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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Headland Capital, LLC33,358$25M6.16%+2,36313F-HRTimeline
SBI Securities Co., Ltd.33,139$24.8M0.56%-34313F-HRTimeline
Layline Advisors, LLC33,139$24.8M22.26%+4,81613F-HRTimeline
Merited Wealth, LLC33,023$24.7M17.49%+16,95013F-HRTimeline
INSIGHT 2811, INC.33,016$24.7M10.01%-4213F-HRTimeline
LYNCH & ASSOCIATES/IN32,887$24.6M4.3%-52113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group32,745$24.5M2.29%-11713F-HRTimelineGroup
Ameliora Wealth Management Ltd.32,682$24.5M7.27%-86013F-HRTimeline
PACIFIC FINANCIAL GROUP INC32,680$24.5M11.73%+57613F-HRTimeline
WBH ADVISORY INC32,486$24.3M1.63%-40613F-HRTimeline
Northwest Bancshares, Inc.32,477$24.3M4.38%+9,60013F-HRTimeline
Rose Capital Advisors LLC32,464$24.3M13.04%13F-HRTimeline
Aspen Wealth Strategies, LLC32,300$24.2M11.7%+1,42713F-HRTimeline
ADE, LLC32,297$24.2M10.22%+35513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC32,275$24.2M7.3%+79813F-HRTimelineGroup
Fidelis Wealth Advisors LLC32,248$24.1M36.09%-9,51013F-HR/ATimeline
Csenge Advisory Group32,139$24.1M0.98%+9,18613F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding32,136$24.1M-100Timeline
Astra Wealth Partners LLC32,086$24M13.38%+55513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,068$24M0.38%-80713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,056$24M0.43%+3,87013F-HRTimelineGroup
Polaris Investment Advisors, LLC32,049$24M15.37%+8,95613F-HRTimeline
SAPIENT CAPITAL LLC32,011$24M0.31%+9,84713F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC31,893$23.9M0.91%+4,71013F-HRTimeline
Summit Asset Management, LLC31,893$23.9M3.06%013F-HRTimeline
Harbor Group, Inc.31,818$23.8M2.8%+22513F-HRTimeline
Foundry Financial Group, Inc.31,807$23.8M10.3%+1,03313F-HRTimeline
Sherman Asset Management, Inc.31,761$23.8M18.46%-97313F-HRTimeline
Treasurer of the State of North Carolina31,719$23.8M0.06%-52,98213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP31,623$23.7M0.83%+3,38913F-HRTimeline
Caldwell Trust Co31,504$23.6M1.91%+1,22713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC31,467$23.6M6.93%+61213F-HRTimeline
Patriot Financial Group Insurance Agenc…31,461$23.6M2.42%-29,92513F-HRTimeline
SAX WEALTH ADVISORS, LLC35,996$23.5M0.96%+6,38413F-HRTimeline
CRA Financial Services, LLC31,388$23.5M2.71%+65513F-HRTimeline
Certified Advisory Corp31,376$23.5M1.89%-2,56013F-HRTimeline
Holland Advisory Services, Inc.31,353$23.5M25.93%-1,55413F-HRTimeline
MYCIO WEALTH PARTNERS, LLC31,261$23.4M4.38%+18413F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.31,260$23.4M14.25%-50813F-HRTimeline
ArborFi Advisors, LLC31,135$23.3M16.9%+73513F-HRTimeline
Braeburn Wealth Management LLC31,112$23.3M10%+7,50013F-HRTimeline
Bank of New Hampshire31,088$23.3M4.86%+2,72913F-HRTimeline
Kraft, Davis & Associates, LLC31,045$23.2M4.85%+5013F-HRTimeline
Element Wealth, LLC30,967$23.2M8.73%+5313F-HRTimeline
Kingsview Wealth Management, LLC30,945$23.2M0.28%+24113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.30,944$23.2M0.33%+19,44913F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding30,936$23.2M+10,769Timeline
YHB Investment Advisors, Inc.30,863$23.1M1.48%+7,99413F-HRTimeline
Kastel Capital Advisors, LLC35,362$23.1M14.61%+22213F-HRTimeline
CADINHA & CO LLC30,840$23.1M3.42%-53013F-HRTimeline
Waldron Private Wealth LLC30,770$23M0.8%-2,50113F-HRTimeline
Signet Private Wealth LLC30,735$23M18.35%+2,27713F-HRTimeline
CORE WEALTH ADVISORS, LLC30,708$23M16.95%+9,24013F-HRTimeline
Trademark Financial Management, LLC30,642$22.9M9.4%-5,58513F-HRTimeline
NWAM LLC30,634$22.9M1.15%-1,14313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,602$22.9M8.56%+2113F-HRTimeline
Compagnie Lombard Odier SCmA30,575$22.9M0.25%-2,18313F-HRTimeline
JCSD Capital, LLC30,450$22.8M33.95%013F-HRTimeline
Retirement Wealth Solutions LLC30,361$22.7M12.53%+6,27313F-HRTimeline
NORDEN GROUP LLC30,098$22.5M1.85%+19,68513F-HRTimeline
Independent Advisor Alliance30,024$22.5M0.53%-207,45413F-HRTimeline
Asset Management Group, Inc.29,882$22.4M3.28%-31813F-HRTimeline
WESBANCO BANK INC29,757$22.3M0.55%+69313F-HRTimeline
Sovereign Financial Group, Inc.29,712$22.3M3.4%+3,56213F-HRTimeline
Scissortail Wealth Management, LLC29,611$22.2M4.27%+15,32413F-HRTimeline
Pallas Capital Advisors LLC29,517$22.1M0.68%+2,51013F-HRTimeline
Jeter Robert S II29,063$22M21.11%+24413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,366$22M0.89%+1,59413F-HRTimeline
Providence Capital Advisors, LLC29,342$22M3.33%+1,26013F-HRTimeline
Strategic Blueprint, LLC29,321$22M1.1%+3,96213F-HRTimeline
Thomasville National Bank29,252$21.9M1.2%13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.29,754$21.8M13.29%-64013F-HRTimeline
Taylor & Morgan Wealth Management, LLC29,011$21.7M10.71%+1013F-HRTimeline
Oak Wealth Advisors LLC28,956$21.7M10.4%-41113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …28,840$21.6M0.51%new13F-HRTimelineGroup
BOSTON RESEARCH & MANAGEMENT INC28,863$21.6M4.78%-20413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…28,809$21.6M3.07%-50013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp28,794$21.6M0.51%+24313F-HRTimelineGroup
ACT Advisors, LLC.28,726$21.5M7.15%-23413F-HRTimeline
Retirement Systems of Alabama28,708$21.5M0.06%-19013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD28,680$21.5M0.05%+20,67013F-HRTimelineGroup
Cornerstone Planning Group LLC28,527$21.4M2.7%+10,56913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,418$21.3M1.27%-3513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…28,276$21.2M0.71%-3,82313F-HRTimelineGroup
NorthRock Partners, LLC28,201$21.1M0.31%-25113F-HRTimeline
Outlook Wealth Advisors, LLC28,200$21.1M4.56%+15713F-HRTimeline
Venture Visionary Partners LLC28,157$21.1M0.59%+3,11013F-HRTimeline
NWF Advisory Services Inc.28,065$21M1.98%+26813F-HRTimeline
Proficio Capital Partners LLC28,056$21M0.75%+6,38513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC27,945$20.9M9.01%-1713F-HRTimeline
Delta Investment Management, LLC27,784$20.8M3.42%+3,75713F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…27,668$20.7M1.9%-4,62313F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI27,575$20.7M0.93%+47113F-HRTimeline
Roger Wittlin Investment Advisory, LLC27,557$20.6M16.21%-35713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC27,505$20.6M5.14%+14,99513F-HRTimeline
Beirne Wealth Consulting Services, LLC27,441$20.6M4.09%+16713F-HRTimeline
FOCUSED ALPHA, LLC27,433$20.5M5.27%+7,84513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…27,334$20.5M1.65%new13F-HRTimelineGroup
Pines Wealth Management, LLC27,131$20.3M5.85%+16713F-HRTimeline
Keenan, LLC27,115$20.3M14.34%+2,03813F-HRTimeline
Avestar Capital, LLC27,013$20.2M1.2%-5,01513F-HRTimeline
Generali Investments CEE, investicni sp…27,000$20.2M0.96%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…26,985$20.2M0.14%+6,04313F-HRTimelineGroup
SIMA Wealth Partners, LLC26,925$20.2M14.29%-1,54713F-HRTimeline
Acropolis Investment Management, LLC26,803$20.1M0.79%-80813F-HR/ATimeline
Goepper Burkhardt LLC26,800$20.1M6.03%+1,00413F-HRTimeline
Wiser Wealth Management, Inc26,722$20M3.83%-28713F-HRTimeline
Global Wealth Management Investment Adv…26,699$20M2.85%-18613F-HRTimeline
PEOPLES BANK /OH26,649$20M10.26%+2,37113F-HRTimeline
Trifecta Capital Advisors, LLC26,620$19.9M2.57%+913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.26,614$19.9M1.21%-31313F-HRTimelineGroup
Investment Advisory Group, LLC26,592$19.9M4.32%+2,40413F-HRTimeline
Collaborative Capital Advisors LLC26,540$19.9M12.55%13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.26,524$19.9M0.14%+26,17513F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC26,482$19.8M6.69%+1,10813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26,475$19.8M0.02%+9,14513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…26,472$19.8M2.2%+20113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.26,684$19.8M12.87%+2,44313F-HRTimeline
BCGM Wealth Management, LLC26,331$19.7M4.17%-43413F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC26,299$19.7M0.57%-66113F-HRTimelineGroup
Arch Global Advisors, LLC26,286$19.7M8.71%+1,19913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.26,239$19.6M0.41%-123,74013F-HRTimelineGroup
Waterloo Capital, L.P.26,103$19.5M1.1%-54,11613F-HRTimeline
Bigelow Investment Advisors, LLC26,068$19.5M7.07%+46313F-HRTimeline
RFG Advisory, LLC26,054$19.5M0.31%-1,90713F-HRTimeline
Ausdal Financial Partners, Inc.26,004$19.5M0.76%+23413F-HRTimeline
CWA Asset Management Group, LLC25,990$19.5M0.6%+38213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,931$19.4M0.22%+4,34413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC25,907$19.4M0.91%+1,33013F-HRTimeline
EPG Wealth Management LLC25,907$19.4M4.65%-12113F-HRTimeline
Highview Capital Management LLC/DE/25,895$19.4M5.58%-30713F-HRTimeline
Montecito Bank & Trust25,770$19.3M2.89%-1,35713F-HRTimeline
Columbus Macro, LLC25,616$19.2M1.87%-4313F-HRTimeline
Zhang Financial LLC25,602$19.2M0.56%-2,27613F-HRTimeline
Nordwand Advisors, LLC25,546$19.1M2.93%+67813F-HRTimeline
Breakwater Capital Group25,487$19.1M2.29%-30813F-HRTimeline
Man Group plcin group Man Group plc25,412$19M0.03%+20913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB25,392$19M0.49%+28713F-HRTimeline
American National Bank of Texas25,327$19M17.31%-2,32213F-HRTimeline
Caprock Group, LLC25,287$18.9M0.36%+2,31713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…25,206$18.9M1.09%-2013F-HRTimeline
Inman Jager Wealth Management, LLC25,197$18.9M10.04%+27813F-HRTimeline
Wealth Enhancement Trust Services, Inc.25,185$18.9M2.1%+4,91113F-HR/ATimeline
Fortis Capital Advisors, LLC25,163$18.8M2.12%-1,73813F-HRTimeline
CENTRAL TRUST Co25,155$18.8M0.34%-35413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC25,045$18.8M1.06%+68713F-HRTimeline
WEBSTER BANK, N. A.24,970$18.7M1.62%-23513F-HRTimeline
Pine Valley Investments Ltd Liability Co24,935$18.7M0.79%-18013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC24,813$18.6M1.3%+11213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC24,719$18.5M0.5%+1,28013F-HRTimeline
SMI Advisory Services, LLC24,446$18.5M2.99%+31013F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…24,607$18.4M12.81%new13F-HRTimeline
Secure Asset Management, LLC24,557$18.4M2.59%+1,57013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.24,148$18.2M7.71%-41513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC24,321$18.2M5.12%+1,19813F-HRTimeline
Hardy Reed LLC24,265$18.2M1.17%-89513F-HRTimeline
First National Trust Co24,257$18.2M0.62%+20013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC24,178$18.1M8.86%-65713F-HRTimeline
Tempo Wealth, LLC24,165$18.1M2.68%+88013F-HRTimeline
Baring Financial LLC24,164$18.1M9.99%-1813F-HRTimeline
Parisi Gray Wealth Management24,135$18.1M3.71%-7713F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC24,119$18.1M16.86%13F-HRTimeline
ETF Store, Inc.24,062$18M15.07%+1,03513F-HRTimeline
INGALLS & SNYDER LLC24,055$18M0.49%-13613F-HRTimeline
Elyxium Wealth, LLC24,041$18M1.89%-79313F-HRTimeline
Aureus Asset Management, LLC24,015$18M1.09%-1,65613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC24,006$18M0.01%-1,69613F-HRTimelineGroup
Hoese & Co LLP23,906$17.9M11.63%-45313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC23,824$17.8M2.09%+17713F-HRTimeline
Foundation Wealth Management, LLC\PA23,813$17.8M5.38%+3,80813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC23,769$17.8M11.39%-8113F-HRTimeline
Verum Partners LLC23,767$17.8M2.69%-22413F-HRTimeline
Cherry Tree Wealth Management, LLC23,740$17.8M3.34%-10313F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding23,693$17.7M+1,922Timeline
Atlantic Edge Private Wealth Management…23,648$17.7M3.63%+76513F-HRTimeline
ANDERSON HOAGLAND & CO23,629$17.7M1.39%-36913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC23,553$17.6M1.65%-2,68013F-HRTimeline
Campion Asset Management23,525$17.6M10.75%+28813F-HRTimeline
Lutz Financial Services LLC23,501$17.6M1.07%-27313F-HRTimeline
ALM First Financial Advisors, LLC23,355$17.5M2.95%+4,44513F-HRTimeline
Global Wealth Management, LLC23,345$17.5M8.9%+2013F-HRTimeline
Omega Financial Group, LLC23,260$17.4M5.3%+29513F-HRTimeline
Roof Eidam Maycock Peralta, LLC23,215$17.4M3.42%+16213F-HRTimeline
MainStreet Investment Advisors LLC23,168$17.4M2.36%+5,25913F-HRTimeline
GWN SECURITIES INC.23,100$17.3M2.89%+2,85813F-HRTimeline
DWR WEALTH MANAGEMENT, LLC23,234$17.3M12.94%-1,25713F-HRTimeline
Meadow Creek Wealth Advisors LLC22,991$17.2M10.51%+14913F-HRTimeline
Box Hill Private Wealth LLC22,988$17.2M13.81%+89113F-HRTimeline
Forbes Financial Planning, Inc.22,945$17.2M9.22%-22613F-HRTimeline
Sound Income Strategies, LLC22,945$17.2M0.77%+3,05913F-HRTimeline
Broadview Financial Management, LLC22,921$17.2M10.48%-39713F-HRTimeline
Red Door Wealth Management, LLC22,870$17.1M1.56%+37613F-HRTimeline
PFG Advisors22,819$17.1M0.86%-2,41513F-HRTimeline
Gerald Baker Financial Group LLC22,718$17M4.84%+62013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC22,717$17M1.71%-10,27713F-HRTimelineGroup
HighPoint Advisor Group LLC22,700$17M0.6%+65213F-HRTimeline
Concorde Asset Management, LLC22,630$16.9M9.81%+1,73013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22,439$16.8M1.64%-46313F-HRTimeline
MOTIVE WEALTH ADVISORS22,414$16.8M6.9%-2613F-HRTimeline
Pinnacle Family Advisors, LLC22,404$16.8M7.04%-46513F-HRTimeline