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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vise Technologies, Inc.42,340$28.3M1.05%-16,05113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/42,317$28.3M0.03%-26,43313F-HRTimelineGroup
CIBC Asset Management Inc42,229$28.3M0.08%013F-HRTimeline
DIVERSIFIED TRUST CO42,201$28.2M0.56%-6,08513F-HRTimeline
Lantz Financial LLC42,195$28.2M6.25%+71913F-HRTimeline
Cypress Wealth Services, LLC42,136$28.2M4.62%-97913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC42,124$28.2M12.02%+2,03413F-HRTimeline
Advus Financial Partners, LLC42,031$28.1M10.44%-6,91813F-HR/ATimeline
Adams Wealth Management41,901$28M6.01%-6,21913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…41,777$28M0.96%-4013F-HRTimeline
One Capital Management, LLC41,763$28M0.89%+1,21913F-HRTimeline
JMG Financial Group, Ltd.41,688$27.9M0.79%+62613F-HRTimeline
PAX Financial Group, LLC41,558$27.8M5.01%+3,81513F-HRTimeline
HCR Wealth Advisors41,337$27.8M2.88%+1,41713F-HRTimeline
Yukon Wealth Management, Inc.41,522$27.8M9.11%-87213F-HRTimeline
Fairman Group, LLC41,512$27.8M22.38%+3,38913F-HRTimeline
Keystone Wealth Services, LLC41,468$27.8M6.06%-10,72413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC41,326$27.7M2.15%-39613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC41,223$27.6M3.16%-1,42313F-HRTimeline
William Howard & Co Financial Advisors …41,173$27.6M23.45%-2,18813F-HRTimeline
Nadler Financial Group, Inc.41,045$27.5M2.62%+1,10413F-HRTimeline
Financial Life Planners40,992$27.4M18.43%+1,55213F-HRTimeline
Birch Hill Investment Advisors LLC40,940$27.4M1.16%-28013F-HRTimeline
IAG Wealth Partners, LLC40,887$27.4M3.29%-2,75913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…40,884$27.4M1.15%-2,87413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,819$27.3M+267Timeline
AMS Capital Ltda40,749$27.3M11.16%-16,23413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co40,683$27.2M1.85%-20713F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …40,614$27.2M5.97%+32613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC40,259$26.9M3.79%+41813F-HRTimeline
Nova R Wealth, Inc.40,179$26.9M11.4%-7013F-HRTimeline
Vivid Wealth Management, LLC40,106$26.8M10.67%-1,98213F-HRTimeline
Wealth Dimensions Group, Ltd.39,920$26.7M5.49%+29213F-HRTimeline
Eldridge Investment Advisors, Inc.39,884$26.7M6.08%-16,70113F-HRTimeline
WealthPlan Investment Management, LLC39,849$26.7M1.77%+29,48613F-HRTimeline
Human Investing LLC39,848$26.7M3.94%+53813F-HRTimeline
American Wealth Advisors, LLC39,736$26.6M26.31%13F-HRTimeline
MRA Advisory Group39,642$26.5M11.57%-8,41513F-HRTimeline
Cynosure Group, LLC39,599$26.5M2.88%-5,21813F-HR/ATimeline
Gimbal Financial39,564$26.5M15.9%+37813F-HRTimeline
Summit Wealth Partners, LLC39,470$26.4M4.77%+3,69113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding39,436$26.4M+1,737Timeline
Blueprint Investment Partners LLCgroup of 2 filers holding39,286$26.3M+1,121Timeline
ONE Advisory Partners, LLC39,417$26.3M8.05%-39613F-HRTimeline
MOLLER WEALTH PARTNERS39,224$26.3M5.48%-1,22413F-HRTimeline
FSA WEALTH PARTNERS, INC.39,209$26.2M10.11%-65513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC39,194$26.2M24.64%+96213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC39,173$26.2M8.03%-8,13913F-HRTimelineGroup
Wick Capital Partners, LLC39,019$26.1M6.23%-22,99813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC38,985$26.1M3.41%+7,75013F-HRTimeline
Eley Financial Management, Inc38,942$26.1M9.39%+30913F-HRTimeline
Abound Wealth Management38,925$26.1M6.52%+1,83213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.38,888$26M14.07%-4,25513F-HRTimeline
Hubbell Strickland Wealth Management, L…38,878$26M10.7%+1,20913F-HRTimeline
SYNOVUS FINANCIAL CORP38,761$26M0.3%+1,26513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP38,615$25.8M0.53%-62613F-HRTimeline
Destiny Capital Corp/CO38,422$25.7M14.02%+2,44513F-HRTimeline
Legacy Advisors, LLC38,412$25.7M3.18%+14,38213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC38,390$25.7M2.19%+1,67913F-HRTimeline
Park Place Capital Corp38,377$25.7M5.42%+4,59413F-HRTimeline
McAdam, LLC38,269$25.6M1.26%-43513F-HRTimeline
4J Wealth Management LLC38,212$25.6M15.03%+68113F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC38,083$25.5M2.68%-73513F-HRTimelineGroup
Belpointe Asset Management LLC38,067$25.5M0.97%-6,14613F-HRTimeline
Kovack Advisors, Inc.38,029$25.5M2.4%-28,02213F-HRTimeline
Keystone Financial Services37,976$25.4M7.88%-40613F-HRTimeline
VERITY Wealth Advisors37,850$25.3M16%013F-HRTimeline
Shared Vision Wealth Group LLC37,714$25.3M10.72%-64613F-HRTimeline
Fairway Wealth LLC37,699$25.2M7.08%+4,59313F-HRTimeline
Roger Wittlin Investment Advisory, LLC37,668$25.2M14.02%-3,47413F-HRTimeline
DAGCO, INC.37,633$25.2M6.33%+2,67513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV37,627$25.2M12.47%-2,40413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC37,600$25.2M4.17%+7,14813F-HRTimeline
Vantage Financial Partners, LLC37,559$25.1M5.29%-46413F-HRTimeline
Richwood Investment Advisors, LLC37,465$25.1M19.65%+50013F-HRTimeline
Legacy Trust37,407$25M4.94%+1,42313F-HRTimeline
TBH Global Asset Management, LLC37,387$25M4.88%-825,83013F-HRTimeline
Diversified Portfolios, Inc.37,147$24.9M2.19%-71913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,114$24.8M0.37%+1,36013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC37,007$24.8M11.61%+82113F-HRTimeline
Fusion Family Wealth, LLC36,999$24.8M1.86%-13913F-HRTimeline
Waldron Private Wealth LLC36,892$24.7M1%+2,85613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,868$24.7M5.32%+59413F-HRTimeline
Commonwealth Financial Services, LLC36,815$24.6M4.22%+7,33213F-HRTimeline
One Wealth Advisors, LLC36,790$24.6M3.09%-3213F-HRTimeline
MEMBERS WEALTH LLC36,527$24.5M15.54%13F-HRTimeline
CM WEALTH ADVISORS LLC36,551$24.5M6.45%+13,57713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC36,297$24.3M12.66%+1,36713F-HRTimeline
Trademark Financial Management, LLC35,969$24.1M14.01%+2013F-HRTimeline
LGL PARTNERS, LLC35,969$24.1M10.25%-2,47613F-HRTimeline
Stephenson & Company, Inc.35,951$24.1M13.82%+12413F-HRTimeline
Client First Capital LLC35,863$24M10.69%-2,43213F-HRTimeline
Orion Capital Management LLC35,859$24M8.37%-52613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…35,804$24M0.68%-9,47113F-HRTimelineGroup
SBI Securities Co., Ltd.35,717$23.9M0.61%-90613F-HRTimeline
SCOTIA CAPITAL INC.35,677$23.9M0.1%+1,22313F-HRTimeline
BFSG, LLC35,661$23.9M2.32%+26,35613F-HRTimeline
Smartleaf Asset Management LLC35,740$23.8M1.47%+12,80913F-HRTimeline
Kelly Financial Services LLC35,582$23.8M6.17%-2,61613F-HRTimeline
DeDora Capital, Inc.35,575$23.8M5.75%+16413F-HRTimeline
GenWealth Group, Inc.35,528$23.8M4.43%+58713F-HRTimeline
Certified Advisory Corp35,489$23.8M2.26%-19513F-HRTimeline
4Thought Financial Group Inc.35,373$23.7M11.97%-45513F-HRTimeline
CVA Family Office, LLC35,343$23.7M3.04%+20213F-HRTimeline
NewEdge Wealth, LLC34,737$23.7M0.34%+14,70913F-HRTimeline
Saiph Capital, LLC35,313$23.6M8.51%-10,28113F-HRTimeline
Emergent Wealth Advisors, LLC35,213$23.6M13.66%+92413F-HRTimeline
Walkner Condon Financial Advisors LLC35,072$23.5M3.72%+3,48213F-HRTimeline
Pinion Investment Advisors, LLC34,354$23.4M6.39%+6,93313F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.34,693$23.2M14.13%+2,84913F-HRTimeline
Mill Creek Capital Advisors, LLC34,674$23.2M0.48%+42613F-HRTimeline
TAGStone Capital, Inc.34,552$23.1M9.16%+1613F-HRTimeline
SMI Advisory Services, LLC34,192$23M4.35%-44613F-HRTimeline
Providence Financial Advisors, LLC34,088$22.8M21.76%13F-HRTimeline
Kraft, Davis & Associates, LLC33,780$22.8M5.55%-93913F-HRTimeline
XML Financial, LLC34,004$22.8M1.85%+21813F-HRTimeline
ARVEST INVESTMENTS, INC.34,000$22.8M3.26%-44313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC33,951$22.7M8.64%+79113F-HRTimeline
Western Wealth Management, LLC33,821$22.6M1.2%-1513F-HRTimeline
Sageworth Trust Co33,809$22.6M1.05%-9713F-HRTimeline
Aspen Wealth Strategies, LLC33,758$22.6M12.65%+1,73413F-HRTimeline
Madison Wealth Partners, Inc33,645$22.5M4.45%+5313F-HRTimeline
Hoese & Co LLP33,605$22.5M17.19%-21413F-HRTimeline
LYNCH & ASSOCIATES/IN33,554$22.5M4.34%-85213F-HRTimeline
KPP Advisory Services LLC33,510$22.4M3.33%-1,82513F-HRTimeline
Willis Johnson & Associates, Inc.33,478$22.4M1.39%+1,37813F-HRTimeline
WATERS PARKERSON & CO., LLC33,373$22.3M1.09%-33513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group33,338$22.3M2.67%-50,78113F-HRTimelineGroup
EQ LLC33,309$22.3M7.57%+2,56813F-HRTimeline
Gilbert Capital Group, Inc.33,140$22.2M17.16%+3913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC33,095$22.2M3.22%-66413F-HRTimeline
Beirne Wealth Consulting Services, LLC32,909$22M5.29%+17613F-HRTimeline
WBH ADVISORY INC32,890$22M1.68%+37213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,859$22M0.87%+4,57313F-HRTimelineGroup
Avestar Capital, LLC32,856$22M1.57%-1,16613F-HRTimeline
Jackson Wealth Management, LLC32,740$21.9M2.19%+1813F-HRTimeline
PACIFIC FINANCIAL GROUP INC32,685$21.9M16.2%+1,81413F-HRTimeline
B&D White Capital Company, LLC32,631$21.8M2.8%new13F-HRTimeline
Goldstone Financial Group, LLC32,601$21.8M2.58%+1,74013F-HRTimeline
Grey Ledge Advisors, LLC32,584$21.8M4.94%+1,56813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding32,450$21.8M-963Timeline
RFP Financial Group LLC36,899$21.8M8.87%+30713F-HRTimeline
Sherman Asset Management, Inc.32,517$21.8M18.78%+5913F-HRTimeline
Holland Advisory Services, Inc.32,464$21.7M29.84%-96613F-HRTimeline
Sunbeam Capital Management, LLC32,442$21.7M13.49%+1,43813F-HRTimeline
Tepp RIA, LLC32,339$21.6M24.57%-2,75113F-HRTimeline
Peak Planning Group, LLC32,302$21.6M11.26%+5,62813F-HRTimeline
Outlook Wealth Advisors, LLC32,136$21.5M5.36%-93313F-HRTimeline
INSIGHT 2811, INC.32,114$21.5M9.58%+1,09913F-HRTimeline
SIMA Wealth Partners, LLC32,086$21.5M16.42%-26713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,006$21.4M1.3%+3,13813F-HRTimeline
Van Hulzen Asset Management, LLC31,997$21.4M1.59%+1,24113F-HRTimeline
BEACON FINANCIAL GROUP31,810$21.3M2.09%+5513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC31,773$21.3M0.75%+11113F-HRTimelineGroup
AtlasMark Financial, Inc31,664$21.2M14.17%+1,40513F-HRTimeline
Pines Wealth Management, LLC31,559$21.1M7.12%-11813F-HRTimeline
Summit Asset Management, LLC31,497$21.1M3.24%+54413F-HRTimeline
ArborFi Advisors, LLC31,394$21M17.11%+95613F-HRTimeline
Gallagher Capital Advisors, LLC10,134$20.9M12.05%+2413F-HRTimeline
Harbor Group, Inc.31,193$20.9M3.32%+1,63113F-HRTimeline
STEVENS CAPITAL PARTNERS31,151$20.8M6.22%+8313F-HRTimeline
Oak Wealth Advisors LLC31,111$20.8M12.1%+1,56813F-HRTimeline
SWP FINANCIAL LLC31,073$20.8M10.6%+24613F-HRTimeline
Patriot Financial Group Insurance Agenc…30,934$20.7M2.65%-42,42413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC30,902$20.6M2.88%new13F-HRTimeline
Asset Management Group, Inc.30,772$20.6M3.37%-6413F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,753$20.6M7.91%+5713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC30,737$20.6M4.76%-38613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC30,461$20.4M6.22%-39413F-HRTimeline
JCSD Capital, LLC30,450$20.4M36.21%013F-HRTimeline
Centennial Wealth Advisory LLC30,407$20.4M5.66%+1,23713F-HRTimeline
Astra Wealth Partners LLC30,338$20.3M14.14%+52913F-HR/ATimeline
ACT Advisors, LLC.30,228$20.2M8.17%-4,94313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,191$20.2M0.41%+6513F-HRTimelineGroup
ADE, LLC30,062$20.1M10.17%+28113F-HRTimeline
Global Wealth Management, LLC30,032$20.1M10.55%-2,20213F-HRTimeline
Ameliora Wealth Management Ltd.29,994$20.1M6.68%+5,41313F-HRTimeline
Thomasville National Bank29,990$20.1M1.26%-40013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…29,973$20.1M3.19%-16513F-HRTimeline
Element Wealth, LLC29,836$20M8.71%+7413F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC29,431$19.7M4.31%-19313F-HR/ATimeline
Taylor & Morgan Wealth Management, LLC29,365$19.7M12.07%+50213F-HRTimeline
Congress Park Capital LLC29,349$19.6M6.11%+3,41613F-HRTimeline
Foundry Financial Group, Inc.29,333$19.6M10.31%+40413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,322$19.6M2.32%+60913F-HRTimeline
Sunbelt Securities, Inc.29,296$19.6M1.35%-7,24813F-HRTimeline
Headland Capital, LLC29,286$19.6M5.5%+1,67413F-HRTimeline
Palisades Hudson Asset Management, L.P.29,090$19.5M7.06%-33213F-HRTimeline
WEDBUSH SECURITIES INC29,085$19.5M0.64%+72113F-HRTimeline
Retirement Systems of Alabama28,993$19.4M0.06%-38613F-HRTimeline
Wiser Wealth Management, Inc28,953$19.4M4.43%-1,73113F-HRTimeline
Compagnie Lombard Odier SCmA28,914$19.4M0.21%-48113F-HRTimeline
Canvas Wealth Advisors, LLC28,764$19.3M3.52%+2,44413F-HRTimeline
SAX WEALTH ADVISORS, LLC28,886$19.3M1.04%-66113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…28,833$19.3M1.66%-22,40613F-HRTimelineGroup
Pallas Capital Advisors LLC28,827$19.3M0.71%+59213F-HRTimeline
CRA Financial Services, LLC28,795$19.3M2.64%+91513F-HRTimeline
NRI Wealth Management LC28,770$19.3M10.29%-29,75913F-HRTimeline
WESBANCO BANK INC28,715$19.2M0.53%-55113F-HRTimeline
Caldwell Trust Co28,671$19.2M1.79%+2,09513F-HRTimeline