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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BEACON FINANCIAL GROUP31,975$21.9M2.18%+16513F-HRTimeline
Pines Wealth Management, LLC31,952$21.9M7.08%+39313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,949$21.9M0.81%-91013F-HRTimelineGroup
Summit Asset Management, LLC31,884$21.8M3.09%+38713F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC31,827$21.8M4.96%+2,39613F-HR/ATimeline
ADE, LLC31,543$21.6M10.46%+1,48113F-HRTimeline
Harbor Group, Inc.31,489$21.6M3.23%+29613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,449$21.5M0.41%+1,25813F-HRTimelineGroup
ArborFi Advisors, LLC31,297$21.4M17.4%-9713F-HRTimeline
Congress Park Capital LLC31,124$21.3M6.37%+1,77513F-HRTimeline
Braeburn Wealth Management LLC31,064$21.3M10.87%13F-HRTimeline
MYCIO WEALTH PARTNERS, LLC30,912$21.2M4.38%+17513F-HRTimeline
Asset Management Group, Inc.30,763$21.1M3.41%-913F-HRTimeline
Astra Wealth Partners LLC30,757$21.1M12.88%+41913F-HRTimeline
KPP Advisory Services LLC30,737$21.1M3.06%-2,77313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,691$21M8.06%-6213F-HRTimeline
IMC-Chicago, LLC30,647$21M0.37%+8,28013F-HRTimeline
Patriot Financial Group Insurance Agenc…30,606$21M2.5%-32813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.30,473$20.9M13.49%-8,41513F-HRTimeline
JCSD Capital, LLC30,450$20.9M28.87%013F-HRTimeline
Centennial Wealth Advisory LLC30,361$20.8M5.5%-4613F-HRTimeline
Compagnie Lombard Odier SCmA30,360$20.8M0.23%+1,44613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD30,270$20.7M0.05%-14,50013F-HRTimelineGroup
Coordinated Financial Services, Inc.30,193$20.7M11.89%+1,54013F-HRTimeline
Trek Financial, LLC30,138$20.6M1.2%+5,66213F-HRTimeline
Foundry Financial Group, Inc.29,962$20.5M10.27%+62913F-HRTimeline
Sunbelt Securities, Inc.29,936$20.5M1.37%+64013F-HRTimeline
Ducere Wealth Management LLC29,915$20.5M7.92%13F-HR/ATimeline
Aspen Wealth Strategies, LLC29,902$20.5M11.21%-3,85613F-HRTimeline
Thomasville National Bank29,830$20.4M1.27%-16013F-HRTimeline
Chesley Taft & Associates LLC29,762$20.4M0.8%+1,26313F-HRTimeline
Element Wealth, LLC29,683$20.3M8.41%-15313F-HRTimeline
SAX WEALTH ADVISORS, LLC29,612$20.3M0.95%+72613F-HRTimeline
Oak Wealth Advisors LLC29,593$20.3M11.64%-1,51813F-HRTimeline
ACT Advisors, LLC.29,559$20.2M7.98%-66913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…29,467$20.2M3.14%-50613F-HRTimeline
Headland Capital, LLC29,424$20.2M5.61%+13813F-HRTimeline
Canvas Wealth Advisors, LLC29,396$20.1M3.42%+63213F-HRTimeline
CRA Financial Services, LLC29,163$20M2.61%+36813F-HRTimeline
Advyzon Investment Management, LLC29,146$20M2.32%+19,35813F-HRTimeline
Rothschild Wealth LLC29,103$19.9M1.92%+4,27913F-HR/ATimeline
Caldwell Trust Co29,066$19.9M1.77%+39513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT29,022$19.9M1.25%+1,00313F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…28,933$19.8M1.61%+10013F-HRTimelineGroup
Retirement Systems of Alabama28,898$19.8M0.06%-9513F-HRTimeline
SMI Advisory Services, LLC28,245$19.7M3.4%-5,94713F-HRTimeline
SIMA Wealth Partners, LLC28,640$19.6M14.92%-3,44613F-HRTimeline
Independent Advisor Alliance28,622$19.6M0.48%+17113F-HRTimeline
Legacy Financial Group LLC28,432$19.6M2.42%+98913F-HRTimeline
RFG Advisory, LLC28,612$19.6M0.37%+90613F-HRTimeline
WESBANCO BANK INC28,562$19.6M0.54%-15313F-HRTimeline
Roger Wittlin Investment Advisory, LLC28,556$19.6M13.68%-9,11213F-HRTimeline
Taylor & Morgan Wealth Management, LLC28,379$19.4M10.89%-98613F-HRTimeline
Signet Private Wealth LLC28,354$19.4M18.59%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC28,294$19.4M0.55%+3,61613F-HRTimeline
COOPER/HAIMS ADVISORS, LLC28,292$19.4M8.81%+1,82913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,084$19.3M2.7%-5,01113F-HRTimeline
NRI Wealth Management LC28,128$19.3M9.83%-64213F-HRTimeline
Kingsview Wealth Management, LLC28,094$19.2M0.28%+1,66913F-HRTimeline
NorthRock Partners, LLC28,087$19.2M0.33%+3,53813F-HRTimeline
CWA Asset Management Group, LLC27,949$19.1M0.69%+97313F-HRTimeline
Curry Webb Wealth Management LLC27,891$19.1M9.48%13F-HRTimeline
Acropolis Investment Management, LLC27,840$19.1M0.86%-80813F-HRTimeline
CENTRAL TRUST Co27,833$19.1M0.37%+85013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC27,755$19M1.98%+4913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …27,619$18.9M0.05%+1,51713F-HRTimelineGroup
Kilter Group LLC27,577$18.9M8.34%+56613F-HRTimeline
FIFTH LANE CAPITAL, LP27,500$18.8M22.2%013F-HRTimeline
PFG Advisors27,391$18.8M0.91%+3,74813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…27,369$18.7M2.25%-1,95313F-HRTimeline
NWF Advisory Services Inc.27,280$18.7M2.07%-72513F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.27,228$18.6M12.76%13F-HRTimeline
BCGM Wealth Management, LLC27,221$18.6M4.76%-16913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp27,182$18.6M0.48%+2,04913F-HRTimelineGroup
Bank of New Hampshire27,163$18.6M4.18%+1,71613F-HRTimeline
SWP FINANCIAL LLC27,142$18.6M9.33%-3,93113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.27,140$18.6M1.3%+37813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC27,130$18.6M0.29%+1,78213F-HRTimelineGroup
Global Wealth Management Investment Adv…27,050$18.5M2.97%+90613F-HRTimeline
Generali Investments CEE, investicni sp…27,000$18.5M1.3%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC26,960$18.5M0.28%+16,04813F-HRTimelineGroup
Trifecta Capital Advisors, LLC26,796$18.4M2.72%+41413F-HRTimeline
Wiser Wealth Management, Inc26,785$18.3M4.08%-2,16813F-HRTimeline
Montecito Bank & Trust26,745$18.3M2.92%-29413F-HRTimeline
Ausdal Financial Partners, Inc.26,703$18.3M0.85%+17713F-HRTimeline
EQ LLC26,299$18M5.19%-7,01013F-HRTimeline
Providence Capital Advisors, LLC26,244$18M3.02%-41013F-HRTimeline
Global Wealth Management, LLC26,225$18M9.67%-3,80713F-HRTimeline
Fairvoy Private Wealth, LLC26,181$17.9M4.01%+23113F-HRTimeline
EVERPAR ADVISORS LLC26,166$17.9M6.65%+7,63713F-HRTimeline
Venture Visionary Partners LLC25,997$17.9M0.58%+1,88113F-HRTimeline
Columbus Macro, LLC25,984$17.8M1.95%+1,91413F-HRTimeline
EPG Wealth Management LLC25,983$17.8M4.79%+2913F-HRTimeline
Traveka Wealth, LLC25,914$17.7M7.23%+5,91413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,910$17.7M0.36%+32513F-HRTimelineGroup
Invst, LLC25,825$17.7M1.92%-1,43413F-HRTimeline
BIP Wealth, LLC25,781$17.7M0.62%+7,61813F-HRTimeline
Fort Point Capital Partners LLC25,381$17.6M2.14%+1,09713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,762$17.6M0.85%-6,24413F-HRTimeline
Bigelow Investment Advisors, LLC25,697$17.6M6.88%+1,20313F-HRTimeline
Zhang Financial LLC25,662$17.6M0.66%-87413F-HRTimeline
OARSMAN CAPITAL, INC.25,642$17.6M2.28%-28913F-HRTimeline
Hardy Reed LLC25,495$17.5M1.25%+10013F-HRTimeline
Sovereign Financial Group, Inc.25,410$17.4M3.1%-28213F-HRTimeline
DWR WEALTH MANAGEMENT, LLC25,143$17.3M16.1%13F-HRTimeline
Pine Valley Investments Ltd Liability Co25,311$17.3M0.86%+3813F-HRTimeline
WEBSTER BANK, N. A.25,304$17.3M1.63%-61513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…25,196$17.3M1.09%+6,33013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.24,734$17.2M7.73%-1,34513F-HRTimeline
Synergy Investment Management, LLC25,148$17.2M6.1%+3,49213F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,093$17.2M0.44%+57613F-HRTimeline
Bank Pictet & Cie (Europe) AG25,070$17.2M0.34%013F-HRTimeline
American National Bank of Texas25,030$17.1M16.47%+3,55013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC25,018$17.1M9.02%13F-HRTimeline
Breakwater Capital Group24,854$17M2.38%+21113F-HRTimeline
Edgestream Partners, L.P.24,805$17M0.48%+13,64413F-HRTimeline
Aureus Asset Management, LLC24,765$17M1.08%+81913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,724$16.9M0.93%+83713F-HRTimeline
Peterson Wealth Advisors, LLC24,681$16.9M2.25%-33713F-HRTimeline
Highview Capital Management LLC/DE/24,600$16.8M5.94%+9613F-HRTimeline
Elyxium Wealth, LLC24,567$16.8M4.9%+1,96013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC24,503$16.8M1.26%+6,61013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP24,436$16.7M0.63%+2,35013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,349$16.7M1.05%-12913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC24,335$16.7M0.37%+35813F-HRTimeline
Verum Partners LLC24,302$16.6M3.36%-45413F-HRTimeline
Bulltick Wealth Management, LLC24,296$16.6M3.54%+15,41613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC24,282$16.6M11.36%+70313F-HRTimeline
Parisi Gray Wealth Management24,215$16.6M3.77%-8213F-HRTimeline
Cherry Tree Wealth Management, LLC24,215$16.6M3.5%+81413F-HRTimeline
GenTrust, LLC24,192$16.6M0.72%+47013F-HRTimeline
PEOPLES BANK /OH24,146$16.5M10.26%-52113F-HRTimeline
Cyndeo Wealth Partners, LLC24,139$16.5M0.89%+36013F-HRTimeline
YHB Investment Advisors, Inc.23,986$16.4M1.14%+1,38913F-HRTimeline
ANDERSON HOAGLAND & CO23,974$16.4M1.41%-19213F-HRTimeline
Lutz Financial Services LLC23,966$16.4M1.12%+22413F-HRTimeline
Caprock Group, LLC23,947$16.4M0.35%+64813F-HRTimeline
Disciplina Capital Management LLC23,880$16.4M1.87%013F-HRTimeline
Delta Investment Management, LLC23,760$16.3M2.82%+2,59413F-HRTimeline
First National Trust Co23,755$16.3M0.54%+55013F-HRTimeline
Proficio Capital Partners LLC23,675$16.2M1.14%+2,42513F-HRTimeline
Nordwand Advisors, LLC23,668$16.2M2.83%+4,09513F-HRTimeline
Contango Wealth Management LLC23,661$16.2M18.11%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,649$16.2M0.76%+88213F-HRTimeline
Investment Advisory Group, LLC23,644$16.2M4.17%+72213F-HRTimeline
Goepper Burkhardt LLC23,643$16.2M5.28%+4,26313F-HRTimeline
WealthPLAN Partners, LLC23,573$16.1M2.41%+2,38013F-HRTimeline
Broadview Financial Management, LLC23,543$16.1M10.79%-25713F-HRTimeline
Fusion Capital, LLC23,493$16.1M4.53%+27713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…23,478$16.1M0.26%+2,51913F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC23,414$16M4.98%new13F-HRTimeline
Baring Financial LLC23,400$16M9.76%+7,53713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,399$16M0.01%+16,66213F-HRTimelineGroup
INGALLS & SNYDER LLC23,391$16M0.59%+75813F-HRTimeline
Pinnacle Family Advisors, LLC23,341$16M7.04%-17613F-HRTimeline
Atlantic Edge Private Wealth Management…23,287$16M3.97%+61713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC23,258$15.9M1.8%-63913F-HRTimeline
GM Advisory Group, LLC23,232$15.9M0.62%+2,80213F-HRTimeline
Meadow Creek Wealth Advisors LLC22,946$15.7M10.05%+1,97513F-HRTimeline
Jackson Hole Capital Partners, LLC22,858$15.7M2.68%+37213F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.22,774$15.6M0.15%+5,50013F-HRTimeline
Forbes Financial Planning, Inc.22,736$15.6M9.11%+91913F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.22,127$15.4M11.89%+2,66413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp22,484$15.4M0.05%+43913F-HRTimelineGroup
Sierra Capital LLC22,484$15.4M1.63%-19513F-HRTimeline
SEVEN MILE ADVISORY22,461$15.4M2.64%-96213F-HRTimeline
Capital Investment Advisory Services, L…22,453$15.4M1.09%+12913F-HRTimeline
MOTIVE WEALTH ADVISORS22,440$15.4M6.55%013F-HRTimeline
LiftPoint Family Wealth Advisors LLC22,412$15.4M13.1%13F-HRTimeline
Box Hill Private Wealth LLC22,390$15.3M15.52%13F-HRTimeline
XPONANCE LLC22,362$15.3M0.11%+1,91313F-HRTimeline
TSA Wealth Managment LLC22,359$15.3M5.07%-23013F-HRTimeline
Roof Eidam Maycock Peralta, LLC22,358$15.3M3.47%+23213F-HRTimeline
Evernest Financial Advisors, LLC21,933$15.3M3.2%-5,04813F-HRTimeline
Greenhouse Wealth Management, LLC22,314$15.3M9.04%+3413F-HRTimeline
Pembroke Management, LTD22,303$15.3M1.58%-6513F-HRTimeline
Bay Harbor Wealth Management, LLC22,226$15.2M3.98%+43313F-HRTimeline
Tempo Wealth, LLC22,209$15.2M2.71%13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding22,096$15.1M+3,728Timeline
Omega Financial Group, LLC22,088$15.1M5.03%+9013F-HRTimeline
HighPoint Advisor Group LLC22,056$15.1M0.33%new13F-HRTimeline
Red Door Wealth Management, LLC22,052$15.1M1.57%+3,92113F-HRTimeline
OLD MISSION CAPITAL LLC21,958$15M0.58%+11,89713F-HRTimeline
ETF Store, Inc.21,952$15M15.34%-35113F-HRTimeline
MFA Wealth Services21,922$15M10.15%+7413F-HRTimeline
Centurion Wealth Management LLC21,850$15M3.29%+22413F-HRTimeline
GFS Advisors, LLC21,755$14.9M1.77%-1213F-HRTimeline
Northwest Bancshares, Inc.21,743$14.9M2.88%-1,53513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,704$14.9M2.63%-1,08613F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,634$14.8M0.27%+6913F-HRTimeline
Campion Asset Management21,607$14.8M10.27%+5,05713F-HRTimeline
North Star Investment Management Corp.21,534$14.7M0.93%-51113F-HRTimeline
PARK NATIONAL CORP /OH/21,505$14.7M0.46%-16813F-HRTimeline
Secure Asset Management, LLC21,488$14.7M2.32%+25513F-HRTimeline
PLANWISER FINANCIAL, LLC21,365$14.7M11%+2,66913F-HR/ATimeline
Canal Capital Management, LLC21,464$14.7M2.09%-2,58713F-HRTimeline
Inman Jager Wealth Management, LLC21,397$14.7M8.97%+2,35513F-HRTimeline
Cobblestone Asset Management LLC21,359$14.6M6.57%+14313F-HRTimeline
PRIVATE TRUST CO NA21,357$14.6M1.28%-2,29213F-HRTimeline
Lakeshore Capital Group, Inc.21,297$14.6M11.67%-51813F-HRTimeline