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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fortitude Family Office, LLC43,431$27M8.92%-13,35313F-HRTimeline
William Howard & Co Financial Advisors …43,361$26.9M23.49%-64613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43,283$26.9M0.18%+11,97313F-HRTimeline
Adaptive Financial Consulting, LLC43,273$26.9M11.22%-18013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.43,143$26.8M13.06%-1,98213F-HRTimeline
Cypress Wealth Services, LLC43,115$26.8M4.79%-11,62313F-HRTimeline
Financiere des Professionnels - Fonds d…43,100$26.8M1.62%-2,70013F-HR/ATimeline
Sanchez Wealth Management Group43,063$26.7M6.45%-32113F-HRTimeline
Aspen Grove Capital, LLC42,903$26.6M4.53%013F-HRTimeline
PFG Private Wealth Management, LLC42,902$26.6M13.72%+46113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,881$26.6M4.02%+45413F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC42,646$26.5M3.26%-2,01713F-HRTimeline
CADINHA & CO LLC42,537$26.4M4.38%+8,72813F-HRTimeline
Yukon Wealth Management, Inc.42,394$26.3M9.42%+7,81813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC42,258$26.2M8.94%+14813F-HRTimeline
CIBC Asset Management Inc42,229$26.2M0.08%+57913F-HRTimeline
Vivid Wealth Management, LLC42,088$26.1M11.48%-5,60513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…41,817$26M1%+1,52913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC41,722$25.9M2.23%+1,15113F-HRTimeline
Lantz Financial LLC41,476$25.8M6.42%-8,75013F-HRTimeline
Wick Capital Partners, LLC62,017$25.6M6.71%+28,79713F-HRTimeline
Birch Hill Investment Advisors LLC41,220$25.6M1.14%-18313F-HRTimeline
Sovran Advisors, LLC41,013$25.6M2.68%-18,64913F-HRTimeline
Roger Wittlin Investment Advisory, LLC41,142$25.5M14.24%-1,55713F-HRTimeline
JMG Financial Group, Ltd.41,062$25.5M0.77%+55213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co40,890$25.4M1.91%+1,41013F-HRTimelineGroup
ONE Advisory Partners, LLC39,813$25.4M8.47%-26,01513F-HRTimeline
Silverleafe Capital Partners, LLC40,702$25.3M8.81%+13,22013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,552$25.2M+4,181Timeline
One Capital Management, LLC40,544$25.2M0.87%-7,78013F-HRTimeline
MOLLER WEALTH PARTNERS40,448$25.1M5.55%+92213F-HRTimeline
Riverpoint Wealth Management Holdings, …40,288$25M5.88%+10813F-HRTimeline
Nova R Wealth, Inc.40,249$25M11.62%+1,12213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC40,090$24.9M11.95%-12,42613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV40,031$24.8M12.92%+79313F-HRTimeline
Nadler Financial Group, Inc.39,941$24.8M2.54%+42613F-HRTimeline
HCR Wealth Advisors39,920$24.8M2.92%+1,67913F-HRTimeline
FSA WEALTH PARTNERS, INC.39,864$24.8M11.95%+35,55013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC39,841$24.7M3.88%-4,42513F-HRTimeline
Grove Bank & Trust39,767$24.7M3.08%+1,02413F-HRTimeline
Wealth Dimensions Group, Ltd.39,628$24.6M5.42%+31613F-HRTimeline
Financial Life Planners39,440$24.5M19.92%+2,96513F-HRTimeline
Alliance Wealth Management Group39,408$24.5M6.23%+1,38313F-HRTimeline
LGL PARTNERS, LLC38,445$24.4M10.84%-4,38713F-HRTimeline
Human Investing LLC39,310$24.4M3.84%+1,64213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP39,241$24.4M0.53%+9,30413F-HRTimeline
Shared Vision Wealth Group LLC38,360$24.4M12.16%-2,63013F-HRTimeline
Gimbal Financial39,186$24.3M14.95%+9,07313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC38,818$24.1M2.83%new13F-HRTimelineGroup
McAdam, LLC38,704$24M1.32%+70313F-HRTimeline
Eley Financial Management, Inc38,633$24M9.21%+2,62513F-HRTimeline
Keystone Financial Services38,382$23.8M8.11%-34,60713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC38,371$23.8M7.39%-6,16013F-HRTimeline
Client First Capital LLC38,295$23.8M11.16%-9,28313F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC38,232$23.7M24.64%+83313F-HRTimeline
Kelly Financial Services LLC38,198$23.7M6.99%-29,18213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding38,165$23.7M+13,341Timeline
Fairman Group, LLC38,123$23.7M19.47%+10,29513F-HRTimeline
Vantage Financial Partners, LLC38,023$23.6M5.45%-17,82513F-HRTimeline
Diversified Portfolios, Inc.37,866$23.5M2.24%+14413F-HRTimeline
VERITY Wealth Advisors37,850$23.5M15.79%-3413F-HRTimeline
PAX Financial Group, LLC37,743$23.4M4.48%-37,58313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding36,282$23.4M+305Timeline
VANGUARD GROUP INCgroup of 2 filers holding37,699$23.4M+1,473Timeline
Hubbell Strickland Wealth Management, L…37,669$23.4M10.32%+60913F-HRTimeline
4J Wealth Management LLC37,531$23.3M15.74%+69813F-HRTimeline
SYNOVUS FINANCIAL CORP37,496$23.3M0.29%-57413F-HRTimeline
Flagship Private Wealth, LLC37,238$23.1M9.83%-1,76213F-HR/ATimeline
Fusion Family Wealth, LLC37,138$23.1M1.95%+2,90713F-HRTimeline
Abound Wealth Management37,093$23M6.51%-87913F-HRTimeline
Richwood Investment Advisors, LLC36,965$23M18.85%+1,04813F-HRTimeline
One Wealth Advisors, LLC36,822$22.9M3.18%+1,05913F-HRTimeline
MARQUETTE ASSOCIATES, INC.36,743$22.8M22.37%-1,59913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC36,711$22.8M2.08%+2,44613F-HRTimeline
SBI Securities Co., Ltd.36,623$22.7M0.65%+1813F-HRTimeline
CW Advisors, LLC36,604$22.7M0.22%+2,24213F-HRTimeline
RFP Financial Group LLC36,592$22.7M9.38%-1,18813F-HRTimeline
Summit X, LLC36,430$22.6M4.22%-12,77513F-HRTimeline
Orion Capital Management LLC36,385$22.6M8.61%+2,58513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,274$22.5M5.21%+77413F-HRTimeline
Parcion Private Wealth LLC917,058$22.5M1.61%+914,75213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC36,186$22.5M11.49%+64013F-HRTimeline
Tyler-Stone Wealth Management36,010$22.4M3.6%-54913F-HRTimeline
Legacy Trust35,984$22.3M5.48%+11,61713F-HRTimeline
Destiny Capital Corp/CO35,977$22.3M13.47%+2,61513F-HRTimeline
Trademark Financial Management, LLC35,949$22.3M13.65%+3,89913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC35,858$22.3M8.67%+12,05613F-HRTimeline
4Thought Financial Group Inc.35,828$22.2M11.82%+21,62613F-HRTimeline
Stephenson & Company, Inc.35,827$22.2M13.51%+1,52913F-HRTimeline
Atwater Malick LLC35,801$22.2M7.04%+83013F-HRTimeline
Kraft, Davis & Associates, LLC34,719$22.2M6.1%-89713F-HRTimeline
Summit Wealth Partners, LLC35,779$22.2M4.24%+17,50613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT35,754$22.2M0.35%+4,99113F-HRTimeline
Certified Advisory Corp35,684$22.2M2.3%-9913F-HRTimeline
TAGStone Capital, Inc.34,536$22.1M9.12%+6413F-HRTimeline
DeDora Capital, Inc.35,411$22M5.74%+82913F-HRTimeline
KPP Advisory Services LLC35,335$21.9M3.62%+51613F-HR/ATimeline
ACT Advisors, LLC.35,171$21.8M10.1%-12,50213F-HRTimeline
CVA Family Office, LLC35,141$21.8M3.07%-42613F-HRTimeline
Tepp RIA, LLC35,090$21.8M28.12%+2,41213F-HRTimeline
SMI Advisory Services, LLC34,638$21.7M4.2%+3,43713F-HRTimeline
DAGCO, INC.34,958$21.7M6.05%+3,61013F-HRTimeline
GenWealth Group, Inc.34,941$21.7M4.38%+34,17413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC34,930$21.7M12.18%+90113F-HRTimeline
Emergent Wealth Advisors, LLC34,289$21.6M13.81%+52713F-HRTimeline
Sunbelt Securities, Inc.36,544$21.5M1.9%+7,94513F-HRTimeline
SCOTIA CAPITAL INC.34,454$21.4M0.1%-43613F-HRTimeline
ARVEST INVESTMENTS, INC.34,443$21.4M3.22%+56813F-HRTimeline
LYNCH & ASSOCIATES/IN34,406$21.4M4.3%+49313F-HRTimeline
Mill Creek Capital Advisors, LLC34,248$21.3M0.47%-24713F-HRTimeline
Waldron Private Wealth LLC34,036$21.1M0.92%-54113F-HRTimeline
Avestar Capital, LLC34,022$21.1M1.54%+14,37113F-HRTimeline
Sageworth Trust Co33,906$21.1M1.17%-1713F-HRTimeline
Western Wealth Management, LLC33,836$21M1.25%+1013F-HRTimeline
Hoese & Co LLP33,819$21M16.94%-14213F-HRTimeline
XML Financial, LLC33,786$21M1.82%+3,15613F-HRTimeline
Park Place Capital Corp33,783$21M4.78%+24,08413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC33,759$21M3.29%+19913F-HRTimeline
WATERS PARKERSON & CO., LLC33,708$20.9M1.04%+3,18913F-HRTimeline
Madison Wealth Partners, Inc33,592$20.9M4.55%+1,92213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding33,413$20.8M+4,354Timeline
Holland Advisory Services, Inc.33,430$20.8M30.31%+3613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC33,160$20.6M9.15%-3,44413F-HRTimeline
Fairway Wealth LLC33,106$20.6M6.57%+36113F-HRTimeline
Gilbert Capital Group, Inc.33,101$20.6M17.03%13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…33,100$20.6M1.7%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC33,069$20.5M5.28%+75413F-HRTimeline
Beirne Wealth Consulting Services, LLC32,733$20.3M6.6%+11,09013F-HRTimeline
Jackson Wealth Management, LLC32,722$20.3M2.21%+22713F-HRTimeline
Global Wealth Management, LLC32,234$20.2M11.1%+45613F-HRTimeline
WBH ADVISORY INC32,518$20.2M1.72%-3,86113F-HRTimeline
Sherman Asset Management, Inc.32,458$20.2M17.87%-2,17513F-HRTimeline
SIMA Wealth Partners, LLC32,353$20.1M16.22%-67913F-HRTimeline
Willis Johnson & Associates, Inc.32,100$19.9M1.35%+27013F-HRTimeline
Pines Wealth Management, LLC31,677$19.9M7.04%+59813F-HRTimeline
Aspen Wealth Strategies, LLC32,024$19.9M11.99%+35313F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.31,844$19.8M19.01%+2,07713F-HRTimeline
E Fund Management Co., Ltd.31,844$19.8M0.94%+2,07713F-HRTimeline
STEVENS CAPITAL PARTNERS31,068$19.8M7.08%-1,55813F-HRTimeline
BEACON FINANCIAL GROUP31,755$19.7M2.05%-23,73513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC31,662$19.7M0.77%+69713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC31,590$19.6M3.61%+3413F-HRTimeline
RFG Advisory, LLC31,475$19.5M0.46%-1,62413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC31,235$19.4M3.02%-1,40513F-HRTimeline
Goldstone Financial Group, LLC30,861$19.4M2.56%+29113F-HRTimeline
MYCIO WEALTH PARTNERS, LLC31,123$19.3M4.46%-36313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC31,100$19.3M0.55%-13,92013F-HRTimeline
INSIGHT 2811, INC.31,015$19.3M9.12%+6,49313F-HRTimeline
Sunbeam Capital Management, LLC31,004$19.3M14.58%+1,01513F-HRTimeline
Summit Asset Management, LLC30,953$19.2M3.13%+88013F-HRTimeline
Grey Ledge Advisors, LLC31,016$19.2M4.7%-97913F-HRTimeline
USA FINANCIAL FORMULAS30,886$19.2M3.27%-29,80613F-HRTimeline
PACIFIC FINANCIAL GROUP INC30,871$19.2M14.96%-3,29813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC30,855$19.2M6.2%-44,50313F-HRTimeline
Asset Management Group, Inc.30,836$19.1M3.34%+5313F-HRTimeline
SWP FINANCIAL LLC30,827$19.1M10.51%-6,72113F-HRTimeline
Van Hulzen Asset Management, LLC30,756$19.1M1.59%-10013F-HRTimeline
EQ LLC30,741$19.1M7.41%+4,72513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,696$19.1M8.27%-21313F-HRTimeline
Wiser Wealth Management, Inc30,684$19.1M4.77%-58913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC30,452$18.9M3.29%-1,19413F-HRTimeline
JCSD Capital, LLC30,450$18.9M36.77%13F-HR/ATimeline
ArborFi Advisors, LLC30,438$18.9M16.64%+2,28013F-HRTimeline
Thomasville National Bank30,390$18.9M1.29%-67213F-HRTimeline
AtlasMark Financial, Inc30,259$18.8M14.29%+4,21113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…30,138$18.7M3.05%-52213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,126$18.7M0.41%-51913F-HRTimelineGroup
Astra Wealth Partners LLC29,809$18.5M14.93%-70313F-HRTimeline
ADE, LLC29,781$18.5M9.84%-11313F-HRTimeline
Element Wealth, LLC29,762$18.5M8.5%-31613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC29,624$18.4M4.35%-78513F-HR/ATimeline
Harbor Group, Inc.29,562$18.4M3.25%+2,43913F-HRTimeline
SAX WEALTH ADVISORS, LLC29,547$18.3M1.11%+6,62713F-HRTimeline
Oak Wealth Advisors LLC29,543$18.3M11.77%+1,12613F-HRTimeline
Commonwealth Financial Services, LLC29,483$18.3M3.52%-6,59213F-HRTimeline
Palisades Hudson Asset Management, L.P.29,422$18.3M7.15%+7,27013F-HRTimeline
Compagnie Lombard Odier SCmA29,395$18.3M0.24%-92513F-HRTimeline
Retirement Systems of Alabama29,379$18.2M0.07%+50013F-HRTimeline
Coordinated Financial Services, Inc.29,374$18.2M12.63%13F-HRTimeline
WESBANCO BANK INC29,266$18.2M0.54%+3,50313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,084$18.1M0.49%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.29,023$18M3.71%+31813F-HRTimeline
OARSMAN CAPITAL, INC.29,012$18M2.82%-33313F-HRTimeline
Centennial Wealth Advisory LLC29,170$18M5.73%-14,43413F-HRTimeline
Foundry Financial Group, Inc.28,929$18M10.22%+2,83813F-HRTimeline
Kilter Group LLC28,868$17.9M8.15%-26,14013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC28,868$17.9M1.42%+6,74713F-HRTimeline
Taylor & Morgan Wealth Management, LLC28,863$17.9M12.1%+1,24213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,713$17.8M2.46%+97413F-HRTimeline
WEDBUSH SECURITIES INC28,364$17.6M0.62%-43,26313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,286$17.6M0.79%+1,61113F-HRTimelineGroup
Pallas Capital Advisors LLC28,235$17.5M0.67%-12913F-HRTimeline
Pembroke Management, LTD27,882$17.3M2.09%+3,13613F-HRTimeline
CRA Financial Services, LLC27,880$17.3M2.65%+1,47813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC27,706$17.2M2.04%-11613F-HRTimeline
Acropolis Investment Management, LLC27,665$17.2M0.94%-31313F-HRTimeline
Headland Capital, LLC27,612$17.1M5.18%new13F-HR/ATimeline
COOPER/HAIMS ADVISORS, LLC27,568$17.1M8.43%+3,87113F-HRTimeline
NWF Advisory Services Inc.27,534$17.1M2.04%+1,80913F-HRTimeline
Trifecta Capital Advisors, LLC27,529$17.1M2.84%+27113F-HRTimeline