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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arax Advisory Partners46,943$32.2M0.94%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,821$32.1M0.36%+98513F-HRTimelineGroup
IFS Advisors, LLC46,844$32.1M16.67%-15,06913F-HRTimeline
Community Bank, N.A.46,832$32.1M3.79%-30613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…46,757$32M3.86%13F-HRTimeline
Altus Wealth Group LLC46,663$32M12.77%+2,07513F-HRTimeline
WealthShield Partners, LLC46,518$31.9M3.51%+1,36713F-HRTimeline
Compass Financial Group, Inc.46,401$31.8M14.03%+21213F-HRTimeline
Sandy Cove Advisors, LLC46,389$31.8M9.41%-1,07613F-HRTimeline
Aptus Capital Advisors, LLC46,274$31.7M0.27%+27513F-HRTimeline
DIVERSIFIED TRUST CO46,269$31.7M0.58%+4,06813F-HRTimeline
Shepherd Financial Partners LLC46,235$31.7M2.93%+1,21513F-HRTimeline
Bedminster, LLC46,234$31.7M29.09%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …46,186$31.6M5.13%-1,43813F-HRTimeline
Pettinga Financial Advisors LLC46,082$31.6M5.99%-28513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV45,842$31.4M8.59%-29213F-HRTimeline
Grove Bank & Trust45,799$31.4M3.53%+1,48113F-HRTimeline
Cascade Financial Partners, LLC45,666$31.3M3.17%-2,09413F-HRTimeline
Meridian Wealth Management, LLC45,626$31.3M1.1%-54213F-HRTimeline
BridgePort Financial Solutions, LLC45,607$31.2M8.39%-3,87913F-HRTimeline
PFG Private Wealth Management, LLC45,433$31.1M13.61%new13F-HRTimeline
PAX Financial Group, LLC45,388$31.1M5.36%+3,83013F-HRTimeline
Verger Capital Management LLC45,344$31.1M9.2%-1,07613F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…45,250$31M2.46%-368,96213F-HRTimelineGroup
Custos Family Office, LLC45,127$30.9M21.1%-3,73813F-HRTimeline
Silverleafe Capital Partners, LLC44,964$30.8M9.15%-74113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC44,877$30.7M10.57%+82613F-HRTimeline
Sovran Advisors, LLC44,151$30.7M2.61%+28413F-HRTimeline
Patton Albertson Miller Group, LLC44,783$30.7M3.61%-16313F-HRTimeline
Matrix Trust Co44,766$30.7M5.06%013F-HRTimeline
JHP Wealth Management, LLC44,533$30.5M29.54%13F-HRTimeline
CADINHA & CO LLC44,435$30.4M4.7%+1,85013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.44,415$30.4M0.75%new13F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC44,396$30.4M30.63%new13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,985$30.1M2.9%013F-HRTimelineGroup
Simplicity Wealth,LLC43,732$30M1.79%-46,27013F-HRTimeline
Client First Capital LLC43,589$29.9M12.76%+7,72613F-HRTimeline
Adaptive Financial Consulting, LLC43,380$29.7M11.56%+89213F-HRTimeline
Powerhouse Assets LLC43,343$29.7M26.11%13F-HRTimeline
Intrepid Financial Planning Group LLC43,044$29.5M11.21%-63213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC42,953$29.4M9.13%-74713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC42,825$29.3M12.81%-85213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,574$29.2M4.13%-10413F-HRTimelineGroup
First National Bank of Hutchinson42,474$29.1M17.04%-1,17513F-HRTimeline
SageView Advisory Group, LLC42,407$29M0.98%-1,28413F-HRTimeline
Lantz Financial LLC42,333$29M6.12%+13813F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.41,442$28.9M9.73%+6,74913F-HRTimeline
CIBC Asset Management Inc42,234$28.9M0.07%+513F-HRTimeline
SCOTIA CAPITAL INC.42,211$28.9M0.12%+6,53413F-HRTimeline
CacheTech Inc.42,105$28.8M5.34%-74313F-HRTimeline
Cypress Wealth Services, LLC42,088$28.8M3.99%-4813F-HRTimeline
Fairman Group, LLC42,047$28.8M23.01%+53513F-HRTimeline
NWAM LLC41,642$28.8M1.61%-5,83313F-HRTimeline
Nadler Financial Group, Inc.42,005$28.8M2.68%+96013F-HRTimeline
Financial Life Planners41,934$28.7M20.62%+94213F-HRTimeline
Sanchez Wealth Management Group41,863$28.7M6.13%-61313F-HRTimeline
LONDON CO OF VIRGINIA41,699$28.6M0.16%+23,90413F-HRTimeline
MIRAMONTES CAPITAL, LLC41,666$28.5M9.73%13F-HRTimeline
Summit Wealth Partners, LLC41,649$28.5M5.27%+2,17913F-HRTimeline
Advus Financial Partners, LLC41,613$28.5M10.24%-41813F-HR/ATimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…41,550$28.5M0.02%-18,73613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…41,483$28.4M0.99%-29413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC41,425$28.4M2.12%+9913F-HRTimeline
Kelly Financial Services LLC41,298$28.3M7.09%+5,71613F-HRTimeline
Adams Wealth Management41,253$28.3M6.03%-64813F-HRTimeline
Pinion Investment Advisors, LLC41,218$28.2M6.89%+6,86413F-HRTimeline
Fidelis Wealth Advisors LLC41,120$28.2M40.83%13F-HRTimeline
JMG Financial Group, Ltd.41,070$28.1M0.79%-61813F-HRTimeline
Birch Hill Investment Advisors LLC41,008$28.1M1.17%+6813F-HRTimeline
Keystone Wealth Services, LLC40,943$28M5.91%-52513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC40,883$28M5.47%-1,85213F-HRTimeline
BFSG, LLC40,851$28M2.72%+5,19013F-HRTimeline
William Howard & Co Financial Advisors …40,739$27.9M23.52%-43413F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC40,624$27.8M10.75%-1,50013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…40,536$27.8M1.13%-34813F-HR/ATimeline
NewEdge Wealth, LLC40,480$27.7M0.31%+5,74313F-HRTimeline
Aspen Grove Capital, LLC40,353$27.6M4.79%-2,67613F-HRTimeline
Vivid Wealth Management, LLC40,296$27.6M10.73%+19013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC40,337$27.6M3.56%+7813F-HRTimeline
FIRST MANHATTAN CO. LLC.40,230$27.6M0.07%+34,14613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding40,143$27.5M+707Timeline
Richwood Investment Advisors, LLC39,583$27.5M19.72%+2,11813F-HRTimeline
Keystone Financial Services40,068$27.4M8.28%+2,09213F-HRTimeline
Abound Wealth Management40,044$27.4M6.42%+1,11913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC39,828$27.3M3.06%-1,39513F-HRTimeline
WHI TRUST Co LLC39,771$27.2M20.99%13F-HRTimeline
Belpointe Asset Management LLC39,767$27.2M0.98%+1,70013F-HRTimeline
Destiny Capital Corp/CO39,755$27.2M14.01%+1,33313F-HRTimeline
Riverpoint Wealth Management Holdings, …39,745$27.2M5.85%-86913F-HRTimeline
Legacy Trust39,728$27.2M5.09%+2,32113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding39,711$27.2M+425Timeline
Hubbell Strickland Wealth Management, L…39,670$27.2M10.93%+79213F-HRTimeline
Wealth Dimensions Group, Ltd.39,658$27.2M5.39%-26213F-HRTimeline
ONE Advisory Partners, LLC39,640$27.2M8.19%+22313F-HRTimeline
Eldridge Investment Advisors, Inc.39,535$27.1M5.96%-34913F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC39,532$27.1M24.56%+33813F-HRTimeline
CM WEALTH ADVISORS LLC39,461$27M6.11%+2,91013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC39,444$27M17.27%-5,87413F-HRTimeline
Human Investing LLC39,417$27M3.81%-43113F-HRTimeline
Eley Financial Management, Inc39,348$27M9.68%+40613F-HRTimeline
FSA WEALTH PARTNERS, INC.39,271$26.9M9.67%+6213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC39,223$26.9M5.63%+2,35513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC38,985$26.7M3.49%013F-HRTimeline
Townsend Financial Planning, LLC38,783$26.6M26.58%13F-HRTimeline
American Wealth Advisors, LLC38,758$26.6M26.08%-97813F-HRTimeline
DAGCO, INC.38,735$26.5M6.13%+1,10213F-HRTimeline
Fairway Wealth LLC38,647$26.5M7.14%+94813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co38,589$26.4M1.74%-2,09413F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC38,342$26.3M0.22%+14,54213F-HRTimeline
IAG Wealth Partners, LLC38,341$26.3M3.04%-2,54613F-HRTimeline
Wick Capital Partners, LLC38,337$26.3M4.71%-68213F-HR/ATimeline
4J Wealth Management LLC38,297$26.2M15.01%+8513F-HRTimeline
PJT Investments Corp.38,253$26.2M15.34%+9,64213F-HRTimeline
GenWealth Group, Inc.37,598$26.1M4.45%+2,07013F-HRTimeline
Vestmark Advisory Solutions, Inc.38,106$26.1M0.35%-10,28413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC37,981$26M2.19%-40913F-HRTimeline
McAdam, LLC37,913$26M1.19%-35613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV37,890$26M12.56%+26313F-HRTimeline
VERITY Wealth Advisors37,850$25.9M16.1%013F-HRTimeline
Commonwealth Financial Services, LLC37,683$25.8M4.26%+86813F-HRTimeline
Gilbert Capital Group, Inc.37,664$25.8M19.39%+4,52413F-HRTimeline
Vantage Financial Partners, LLC37,356$25.6M5.19%-20313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC37,267$25.5M11.78%+26013F-HRTimeline
Yukon Wealth Management, Inc.36,965$25.5M14.68%-4,55713F-HRTimeline
Nova R Wealth, Inc.37,177$25.5M9.28%-3,00213F-HRTimeline
Investment Advisory Services Group LLC36,887$25.3M22.43%13F-HRTimeline
Fusion Family Wealth, LLC36,869$25.3M1.91%-13013F-HRTimeline
Orion Capital Management LLC36,815$25.2M8.51%+95613F-HRTimeline
Shared Vision Wealth Group LLC36,190$25.2M10.2%-1,52413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP36,737$25.2M0.51%-1,87813F-HRTimeline
Waldron Private Wealth LLC36,720$25.2M0.99%-17213F-HRTimeline
Stephenson & Company, Inc.36,478$25M13.72%+52713F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC36,453$25M12.54%+15613F-HRTimeline
GC Wealth Management RIA, LLC36,372$24.9M0.91%+11,47513F-HRTimeline
One Wealth Advisors, LLC36,302$24.9M3.04%-48813F-HRTimeline
MOLLER WEALTH PARTNERS36,288$24.9M5.2%-2,93613F-HRTimeline
MEMBERS WEALTH LLC35,361$24.6M15.41%-1,16613F-HRTimeline
STEVENS CAPITAL PARTNERS35,918$24.6M6.44%+4,76713F-HRTimeline
LGL PARTNERS, LLC35,883$24.6M10.49%-8613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC35,805$24.5M0.84%+4,03213F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC35,784$24.5M10.48%+34,29213F-HRTimeline
Vericrest Private Wealth35,783$24.5M21.78%13F-HRTimeline
Saiph Capital, LLC35,776$24.5M8.8%+46313F-HRTimeline
ARVEST INVESTMENTS, INC.35,744$24.5M3.44%+1,74413F-HRTimeline
DeDora Capital, Inc.35,660$24.4M5.78%+8513F-HRTimeline
Diversified Portfolios, Inc.35,559$24.4M2.03%-1,58813F-HRTimeline
CVA Family Office, LLC35,508$24.3M2.8%+16513F-HRTimeline
Jackson Wealth Management, LLC35,369$24.2M2.36%+2,62913F-HRTimeline
Pallas Capital Advisors LLC35,198$24.1M0.8%+6,37113F-HRTimeline
Park Place Capital Corp35,148$24.1M5.01%-3,22913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT35,141$24.1M0.35%-1,97313F-HRTimeline
Kastel Capital Advisors, LLC35,140$24.1M14.77%13F-HRTimeline
XML Financial, LLC35,060$24M1.96%+1,05613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC34,999$24M8.03%-4,17413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC34,927$23.9M0.4%13F-HRTimeline
PACIFIC FINANCIAL GROUP INC34,922$23.9M13.3%+2,23713F-HRTimeline
Certified Advisory Corp34,816$23.8M2.17%-67313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC34,660$23.7M5.02%-2,94013F-HRTimeline
Madison Wealth Partners, Inc34,651$23.7M4.33%+1,00613F-HRTimeline
TAGStone Capital, Inc.34,633$23.7M8.84%+8113F-HRTimeline
Willis Johnson & Associates, Inc.34,603$23.7M1.46%+1,12513F-HRTimeline
Walkner Condon Financial Advisors LLC34,553$23.7M3.29%-51913F-HRTimeline
Sage Advisory Services, Ltd.Co.34,523$23.6M12.88%+9,13013F-HRTimeline
Grey Ledge Advisors, LLC34,483$23.6M5.34%+1,89913F-HRTimeline
Emergent Wealth Advisors, LLC34,455$23.6M13.27%-75813F-HRTimeline
Ameliora Wealth Management Ltd.34,443$23.6M7.19%+4,44913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC34,420$23.6M0.04%new13F-HRTimeline
Tepp RIA, LLC34,394$23.6M23.32%+2,05513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding33,617$23.3M+1,167Timeline
SBI Securities Co., Ltd.33,883$23.2M0.6%-1,83413F-HRTimeline
Sageworth Trust Co33,765$23.1M0.99%-4413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group33,407$22.9M2.56%+6913F-HRTimelineGroup
Van Hulzen Asset Management, LLC33,358$22.8M1.68%+1,36113F-HRTimeline
LYNCH & ASSOCIATES/IN33,320$22.8M4.32%-23413F-HRTimeline
Beirne Wealth Consulting Services, LLC33,194$22.8M6.59%+28513F-HRTimeline
WATERS PARKERSON & CO., LLC33,169$22.7M1.12%-20413F-HRTimeline
Western Wealth Management, LLC33,121$22.7M1.05%-70013F-HRTimeline
Providence Financial Advisors, LLC33,113$22.7M22.62%-97513F-HRTimeline
AtlasMark Financial, Inc33,034$22.6M14.61%+1,37013F-HRTimeline
WBH ADVISORY INC33,016$22.6M1.67%+12613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC32,994$22.6M2.53%-5,08913F-HRTimelineGroup
Sunbeam Capital Management, LLC32,956$22.6M13.38%+51413F-HRTimeline
4Thought Financial Group Inc.32,955$22.6M11.18%-2,41813F-HRTimeline
B&D White Capital Company, LLC32,955$22.6M2.62%+32413F-HRTimeline
Williams Financial, LLC32,921$22.5M13.05%+17,44413F-HRTimeline
Parcion Private Wealth LLC894,415$22.5M1.37%+891,77013F-HRTimeline
Outlook Wealth Advisors, LLC32,896$22.5M5.1%+76013F-HRTimeline
Holland Advisory Services, Inc.32,849$22.5M30.36%+38513F-HRTimeline
Sherman Asset Management, Inc.32,749$22.4M18.99%+23213F-HRTimeline
Hoese & Co LLP32,734$22.4M15.98%-87113F-HRTimeline
Kraft, Davis & Associates, LLC32,158$22.4M5.02%-1,62213F-HRTimeline
Mill Creek Capital Advisors, LLC32,692$22.4M0.46%-1,98213F-HRTimeline
Trademark Financial Management, LLC32,658$22.4M12.31%-3,31113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC32,486$22.3M8.07%-1,46513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…32,394$22.2M0.68%-3,41013F-HRTimelineGroup
WEDBUSH SECURITIES INC32,235$22.1M0.64%+3,15013F-HRTimeline
Avestar Capital, LLC32,126$22M1.51%-73013F-HRTimeline
INSIGHT 2811, INC.32,102$22M9.71%-1213F-HRTimeline
Goldstone Financial Group, LLC32,063$22M2.45%-53813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC31,988$21.9M6.47%+1,52713F-HRTimeline