Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Headland Capital, LLC30,995$20.2M5.7%+1,57113F-HRTimeline
Ducere Wealth Management LLC30,991$20.2M8.05%+1,07613F-HRTimeline
Element Wealth, LLC30,914$20.2M8.36%+1,23113F-HRTimeline
Aspen Wealth Strategies, LLC30,873$20.2M10.84%+97113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC30,855$20.2M7.04%-1,63113F-HRTimeline
Foundry Financial Group, Inc.30,774$20.1M9.97%+81213F-HRTimeline
CRA Financial Services, LLC30,733$20.1M2.61%+1,57013F-HRTimeline
Kingsview Wealth Management, LLC30,704$20.1M0.27%+2,61013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV30,581$20M8.72%-11013F-HRTimeline
Coordinated Financial Services, Inc.30,527$19.9M11.51%+33413F-HRTimeline
Fort Point Capital Partners LLC30,513$19.9M2.61%+5,13213F-HRTimeline
JCSD Capital, LLC30,450$19.9M31.01%013F-HRTimeline
ArborFi Advisors, LLC30,400$19.9M16.21%-89713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.30,394$19.9M12.99%-7913F-HRTimeline
Chesley Taft & Associates LLC30,387$19.8M0.83%+62513F-HRTimeline
SWP FINANCIAL LLC30,335$19.8M10.11%+3,19313F-HRTimeline
UNIVERSITY OF CHICAGO30,317$19.8M6.12%-165,47213F-HRTimeline
Bay Harbor Wealth Management, LLC30,278$19.8M5.13%+8,05213F-HRTimeline
Caldwell Trust Co30,277$19.8M1.77%+1,21113F-HRTimeline
Asset Management Group, Inc.30,200$19.7M3.19%-56313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC29,665$19.4M2.43%new13F-HRTimeline
Churchill Financial Advisors, LLC29,544$19.3M4.06%+13,09513F-HRTimeline
Oak Wealth Advisors LLC29,367$19.2M10.54%-22613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…29,309$19.1M3.02%-15813F-HRTimeline
4Thought Financial Group Inc.29,150$19M9.42%-3,80513F-HRTimeline
EVERPAR ADVISORS LLC29,074$19M6.54%+2,90813F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC29,067$19M4.43%-2,76013F-HR/ATimeline
WESBANCO BANK INC29,064$19M0.53%+50213F-HRTimeline
Taylor & Morgan Wealth Management, LLC29,001$18.9M10.81%+62213F-HRTimeline
ACT Advisors, LLC.28,960$18.9M8.04%-59913F-HRTimeline
Retirement Systems of Alabama28,898$18.9M0.06%013F-HRTimeline
FSA WEALTH PARTNERS, INC.28,647$18.7M8.9%-10,62413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp28,551$18.6M0.49%+1,36913F-HRTimelineGroup
Cobblestone Asset Management LLC28,478$18.6M8.36%+7,11913F-HRTimeline
SIMA Wealth Partners, LLC28,472$18.6M14.17%-16813F-HRTimeline
Signet Private Wealth LLC28,458$18.6M17.75%+10413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,453$18.6M1.19%-56913F-HRTimeline
NorthRock Partners, LLC28,452$18.6M0.3%+36513F-HRTimeline
Bank of New Hampshire28,359$18.5M4.24%+1,19613F-HRTimeline
Layline Advisors, LLC28,323$18.5M20.7%13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP28,234$18.4M0.73%+3,79813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,186$18.4M0.37%+2,27613F-HRTimelineGroup
Providence Capital Advisors, LLC28,082$18.3M2.99%+1,83813F-HRTimeline
Outlook Wealth Advisors, LLC28,043$18.3M4.43%-4,85313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC27,962$18.3M8.6%-33013F-HRTimeline
RFG Advisory, LLC27,961$18.3M0.34%-65113F-HRTimeline
Roger Wittlin Investment Advisory, LLC27,914$18.2M14.91%-64213F-HRTimeline
Zhang Financial LLC27,878$18.2M0.63%+2,21613F-HRTimeline
NWF Advisory Services Inc.27,797$18.2M2.05%+51713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,772$18.1M0.86%+2,01013F-HRTimeline
American National Bank of Texas27,649$18.1M17.21%+2,61913F-HRTimeline
Acropolis Investment Management, LLC27,611$18M0.8%-22913F-HRTimeline
Beirne Wealth Consulting Services, LLC27,274$17.8M5.04%-5,92013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27,183$17.8M0.78%+3,53413F-HRTimeline
Montecito Bank & Trust27,127$17.7M2.92%+38213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,104$17.7M0.81%+2,38013F-HRTimeline
Wiser Wealth Management, Inc27,009$17.6M3.8%+22413F-HRTimeline
Pallas Capital Advisors LLC27,007$17.6M0.66%-8,19113F-HRTimeline
Generali Investments CEE, investicni sp…27,000$17.6M0.92%013F-HRTimeline
Pines Wealth Management, LLC26,964$17.6M5.7%-4,98813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC26,960$17.6M0.39%013F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.26,927$17.6M1.19%-21313F-HRTimelineGroup
Fortis Capital Advisors, LLC26,901$17.6M2.3%+6,37313F-HRTimeline
Global Wealth Management Investment Adv…26,885$17.6M2.75%-16513F-HRTimeline
BCGM Wealth Management, LLC26,765$17.5M4.39%-45613F-HRTimeline
Trifecta Capital Advisors, LLC26,611$17.4M2.69%-18513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.24,241$17.3M12.12%+2,11413F-HRTimeline
LiftPoint Family Wealth Advisors LLC26,413$17.3M14.29%+4,00113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…26,271$17.2M2.1%-1,09813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,233$17.1M1.81%-1,52213F-HRTimeline
Highview Capital Management LLC/DE/26,202$17.1M6.22%+1,60213F-HRTimeline
Sovereign Financial Group, Inc.26,150$17.1M2.97%+74013F-HRTimeline
Embree Financial Group26,102$17.1M2.01%+7,01213F-HRTimeline
EPG Wealth Management LLC26,028$17M4.61%+4513F-HRTimeline
Goepper Burkhardt LLC25,796$16.9M5.63%+2,15313F-HRTimeline
Breakwater Capital Group25,795$16.8M2.26%+94113F-HRTimeline
Ausdal Financial Partners, Inc.25,770$16.8M0.75%-93313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,702$16.8M0.01%-67,19213F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.24,563$16.8M7.52%-17113F-HRTimeline
Aureus Asset Management, LLC25,671$16.8M1.12%+90613F-HRTimeline
Columbus Macro, LLC25,659$16.8M1.79%-32513F-HRTimeline
CWA Asset Management Group, LLC25,608$16.7M0.57%-2,34113F-HRTimeline
Bigelow Investment Advisors, LLC25,605$16.7M6.7%-9213F-HRTimeline
BIP Wealth, LLC25,595$16.7M0.68%-18613F-HRTimeline
CENTRAL TRUST Co25,509$16.7M0.33%-2,32413F-HRTimeline
EQ LLC25,404$16.6M4.67%-89513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC25,374$16.6M6.88%-15,25013F-HRTimeline
Strategic Blueprint, LLC25,359$16.6M0.96%+10,26313F-HRTimeline
PFG Advisors25,234$16.5M0.8%-2,15713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…25,226$16.5M1.05%+3013F-HRTimeline
WEBSTER BANK, N. A.25,205$16.5M1.56%-9913F-HRTimeline
Man Group plcin group Man Group plc25,203$16.5M0.03%-515,66213F-HRTimelineGroup
Empowered Funds, LLC25,198$16.5M0.11%new13F-HR/ATimeline
Keenan, LLC25,077$16.5M13.88%+3,98813F-HRTimeline
Hardy Reed LLC25,160$16.4M1.2%-33513F-HRTimeline
Pine Valley Investments Ltd Liability Co25,115$16.4M0.8%-19613F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,105$16.4M0.45%+1213F-HRTimeline
Arch Global Advisors, LLC25,087$16.4M8.55%13F-HRTimeline
Horizon Investments, LLC25,066$16.4M0.18%+12,22713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC22,886$16.4M7.15%+4,47713F-HRTimeline
Venture Visionary Partners LLC25,047$16.4M0.55%-95013F-HRTimeline
GM Advisory Group, LLC25,010$16.3M0.63%+1,77813F-HRTimeline
Inman Jager Wealth Management, LLC24,919$16.3M9.51%+3,52213F-HRTimeline
Nordwand Advisors, LLC24,868$16.2M2.84%+1,20013F-HRTimeline
Fairvoy Private Wealth, LLC24,853$16.2M3.87%-1,32813F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC24,835$16.2M8.68%-18313F-HRTimeline
Elyxium Wealth, LLC24,834$16.2M5.2%+26713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC24,701$16.1M1.27%+19813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding24,627$16.1M+13,567Timeline
Cyndeo Wealth Partners, LLC24,577$16.1M0.84%+43813F-HRTimeline
SMI Advisory Services, LLC24,136$16M2.63%-4,10913F-HRTimeline
Hoese & Co LLP24,359$15.9M11.81%-8,37513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24,358$15.9M1.01%+913F-HRTimeline
PEOPLES BANK /OH24,278$15.9M9.73%+13213F-HRTimeline
Parisi Gray Wealth Management24,212$15.8M3.77%-313F-HRTimeline
INGALLS & SNYDER LLC24,191$15.8M0.56%+80013F-HRTimeline
Investment Advisory Group, LLC24,188$15.8M4.02%+54413F-HRTimeline
Baring Financial LLC24,182$15.8M9.66%+78213F-HRTimeline
Perennial Investment Advisors, LLC24,137$15.8M1.26%+10,57513F-HRTimeline
Retirement Wealth Solutions LLC24,088$15.7M9.92%+3,93313F-HRTimeline
First National Trust Co24,057$15.7M0.54%+30213F-HRTimeline
True Vision MN LLC24,056$15.7M8.1%+5,95813F-HRTimeline
Delta Investment Management, LLC24,027$15.7M2.81%+26713F-HRTimeline
ANDERSON HOAGLAND & CO23,998$15.7M1.35%+2413F-HRTimeline
Verum Partners LLC23,991$15.7M2.98%-31113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23,956$15.6M3.94%+8,13213F-HRTimeline
Disciplina Capital Management LLC23,880$15.6M1.65%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC23,850$15.6M11.06%-43213F-HRTimeline
Cherry Tree Wealth Management, LLC23,843$15.6M3.29%-37213F-HRTimeline
OARSMAN CAPITAL, INC.23,832$15.6M1.93%-1,81013F-HRTimeline
GK Wealth Management LLC24,491$15.5M13.53%+23,27613F-HRTimeline
DWR WEALTH MANAGEMENT, LLC24,491$15.5M13.53%-65213F-HRTimeline
Lutz Financial Services LLC23,774$15.5M1.04%-19213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC23,647$15.4M2.17%-4,43713F-HRTimeline
Braeburn Wealth Management LLC23,612$15.4M8.82%-7,45213F-HRTimeline
Jackson Hole Capital Partners, LLC23,511$15.4M2.54%+65313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC23,439$15.3M0.45%-4,85513F-HRTimeline
Evernest Financial Advisors, LLC21,208$15.2M3.17%-72513F-HRTimeline
Global Wealth Management, LLC23,325$15.2M8.31%-2,90013F-HRTimeline
Broadview Financial Management, LLC23,318$15.2M10.4%-22513F-HRTimeline
Tempo Wealth, LLC23,285$15.2M2.65%+1,07613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.23,252$15.2M4.36%+9,71713F-HRTimeline
Campion Asset Management23,237$15.2M10.29%+1,63013F-HRTimeline
Forbes Financial Planning, Inc.23,171$15.1M8.74%+43513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC23,123$15.1M4.75%-29113F-HRTimeline
Polaris Investment Advisors, LLC23,093$15.1M11%+2,84913F-HRTimeline
Roof Eidam Maycock Peralta, LLC23,053$15.1M3.45%+69513F-HRTimeline
ETF Store, Inc.23,027$15M14.65%+1,07513F-HRTimeline
Secure Asset Management, LLC22,987$15M2.38%+1,49913F-HRTimeline
Caprock Group, LLC22,970$15M0.36%-97713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.22,968$15M8.54%13F-HRTimeline
Fusion Capital, LLC22,966$15M4.05%-52713F-HRTimeline
Omega Financial Group, LLC22,965$15M4.95%+87713F-HRTimeline
Csenge Advisory Group22,953$15M0.69%+2,66013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC22,902$15M1.61%-35613F-HRTimeline
Atlantic Edge Private Wealth Management…22,883$14.9M3.68%-40413F-HRTimeline
Northwest Bancshares, Inc.22,877$14.9M2.97%+1,13413F-HRTimeline
YHB Investment Advisors, Inc.22,869$14.9M1.07%-1,11713F-HRTimeline
Pinnacle Family Advisors, LLC22,869$14.9M7.02%-47213F-HRTimeline
Meadow Creek Wealth Advisors LLC22,842$14.9M9.66%-10413F-HRTimeline
Red Door Wealth Management, LLC22,494$14.7M1.53%+44213F-HRTimeline
HBK Sorce Advisory LLC19,816$14.7M0.3%+4,24513F-HRTimeline
MOTIVE WEALTH ADVISORS22,440$14.7M6.88%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,371$14.6M0.25%+73713F-HRTimeline
Henderson Brothers Financial Partners, …22,362$14.6M3.7%13F-HRTimeline
Greenhouse Wealth Management, LLC22,202$14.5M8.97%-11213F-HRTimeline
SAPIENT CAPITAL LLC22,164$14.5M0.22%+4,20713F-HR/ATimeline
Gerald Baker Financial Group LLC22,098$14.4M4.57%13F-HR/ATimeline
Box Hill Private Wealth LLC22,097$14.4M14.27%-29313F-HRTimeline
Pembroke Management, LTD22,081$14.4M2.09%-22213F-HRTimeline
Centurion Wealth Management LLC22,072$14.4M3.26%+22213F-HRTimeline
MFA Wealth Services22,065$14.4M9.54%+14313F-HRTimeline
PRIVATE TRUST CO NA22,053$14.4M1.29%+69613F-HRTimeline
PARK NATIONAL CORP /OH/22,049$14.4M0.44%+54413F-HRTimeline
HighPoint Advisor Group LLC22,048$14.4M0.6%-813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding21,771$14.2M-325Timeline
GOULD ASSET MANAGEMENT LLC /CA/21,722$14.2M2.46%+1813F-HRTimeline
Goldstone Financial Group, LLC21,676$14.2M1.54%-10,38713F-HRTimeline
Proficio Capital Partners LLC21,671$14.2M0.76%-2,00413F-HRTimeline
Strategic Wealth Partners, Ltd.21,642$14.1M0.98%+1,16913F-HRTimeline
GFS Advisors, LLC21,640$14.1M1.8%-11513F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…21,587$14.1M0.18%+2,70513F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,557$14.1M0.31%+79013F-HRTimelineGroup
Peterson Wealth Advisors, LLC21,495$14M1.87%-3,18613F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.21,490$14M6.43%+52413F-HRTimeline
CORE WEALTH ADVISORS, LLC21,468$14M10.78%+5,03213F-HRTimeline
GenTrust, LLC21,423$14M0.6%-2,76913F-HRTimeline
DOLIVER ADVISORS, LP21,402$14M3.18%+77713F-HRTimeline
Lakeshore Capital Group, Inc.21,397$14M11.41%+10013F-HRTimeline
Cosner Financial Group, LLC21,367$14M7.67%+28213F-HRTimeline
TSA Wealth Managment LLC21,322$13.9M4.5%-1,03713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp21,304$13.9M0.05%-1,18013F-HRTimelineGroup
Kooman & Associates21,165$13.8M4.12%+34213F-HRTimeline
Palisades Hudson Asset Management, L.P.21,074$13.8M5.37%-3413F-HRTimeline
XPONANCE LLC21,019$13.7M0.1%-1,34313F-HRTimeline
Sierra Capital LLC21,010$13.7M1.5%-1,47413F-HRTimeline
JDM Financial Group LLC20,997$13.7M5.29%-29513F-HRTimeline
DecisionMap Wealth Management, LLC20,944$13.7M8.85%+22313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…20,942$13.7M0.12%+3,02613F-HRTimelineGroup
PLANWISER FINANCIAL, LLC19,444$13.7M9.9%-1,92113F-HRTimeline