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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Northstar Advisory Group, LLC28,856$17M8.65%+9,00113F-HRTimeline
Retirement Systems of Alabama28,774$16.9M0.06%-55713F-HRTimeline
Wiser Wealth Management, Inc28,710$16.9M4.74%+213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC28,659$16.9M7.51%-71013F-HRTimeline
Pinnacle Family Advisors, LLC28,509$16.8M8.12%-49613F-HRTimeline
MassMutual Private Wealth & Trust, FSB28,429$16.7M0.47%+12813F-HRTimeline
Sunbeam Capital Management, LLC28,424$16.7M15.53%13F-HR/ATimeline
Pallas Capital Advisors LLC28,358$16.7M0.71%+5713F-HRTimeline
BCGM Wealth Management, LLC28,248$16.6M5.27%+21913F-HRTimeline
Compagnie Lombard Odier SCmA28,232$16.6M0.25%+17,68413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC28,189$16.6M2.34%+61713F-HRTimeline
Taylor & Morgan Wealth Management, LLC28,080$16.5M11.61%-29813F-HRTimeline
Aegis Wealth Management LLC28,079$16.5M11.18%13F-HRTimeline
Fairvoy Private Wealth, LLC27,966$16.5M4.38%13F-HRTimeline
PEOPLES BANK /OH27,961$16.5M9.69%-8,18413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,947$16.5M2.44%+71213F-HRTimeline
Highview Capital Management LLC/DE/27,862$16.4M6.3%-4213F-HR/ATimeline
Secure Asset Management, LLC27,859$16.4M2.49%+2,35313F-HRTimeline
ORG Partners LLC27,810$16.4M2.22%+2,28913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.27,780$16.4M13.05%+3,68413F-HRTimeline
E Fund Management Co., Ltd.27,780$16.4M0.82%+3,68413F-HRTimeline
United Community Bankin group United Community Bank27,744$16.3M6.36%-43513F-HRTimelineGroup
Trifecta Capital Advisors, LLC27,650$16.3M3.21%+1,08413F-HRTimeline
Elyxium Wealth, LLC27,536$16.2M9.87%+5,21113F-HRTimeline
Proficio Capital Partners LLC27,450$16.2M1.31%+7,30713F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,359$16.1M0.4%-1,81313F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT27,324$16.1M1%+8,22013F-HRTimeline
Oak Wealth Advisors LLC27,322$16.1M12.37%13F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.27,453$16M7.9%-47213F-HRTimeline
Evernest Financial Advisors, LLC27,150$16M4.15%-48713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,042$15.9M0.39%-6,63613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC27,000$15.9M0.02%+20,40013F-HRTimeline
Generali Investments CEE, investicni sp…27,000$15.9M1.64%13F-HRTimeline
Scissortail Wealth Management, LLC26,826$15.8M4.04%+26,39513F-HRTimeline
Sierra Capital LLC26,795$15.8M1.87%-1,39113F-HRTimeline
Chesley Taft & Associates LLC26,782$15.8M0.73%-78113F-HRTimeline
NIXON PEABODY TRUST CO26,627$15.7M1.29%+10,84413F-HRTimeline
Bank Pictet & Cie (Europe) AG26,540$15.6M0.34%013F-HR/ATimeline
Harbor Group, Inc.26,049$15.3M3.45%+18213F-HRTimeline
Shepherd Financial Partners LLC26,028$15.3M1.83%+37313F-HRTimeline
Hardy Reed LLC26,014$15.3M1.35%-32513F-HRTimeline
Caldwell Trust Co25,965$15.3M1.6%+83613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25,933$15.3M2.16%-97913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.25,879$15.2M1.41%-62913F-HRTimelineGroup
WEBSTER BANK, N. A.25,827$15.2M1.63%+20913F-HRTimeline
CRA Financial Services, LLC25,811$15.2M2.61%+1,49313F-HRTimeline
Parisi Gray Wealth Management25,793$15.2M4.83%-1313F-HRTimeline
AtlasMark Financial, Inc25,620$15.1M13.86%+30313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT25,614$15.1M1.12%+34013F-HRTimeline
WESBANCO BANK INC25,595$15.1M0.51%-40513F-HRTimeline
Montecito Bank & Trust25,589$15.1M2.61%+77413F-HRTimeline
Strategic Blueprint, LLC25,488$15M0.89%+6,12013F-HRTimeline
Financial Advocates Investment Manageme…25,455$15M0.85%+6,81913F-HRTimeline
ANDERSON HOAGLAND & CO24,871$14.9M1.54%-2813F-HRTimeline
Vestmark Advisory Solutions, Inc.25,339$14.9M0.51%-8,86713F-HRTimeline
ArborFi Advisors, LLC25,290$14.9M14.94%13F-HRTimeline
NWF Advisory Services Inc.25,280$14.9M2.18%-2,09013F-HRTimeline
Verum Partners LLC25,228$14.9M4.27%-87213F-HRTimeline
SMI Advisory Services, LLC25,349$14.8M3.42%+35113F-HRTimeline
Fairman Group, LLC24,990$14.7M12.11%+1,09113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,974$14.7M0.8%-83313F-HRTimeline
Forefront Wealth Partners, LLC24,942$14.7M10.94%13F-HRTimeline
Objective Capital Management, LLC24,853$14.6M9.78%-1,88913F-HRTimeline
TSA Wealth Managment LLC24,828$14.6M5.95%-2,51813F-HRTimeline
Lutz Financial Services LLC24,813$14.6M1.18%+5113F-HRTimeline
Welch Group, LLC24,704$14.6M0.66%+7,07113F-HRTimeline
Global Wealth Management Investment Adv…24,792$14.6M3.01%+32413F-HRTimeline
Empower Advisory Group, LLC24,781$14.6M0.05%+32513F-HRTimeline
Perennial Investment Advisors, LLC24,717$14.6M1.72%+1,46313F-HRTimeline
Broadview Financial Management, LLC24,700$14.5M10.4%-1,17213F-HRTimeline
JDM Financial Group LLC24,666$14.5M7.55%-10613F-HRTimeline
CENTRAL TRUST Co24,641$14.5M0.36%+39913F-HRTimeline
Providence Capital Advisors, LLC24,639$14.5M2.94%-32313F-HRTimeline
WATERS PARKERSON & CO., LLC24,626$14.5M0.76%+6,29213F-HRTimeline
CHEMUNG CANAL TRUST CO24,571$14.5M3.02%-28713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,559$14.5M1.09%+2,20813F-HRTimeline
Foundry Financial Group, Inc.24,550$14.5M8.95%+1,25613F-HRTimeline
Northwest Bancshares, Inc.24,459$14.4M2.67%-1,15013F-HRTimeline
Cyndeo Wealth Partners, LLC24,418$14.4M0.97%+1,62113F-HRTimeline
Family Firm, Inc.24,382$14.4M3.19%-171,79613F-HRTimeline
ETF Store, Inc.24,335$14.3M17.77%-7,97613F-HRTimeline
Pembroke Management, LTD24,334$14.3M1.79%-12213F-HRTimeline
AlphaMark Advisors, LLC24,313$14.3M6.2%-1,08013F-HRTimeline
Legacy Edge Advisors, LLC24,217$14.3M2.27%-80113F-HRTimeline
Mosley Wealth Management23,634$14.3M8.85%+1,34713F-HRTimeline
Zhang Financial LLC24,257$14.3M0.82%+3,09113F-HRTimeline
Gateway Wealth Partners, LLC24,078$14.2M3.67%-5,83713F-HRTimeline
GenTrust, LLC23,994$14.1M0.61%+2,70213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC23,978$14.1M0.46%+1,41313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,955$14.1M0.46%-24913F-HRTimeline
Bigelow Investment Advisors, LLC23,944$14.1M6.61%+49213F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,927$14.1M7.99%-3213F-HRTimeline
McNaughton Wealth Management, LLC23,916$14.1M6.79%-3313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/23,912$14.1M2.96%-53913F-HRTimeline
Aureus Asset Management, LLC23,879$14.1M0.91%-1513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC23,734$14M0.64%-1,76713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,666$13.9M0.42%-49113F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC23,663$13.9M6.62%+70913F-HRTimeline
Congress Park Capital LLC23,492$13.8M5.02%+1,66813F-HRTimeline
PFG Advisors23,483$13.8M0.85%-1,48013F-HRTimeline
Fusion Capital, LLC23,439$13.8M5.56%+59913F-HRTimeline
MOTIVE WEALTH ADVISORS23,427$13.8M7.41%-27813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,397$13.8M0.77%+3,03613F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC23,135$13.6M9.77%+52713F-HRTimeline
Canal Capital Management, LLC22,952$13.5M2.19%-2,78313F-HRTimeline
PARK NATIONAL CORP /OH/22,884$13.5M0.49%+31813F-HRTimeline
North Star Investment Management Corp.22,879$13.5M0.94%+31813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,818$13.4M0.32%+5,70813F-HRTimeline
Columbia Bank22,922$13.4M4.64%+2,51213F-HRTimeline
Palisades Hudson Asset Management, L.P.22,687$13.4M5.63%-53713F-HRTimeline
XPONANCE LLC22,528$13.3M0.12%-2,71713F-HRTimeline
OSTRUM ASSET MANAGEMENT22,514$13.3M1.15%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC22,490$13.2M1.06%+21,70613F-HRTimeline
Legacy Trust22,465$13.2M3.07%+63113F-HRTimeline
Delta Investment Management, LLC22,267$13.1M2.55%-1,73813F-HRTimeline
PRIVATE TRUST CO NA22,221$13.1M1.34%+2,61213F-HRTimeline
Jackson Hole Capital Partners, LLC22,205$13.1M2.64%-39413F-HRTimeline
Cherry Tree Wealth Management, LLC22,015$13M3.21%-93513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,985$12.9M0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC21,874$12.9M5.46%+1,65713F-HRTimeline
SG Americas Securities, LLC21,873$12.9M0.06%-383,90013F-HRTimeline
Vise Technologies, Inc.21,872$12.9M1.07%+12,64313F-HRTimeline
Venture Visionary Partners LLC21,846$12.9M0.55%+37013F-HR/ATimeline
Beirne Wealth Consulting Services, LLC21,722$12.8M4.62%-13813F-HRTimeline
NSI Retail Advisors, LLC21,700$12.8M2.03%-80013F-HRTimeline
Roof Eidam Maycock Peralta, LLC21,669$12.8M3.29%-25213F-HRTimeline
Concorde Asset Management, LLC21,624$12.7M6.64%-52913F-HRTimeline
Koshinski Asset Management, Inc.21,606$12.7M1.14%-1,13013F-HRTimeline
Pine Valley Investments Ltd Liability Co21,585$12.7M0.83%-2,52413F-HRTimeline
EARNED WEALTH ADVISORS, LLC21,570$12.7M4.06%-31713F-HRTimeline
Omega Financial Group, LLC21,496$12.7M4.79%+21413F-HRTimeline
Breakwater Capital Group21,486$12.6M2.52%-4313F-HRTimeline
Foundation Wealth Management, LLC\PA21,481$12.6M6.13%13F-HRTimeline
Annie E. Casey Foundation, Inc.21,448$12.6M18.5%13F-HRTimeline
Kooman & Associates21,441$12.6M4.57%+5313F-HRTimeline
Caprock Group, LLC21,390$12.6M0.41%new13F-HRTimeline
Avestar Capital, LLC21,383$12.6M1.14%+8,39813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,378$12.6M0.11%+1,07513F-HRTimeline
INSIGHT 2811, INC.21,297$12.5M6.46%+2,45813F-HRTimeline
CAPE ANN SAVINGS BANK21,276$12.5M7.37%+71513F-HRTimeline
Bank of New Hampshire21,118$12.4M3.2%-70213F-HRTimeline
MMA ASSET MANAGEMENT LLC21,049$12.4M5.41%-14,40313F-HRTimeline
Capital Investment Advisory Services, L…21,043$12.4M1.19%-46913F-HRTimeline
Unique Wealth Strategies, LLC21,030$12.4M5.44%-27613F-HRTimeline
Bremer Bank National Association21,022$12.4M2.45%-1,58713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,011$12.4M1.12%-85713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,956$12.3M0.08%+3,19713F-HRTimeline
Park Place Capital Corp20,946$12.3M3.45%-2,33113F-HRTimeline
WealthPLAN Partners, LLC20,888$12.3M1.74%+5613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp20,882$12.3M0.04%+11613F-HRTimelineGroup
YHB Investment Advisors, Inc.20,782$12.2M1%+2,20513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC20,778$12.2M3.99%-41713F-HRTimeline
Treasurer of the State of North Carolina20,763$12.2M0.05%-33,80613F-HRTimeline
Retirement Wealth Solutions LLC20,953$12.2M10.33%13F-HRTimeline
Horst & Graben Wealth Management LLC20,635$12.1M2.16%+213F-HRTimeline
Investment Advisory Group, LLC20,545$12.1M4.05%+96913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,529$12.1M1.09%-32413F-HRTimelineGroup
Inman Jager Wealth Management, LLC20,507$12.1M9.41%13F-HRTimeline
MA Private Wealth20,442$12M2.25%-32613F-HRTimeline
Granite Harbor Advisors, Inc.20,438$12M6.65%-53313F-HRTimeline
Red Tortoise LLC20,206$11.9M6.24%+6513F-HRTimeline
Copperwynd Financial, LLC20,129$11.8M3.27%+1,29413F-HRTimeline
Q3 Asset Management20,114$11.8M7.36%new13F-HRTimeline
MFA Wealth Services19,954$11.7M9.42%13F-HRTimeline
One Day In July LLC19,953$11.7M1.23%-17613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19,929$11.7M1.1%+39913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…19,917$11.7M0.88%-1,14413F-HRTimeline
Armbruster Capital Management, Inc.19,911$11.7M2.38%-1,22013F-HRTimeline
SPC Financial, Inc.19,888$11.7M1.02%+1,39613F-HRTimeline
Clark Capital Management Group, Inc.19,881$11.7M0.08%-356,72713F-HRTimeline
Meadow Creek Wealth Advisors LLC19,820$11.7M8.4%+1,07013F-HRTimeline
DOLIVER ADVISORS, LP19,806$11.7M3.24%+3,05213F-HRTimeline
Davis Wealth Advisors, LLC19,800$11.7M12.82%13F-HRTimeline
IFG Advisory, LLC19,782$11.6M0.66%+74813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,769$11.6M7.31%-81613F-HRTimeline
SYNTAX RESEARCH, INC.19,729$11.6M8.33%-1,09513F-HRTimeline
Headlands Technologies LLC19,698$11.6M1.17%+88713F-HRTimeline
Shulman DeMeo Asset Management LLC19,621$11.6M3.12%-1613F-HRTimeline
Beaird Harris Wealth Management, LLC19,560$11.5M0.99%+45513F-HRTimeline
Canvas Wealth Advisors, LLC19,532$11.5M2.89%+4,98213F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…19,520$11.5M2%+4,20013F-HRTimelineGroup
Milestone Investment Advisors LLC19,459$11.5M3.11%+87513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,456$11.5M0.83%-10,58713F-HRTimeline
Chicago Capital, LLC19,279$11.3M0.3%+5513F-HRTimeline
Latitude Advisors, LLC19,255$11.3M6.39%-3,13113F-HRTimeline
Merriman Wealth Management, LLC19,166$11.3M0.47%-95613F-HRTimeline
Greenhouse Wealth Management, LLC19,107$11.2M7.44%+4613F-HRTimeline
4Thought Financial Group Inc.19,047$11.2M6.96%-3,91813F-HRTimeline
Copperleaf Capital, LLC18,952$11.2M7.07%-4,04413F-HRTimeline
Sound Stewardship, LLC18,938$11.1M6.62%-25613F-HRTimeline
Wealth Management Partners, LLC18,837$11.1M4.79%+10313F-HRTimeline
Ted Buchan & Co18,814$11.1M5.23%+12813F-HRTimeline
Barnes Wealth Management Group, Inc18,809$11.1M7.42%13F-HRTimeline
Money Design Co.,Ltd.18,723$11.1M0.57%+1,24313F-HRTimeline
Montis Financial, LLC18,768$11M3.41%+5,84213F-HRTimeline
HARBOR ADVISORY CORP /MA/18,759$11M3.63%+1,30513F-HRTimeline
SC&H Financial Advisors, Inc.18,736$11M2.28%-8313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,734$11M0.67%+2,09013F-HRTimeline
MGO ONE SEVEN LLC18,712$11M0.42%013F-HRTimeline
GREENWOOD GEARHART LLC18,684$11M0.76%new13F-HRTimeline