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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fusion Capital, LLC22,272$16.7M3.88%-69413F-HRTimeline
Strategic Wealth Partners, Ltd.22,254$16.7M1.03%+61213F-HRTimeline
Greenhouse Wealth Management, LLC22,130$16.6M11.65%-7213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …22,022$16.5M0.04%+1,18013F-HRTimelineGroup
IFG Advisory, LLC22,010$16.5M0.58%+21,79613F-HRTimeline
EFG International AGin group EFG International AG22,006$16.5M0.3%+2,43313F-HRTimelineGroup
PARK NATIONAL CORP /OH/22,006$16.5M0.46%-4313F-HRTimeline
Portfolio Resources Advisor Group, Inc.21,819$16.3M13.82%+9,29913F-HRTimeline
MFA Wealth Services21,704$16.3M9.71%-36113F-HRTimeline
OARSMAN CAPITAL, INC.21,685$16.2M1.72%-2,14713F-HRTimeline
Lakeshore Capital Group, Inc.21,671$16.2M12.01%+27413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,572$16.2M0.31%+1513F-HRTimelineGroup
DecisionMap Wealth Management, LLC21,569$16.2M9.04%+62513F-HRTimeline
DOLIVER ADVISORS, LP21,445$16.1M3.64%+4313F-HRTimeline
LARCH CAPITAL PARTNERS LLC21,441$16.1M2.3%+3,61313F-HRTimeline
HBK Sorce Advisory LLC20,759$16.1M0.31%+94313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.21,424$16M6.72%-6613F-HRTimeline
GenTrust, LLC21,423$16M0.62%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21,398$16M1.36%+3,52013F-HRTimelineGroup
Sound Stewardship, LLC21,356$16M6.6%+51313F-HRTimeline
TSA Wealth Managment LLC21,345$16M4.52%+2313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp21,288$15.9M0.06%-1613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP21,282$15.9M0.74%+90513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC21,272$15.9M3.93%+1,83513F-HRTimeline
Palisades Hudson Asset Management, L.P.21,253$15.9M5.57%+17913F-HRTimeline
Kooman & Associates21,248$15.9M4.27%+8313F-HRTimeline
Unique Wealth Strategies, LLC21,164$15.8M5.79%+1,55513F-HRTimeline
Disciplina Capital Management LLC21,050$15.8M1.63%-2,83013F-HRTimeline
PRIVATE TRUST CO NA21,030$15.7M1.26%-1,02313F-HRTimeline
Sierra Capital LLC21,012$15.7M1.52%+213F-HRTimeline
Tyche Wealth Partners LLC20,963$15.7M2.2%+5,02313F-HRTimeline
Davis Wealth Advisors, LLC20,944$15.7M12.13%+5,97113F-HRTimeline
Peterson Wealth Advisors, LLC20,944$15.7M1.85%-55113F-HRTimeline
Sepio Capital, LP20,923$15.7M0.79%+7513F-HRTimeline
Goldstone Financial Group, LLC20,909$15.7M1.43%-76713F-HRTimeline
Bulltick Wealth Management, LLC20,905$15.7M3.19%+10313F-HRTimeline
NOVEM GROUP20,874$15.6M1.59%+90413F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,833$15.6M0.23%-1,53813F-HRTimeline
MRWM Advisors, LLC20,771$15.6M6.39%+18413F-HRTimeline
Archvest Wealth Advisors, Inc.20,719$15.5M8.98%+1,38413F-HRTimeline
Claro Advisors Inc.20,715$15.5M1.63%-12913F-HRTimeline
JDM Financial Group LLC20,687$15.5M5.29%-31013F-HRTimeline
Objective Capital Management, LLC20,659$15.5M13.74%+46213F-HRTimeline
North Star Investment Management Corp.20,607$15.4M0.84%-21713F-HRTimeline
LANARK FINANCIAL, INC.20,592$15.4M1.04%+1,86213F-HRTimeline
Pembroke Management, LTD20,566$15.4M1.99%-1,51513F-HR/ATimeline
Centurion Wealth Management LLC20,557$15.4M3.68%-1,51513F-HRTimeline
Ted Buchan & Co20,557$15.4M5.04%+8813F-HRTimeline
Chicago Capital, LLC20,531$15.4M0.37%+66813F-HRTimeline
Revolve Wealth Partners, LLC20,525$15.4M1.6%+2,56113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/20,523$15.4M2.42%-1,19913F-HRTimeline
Barnes Wealth Management Group, Inc20,486$15.3M7.1%+8,11713F-HRTimeline
Moors & Cabot, Inc.20,474$15.3M0.6%+3,53113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,466$15.3M0.58%+33813F-HRTimeline
Koshinski Asset Management, Inc.20,306$15.2M0.81%-15513F-HRTimeline
Telos Capital Management, Inc.20,277$15.2M1.34%+19413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,079$15M0.72%+3613F-HRTimeline
Cedarwood Wealth LLC20,037$15M11.34%-46613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.22,968$15M8.54%013F-HRTimeline
Perennial Investment Advisors, LLC20,032$15M1%-4,10513F-HRTimeline
Post Resch Tallon Group Inc.20,005$15M10.36%-7513F-HRTimeline
4Thought Financial Group Inc.19,967$15M7.03%-9,18313F-HRTimeline
Sentry LLC19,936$14.9M4.18%+5013F-HRTimeline
Godfrey Financial Associates, Inc.19,927$14.9M11.42%-11313F-HRTimeline
DAVENPORT & Co LLC19,846$14.9M0.08%+2,37013F-HRTimeline
Beaird Harris Wealth Management, LLC19,799$14.8M0.93%+28813F-HRTimeline
Wealth Management Partners, LLC19,785$14.8M3.49%+5213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC19,774$14.8M2.46%-26713F-HRTimeline
CrossGen Wealth, LLC19,739$14.8M11.48%-12613F-HRTimeline
Evernest Financial Advisors, LLC19,663$14.7M3.08%-1,54513F-HRTimeline
MidAtlantic Capital Management, Inc.19,649$14.7M9.14%-30913F-HRTimeline
REDW Wealth LLC19,577$14.7M5.25%-28613F-HRTimeline
Glen Eagle Advisors, LLC19,492$14.6M1.84%+52013F-HRTimeline
Shulman DeMeo Asset Management LLC19,410$14.5M2.72%+1613F-HRTimeline
ASL Financial, LLC19,377$14.5M10.22%-1613F-HRTimeline
Illinois Municipal Retirement Fund19,250$14.4M0.16%-28,65013F-HRTimeline
Latitude Advisors, LLC19,210$14.4M5.74%-1,10913F-HRTimeline
Etesian Wealth Advisors, Inc.19,184$14.4M4.25%-65713F-HRTimeline
INSTRUMENTAL WEALTH, LLC19,073$14.3M7.23%+75413F-HRTimeline
Williams Jones Wealth Management, LLC.19,046$14.3M0.16%-2213F-HRTimeline
Centennial Wealth Advisory LLC19,025$14.3M3.08%-33113F-HRTimeline
PLANWISER FINANCIAL, LLC19,023$14.2M9.9%-42113F-HRTimeline
Fisher Asset Management, LLC19,000$14.2M<0.01%+7,07913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,980$14.2M0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,942$14.2M0.85%+6,37313F-HRTimeline
Wealth Management Associates, Inc.18,849$14.1M3.9%+413F-HRTimeline
NFSG Corp18,831$14.1M1.74%+74413F-HRTimeline
North Berkeley Wealth Management, LLC18,801$14.1M5.69%+6,73013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich18,828$14M0.04%+4,10913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC18,751$14M2.21%+10,94213F-HRTimeline
BG Investment Services, LLC18,740$14M10.11%-70213F-HRTimeline
Wayfinding Financial, LLC18,668$14M5.3%+2,21813F-HRTimeline
GW&K Investment Management, LLC18,645$14M0.11%+7713F-HRTimeline
Horst & Graben Wealth Management LLC18,580$13.9M1.83%+10913F-HRTimeline
POSTROCK PARTNERS LLC18,522$13.9M5.64%+1,03913F-HRTimeline
MinichMacGregor Wealth Management, LLC18,500$13.9M2.1%+42213F-HRTimeline
Ewing Morris & Co. Investment Partners …18,383$13.8M7.19%+1,24413F-HRTimeline
Integrity Advisory Solutions, LLC18,332$13.7M1.41%+1,82813F-HRTimeline
Simmons Bankin group Simmons Bank18,311$13.7M0.78%+38913F-HRTimelineGroup
MBE Wealth Management, LLC18,305$13.7M4.82%-5013F-HRTimeline
SYNTAX RESEARCH, INC.18,266$13.7M9.99%-17513F-HRTimeline
Welch Group, LLC18,233$13.7M0.47%-1913F-HRTimeline
Argent Advisors, Inc.18,149$13.6M3.4%+24913F-HRTimeline
GARRISON POINT ADVISORS, LLC17,985$13.5M5.46%+1,16013F-HRTimeline
Symphony Financial, Ltd. Co.17,999$13.4M1.47%+77213F-HRTimeline
Advisory Resource Group17,909$13.4M2.02%+81113F-HRTimeline
Yanni & Associates Investment Advisors,…17,828$13.4M12.32%-11013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO17,801$13.3M1.46%+3,28813F-HRTimelineGroup
Bison Wealth, LLC17,633$13.3M1.23%+1,39013F-HRTimeline
Rialto Wealth Management, LLC17,631$13.2M2.61%+1,68213F-HRTimeline
Balefire, LLC17,608$13.2M2.15%+12,49913F-HRTimeline
First Heartland Consultants, Inc.17,602$13.2M0.85%+4,11013F-HRTimeline
One Day In July LLC17,579$13.2M0.92%+57013F-HRTimeline
Forum Private Client Group LLC17,546$13.1M3.91%+38113F-HRTimeline
Trail Ridge Investment Advisors, LLC17,470$13.1M5.53%-15113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,451$13.1M1.12%-2813F-HRTimeline
Roundview Capital LLC17,438$13.1M0.71%+34713F-HRTimeline
LifePlan Investment Advisors, Inc.17,403$13M4.49%+6,94313F-HRTimeline
jvl associates llc17,402$13M3.7%-54013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,344$13M0.64%-1,00013F-HRTimeline
Eagle Strategies LLC17,298$13M1.29%+1,21213F-HRTimeline
Wedmont Private Capital17,078$12.9M0.36%+95013F-HRTimeline
FOCUS Wealth Advisors, LLC17,263$12.9M5.99%-2,24213F-HRTimeline
HUB Investment Partners, LLC17,261$12.9M0.24%+8,76613F-HRTimeline
LOUISBOURG INVESTMENTS INC.17,250$12.9M2.38%-1,19013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,247$12.9M0.66%-67113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,227$12.9M0.47%+27513F-HRTimeline
Emerald Advisors, LLC17,224$12.9M1.62%+87413F-HRTimeline
Columbia Bank17,080$12.8M2.87%+1,06213F-HRTimeline
Bank Pictet & Cie (Europe) AG17,068$12.8M0.25%013F-HRTimeline
LONDON CO OF VIRGINIA17,020$12.8M0.07%-19,88813F-HRTimeline
Busey Bank16,960$12.7M0.31%+1,37713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS16,956$12.7M1.29%+12,56013F-HRTimeline
Main Street Financial Solutions, LLC16,927$12.7M0.81%+47413F-HRTimeline
Cornerstone Wealth Partners, LLC16,875$12.6M5.87%+2,29913F-HRTimeline
VISTA FINANCE, LLC16,853$12.6M7.05%+13,28913F-HRTimeline
XPONANCE LLC16,826$12.6M0.08%-4,19313F-HRTimeline
CBM Financial, LLC16,855$12.6M7.49%-47213F-HRTimeline
Verdence Capital Advisors LLC16,796$12.6M0.66%-36813F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC16,775$12.6M8.22%+71413F-HRTimeline
Welch & Forbes LLC16,765$12.6M0.15%-29913F-HRTimeline
Milestone Investment Advisors LLC16,755$12.5M2.71%+4013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC16,678$12.5M2.13%-30313F-HRTimeline
Connecticut Wealth Management, LLC16,670$12.5M0.46%-14213F-HRTimeline
BLALOCK WILLIAMS, LLC16,650$12.5M8.08%+7,13013F-HRTimeline
MA Private Wealth16,610$12.4M1.85%-10013F-HRTimeline
NorthCrest Asset Manangement, LLC16,384$12.4M0.32%+1,32713F-HRTimeline
SYKON CAPITAL LLC16,475$12.3M3.8%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,429$12.3M3.51%+18313F-HRTimeline
Bulwark Capital Corp16,326$12.2M6.88%+41413F-HRTimeline
Aprio Wealth Management, LLC16,306$12.2M0.6%+1,17613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd16,287$12.2M0.38%013F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC16,175$12.1M3.71%+7813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC16,116$12.1M1.23%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…16,112$12M0.01%+14,72613F-HRTimelineGroup
WHITE PINE CAPITAL LLC15,977$12M2.83%+84713F-HRTimeline
Platform Technology Partners15,946$11.9M1.96%+34813F-HRTimeline
Chesapeake Wealth Management15,939$11.9M3.35%-53913F-HRTimeline
Aegis Wealth Management LLC15,894$11.9M5.6%+25413F-HRTimeline
Chung Wu Investment Group, LLC15,868$11.9M7.81%-6513F-HRTimeline
ZENITH SOLUTIONS, INC.15,850$11.9M10.76%13F-HRTimeline
Triad Wealth Partners, LLC15,577$11.9M0.7%+5,13713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,829$11.9M0.21%+39313F-HRTimeline
GeoWealth Management, LLC15,805$11.8M0.37%+1,96113F-HRTimeline
Solstein Capital, LLC15,798$11.8M4.05%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,755$11.8M1.17%+3213F-HRTimeline
TCI Wealth Advisors, Inc.15,751$11.8M0.51%-7613F-HRTimeline
TWO SIGMA SECURITIES, LLC15,697$11.8M1.01%new13F-HRTimeline
Mechanics Financial Corp15,650$11.7M4.19%+1,01313F-HRTimeline
Boyd Wealth Management, LLC15,648$11.7M4.44%-10913F-HRTimeline
JT Stratford LLC15,636$11.7M1.28%+1,02613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,601$11.7M0.15%-77313F-HRTimeline
KPP Advisory Services LLC15,576$11.7M1.48%-2,15113F-HRTimeline
Dynamic Advisor Solutions LLC15,560$11.7M0.33%-34,01013F-HRTimeline
FDx Advisors, Inc.15,544$11.6M3.51%+3,60313F-HRTimeline
TICINO WEALTH15,468$11.6M3.65%-44513F-HRTimeline
SC&H Financial Advisors, Inc.15,422$11.5M1.53%-72713F-HRTimeline
Sandhill Capital Partners LLC15,417$11.5M0.94%+9,06613F-HRTimeline
EdgeRock Capital LLC15,404$11.5M2.61%+71313F-HRTimeline
Carnegie Investment Counsel15,388$11.5M0.23%-35713F-HRTimeline
WLTH Capital Management, LLC15,386$11.5M7.39%-77413F-HRTimeline
Security National Bank15,348$11.5M1.37%+1,03813F-HRTimeline
Manhattan West Asset Management, LLC15,340$11.5M1.92%-6513F-HRTimeline
Red Wave Investments LLC15,315$11.5M2.91%-36913F-HRTimeline
Mountain Hill Investment Partners Corp.15,295$11.5M6.49%-4913F-HRTimeline
Vantus Wealth LLC15,279$11.4M6.13%13F-HRTimeline
Krilogy Financial LLC15,195$11.4M0.34%+1,04313F-HRTimeline
CAPE ANN SAVINGS BANK15,192$11.4M5.36%-13713F-HRTimeline
Elm Partners Management LLC15,186$11.4M0.34%+44313F-HR/ATimeline
Independent Solutions Wealth Management…15,125$11.3M1.48%+1,16013F-HRTimeline
Montis Financial, LLC15,098$11.3M2.31%-9813F-HRTimeline
Joel Isaacson & Co., LLC15,057$11.3M0.33%+1713F-HRTimeline
MASECO LLP15,027$11.3M0.32%-1,24613F-HRTimeline
W ADVISORS, LLC14,997$11.2M5.11%+2,84913F-HRTimeline
Plante Moran Financial Advisors, LLC14,992$11.2M0.52%+61513F-HRTimeline
CHAPIN DAVIS, INC.14,991$11.2M1.97%-35913F-HRTimeline
HARBOR ADVISORY CORP /MA/14,901$11.2M2.99%-26213F-HRTimeline
National Wealth Management Group, LLC14,888$11.1M3.45%-19613F-HRTimeline
Legacy Edge Advisors, LLC14,840$11.1M1.02%+54113F-HR/ATimeline
TriCert Investment Counsel Inc.14,775$11.1M1.03%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.