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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Taylor & Morgan Wealth Management, LLC27,621$15.5M11.7%-45913F-HRTimeline
Evernest Financial Advisors, LLC27,612$15.5M5.57%+46213F-HRTimeline
Pines Wealth Management, LLC31,079$15.5M7.17%+16,64013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,739$15.5M2.36%-20813F-HRTimeline
Silverleafe Capital Partners, LLC27,482$15.4M5.31%-2,09913F-HRTimeline
FIRST AMERICAN TRUST, FSB27,391$15.4M1.42%+24,42213F-HRTimeline
Proficio Capital Partners LLC27,326$15.4M1.19%-12413F-HRTimeline
PEOPLES BANK /OH27,357$15.4M10.08%-60413F-HRTimeline
Trifecta Capital Advisors, LLC27,258$15.3M3.21%-39213F-HRTimeline
Creekmur Asset Management LLC27,148$15.3M3.2%-10,94713F-HRTimeline
Caldwell Trust Co27,146$15.3M1.64%+1,18113F-HRTimeline
Harbor Group, Inc.27,123$15.2M3.05%+1,07413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,012$15.2M0.4%-34713F-HRTimelineGroup
Generali Investments CEE, investicni sp…27,000$15.2M1.41%013F-HRTimeline
Chesley Taft & Associates LLC26,992$15.2M0.73%+21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,675$15M0.82%+3,27813F-HRTimelineGroup
Elm Partners Management LLC26,609$15M0.77%-11,49413F-HR/ATimeline
Bank Pictet & Cie (Europe) AG26,540$14.9M0.36%013F-HRTimeline
CRA Financial Services, LLC26,402$14.8M2.54%+59113F-HRTimeline
Empower Advisory Group, LLC26,133$14.7M0.05%+1,35213F-HRTimeline
Foundry Financial Group, Inc.26,091$14.7M9.03%+1,54113F-HRTimeline
AtlasMark Financial, Inc26,048$14.6M13.58%+42813F-HRTimeline
MassMutual Private Wealth & Trust, FSB26,041$14.6M0.42%-2,38813F-HRTimeline
EQ LLC26,016$14.6M6.83%-13,98213F-HRTimeline
Fairman Group, LLC27,828$14.6M13.4%+2,83813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.25,934$14.6M1.33%+5513F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT25,861$14.5M1.08%+24713F-HRTimeline
FOCUS Wealth Advisors, LLC25,792$14.5M8.01%-6,63313F-HRTimeline
WESBANCO BANK INC25,763$14.5M0.5%+16813F-HRTimeline
Hardy Reed LLC25,759$14.5M1.28%-25513F-HRTimeline
NWF Advisory Services Inc.25,725$14.5M2.03%+44513F-HRTimeline
Canal Capital Management, LLC25,664$14.4M2.41%+2,71213F-HRTimeline
Global Wealth Management Investment Adv…25,634$14.4M2.88%+84213F-HRTimeline
Elyxium Wealth, LLC25,532$14.3M6.36%-2,00413F-HRTimeline
Montecito Bank & Trust25,490$14.3M2.54%-9913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25,271$14.2M1.96%-66213F-HRTimeline
Cyndeo Wealth Partners, LLC25,115$14.1M0.93%+69713F-HRTimeline
Zhang Financial LLC25,112$14.1M0.75%+85513F-HRTimeline
Parisi Gray Wealth Management25,088$14.1M4.6%-70513F-HRTimeline
Congress Park Capital LLC25,034$14.1M5.33%+1,54213F-HRTimeline
CENTRAL TRUST Co24,958$14M0.34%+31713F-HRTimeline
Strategic Blueprint, LLC24,957$14M0.77%-53113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC24,937$14M0.46%+95913F-HRTimeline
Verum Partners LLC24,926$14M3.78%-30213F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.26,539$14M7.29%-91413F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…24,824$13.9M2.55%-9,75913F-HRTimelineGroup
Pembroke Management, LTD24,746$13.9M2.03%+41213F-HRTimeline
Highview Capital Management LLC/DE/24,738$13.9M5.82%-3,12413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,730$13.9M0.36%-25,30313F-HRTimelineGroup
Northwest Bancshares, Inc.24,656$13.9M2.55%+19713F-HRTimeline
Aegis Wealth Management LLC24,651$13.9M8.14%-3,42813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,626$13.8M0.76%-34813F-HRTimeline
INSIGHT 2811, INC.24,522$13.8M7%+3,22513F-HRTimeline
Family Firm, Inc.24,464$13.7M3.07%+8213F-HRTimeline
JDM Financial Group LLC24,436$13.7M6.97%-23013F-HRTimeline
CHEMUNG CANAL TRUST CO24,431$13.7M3.02%-14013F-HRTimeline
Legacy Trust24,367$13.7M3.3%+1,90213F-HRTimeline
Broadview Financial Management, LLC24,266$13.6M10.17%-43413F-HRTimeline
Columbia Bank24,206$13.6M4.7%+1,28413F-HRTimeline
Gateway Wealth Partners, LLC24,145$13.6M3.05%+6713F-HRTimeline
XPONANCE LLC24,136$13.6M0.13%+1,60813F-HRTimeline
Breakwater Capital Group24,134$13.6M2.42%+2,64813F-HRTimeline
WEBSTER BANK, N. A.24,126$13.6M1.49%-1,70113F-HRTimeline
Providence Capital Advisors, LLC24,068$13.5M2.81%-57113F-HRTimeline
First National Trust Co24,005$13.5M0.54%-9,61313F-HRTimeline
GenTrust, LLC23,994$13.5M0.65%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,965$13.5M0.41%+29913F-HRTimelineGroup
Aureus Asset Management, LLC23,932$13.4M0.94%+5313F-HRTimeline
Sierra Capital LLC23,843$13.4M1.61%-2,95213F-HRTimeline
Legacy Edge Advisors, LLC23,815$13.4M2.09%-40213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC23,802$13.4M6.62%+8,20513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,763$13.4M0.36%-3,27913F-HRTimeline
PFG Advisors23,759$13.4M0.75%+27613F-HRTimeline
Bigelow Investment Advisors, LLC23,737$13.3M6.34%-20713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,715$13.3M0.45%-24013F-HRTimeline
Lutz Financial Services LLC23,707$13.3M1.09%-1,10613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC23,697$13.3M7.22%-23013F-HRTimeline
Financial Advocates Investment Manageme…23,660$13.3M0.93%-1,79513F-HRTimeline
TSA Wealth Managment LLC23,541$13.2M5.26%-1,28713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/23,532$13.2M2.73%-38013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT23,476$13.2M0.87%-3,84813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.23,380$13.1M7.13%+12,05113F-HRTimeline
Fusion Capital, LLC23,290$13.1M4.99%-14913F-HRTimeline
Caprock Group, LLC23,176$13M0.4%+1,78613F-HRTimeline
SYNTAX RESEARCH, INC.23,136$13M8.98%+3,40713F-HRTimeline
PARK NATIONAL CORP /OH/23,108$13M0.48%+22413F-HRTimeline
Cherry Tree Wealth Management, LLC23,105$13M3.13%+1,09013F-HRTimeline
PRIVATE TRUST CO NA22,982$12.9M1.33%+76113F-HRTimeline
MOTIVE WEALTH ADVISORS22,956$12.9M6.9%-47113F-HRTimeline
North Star Investment Management Corp.22,927$12.9M0.94%+4813F-HRTimeline
SAX WEALTH ADVISORS, LLC22,920$12.9M0.92%+5,76313F-HRTimeline
GFS Advisors, LLC22,907$12.9M2.58%+6,81513F-HRTimeline
Scissortail Wealth Management, LLC22,904$12.9M3.31%-3,92213F-HRTimeline
ETF Store, Inc.22,849$12.8M15.75%-1,48613F-HRTimeline
Kingsview Wealth Management, LLC22,774$12.8M0.24%-6,87513F-HRTimeline
Jackson Hole Capital Partners, LLC22,727$12.8M2.53%+52213F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC22,651$12.7M10.35%-48413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC22,547$12.7M1.01%+5713F-HRTimeline
Venture Visionary Partners LLC22,396$12.6M0.53%+55013F-HRTimeline
Palisades Hudson Asset Management, L.P.22,152$12.4M5.65%-53513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,121$12.4M1.14%-2,43813F-HR/ATimeline
ANDERSON HOAGLAND & CO24,877$12.4M1.47%+613F-HRTimeline
Fairvoy Private Wealth, LLC22,080$12.4M3.41%-5,88613F-HRTimeline
Pinnacle Family Advisors, LLC22,020$12.4M6.73%-6,48913F-HRTimeline
Forefront Wealth Partners, LLC21,993$12.4M8.41%-2,94913F-HRTimeline
Peterson Wealth Advisors, LLC24,365$12.3M2.38%+13,80513F-HRTimeline
Capital Investment Advisory Services, L…21,911$12.3M1.1%+86813F-HRTimeline
Koshinski Asset Management, Inc.21,842$12.3M1.04%+23613F-HRTimeline
Lakeshore Capital Group, Inc.21,760$12.2M11.79%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC21,747$12.2M3.39%+96913F-HRTimeline
Beirne Wealth Consulting Services, LLC21,643$12.2M4.34%-7913F-HRTimeline
Retirement Wealth Solutions LLC21,651$12.2M9.82%+69813F-HRTimeline
MMA ASSET MANAGEMENT LLC21,596$12.1M5.11%+54713F-HRTimeline
Roof Eidam Maycock Peralta, LLC21,596$12.1M3.22%-7313F-HRTimeline
Bank of New Hampshire21,566$12.1M3.17%+44813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC22,349$12.1M5.5%+47513F-HRTimeline
Horst & Graben Wealth Management LLC21,464$12.1M2.16%+82913F-HRTimeline
Pine Valley Investments Ltd Liability Co21,450$12.1M0.77%-13513F-HRTimeline
REDW Wealth LLC21,305$12M4.46%+3,50513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp21,243$11.9M0.04%+36113F-HRTimelineGroup
Omega Financial Group, LLC21,190$11.9M4.57%-30613F-HRTimeline
MFA Wealth Services21,170$11.9M9.78%+1,21613F-HRTimeline
Pandora Wealth, Inc.21,131$11.9M7.81%13F-HRTimeline
Bison Wealth, LLC21,163$11.9M1.11%+5,38613F-HRTimeline
WealthPLAN Partners, LLC21,096$11.9M1.67%+20813F-HRTimeline
CWA Asset Management Group, LLC21,094$11.9M0.57%+14,58213F-HRTimeline
Kooman & Associates21,088$11.8M4.35%-35313F-HRTimeline
Investment Advisory Group, LLC21,083$11.8M3.96%+53813F-HRTimeline
Chicago Capital, LLC21,013$11.8M0.33%+1,73413F-HRTimeline
Gunma Bank,Ltd.21,000$11.8M3.8%new13F-HRTimeline
Cosner Financial Group, LLC20,842$11.7M7.16%+2,80613F-HRTimeline
Concorde Asset Management, LLC21,281$11.7M6.28%-34313F-HRTimeline
YHB Investment Advisors, Inc.20,695$11.6M0.97%-8713F-HRTimeline
Foundation Wealth Management, LLC\PA20,687$11.6M5.53%-79413F-HRTimeline
Bremer Bank National Association20,665$11.6M2.07%-35713F-HRTimeline
Verity Asset Management, Inc.20,580$11.6M4.7%+10,00613F-HRTimeline
Unique Wealth Strategies, LLC20,492$11.5M5.23%-53813F-HRTimeline
Canvas Wealth Advisors, LLC21,727$11.5M2.95%+2,19513F-HRTimeline
MA Private Wealth20,441$11.5M2.16%-113F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…20,438$11.5M2.22%+91813F-HRTimelineGroup
Meadow Creek Wealth Advisors LLC20,380$11.5M8.54%+56013F-HRTimeline
MainStreet Investment Advisors LLC20,362$11.4M1.66%new13F-HRTimeline
MY Wealth Management Inc.20,301$11.4M11.04%+2,31913F-HRTimeline
Latitude Advisors, LLC20,177$11.3M6.59%+92213F-HRTimeline
SPC Financial, Inc.20,128$11.3M0.99%+24013F-HRTimeline
DOLIVER ADVISORS, LP20,110$11.3M3.18%+30413F-HRTimeline
Red Tortoise LLC20,089$11.3M5.89%-11713F-HRTimeline
Ted Buchan & Co19,975$11.2M5.31%+1,16113F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,759$11.1M6.82%-1013F-HRTimeline
Milestone Investment Advisors LLC19,711$11.1M3.07%+25213F-HRTimeline
CAPE ANN SAVINGS BANK19,710$11.1M6.94%-1,56613F-HRTimeline
Avestar Capital, LLC19,651$11M1.05%-1,73213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,568$11M0.69%+83413F-HRTimeline
Shulman DeMeo Asset Management LLC19,540$11M3.08%-8113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…19,496$11M0.82%-42113F-HRTimeline
Delta Investment Management, LLC19,437$10.9M2.2%-2,83013F-HRTimeline
One Day In July LLC19,395$10.9M1.09%-55813F-HRTimeline
Granite Harbor Advisors, Inc.19,395$10.9M5.79%-1,04313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,392$10.9M0.78%-6413F-HRTimeline
LOUISBOURG INVESTMENTS INC.19,320$10.9M2.95%+1,20013F-HRTimeline
Greenhouse Wealth Management, LLC19,319$10.9M8.11%+21213F-HRTimeline
Inman Jager Wealth Management, LLC19,301$10.8M8.13%-1,20613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC19,204$10.8M1.03%-1,32513F-HRTimelineGroup
Davis Wealth Advisors, LLC19,187$10.8M12.18%-61313F-HRTimeline
HARBOR ADVISORY CORP /MA/19,154$10.8M3.61%+39513F-HRTimeline
Beaird Harris Wealth Management, LLC19,104$10.7M0.91%-45613F-HRTimeline
NOVEM GROUP18,878$10.6M1.5%+57813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,846$10.6M1.03%-1,08313F-HRTimeline
Wealth Management Associates, Inc.18,826$10.6M4.53%+94413F-HRTimeline
Money Design Co.,Ltd.18,774$10.5M0.53%+5113F-HRTimeline
PLANWISER FINANCIAL, LLC18,601$10.5M9.5%13F-HRTimeline
Wealth Management Partners, LLC18,646$10.5M4.85%-19113F-HRTimeline
NorthRock Partners, LLC18,632$10.5M0.35%+55013F-HRTimeline
Main Street Financial Solutions, LLC18,551$10.4M0.91%-5913F-HRTimeline
SC&H Financial Advisors, Inc.18,549$10.4M2.05%-18713F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,534$10.4M0.27%+3,40213F-HRTimeline
MJT & Associates Financial Advisory Gro…18,534$10.4M10%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,487$10.4M0.91%+58713F-HRTimeline
Armbruster Capital Management, Inc.18,468$10.4M2.07%-1,44313F-HRTimeline
Sound Stewardship, LLC18,451$10.4M5.91%-48713F-HRTimeline
MGO ONE SEVEN LLC18,418$10.3M0.4%-29413F-HRTimeline
Telos Capital Management, Inc.18,398$10.3M1.13%+47413F-HRTimeline
IFG Advisory, LLC18,384$10.3M0.57%-1,39813F-HRTimeline
Montis Financial, LLC18,327$10.3M3.03%-44113F-HRTimeline
MBE Wealth Management, LLC18,309$10.3M4.92%+3,66213F-HRTimeline
Summit Wealth Partners, LLC18,273$10.3M2.08%+4,31913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,262$10.3M0.15%-2013F-HRTimeline
Glen Eagle Advisors, LLC18,253$10.3M1.7%+62113F-HRTimeline
Chung Wu Investment Group, LLC18,250$10.3M12.26%-43213F-HRTimeline
Red Door Wealth Management, LLC18,246$10.3M1.52%+1313F-HRTimeline
DAVENPORT & Co LLC18,201$10.2M0.06%+1,78013F-HRTimeline
Sentry LLC18,167$10.2M1.99%+1,60213F-HRTimeline
Ausdal Financial Partners, Inc.18,097$10.2M0.77%+3,07513F-HRTimeline
Arete Wealth Advisors, LLC18,085$10.2M0.78%+28613F-HRTimeline
Perennial Investment Advisors, LLC18,078$10.2M1.14%-6,63913F-HRTimeline
Simmons Bankin group Simmons Bank18,060$10.1M0.77%-6813F-HRTimelineGroup
Ameliora Wealth Management Ltd.18,038$10.1M3.81%+22213F-HRTimeline
Objective Capital Management, LLC17,900$10.1M12.83%-6,95313F-HRTimeline
Revolve Wealth Partners, LLC17,898$10.1M1.45%-15613F-HRTimeline
Barnes Wealth Management Group, Inc17,889$10.1M6.45%-92013F-HRTimeline