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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIFTH LANE CAPITAL, LP27,500$17.1M20.68%new13F-HRTimeline
Pinion Investment Advisors, LLC27,421$17M5.87%-7,88113F-HRTimeline
BCGM Wealth Management, LLC27,405$17M4.8%-39113F-HRTimeline
AlphaCore Capital LLC27,357$17M0.65%+13,19113F-HRTimeline
Chesley Taft & Associates LLC27,339$17M0.76%+34713F-HRTimeline
Canvas Wealth Advisors, LLC26,320$16.8M3.32%+4,59313F-HRTimeline
Evernest Financial Advisors, LLC27,020$16.8M5.43%-59213F-HRTimeline
Generali Investments CEE, investicni sp…27,000$16.8M1.38%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB26,898$16.7M0.44%+85713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,833$16.7M0.38%-17913F-HRTimelineGroup
Peak Planning Group, LLC26,674$16.6M10.6%-20,36713F-HRTimeline
United Community Bankin group United Community Bank26,649$16.5M5.66%-1,19513F-HRTimelineGroup
PEOPLES BANK /OH26,633$16.5M10.22%-72413F-HRTimeline
Zhang Financial LLC26,633$16.5M0.76%+1,52113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,627$16.5M1.14%+76613F-HRTimeline
Proficio Capital Partners LLC26,605$16.5M1.03%-72113F-HRTimeline
Caldwell Trust Co26,576$16.5M1.65%-57013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.26,290$16.4M7.74%-24913F-HRTimeline
Sage Advisory Services, Ltd.Co.26,285$16.3M8.89%-10,74913F-HRTimeline
Forefront Wealth Partners, LLC27,578$16.3M11.2%+5,58513F-HRTimeline
Empower Advisory Group, LLC26,164$16.2M0.05%+3113F-HRTimeline
Treasurer of the State of North Carolina26,162$16.2M0.05%-31,18613F-HRTimeline
WEBSTER BANK, N. A.26,050$16.2M1.67%+1,92413F-HRTimeline
EPG Wealth Management LLC25,948$16.1M4.84%-6,93013F-HRTimeline
Congress Park Capital LLC25,933$16.1M5.28%+89913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.25,909$16.1M1.31%-2513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC25,899$16.1M0.48%+2,18413F-HRTimeline
Independent Advisor Alliance25,860$16.1M0.46%+18,06013F-HRTimeline
Providence Capital Advisors, LLC25,675$15.9M2.93%+1,60713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,611$15.9M0.38%+1,84813F-HRTimeline
Hardy Reed LLC25,609$15.9M1.27%-15013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC28,286$15.9M24.58%013F-HRTimeline
Pine Valley Investments Ltd Liability Co25,481$15.8M0.93%+4,03113F-HRTimeline
Peterson Wealth Advisors, LLC25,390$15.8M2.6%+1,02513F-HRTimeline
CENTRAL TRUST Co25,296$15.7M0.36%+33813F-HRTimeline
Global Wealth Management Investment Adv…25,234$15.7M2.94%-40013F-HRTimeline
Invst, LLC25,228$15.7M1.95%-52,12713F-HRTimeline
Broadview Financial Management, LLC25,190$15.6M10.62%+92413F-HRTimeline
Bank Pictet & Cie (Europe) AG25,070$15.6M0.33%-1,47013F-HRTimeline
Kingsview Wealth Management, LLC24,950$15.5M0.26%+2,17613F-HRTimeline
Verum Partners LLC24,902$15.5M3.56%-2413F-HRTimeline
Strategic Blueprint, LLC24,859$15.4M0.76%-9813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC24,811$15.4M1.95%-46013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC24,803$15.4M0.48%-13413F-HRTimeline
Canal Capital Management, LLC24,768$15.4M2.42%-89613F-HRTimeline
Parisi Gray Wealth Management24,692$15.3M4.39%-39613F-HRTimeline
Rothschild Wealth LLC24,648$15.3M3.75%-20,93513F-HRTimeline
ANDERSON HOAGLAND & CO24,624$15.3M1.46%-25313F-HRTimeline
Ameliora Wealth Management Ltd.24,581$15.3M5.46%+6,54313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,539$15.2M1.07%+1,99213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,534$15.2M0.94%-9213F-HRTimeline
Highview Capital Management LLC/DE/24,509$15.2M5.87%-22913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp24,446$15.2M0.43%+48113F-HRTimelineGroup
Family Firm, Inc.24,429$15.2M3.66%-3513F-HRTimeline
JDM Financial Group LLC24,404$15.2M7.15%-3213F-HRTimeline
Columbus Macro, LLC24,337$15.1M1.85%-5,13313F-HRTimeline
Bigelow Investment Advisors, LLC24,296$15.1M6.65%+55913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,204$15M0.38%-52613F-HRTimelineGroup
SYNTAX RESEARCH, INC.24,188$15M10.67%+1,05213F-HRTimeline
Bison Wealth, LLC24,041$15M1.19%+2,87813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.22,968$15M8.54%13F-HRTimeline
Northwest Bancshares, Inc.24,036$14.9M2.6%-62013F-HRTimeline
GenTrust, LLC23,994$14.9M0.7%013F-HRTimeline
Lutz Financial Services LLC23,968$14.9M1.16%+26113F-HRTimeline
Breakwater Capital Group23,944$14.9M2.42%-19013F-HRTimeline
Aureus Asset Management, LLC23,899$14.8M0.95%-3313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…23,854$14.8M0.14%+9,16913F-HRTimelineGroup
First National Trust Co23,836$14.8M0.55%-16913F-HRTimeline
Scissortail Wealth Management, LLC23,717$14.7M3.54%+81313F-HRTimeline
Fusion Capital, LLC23,636$14.7M5.02%+34613F-HRTimeline
Sierra Capital LLC23,621$14.7M1.69%-22213F-HRTimeline
Cyndeo Wealth Partners, LLC23,529$14.6M0.87%-1,58613F-HRTimeline
Pinnacle Family Advisors, LLC23,406$14.5M7.03%+1,38613F-HRTimeline
Financial Advocates Investment Manageme…23,079$14.3M1.17%-58113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC23,050$14.3M10.95%+39913F-HRTimeline
Summit Trail Advisors, LLC23,016$14.3M0.25%new13F-HRTimeline
TSA Wealth Managment LLC22,995$14.3M5.22%-54613F-HRTimeline
Cherry Tree Wealth Management, LLC22,987$14.3M3.32%-11813F-HRTimeline
CM WEALTH ADVISORS LLC22,974$14.3M4.2%+9,11113F-HRTimeline
Venture Visionary Partners LLC22,945$14.2M0.54%+54913F-HRTimeline
MOTIVE WEALTH ADVISORS22,811$14.2M6.45%-14513F-HRTimeline
Smartleaf Asset Management LLC22,931$14.2M1.25%+10,05013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,635$14.1M2.75%-89713F-HRTimeline
North Star Investment Management Corp.22,623$14M0.98%-30413F-HRTimeline
Jackson Hole Capital Partners, LLC22,617$14M2.57%-11013F-HRTimeline
Greenhouse Wealth Management, LLC22,560$14M9.02%+3,24113F-HRTimeline
ETF Store, Inc.22,509$14M16.19%-34013F-HRTimeline
Centurion Wealth Management LLC22,498$14M4.01%-6,56513F-HRTimeline
GFS Advisors, LLC22,492$14M1.91%-41513F-HRTimeline
CWA Asset Management Group, LLC22,350$13.9M0.59%+1,25613F-HRTimeline
Aegis Wealth Management LLC24,626$13.8M8.3%-2513F-HRTimeline
Atlantic Edge Private Wealth Management…22,265$13.8M3.8%+5,77713F-HRTimeline
Capital Investment Advisory Services, L…22,094$13.7M1.12%+18313F-HRTimeline
Lakeshore Capital Group, Inc.22,094$13.7M12.17%+33413F-HRTimeline
Elyxium Wealth, LLC22,061$13.7M5.14%-3,47113F-HRTimeline
SPC Financial, Inc.21,948$13.6M1.14%+1,82013F-HRTimeline
Investment Advisory Group, LLC21,944$13.6M4.13%+86113F-HRTimeline
BG Investment Services, LLC21,769$13.6M16.99%-26,85613F-HRTimeline
Main Street Financial Solutions, LLC21,835$13.6M0.98%+3,28413F-HRTimeline
Spectrum Strategic Capital Management, …21,783$13.5M8.61%-34,93613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp21,779$13.5M0.05%+53613F-HRTimelineGroup
Omega Financial Group, LLC21,763$13.5M4.87%+57313F-HRTimeline
Roof Eidam Maycock Peralta, LLC21,742$13.5M3.33%+14613F-HRTimeline
PARK NATIONAL CORP /OH/21,732$13.5M0.45%-1,37613F-HRTimeline
Cosner Financial Group, LLC21,684$13.5M7.5%+84213F-HRTimeline
Trek Financial, LLC21,589$13.4M0.9%-19,98813F-HRTimeline
MainStreet Investment Advisors LLC21,584$13.4M1.85%+1,22213F-HRTimeline
MFA Wealth Services21,516$13.4M10.04%+34613F-HRTimeline
Delta Investment Management, LLC21,463$13.3M2.56%+2,02613F-HRTimeline
REDW Wealth LLC21,447$13.3M5.3%+14213F-HRTimeline
Forbes Financial Planning, Inc.21,408$13.3M8.98%+7,48113F-HRTimeline
Koshinski Asset Management, Inc.21,327$13.2M1%-51513F-HRTimeline
Bank of New Hampshire21,297$13.2M3.29%-26913F-HRTimeline
FOCUS Wealth Advisors, LLC21,218$13.2M6.85%-4,57413F-HRTimeline
Pandora Wealth, Inc.21,136$13.1M8.07%+513F-HRTimeline
Gunma Bank,Ltd.21,000$13M4.26%013F-HRTimeline
Fairvoy Private Wealth, LLC20,980$13M3.24%-1,10013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC20,904$13M0.24%+7,57313F-HRTimelineGroup
Fortis Capital Advisors, LLC20,764$12.9M2.31%+3,51113F-HRTimeline
GPS Wealth Strategies Group, LLC20,737$12.9M1.48%+3,36613F-HRTimeline
Csenge Advisory Group21,683$12.8M0.68%-8,56113F-HRTimeline
Foundation Wealth Management, LLC\PA20,657$12.8M5.55%-3013F-HRTimeline
Kooman & Associates20,654$12.8M4.33%-43413F-HRTimeline
Latitude Advisors, LLC20,634$12.8M6.44%+45713F-HRTimeline
Beaird Harris Wealth Management, LLC20,621$12.8M0.99%+1,51713F-HRTimeline
PLANWISER FINANCIAL, LLC20,005$12.8M10.92%+1,40413F-HRTimeline
YHB Investment Advisors, Inc.20,609$12.8M0.99%-8613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.20,574$12.8M0.14%+2,97413F-HRTimeline
Meadow Creek Wealth Advisors LLC20,568$12.8M8.62%+18813F-HRTimeline
WealthPLAN Partners, LLC20,551$12.8M2.05%-54513F-HRTimeline
PRIVATE TRUST CO NA20,507$12.7M1.21%-2,47513F-HRTimeline
NewEdge Wealth, LLC20,028$12.7M0.2%+5,86413F-HRTimeline
MRWM Advisors, LLC20,405$12.7M7.93%+3,06713F-HRTimeline
Ted Buchan & Co20,380$12.7M5.03%+40513F-HRTimeline
Unique Wealth Strategies, LLC20,322$12.6M5.29%-17013F-HRTimeline
DOLIVER ADVISORS, LP20,232$12.6M3.44%+12213F-HRTimeline
Chicago Capital, LLC20,215$12.6M0.31%-79813F-HRTimeline
XPONANCE LLC20,166$12.5M0.1%-3,97013F-HRTimeline
Columbia Bank20,055$12.5M3.81%-4,15113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,126$12.5M0.84%+6,68813F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…20,046$12.4M2.27%-39213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.20,001$12.4M0.98%13F-HRTimeline
Ausdal Financial Partners, Inc.19,996$12.4M0.83%+1,89913F-HRTimeline
Bay Harbor Wealth Management, LLC19,920$12.4M3.59%-22,34313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,911$12.4M5.8%-10,52613F-HRTimeline
Sound Stewardship, LLC19,907$12.4M6.38%+1,45613F-HRTimeline
Telos Capital Management, Inc.19,891$12.4M1.26%+1,49313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,859$12.3M6.84%+10013F-HRTimeline
Cordatus Wealth Management LLC19,706$12.2M3.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.19,630$12.2M8.65%+1,94313F-HRTimeline
CAPE ANN SAVINGS BANK19,602$12.2M7.27%-10813F-HRTimeline
Sentry LLC19,476$12.1M2.41%+1,30913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…19,471$12.1M0.84%-2513F-HRTimeline
Wealth Management Partners, LLC19,372$12.1M4.27%+72613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,418$12.1M0.94%+2613F-HRTimeline
Shulman DeMeo Asset Management LLC19,413$12.1M2.98%-12713F-HRTimeline
Red Tortoise LLC19,383$12M5.87%-70613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC19,379$12M2.95%-2,36813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT19,361$12M0.76%-4,11513F-HRTimeline
LOUISBOURG INVESTMENTS INC.19,360$12M2.83%+4013F-HRTimeline
Cobblestone Asset Management LLC19,275$12M6.29%-21,33213F-HRTimeline
NOVEM GROUP19,198$11.9M1.51%+32013F-HRTimeline
Synergy Investment Management, LLC19,158$11.9M7.17%-9,79513F-HRTimeline
HARBOR ADVISORY CORP /MA/19,154$11.9M3.79%013F-HRTimeline
INGALLS & SNYDER LLC19,066$11.8M0.42%+2,24113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,989$11.8M0.81%+1,10213F-HRTimeline
SC&H Financial Advisors, Inc.18,971$11.8M2.01%+42213F-HRTimeline
GWN SECURITIES INC.18,841$11.8M2.18%-59,53713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,918$11.7M1.09%-28613F-HRTimelineGroup
Perissos Private Wealth Management, LLC18,915$11.7M9.28%+18,04513F-HRTimeline
Wealth Management Associates, Inc.18,872$11.7M4.56%+4613F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,843$11.7M0.26%+30913F-HRTimeline
Inman Jager Wealth Management, LLC18,818$11.7M7.9%-48313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,768$11.7M0.81%-80013F-HRTimeline
Horst & Graben Wealth Management LLC18,668$11.6M1.92%-2,79613F-HRTimeline
MBE Wealth Management, LLC18,656$11.6M5.04%+34713F-HRTimeline
One Day In July LLC18,558$11.5M1.04%-83713F-HRTimeline
NorthRock Partners, LLC18,496$11.5M0.3%-13613F-HR/ATimeline
Glen Eagle Advisors, LLC18,476$11.5M1.76%+22313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,475$11.5M1.02%-37113F-HRTimeline
Claro Advisors Inc.18,420$11.4M1.89%+1,13013F-HRTimeline
Revolve Wealth Partners, LLC18,415$11.4M1.49%+51713F-HRTimeline
MA Private Wealth18,396$11.4M2.04%-2,04513F-HRTimeline
Retirement Wealth Solutions LLC18,393$11.4M8.34%-3,25813F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.18,001$11.4M10.53%13F-HRTimeline
Etesian Wealth Advisors, Inc.18,365$11.4M4.25%+1,11313F-HRTimeline
LANARK FINANCIAL, INC.18,345$11.4M0.93%+4,34213F-HRTimeline
Objective Capital Management, LLC18,320$11.4M12.78%+42013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,299$11.4M0.16%+3713F-HRTimeline
Red Door Wealth Management, LLC18,291$11.4M1.36%+4513F-HRTimeline
Money Design Co.,Ltd.18,161$11.3M0.53%-61313F-HRTimeline
Simmons Bankin group Simmons Bank18,102$11.2M0.8%+4213F-HRTimelineGroup
Granite Harbor Advisors, Inc.17,904$11.1M5.22%-1,49113F-HRTimeline
Wayfinding Financial, LLC17,528$11.1M4.97%-31413F-HRTimeline
Argent Advisors, Inc.17,695$11M3.4%+49513F-HRTimeline
PJT Investments Corp.17,692$11M5.86%13F-HRTimeline
Post Resch Tallon Group Inc.17,684$11M10.58%-5013F-HRTimeline
Welch Group, LLC17,635$10.9M0.46%+3213F-HRTimeline
TFB Advisors LLC17,626$10.9M2.87%+7,13613F-HRTimeline
Montis Financial, LLC17,522$10.9M3.02%-80513F-HRTimeline