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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Coordinated Financial Services, Inc.28,653$19.2M12.3%-72113F-HRTimeline
PJT Investments Corp.28,611$19.1M10.79%+10,91913F-HRTimeline
Chesley Taft & Associates LLC28,499$19.1M0.81%+1,16013F-HRTimeline
Independent Advisor Alliance28,451$19M0.49%+2,59113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,019$18.8M1.22%+1,39213F-HRTimeline
NWF Advisory Services Inc.28,005$18.7M2.06%+47113F-HRTimeline
RFG Advisory, LLC27,706$18.5M0.38%-3,76913F-HRTimeline
FIFTH LANE CAPITAL, LP27,500$18.4M18.49%013F-HRTimeline
Legacy Financial Group LLC27,443$18.4M2.4%+26,74813F-HRTimeline
BCGM Wealth Management, LLC27,390$18.3M4.77%-1513F-HRTimeline
Invst, LLC27,259$18.2M2.07%+2,03113F-HRTimeline
AlphaCore Capital LLC27,196$18.2M0.61%-16113F-HRTimeline
Montecito Bank & Trust27,039$18.1M2.81%13F-HRTimeline
Kilter Group LLC27,011$18.1M8.53%-1,85713F-HRTimeline
United Community Bankin group United Community Bank27,007$18.1M5.6%+35813F-HRTimelineGroup
Generali Investments CEE, investicni sp…27,000$18.1M1.38%013F-HRTimeline
CENTRAL TRUST Co26,983$18.1M0.38%+1,68713F-HRTimeline
Evernest Financial Advisors, LLC26,981$18.1M5.06%-3913F-HRTimeline
CWA Asset Management Group, LLC26,976$18.1M0.67%+4,62613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.26,762$17.9M1.24%+85313F-HRTimelineGroup
Providence Capital Advisors, LLC26,654$17.8M3.09%+97913F-HRTimeline
Acropolis Investment Management, LLC28,648$17.8M0.9%+98313F-HRTimeline
Zhang Financial LLC26,536$17.8M0.72%-9713F-HRTimeline
Ausdal Financial Partners, Inc.26,526$17.8M0.87%+6,53013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC26,463$17.7M8.27%-1,10513F-HRTimeline
Kingsview Wealth Management, LLC26,425$17.7M0.27%+1,47513F-HRTimeline
Trifecta Capital Advisors, LLC26,382$17.7M2.68%-1,14713F-HRTimeline
Global Wealth Management Investment Adv…26,144$17.5M2.93%+91013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …26,102$17.5M0.05%-6213F-HRTimelineGroup
Treasurer of the State of North Carolina25,988$17.4M0.05%-17413F-HRTimeline
EPG Wealth Management LLC25,954$17.4M4.79%+613F-HRTimeline
Fairvoy Private Wealth, LLC25,950$17.4M3.95%+4,97013F-HRTimeline
OARSMAN CAPITAL, INC.25,931$17.4M2.43%-3,08113F-HRTimeline
WEBSTER BANK, N. A.25,919$17.3M1.67%-13113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC27,706$17.2M2.05%013F-HRTimeline
Sovereign Financial Group, Inc.25,692$17.2M3.22%-3,33113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,585$17.1M0.37%-1,24813F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.26,079$17.1M7.84%-21113F-HRTimeline
Strategic Blueprint, LLC25,461$17M0.74%+60213F-HRTimeline
Bank of New Hampshire25,447$17M3.92%+4,15013F-HRTimeline
Hardy Reed LLC25,395$17M1.25%-21413F-HRTimeline
Sage Advisory Services, Ltd.Co.25,393$17M8.91%-89213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC25,348$17M0.28%+4,44413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co25,273$16.9M0.88%-20813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,253$16.9M0.36%-35813F-HRTimeline
Peterson Wealth Advisors, LLC25,018$16.8M2.52%-37213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp25,133$16.8M0.44%+68713F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG25,070$16.8M0.34%013F-HRTimeline
GC Wealth Management RIA, LLC24,897$16.7M0.55%+12,82913F-HRTimeline
Rothschild Wealth LLC24,824$16.6M3.62%+17613F-HRTimeline
Verum Partners LLC24,756$16.6M3.52%-14613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC24,678$16.5M0.48%-12513F-HRTimeline
PEOPLES BANK /OH24,667$16.5M10.14%-1,96613F-HRTimeline
Summit Trail Advisors, LLC24,645$16.5M0.23%+1,62913F-HRTimeline
Breakwater Capital Group24,643$16.5M2.44%+69913F-HRTimeline
NorthRock Partners, LLC24,549$16.4M0.3%+6,05313F-HRTimeline
MassMutual Private Wealth & Trust, FSB24,517$16.4M0.42%-2,38113F-HRTimeline
Highview Capital Management LLC/DE/24,504$16.4M6.03%-513F-HRTimeline
Bigelow Investment Advisors, LLC24,494$16.4M6.61%+19813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,478$16.4M1.07%-6113F-HRTimeline
Trek Financial, LLC24,476$16.4M0.98%+2,88713F-HRTimeline
Parisi Gray Wealth Management24,297$16.3M4.23%-39513F-HRTimeline
Fort Point Capital Partners LLC24,284$16.3M2.06%-25,92213F-HRTimeline
ANDERSON HOAGLAND & CO24,166$16.2M1.45%-45813F-HRTimeline
Venture Visionary Partners LLC24,116$16.1M0.56%+1,17113F-HRTimeline
Columbus Macro, LLC24,070$16.1M1.83%-26713F-HRTimeline
Canal Capital Management, LLC24,051$16.1M2.42%-71713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC23,977$16M0.38%-1,92213F-HRTimeline
Aureus Asset Management, LLC23,946$16M1.04%+4713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC23,897$16M1.88%-91413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI23,887$16M0.91%-64713F-HRTimeline
Disciplina Capital Management LLC23,880$16M1.95%-29,78513F-HRTimeline
Broadview Financial Management, LLC23,800$15.9M10.74%-1,39013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23,800$15.9M0.15%+13,21713F-HRTimeline
Cyndeo Wealth Partners, LLC23,779$15.9M0.88%+25013F-HRTimeline
Fusion Capital, LLC23,216$15.9M4.63%-42013F-HRTimeline
Lutz Financial Services LLC23,742$15.9M1.15%-22613F-HRTimeline
GenTrust, LLC23,722$15.9M0.72%-27213F-HRTimeline
PRIVATE TRUST CO NA23,649$15.8M1.4%+3,14213F-HRTimeline
PFG Advisors23,643$15.8M0.65%new13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC23,579$15.8M11.23%+52913F-HRTimeline
Pinnacle Family Advisors, LLC23,517$15.7M6.87%+11113F-HRTimeline
Bison Wealth, LLC23,158$15.7M1.45%-88313F-HRTimeline
SEVEN MILE ADVISORY23,423$15.7M2.53%+22,38213F-HRTimeline
Cherry Tree Wealth Management, LLC23,401$15.7M3.44%+41413F-HRTimeline
Northwest Bancshares, Inc.23,278$15.6M2.59%-75813F-HRTimeline
First National Trust Co23,205$15.5M0.53%-63113F-HRTimeline
Main Street Financial Solutions, LLC22,992$15.4M0.99%+1,15713F-HRTimeline
Investment Advisory Group, LLC22,922$15.3M4.17%+97813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,790$15.3M2.83%+15513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC22,767$15.2M0.66%+5,91113F-HRTimeline
Sierra Capital LLC22,679$15.2M1.67%-94213F-HRTimeline
Atlantic Edge Private Wealth Management…22,670$15.2M3.9%+40513F-HRTimeline
INGALLS & SNYDER LLC22,633$15.1M0.5%+3,56713F-HRTimeline
Elyxium Wealth, LLC22,607$15.1M5.28%+54613F-HRTimeline
YHB Investment Advisors, Inc.22,597$15.1M1.11%+1,98813F-HRTimeline
TSA Wealth Managment LLC22,589$15.1M5.14%-40613F-HRTimeline
Caprock Group, LLC23,299$15.1M0.37%13F-HRTimeline
Jackson Hole Capital Partners, LLC22,486$15.1M2.57%-13113F-HRTimeline
SPC Financial, Inc.22,467$15M1.17%+51913F-HRTimeline
MOTIVE WEALTH ADVISORS22,440$15M6.47%-37113F-HRTimeline
Pembroke Management, LTD22,368$15M1.49%-5,51413F-HRTimeline
IMC-Chicago, LLC22,367$15M0.27%-142,00613F-HRTimeline
Capital Investment Advisory Services, L…22,324$14.9M1.19%+23013F-HRTimeline
ETF Store, Inc.22,303$14.9M15.83%-20613F-HRTimeline
JDM Financial Group LLC22,290$14.9M6.25%-2,11413F-HRTimeline
Greenhouse Wealth Management, LLC22,280$14.9M8.96%-28013F-HRTimeline
MRWM Advisors, LLC22,248$14.9M8.48%+1,84313F-HRTimeline
GPS Wealth Strategies Group, LLC22,184$14.8M1.57%+1,44713F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…414,212$14.8M1.18%+381,11213F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC22,126$14.8M3.6%+38413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP22,086$14.8M0.56%+20,11913F-HRTimeline
North Star Investment Management Corp.22,045$14.8M0.95%-57813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp22,045$14.8M0.05%+26613F-HRTimelineGroup
Omega Financial Group, LLC21,998$14.7M4.95%+23513F-HRTimeline
Forbes Financial Planning, Inc.21,817$14.7M9.72%+40913F-HRTimeline
MFA Wealth Services21,848$14.6M10.09%+33213F-HRTimeline
Lakeshore Capital Group, Inc.21,815$14.6M11.79%-27913F-HRTimeline
Bay Harbor Wealth Management, LLC21,793$14.6M3.94%+1,87313F-HRTimeline
GFS Advisors, LLC21,767$14.6M1.86%-72513F-HRTimeline
PARK NATIONAL CORP /OH/21,673$14.5M0.45%-5913F-HRTimeline
DOLIVER ADVISORS, LP21,660$14.5M3.75%+1,42813F-HRTimeline
Synergy Investment Management, LLC21,656$14.5M5.54%+2,49813F-HRTimeline
Centurion Wealth Management LLC21,626$14.5M3.31%-87213F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,565$14.4M0.29%+2,72213F-HRTimeline
American National Bank of Texas21,480$14.4M13.53%13F-HRTimeline
REDW Wealth LLC21,345$14.3M5.4%-10213F-HRTimeline
Secure Asset Management, LLC21,233$14.3M2.35%+3,73513F-HRTimeline
Proficio Capital Partners LLC21,250$14.2M0.98%-5,35513F-HR/ATimeline
Cobblestone Asset Management LLC21,216$14.2M6.49%+1,94113F-HRTimeline
Cosner Financial Group, LLC21,212$14.2M7.63%-47213F-HRTimeline
Pandora Wealth, Inc.21,210$14.2M8.59%+7413F-HRTimeline
WealthPLAN Partners, LLC21,193$14.2M2.13%+64213F-HRTimeline
Delta Investment Management, LLC21,166$14.2M2.54%-29713F-HRTimeline
SYNTAX RESEARCH, INC.21,007$14.1M9.04%-3,18113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…20,959$14M0.23%+5,02713F-HRTimelineGroup
Koshinski Asset Management, Inc.20,922$14M0.94%-40513F-HRTimeline
FOCUS Wealth Advisors, LLC20,906$14M6.72%-31213F-HRTimeline
Latitude Advisors, LLC20,858$14M6.37%+22413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,830$13.9M0.86%+2,06213F-HRTimeline
Meadow Creek Wealth Advisors LLC20,971$13.9M9.24%+40313F-HRTimeline
Kooman & Associates20,783$13.9M4.29%+12913F-HRTimeline
BG Investment Services, LLC20,775$13.9M13.72%-99413F-HRTimeline
XPONANCE LLC20,449$13.7M0.11%+28313F-HRTimeline
Ted Buchan & Co20,438$13.7M5.36%+5813F-HRTimeline
GM Advisory Group, LLC20,430$13.7M0.58%+4,14313F-HRTimeline
My Personal CFO, LLC20,361$13.6M5.28%+17,08613F-HRTimeline
Foundation Wealth Management, LLC\PA20,361$13.6M5.28%-29613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,313$13.6M0.84%+18713F-HRTimeline
Strategic Wealth Partners, Ltd.20,266$13.6M1.01%+26513F-HRTimeline
Sound Stewardship, LLC20,223$13.5M6.49%+31613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,220$13.5M0.84%+1,23113F-HRTimeline
Concorde Asset Management, LLC19,983$13.4M5.61%13F-HRTimeline
Beaird Harris Wealth Management, LLC20,044$13.4M0.95%-57713F-HRTimeline
Traveka Wealth, LLC20,000$13.4M5.98%+11,49613F-HRTimeline
Csenge Advisory Group19,979$13.4M0.64%-1,70413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.19,975$13.4M6.53%+11613F-HRTimeline
Telos Capital Management, Inc.19,880$13.3M1.27%-1113F-HRTimeline
MainStreet Investment Advisors LLC19,849$13.3M1.79%-1,73513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,840$13.3M0.93%+5,24813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,785$13.2M0.37%-9,29913F-HRTimelineGroup
Unique Wealth Strategies, LLC19,752$13.2M5.2%-57013F-HRTimeline
Chicago Capital, LLC19,719$13.2M0.32%-49613F-HRTimeline
MidAtlantic Capital Management, Inc.19,630$13.1M8.97%013F-HRTimeline
Objective Capital Management, LLC19,606$13.1M13.58%+1,28613F-HRTimeline
Nordwand Advisors, LLC19,573$13.1M2.08%+6,09013F-HRTimeline
NOVEM GROUP19,549$13.1M1.56%+35113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT19,533$13.1M0.87%+17213F-HRTimeline
Wealth Management Partners, LLC19,519$13.1M4.15%+14713F-HRTimeline
Shulman DeMeo Asset Management LLC19,481$13M3%+6813F-HRTimeline
Revolve Wealth Partners, LLC19,438$13M1.56%+1,02313F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,427$13M0.08%+7,00713F-HR/ATimeline
Red Tortoise LLC19,418$13M5.7%+3513F-HRTimeline
Sentry LLC19,398$13M3.23%-7813F-HRTimeline
Goepper Burkhardt LLC19,380$13M4.42%+3,81713F-HRTimeline
GeoWealth Management, LLC19,338$12.9M0.47%+4,16913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC19,189$12.8M2.83%-19013F-HRTimeline
PLANWISER FINANCIAL, LLC18,696$12.8M10.2%-1,30913F-HRTimeline
GWN SECURITIES INC.19,038$12.8M2.97%+19713F-HRTimeline
Eagle Strategies LLC19,102$12.8M1.71%+4,08313F-HRTimeline
Inman Jager Wealth Management, LLC19,042$12.7M8.14%+22413F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.19,463$12.7M12.92%+1,46213F-HRTimeline
Retirement Wealth Solutions LLC19,033$12.7M8.37%+64013F-HRTimeline
Etesian Wealth Advisors, Inc.18,898$12.6M4.18%+53313F-HRTimeline
HARBOR ADVISORY CORP /MA/18,884$12.6M3.74%-27013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,866$12.6M0.82%-60513F-HRTimeline
LANARK FINANCIAL, INC.18,831$12.6M0.97%+48613F-HRTimeline
Glen Eagle Advisors, LLC18,805$12.6M1.75%+32913F-HRTimeline
Wealth Management Associates, Inc.18,804$12.6M4.47%-6813F-HRTimeline
Aegis Wealth Management LLC18,740$12.5M6.72%-5,88613F-HRTimeline
Fortis Capital Advisors, LLC18,712$12.5M1.98%-2,05213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC18,587$12.4M5.58%-1,32413F-HRTimeline
EVERPAR ADVISORS LLC18,529$12.4M4.9%+3,71913F-HRTimeline
Integrated Investment Consultants, LLC18,526$12.4M2.1%+2,85313F-HRTimeline
CAPE ANN SAVINGS BANK18,513$12.4M6.62%-1,08913F-HRTimeline
Horst & Graben Wealth Management LLC18,468$12.4M1.89%-20013F-HRTimeline
von Borstel & Associates, Inc.17,987$12.3M1.89%+17,22213F-HRTimeline
LOUISBOURG INVESTMENTS INC.18,400$12.3M2.69%-96013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,368$12.3M1.05%-55013F-HRTimelineGroup
Welch Group, LLC18,254$12.2M0.48%+61913F-HRTimeline