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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Flagship Private Wealth, LLC48,265$31.5M12.8%-1,61013F-HRTimeline
Carbahal Olsen Financial Services Group…48,056$31.4M25.09%+44313F-HRTimeline
Illinois Municipal Retirement Fund47,900$31.3M0.4%+28,70013F-HRTimeline
Client First Capital LLC47,741$31.2M13.71%+4,15213F-HRTimeline
Soltis Investment Advisors LLC47,660$31.1M2.02%-3,49613F-HRTimeline
Aptus Capital Advisors, LLC47,455$31M0.26%+1,18113F-HRTimeline
River Wealth Advisors LLC47,449$31M3.56%-4,42513F-HRTimeline
Pinion Investment Advisors, LLC47,335$30.9M7.22%+6,11713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,012$30.7M-580Timeline
Lantz Financial LLC46,947$30.7M6.34%+4,61413F-HRTimeline
Community Bank, N.A.46,895$30.6M3.65%+6313F-HRTimeline
MERIDIAN MANAGEMENT CO46,829$30.6M7.61%-4,60613F-HRTimeline
BridgePort Financial Solutions, LLC46,801$30.6M8.67%+1,19413F-HRTimeline
PFG Private Wealth Management, LLC46,597$30.4M12.91%+1,16413F-HRTimeline
CIBC Asset Management Inc46,439$30.3M0.07%+4,20513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC46,433$30.3M0.22%-22,53113F-HRTimelineGroup
IFS Advisors, LLC46,422$30.3M15.63%-42213F-HRTimeline
CFS Investment Advisory Services, LLC42,482$30.3M2.09%-6,88613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC46,187$30.2M10.93%+1,31013F-HRTimeline
Sandy Cove Advisors, LLC46,084$30.1M9.01%-30513F-HRTimeline
Compass Financial Group, Inc.46,055$30.1M13.57%-34613F-HRTimeline
Advyzon Investment Management, LLC46,037$30.1M2.69%+16,89113F-HRTimeline
Cypress Wealth Services, LLC45,887$30M4.23%+3,79913F-HRTimeline
Altus Wealth Group LLC45,781$29.9M12.25%-88213F-HRTimeline
Cascade Financial Partners, LLC45,597$29.8M3.07%-6913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV45,592$29.8M8.52%-25013F-HRTimeline
Meridian Wealth Management, LLC45,451$29.7M1.05%-17513F-HRTimeline
Verger Capital Management LLC45,466$29.7M8.76%+12213F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…45,250$29.6M2.46%013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC45,161$29.5M0.42%+10,23413F-HRTimeline
Adaptive Financial Consulting, LLC45,029$29.4M11.26%+1,64913F-HRTimeline
Silverleafe Capital Partners, LLC45,014$29.4M8.86%+5013F-HRTimeline
JHP Wealth Management, LLC44,900$29.3M28.04%+36713F-HRTimeline
Western Wealth Management, LLC44,876$29.3M1.12%+11,75513F-HR/ATimeline
Nadler Financial Group, Inc.44,738$29.2M2.82%+2,73313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …44,620$29.1M4.5%-1,56613F-HRTimeline
Grove Bank & Trust44,565$29.1M3.29%-1,23413F-HRTimeline
Matrix Trust Co44,530$29.1M4.83%-23613F-HRTimeline
Patton Albertson Miller Group, LLC44,517$29.1M3.45%-26613F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.44,471$29M13.21%+3,02913F-HRTimeline
E Fund Management Co., Ltd.44,471$29M0.86%13F-HRTimeline
Custos Family Office, LLC44,408$29M20.11%-71913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC44,377$29M29%-1913F-HRTimeline
Powerhouse Assets LLC44,304$28.9M25.18%+96113F-HRTimeline
Fairman Group, LLC44,209$28.9M24.69%+2,16213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC44,109$28.8M3.6%+3,77213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,985$28.7M2.74%013F-HRTimelineGroup
SageView Advisory Group, LLC43,872$28.7M1.05%+1,46513F-HRTimeline
ACIMA PRIVATE WEALTH, LLC43,808$28.6M8.98%+85513F-HRTimeline
Trek Financial, LLC43,477$28.4M1.51%+13,33913F-HRTimeline
Summit Wealth Partners, LLC43,350$28.3M4.48%+1,70113F-HRTimeline
CATALYST PRIVATE WEALTH, LLC43,158$28.2M15.27%+33313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC43,086$28.1M2.05%+1,66113F-HRTimeline
Legacy Trust43,030$28.1M5.39%+3,30213F-HRTimeline
DIVERSIFIED TRUST CO43,023$28.1M0.52%-3,24613F-HRTimeline
CacheTech Inc.42,820$28M5.39%+71513F-HRTimeline
Bedminster, LLC42,774$27.9M25.99%-3,46013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management42,537$27.8M4.04%-3713F-HRTimelineGroup
Intrepid Financial Planning Group LLC42,186$27.6M11.12%-85813F-HRTimeline
Financial Life Planners42,107$27.5M21.09%+17313F-HRTimeline
DAGCO, INC.41,967$27.4M5.94%+3,23213F-HRTimeline
Sanchez Wealth Management Group41,801$27.3M5.91%-6213F-HRTimeline
Fidelis Wealth Advisors LLC41,758$27.3M39.73%+63813F-HRTimeline
Adams Wealth Management41,716$27.2M5.98%+46313F-HRTimeline
Abound Wealth Management41,600$27.2M6.17%+1,55613F-HRTimeline
MIRAMONTES CAPITAL, LLC41,594$27.2M9.41%-7213F-HRTimeline
Advus Financial Partners, LLC41,571$27.2M10.28%-4213F-HR/ATimeline
Legacy Financial Group LLC41,188$26.9M3.38%+12,75613F-HRTimeline
Keystone Wealth Services, LLC41,109$26.9M5.74%+16613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC41,068$26.8M5.92%+1,84513F-HRTimeline
MOLLER WEALTH PARTNERS41,031$26.8M5.29%+4,74313F-HRTimeline
AlphaCore Capital LLC40,994$26.8M0.63%-6,15813F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding40,974$26.8M+32,433Timeline
Birch Hill Investment Advisors LLC40,813$26.7M1.2%-19513F-HRTimeline
Hubbell Strickland Wealth Management, L…40,678$26.6M10.59%+1,00813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC40,521$26.6M0.98%+24,92613F-HRTimelineGroup
Wick Capital Partners, LLC40,644$26.5M4.84%+2,30713F-HRTimeline
Aspen Grove Capital, LLC40,457$26.4M5.14%+10413F-HRTimeline
JMG Financial Group, Ltd.40,441$26.4M0.73%-62913F-HRTimeline
Destiny Capital Corp/CO40,416$26.4M14.07%+66113F-HRTimeline
Riverpoint Wealth Management Holdings, …40,379$26.4M5.61%+63413F-HRTimeline
Vivid Wealth Management, LLC40,355$26.4M10.67%+5913F-HRTimeline
William Howard & Co Financial Advisors …40,329$26.3M22.75%-41013F-HRTimeline
WHI TRUST Co LLC40,316$26.3M19.84%+54513F-HRTimeline
MEMBERS WEALTH LLC36,793$26.3M15.71%+1,43213F-HRTimeline
Commonwealth Financial Services, LLC40,217$26.3M4.16%+2,53413F-HRTimeline
First National Bank of Hutchinson40,154$26.2M16.75%-2,32013F-HRTimeline
Richwood Investment Advisors, LLC40,152$26.2M20.21%+56913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC39,993$26.1M5.51%-89013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…39,978$26.1M1.09%-55813F-HRTimeline
Townsend Financial Planning, LLC39,909$26.1M25.23%+1,12613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC39,909$26.1M21.37%+37713F-HRTimeline
BEACON FINANCIAL GROUP39,783$26M2.59%+7,80813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC39,736$26M12.15%+2,46913F-HRTimeline
Park Place Capital Corp39,589$25.9M5.19%+4,44113F-HRTimeline
Investment Advisory Services Group LLC39,572$25.8M22.49%+2,68513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…39,387$25.7M0.82%-2,09613F-HRTimeline
LGL PARTNERS, LLC39,304$25.7M10.57%+3,42113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC39,263$25.6M2.84%-56513F-HRTimeline
SIGNATUREFD, LLC39,143$25.6M0.39%-9,26013F-HRTimeline
Eldridge Investment Advisors, Inc.39,024$25.5M5.59%-51113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC38,985$25.5M3.24%013F-HRTimeline
Human Investing LLC38,922$25.4M3.7%-49513F-HRTimeline
Fairway Wealth LLC38,886$25.4M6.7%+23913F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV38,837$25.4M12.17%+94713F-HRTimeline
Wealth Dimensions Group, Ltd.38,809$25.4M4.99%-84913F-HRTimeline
Traveka Wealth, LLC38,624$25.2M9.63%+12,71013F-HRTimeline
Sunbeam Capital Management, LLC38,338$25M14.33%+5,38213F-HRTimeline
Stephenson & Company, Inc.38,328$25M13.57%+1,85013F-HRTimeline
IAG Wealth Partners, LLC38,259$25M2.79%-8213F-HRTimeline
TBH Global Asset Management, LLC38,085$25M5.03%new13F-HRTimeline
Eley Financial Management, Inc37,988$24.8M8.96%-1,36013F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/37,930$24.8M<0.01%+21,64113F-HRTimeline
VERITY Wealth Advisors37,776$24.7M16.48%-7413F-HRTimeline
KEYVANTAGE WEALTH, LLC37,752$24.7M10.87%+1,96813F-HRTimeline
American Wealth Advisors, LLC37,613$24.6M25.6%-1,14513F-HRTimeline
ARVEST INVESTMENTS, INC.37,511$24.5M3.34%+1,76713F-HRTimeline
Gilbert Capital Group, Inc.37,280$24.4M18.82%-38413F-HRTimeline
McAdam, LLC37,249$24.3M1.1%-66413F-HRTimeline
Yukon Wealth Management, Inc.37,238$24.3M14.52%+27313F-HRTimeline
Fusion Family Wealth, LLC36,869$24.2M1.8%013F-HRTimeline
LONDON CO OF VIRGINIA36,908$24.1M0.15%-4,79113F-HRTimeline
Kastel Capital Advisors, LLC35,140$24.1M14.77%013F-HRTimeline
Nova R Wealth, Inc.36,758$24M7.66%-41913F-HRTimeline
Orion Capital Management LLC36,695$24M8.27%-12013F-HRTimeline
BFSG, LLC36,589$23.9M2.27%-4,26213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC36,399$23.8M14.25%-5413F-HRTimeline
CVA Family Office, LLC36,387$23.8M2.5%+87913F-HRTimeline
XML Financial, LLC36,340$23.7M1.92%+1,28013F-HRTimeline
Trademark Financial Management, LLC36,227$23.7M11.59%+3,56913F-HRTimeline
Diversified Portfolios, Inc.36,119$23.6M1.94%+56013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP35,992$23.5M0.49%-74513F-HRTimeline
Vericrest Private Wealth35,947$23.5M21.06%+16413F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co35,928$23.5M1.52%-2,66113F-HRTimelineGroup
Madison Wealth Partners, Inc35,847$23.4M3.73%+1,19613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC35,790$23.4M0.81%-1513F-HRTimelineGroup
Tepp RIA, LLC35,785$23.4M18.31%+1,39113F-HRTimeline
STEVENS CAPITAL PARTNERS35,745$23.3M5.61%-17313F-HRTimeline
One Wealth Advisors, LLC35,739$23.3M2.91%-56313F-HRTimeline
Saiph Capital, LLC35,655$23.3M8.81%-12113F-HRTimeline
DeDora Capital, Inc.35,652$23.3M5.71%-813F-HRTimeline
TAGStone Capital, Inc.35,621$23.3M8.23%+98813F-HRTimeline
Cynosure Group, LLC35,422$23.2M2.9%-867,82413F-HRTimeline
Willis Johnson & Associates, Inc.35,475$23.2M1.35%+87213F-HRTimeline
Jackson Wealth Management, LLC35,467$23.2M2.38%+9813F-HRTimeline
Emergent Wealth Advisors, LLC35,017$22.9M13.52%+56213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT34,883$22.8M0.35%-25813F-HR/ATimeline
Synergy Investment Management, LLC34,684$22.7M7.41%+9,53613F-HRTimeline
Summit Trail Advisors, LLC34,677$22.7M0.32%+14,68313F-HRTimeline
AtlasMark Financial, Inc33,034$22.6M14.61%013F-HRTimeline
4J Wealth Management LLC34,633$22.6M12.86%-3,66413F-HRTimeline
Shared Vision Wealth Group LLC34,527$22.6M9.2%-1,66313F-HRTimeline
Grey Ledge Advisors, LLC34,438$22.5M5.08%-4513F-HRTimeline
Walkner Condon Financial Advisors LLC34,329$22.4M2.96%-22413F-HRTimeline
Financiere des Professionnels - Fonds d…34,300$22.4M1.31%-17,65013F-HRTimeline
Mill Creek Capital Advisors, LLC34,276$22.4M0.46%+1,58413F-HRTimeline
Kraft, Davis & Associates, LLC30,995$22.4M4.77%-1,16313F-HRTimeline
Able Wealth Management LLC34,031$22.2M5.94%+21,09713F-HRTimeline
Certified Advisory Corp33,936$22.2M1.99%-88013F-HRTimeline
Providence Financial Advisors, LLC33,835$22.1M12.6%+72213F-HRTimeline
Sageworth Trust Co33,756$22M0.95%-913F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC33,552$21.9M9.79%+1,56413F-HRTimeline
Ameliora Wealth Management Ltd.33,542$21.9M6.98%-90113F-HRTimeline
Rothschild Wealth LLC33,510$21.9M1.98%+4,40713F-HRTimeline
SBI Securities Co., Ltd.33,482$21.9M0.6%-40113F-HRTimeline
Van Hulzen Asset Management, LLC33,445$21.8M1.62%+8713F-HRTimeline
LYNCH & ASSOCIATES/IN33,408$21.8M4.1%+8813F-HRTimeline
Waldron Private Wealth LLC33,271$21.7M0.85%-3,44913F-HRTimeline
WBH ADVISORY INC32,892$21.6M1.62%-12413F-HRTimeline
WEDBUSH SECURITIES INC33,124$21.6M0.63%+88913F-HRTimeline
INSIGHT 2811, INC.33,058$21.6M9.39%+95613F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC32,994$21.6M2.18%013F-HRTimelineGroup
Congress Park Capital LLC32,937$21.5M6.61%+1,81313F-HRTimeline
Holland Advisory Services, Inc.32,907$21.5M28.8%+5813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,875$21.5M0.39%+1,42613F-HRTimelineGroup
Williams Financial, LLC32,865$21.5M12.5%-5613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group32,862$21.5M2.41%-54513F-HRTimelineGroup
Compagnie Lombard Odier SCmA32,758$21.4M0.26%+2,39813F-HRTimeline
Sherman Asset Management, Inc.32,734$21.4M19.67%-1513F-HRTimeline
Jeter Robert S II28,819$21.4M21.27%13F-HRTimeline
Invst, LLC32,632$21.3M2.41%+6,80713F-HRTimeline
Sage Advisory Services, Ltd.Co.32,538$21.3M11.64%-1,98513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…32,291$21.1M2.04%+3,35813F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC32,104$21M11.3%-2,81813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,099$21M0.64%+15013F-HR/ATimelineGroup
Avestar Capital, LLC32,028$20.9M1.43%-9813F-HRTimeline
ADE, LLC31,942$20.9M10%+39913F-HRTimeline
Summit Asset Management, LLC31,893$20.8M2.9%+913F-HRTimeline
NWAM LLC31,777$20.8M1.19%-9,86513F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.31,768$20.8M14.49%+4,54013F-HRTimeline
Kilter Group LLC31,661$20.7M8.91%+4,08413F-HRTimeline
Harbor Group, Inc.31,593$20.6M2.98%+10413F-HRTimeline
Astra Wealth Partners LLC31,531$20.6M12.99%+77413F-HRTimeline
WealthPLAN Partners, LLC31,516$20.6M3.98%+7,94313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC31,477$20.6M7.45%-3,52213F-HR/ATimelineGroup
CADINHA & CO LLC31,370$20.5M3.82%-13,06513F-HRTimeline
Sunbelt Securities, Inc.31,243$20.4M1.29%+1,30713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC31,077$20.3M4.05%+16513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…31,051$20.3M0.02%-10,49913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC29,612$20.3M0.98%013F-HRTimeline