11.79%-1,29313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.45,125$25.4M13.39%+46613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC45,020$25.3M0.77%-10,50013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC44,663$25.1M3.3%-3,63213F-HRTimeline
SageView Advisory Group, LLC44,663$25.1M1.07%-2713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.44,551$25M1.14%+42,01913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC44,531$25M8.38%+1,48813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC44,252$24.9M8.55%+5,99713F-HRTimeline
CFS Investment Advisory Services, LLC44,236$24.9M2.21%+1,67413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,266$24.9M4.75%-15,54713F-HR/ATimeline
HICKS CAPITAL MANAGEMENT LLC44,112$24.8M32.85%13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC44,008$24.7M12.06%+1,27613F-HRTimeline
William Howard & Co Financial Advisors …44,007$24.7M23.18%-2,58813F-HRTimeline
Aptus Capital Advisors, LLC43,737$24.6M0.28%+65713F-HRTimeline
Centennial Wealth Advisory LLC43,604$24.5M8.9%+29,46013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,513$24.4M2.55%013F-HRTimelineGroup
Adaptive Financial Consulting, LLC43,453$24.4M10.46%-1,16413F-HRTimeline
Sanchez Wealth Management Group43,384$24.4M6.62%+9413F-HRTimeline
Lee, Kelleher & Klein Wealth Management43,162$24.3M17.84%+96113F-HRTimeline
Fulton Bank, N.A.43,021$24.2M0.98%+24613F-HRTimeline
NIXON PEABODY TRUST CO42,971$24.1M2.05%+16,34413F-HRTimeline
Aspen Grove Capital, LLC42,903$24.1M4.64%013F-HRTimeline
Cynosure Group, LLC42,871$24.1M3.32%-5,41213F-HRTimeline
LGL PARTNERS, LLC42,832$24.1M11.61%-66,90213F-HRTimeline
Roger Wittlin Investment Advisory, LLC42,699$24M14.04%-1,55813F-HRTimeline
Passaic Partners LLC42,456$23.9M3.62%+11,71113F-HRTimeline
Armor Investment Advisors, LLC42,444$23.8M9.87%+32713F-HRTimeline
PFG Private Wealth Management, LLC42,441$23.8M12.9%+1,31713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,427$23.8M3.83%13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC42,263$23.7M7.51%-1,92113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC42,150$23.7M0.22%013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC42,110$23.7M8.49%+5,52413F-HRTimeline
BRIGHTON JONES LLC42,017$23.6M0.76%+2,33213F-HRTimeline
CIBC Asset Management Inc41,650$23.4M0.08%013F-HRTimeline
Trek Financial, LLC41,577$23.4M1.69%-6,83413F-HRTimeline
Panoramic Capital Partners, LLC46,775$23.3M24.05%+4,43713F-HRTimeline
Birch Hill Investment Advisors LLC41,403$23.3M1.1%+49713F-HRTimeline
OBSIDIAN CIO, LLC41,021$23M3.75%-2,01413F-HRTimeline
Shared Vision Wealth Group LLC40,990$23M12.58%-3,26913F-HRTimeline
Newton One Investments LLC40,641$22.8M8.17%+36,54113F-HRTimeline
Cobblestone Asset Management LLC40,607$22.8M13.32%-14713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC40,571$22.8M2.17%+80913F-HRTimeline
JMG Financial Group, Ltd.40,510$22.8M0.77%-76013F-HRTimeline
IAG Wealth Partners, LLC40,308$22.6M3.52%-1,04413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…40,288$22.6M1.02%+36013F-HRTimeline
Riverpoint Wealth Management Holdings, …40,180$22.6M5.83%+56213F-HRTimeline
MOLLER WEALTH PARTNERS39,526$22.2M5.49%+1,07513F-HRTimeline
Nadler Financial Group, Inc.39,515$22.2M2.46%+96513F-HRTimeline
Bleakley Financial Group, LLC39,500$22.2M0.71%+3,15013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co39,480$22.2M1.86%+75713F-HRTimelineGroup
Wealth Dimensions Group, Ltd.39,312$22.1M5.27%-6213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV39,238$22M12.41%+94213F-HRTimeline
Nova R Wealth, Inc.39,127$22M10.89%+4013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC39,049$21.9M2.96%-16,90813F-HRTimeline
Flagship Private Wealth, LLC39,000$21.9M10.44%-4,15913F-HRTimeline
Grove Bank & Trust38,743$21.8M2.91%+1,55713F-HRTimeline
Legacy Advisors, LLC38,724$21.8M2.28%+22713F-HRTimeline
MARQUETTE ASSOCIATES, INC.38,342$21.5M21.56%+40013F-HRTimeline
HCR Wealth Advisors38,241$21.5M2.8%+78913F-HRTimeline
SYNOVUS FINANCIAL CORP38,070$21.4M0.28%+79813F-HRTimeline
Alliance Wealth Management Group38,025$21.4M5.75%+80413F-HRTimeline
McAdam, LLC38,001$21.4M1.32%-3,61813F-HRTimeline
Abound Wealth Management37,972$21.3M7.12%+2,93713F-HRTimeline
VERITY Wealth Advisors37,884$21.3M15.78%013F-HRTimeline
RFP Financial Group LLC37,780$21.2M8.54%+76513F-HRTimeline
Diversified Portfolios, Inc.37,722$21.2M2.23%-21613F-HRTimeline
Human Investing LLC37,668$21.2M3.73%-44113F-HRTimeline
SWP FINANCIAL LLC37,548$21.1M12.89%-77113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC37,399$21M25.69%+2,73313F-HRTimeline
Hubbell Strickland Wealth Management, L…37,060$20.8M9.86%+1,01913F-HRTimeline
Sage Advisory Services, Ltd.Co.37,034$20.8M12.23%+1,09213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/37,019$20.8M<0.01%-9,52013F-HRTimeline
MEMBERS WEALTH LLC36,849$20.7M15.62%+6,78313F-HRTimeline
4J Wealth Management LLC36,833$20.7M16.32%+2,93013F-HRTimeline
SBI Securities Co., Ltd.36,605$20.6M0.69%-2,63913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC36,604$20.6M10.98%-8,39713F-HR/ATimeline
Tyler-Stone Wealth Management36,559$20.5M3.69%+2,78013F-HRTimeline
Financial Life Planners36,475$20.5M19.95%-15913F-HRTimeline
WBH ADVISORY INC36,379$20.4M1.91%+2,02813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,371$20.4M-378Timeline
VANGUARD GROUP INCgroup of 2 filers holding36,226$20.4M+1,680Timeline
Eley Financial Management, Inc36,008$20.3M8.14%-3013F-HRTimeline
Commonwealth Financial Services, LLC36,075$20.3M4.15%-1,77713F-HRTimeline
Richwood Investment Advisors, LLC35,917$20.2M17.16%+1,07113F-HRTimeline
Certified Advisory Corp35,783$20.1M2.28%-72513F-HRTimeline
One Wealth Advisors, LLC35,763$20.1M3%-2,61613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,977$20M-5,302Timeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…33,100$20M2.5%013F-HRTimelineGroup
CVA Family Office, LLC35,567$20M3.06%+1,13213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC35,546$20M11.08%+80913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC35,500$19.9M5.05%-53213F-HRTimeline
VeraBank, N.A.35,408$19.9M5.55%+3,38513F-HRTimeline
Pinion Investment Advisors, LLC35,302$19.8M4.37%+20,30313F-HRTimeline
Atwater Malick LLC34,971$19.6M6.65%+1,42813F-HRTimeline
SCOTIA CAPITAL INC.34,890$19.6M0.11%-3,65013F-HRTimeline
KPP Advisory Services LLC34,819$19.6M3.72%+33,46313F-HRTimeline
Sherman Asset Management, Inc.34,633$19.5M18.59%+1,26113F-HRTimeline
DeDora Capital, Inc.34,582$19.4M5.6%-37013F-HRTimeline
Waldron Private Wealth LLC34,577$19.4M0.92%-67913F-HRTimeline
Yukon Wealth Management, Inc.34,576$19.4M8.07%13F-HRTimeline
Praetorian Wealth Management, Inc.34,534$19.4M4.73%+2,51013F-HRTimeline
Mill Creek Capital Advisors, LLC34,495$19.4M0.47%-3,44113F-HRTimeline
TAGStone Capital, Inc.34,472$19.4M9.53%-10113F-HRTimeline
CW Advisors, LLC34,362$19.4M0.23%-7,73413F-HRTimeline
Stephenson & Company, Inc.34,298$19.3M12.53%+13213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC34,265$19.3M1.83%+3,27013F-HRTimeline
Fusion Family Wealth, LLC34,231$19.2M1.77%+5,28013F-HRTimeline
PACIFIC FINANCIAL GROUP INC34,169$19.2M15.49%-50713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC34,029$19.1M10.8%-35713F-HRTimeline
Hoese & Co LLP33,961$19.1M16.55%+6513F-HRTimeline
Sageworth Trust Co33,923$19.1M1.18%+33313F-HRTimeline
LYNCH & ASSOCIATES/IN33,913$19.1M4.12%+43313F-HRTimeline
ARVEST INVESTMENTS, INC.33,875$19M3%-3,36913F-HRTimeline
Western Wealth Management, LLC33,826$19M1.26%-69313F-HRTimeline
CADINHA & CO LLC33,809$19M4.08%-13,89613F-HRTimeline
Orion Capital Management LLC33,800$19M8%+2,17413F-HRTimeline
Emergent Wealth Advisors, LLC33,762$19M13.74%+97613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC33,560$18.9M3.34%-4,24113F-HRTimeline
LONDON CO OF VIRGINIA33,536$18.8M0.11%-36,75613F-HRTimeline
Kraft, Davis & Associates, LLC35,616$18.8M6.07%-38313F-HRTimeline
Holland Advisory Services, Inc.33,394$18.8M28.47%-1,48613F-HRTimeline
Destiny Capital Corp/CO33,362$18.7M12.78%+2,48813F-HRTimeline
Wick Capital Partners, LLC33,220$18.7M5.58%+5713F-HRTimeline
RFG Advisory, LLC33,099$18.6M0.5%-19,95813F-HRTimeline
SIMA Wealth Partners, LLC33,032$18.6M15.41%+1,51313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC32,884$18.5M9%+4,22513F-HRTimeline
EPG Wealth Management LLC32,878$18.5M5.15%-71613F-HRTimeline
Annie E. Casey Foundation, Inc.32,760$18.4M24.86%+11,31213F-HRTimeline
Fairway Wealth LLC32,745$18.4M6.8%+2,86213F-HRTimeline
Tepp RIA, LLC32,678$18.4M24.94%+1,03113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC32,640$18.3M2.98%013F-HRTimeline
STEVENS CAPITAL PARTNERS32,626$18.3M8.61%-6,45313F-HRTimeline
Jackson Wealth Management, LLC32,495$18.3M2.22%-7913F-HRTimeline
Outlook Wealth Advisors, LLC32,315$18.2M5.05%+2,63013F-HRTimeline
Trademark Financial Management, LLC32,050$18M13.74%+1,04213F-HRTimeline
Grey Ledge Advisors, LLC31,995$18M4.72%-4,48813F-HRTimeline
Willis Johnson & Associates, Inc.31,830$17.9M1.35%+1,35513F-HRTimeline
Global Wealth Management, LLC31,778$17.9M10.3%-22513F-HRTimeline
Aspen Wealth Strategies, LLC31,671$17.8M11.66%+76013F-HRTimeline
Madison Wealth Partners, Inc31,670$17.8M4.39%+1,21013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC31,646$17.8M3.1%+2,47913F-HRTimeline
Walkner Condon Financial Advisors LLC31,556$17.7M3.59%-35413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC31,486$17.7M4.17%+26713F-HRTimeline
DAGCO, INC.31,348$17.6M5.7%+1,47613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,310$17.6M0.14%+9,93213F-HRTimeline
Wiser Wealth Management, Inc31,273$17.6M4.93%+2,56313F-HRTimeline
Thomasville National Bank31,062$17.5M1.28%+113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC30,965$17.4M0.75%+13,09013F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV30,909$17.4M7.96%+42313F-HRTimeline
Van Hulzen Asset Management, LLC30,856$17.3M1.58%-67913F-HRTimeline
Asset Management Group, Inc.30,783$17.3M3.2%-24613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT30,763$17.3M0.3%-1,03813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…30,660$17.2M2.93%-81813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,645$17.2M0.37%-2,11013F-HRTimelineGroup
XML Financial, LLC30,630$17.2M1.61%-40813F-HRTimeline
True Vision MN LLC30,598$17.2M10.29%-4,42613F-HRTimeline
Goldstone Financial Group, LLC30,570$17.2M2.6%+48013F-HRTimeline
WATERS PARKERSON & CO., LLC30,519$17.1M0.91%+5,89313F-HRTimeline
Astra Wealth Partners LLC30,512$17.1M16.37%+11513F-HRTimeline
Centurion Wealth Management LLC29,063$17.1M5.35%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC30,437$17.1M9.18%-4,83813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC30,409$17.1M4.18%-1,83913F-HR/ATimeline
Belpointe Asset Management LLC30,363$17.1M0.89%+15,09313F-HRTimeline
Compagnie Lombard Odier SCmA30,320$17M0.21%+2,08813F-HRTimeline
Gimbal Financial30,113$16.9M15.27%-13,74113F-HRTimeline
Element Wealth, LLC30,078$16.9M9.06%-1,05813F-HRTimeline
Summit Asset Management, LLC30,073$16.9M2.92%+2113F-HRTimeline
Sunbeam Capital Management, LLC29,989$16.9M16.04%+1,56513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,937$16.8M0.42%+7,11913F-HRTimeline
ADE, LLC29,894$16.8M9.68%+36013F-HRTimeline
E Fund Management Co., Ltd.29,767$16.7M0.8%+1,98713F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.29,767$16.7M14.99%+1,98713F-HRTimeline
Columbus Macro, LLC29,470$16.6M2.18%-87013F-HRTimeline
OARSMAN CAPITAL, INC.29,345$16.5M2.96%-3,21313F-HRTimeline
Coordinated Financial Services, Inc./CO29,336$16.5M12.63%13F-HRTimeline
Synergy Investment Management, LLC28,953$16.3M6.79%-74813F-HRTimeline
Retirement Systems of Alabama28,879$16.2M0.06%+10513F-HRTimeline
Sovereign Financial Group, Inc.28,705$16.1M3.71%-2,20913F-HRTimeline
NWAM LLC28,670$16.1M1.39%-23,64513F-HRTimeline
Sunbelt Securities, Inc.28,599$16.1M1.43%-7,93913F-HRTimeline
Csenge Advisory Group30,244$16M0.91%-1,25713F-HRTimeline
Oak Wealth Advisors LLC28,417$16M11.81%+1,09513F-HRTimeline
Pallas Capital Advisors LLC28,364$15.9M0.66%+613F-HRTimeline
Smith Anglin Financial, LLC28,313$15.9M1.68%-78713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC28,286$15.9M24.58%-1,31513F-HRTimeline
ArborFi Advisors, LLC28,158$15.8M15.72%+2,86813F-HRTimeline
SMI Advisory Services, LLC31,201$15.8M3.57%+5,85213F-HRTimeline
Acropolis Investment Management, LLC27,978$15.7M0.93%-1,01613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding29,059$15.7M-13Timeline
Transform Wealth, LLC27,910$15.7M0.95%+13,71813F-HRTimeline
United Community Bankin group United Community Bank27,844$15.6M5.83%+10013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC27,822$15.6M2.37%-36713F-HRTimeline
BCGM Wealth Management, LLC27,796$15.6M4.8%-45213F-HRTimeline
GTS SECURITIES LLC27,641$15.5M0.67%-23,96213F-HRTimeline