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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Chung Wu Investment Group, LLC18,682$11M11.08%13F-HRTimeline
Main Street Financial Solutions, LLC18,610$11M1.08%-16513F-HRTimeline
Welch & Forbes LLC18,532$10.9M0.14%+49113F-HRTimeline
NOVEM GROUP18,300$10.8M1.6%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,282$10.8M0.16%-1,12913F-HRTimeline
Wayfinding Financial, LLC18,236$10.7M5.74%-1,15113F-HRTimeline
Red Door Wealth Management, LLC18,233$10.7M1.64%+70913F-HRTimeline
Simmons Bankin group Simmons Bank18,128$10.7M0.78%-7013F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.18,120$10.7M2.8%-2,08013F-HRTimeline
NorthRock Partners, LLC18,082$10.6M0.35%+26713F-HR/ATimeline
Salus Financial Advisors, LLC18,079$10.6M8.33%13F-HRTimeline
Revolve Wealth Partners, LLC18,054$10.6M1.58%-29213F-HR/ATimeline
Cosner Financial Group, LLC18,036$10.6M6.73%-2,85913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.18,000$10.6M0.06%new13F-HRTimelineGroup
Maia Wealth LLC17,580$10.6M2.28%+1,29213F-HRTimeline
MY Wealth Management Inc.17,982$10.6M10.57%+4,80613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC17,970$10.6M5.26%-1,36313F-HRTimeline
Telos Capital Management, Inc.17,924$10.6M1.13%+6013F-HRTimeline
Fullerton Fund Management Co Ltd.17,907$10.5M0.37%-65,78513F-HRTimeline
Wealth Management Associates, Inc.17,882$10.5M4.5%+17313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,875$10.5M0.79%-4,16413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,900$10.5M0.88%-10,229,43513F-HRTimeline
Avid Wealth Partners LLC17,858$10.5M7.47%+3,95613F-HRTimeline
Cassia Capital Partners, LLC17,818$10.5M6.69%-11513F-HRTimeline
Arete Wealth Advisors, LLC17,799$10.5M0.76%+5,47213F-HRTimeline
Ameliora Wealth Management Ltd.17,816$10.5M3.94%-3,58513F-HRTimeline
REDW Wealth LLC17,800$10.5M3.64%+15,49813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,794$10.5M0.05%-13013F-HRTimelineGroup
TFB Advisors LLC17,776$10.5M2.99%+1,68213F-HRTimeline
Connecticut Wealth Management, LLC17,721$10.4M0.51%-1,29013F-HRTimeline
Verdence Capital Advisors LLC17,696$10.4M0.84%-8513F-HRTimeline
Glen Eagle Advisors, LLC17,632$10.4M1.72%+2,04613F-HRTimeline
GeoWealth Management, LLC17,611$10.4M0.34%+3,93913F-HRTimeline
BWM Planning, LLC17,579$10.3M4.5%-1,84313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,452$10.3M1.15%-80013F-HRTimeline
Strategic Wealth Partners, Ltd.16,707$10.2M0.85%+1,97013F-HRTimeline
Argent Advisors, Inc.17,327$10.2M3.78%+14613F-HRTimeline
Wall Street Financial Group, Inc.17,324$10.2M9.96%+2,44213F-HRTimeline
Manhattan West Asset Management, LLC17,317$10.2M2.75%-52213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,299$10.2M0.5%+16513F-HRTimeline
FDx Advisors, Inc.17,278$10.2M2.97%+8,07113F-HRTimeline
Williams Jones Wealth Management, LLC.17,254$10.2M0.12%-12113F-HRTimeline
Baring Financial LLC17,195$10.1M9.02%13F-HRTimeline
SAX WEALTH ADVISORS, LLC17,157$10.1M0.79%-25113F-HRTimeline
Advisory Resource Group17,156$10.1M2.14%+3013F-HRTimeline
WMS Partners, LLC17,150$10.1M0.57%-3913F-HRTimeline
Evensky & Katz LLC17,058$10M0.66%-15413F-HRTimeline
5T Wealth, LLC17,048$10M5.5%13F-HRTimeline
RCS Financial Planning, LLC16,881$9.94M5.29%-813F-HRTimeline
MidAtlantic Capital Management, Inc.16,831$9.91M7.26%+60113F-HRTimeline
Post Resch Tallon Group Inc.16,838$9.89M9.52%13F-HRTimeline
Mendota Financial Group, LLC16,783$9.88M6.4%-2,67113F-HRTimeline
My Legacy Advisors, LLC16,575$9.87M3.83%+68813F-HRTimeline
CONGRESS ASSET MANAGEMENT CO16,752$9.86M0.07%+16,06613F-HRTimeline
Eaton Financial Holdings Company, LLC16,741$9.86M3.79%-28013F-HRTimeline
Prasad Wealth Partners, LLC16,671$9.81M3.18%13F-HRTimeline
Pachira Investments Inc.16,606$9.81M6.01%-38513F-HRTimeline
Horizon Investments, LLC16,625$9.79M0.28%-87413F-HRTimeline
Sentry LLC16,565$9.75M1.9%-97213F-HRTimeline
Boyd Wealth Management, LLC16,538$9.74M4.8%+1713F-HRTimeline
ARRIEN INVESTMENTS, INC.15,940$9.69M6.91%-89513F-HRTimeline
DAVENPORT & Co LLC16,421$9.67M0.06%+90013F-HRTimeline
Marathon Strategic Advisors, LLC16,411$9.66M10.45%-63313F-HRTimeline
jvl associates llc16,388$9.65M3.66%-13513F-HRTimeline
IFC Advisors LLC16,260$9.57M2.09%13F-HRTimeline
Venturi Wealth Management, LLC16,239$9.56M0.47%-2,40013F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.16,200$9.54M0.09%-20013F-HRTimeline
Asset Allocation & Management Company, …16,129$9.49M5.19%013F-HRTimeline
Moors & Cabot, Inc.16,117$9.49M0.45%+1,58813F-HRTimeline
Geneva Partners, LLC16,112$9.48M3.85%+4713F-HRTimeline
Westfuller Advisors, LLC16,094$9.47M6.02%+1,62913F-HRTimeline
GFS Advisors, LLC16,092$9.47M1.44%+3,06213F-HRTimeline
Red Wave Investments LLC16,061$9.45M3.31%-3313F-HRTimeline
DecisionMap Wealth Management, LLC16,008$9.42M7.47%13F-HRTimeline
Northeast Financial Consultants Inc15,985$9.41M0.4%+20713F-HRTimeline
Arcus Capital Partners, LLC17,877$9.4M2.97%+5,54213F-HRTimeline
Roundview Capital LLC15,940$9.38M0.66%+3,11813F-HRTimeline
Lindbrook Capital, LLC15,937$9.38M0.85%+9913F-HRTimeline
Atlantic Edge Private Wealth Management…15,922$9.37M2.9%+1,01613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,878$9.35M0.65%-1,72913F-HRTimeline
POSTROCK PARTNERS LLC15,829$9.32M4.51%13F-HRTimeline
Solstein Capital, LLC15,798$9.3M5.2%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC15,787$9.29M4.78%-80713F-HRTimeline
Bison Wealth, LLC15,777$9.29M1.14%13F-HRTimeline
Heritage Wealth Partners, LLC15,688$9.24M11.59%+3,02713F-HRTimeline
Beacon Bridge Wealth Partners, LLC15,647$9.21M3.91%+1,15113F-HRTimeline
MinichMacGregor Wealth Management, LLC15,632$9.2M1.91%-14413F-HRTimeline
Financial Engines Advisors L.L.C.15,598$9.18M0.02%+3,68513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,597$9.18M4.93%-3,84613F-HRTimeline
Old Port Advisors15,563$9.16M2.63%+53613F-HRTimeline
Private Advisory Group LLC15,555$9.16M1.03%+19713F-HR/ATimeline
First Heartland Consultants, Inc.15,551$9.15M0.94%+88513F-HRTimeline
CHAPIN DAVIS, INC.15,799$9.11M2.97%013F-HRTimeline
Campion Asset Management15,479$9.11M6.88%+75613F-HRTimeline
SOL Capital Management CO15,470$9.11M1.01%+40713F-HRTimeline
Lighthouse Financial LLC15,446$9.09M7.38%13F-HRTimeline
Forum Private Client Group LLC15,405$9.07M4.04%+8413F-HRTimeline
Claro Advisors Inc.15,402$9.07M1.23%+80013F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,374$9.05M0.86%+2813F-HRTimeline
Meridian Financial Advisors, LLC15,357$9.04M6.24%-14713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC15,218$8.96M11.53%-19713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,192$8.94M0.13%+3,07113F-HRTimelineGroup
Continuum Advisory, LLC15,189$8.94M1.15%-51013F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,155$8.92M1.01%+24413F-HRTimeline
NEPC LLC15,150$8.92M0.24%+2313F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,132$8.91M0.24%-31713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC15,130$8.91M1.12%013F-HRTimeline
Ausdal Financial Partners, Inc.15,022$8.84M0.76%+1,37413F-HRTimeline
Pinion Investment Advisors, LLC14,999$8.83M3.51%+7,58713F-HRTimeline
GARRISON POINT ADVISORS, LLC14,997$8.83M4.19%+1,69013F-HRTimeline
Michelson Medical Research Foundation, …14,989$8.82M7.4%013F-HRTimeline
Collier Financial14,923$8.78M7.85%13F-HRTimeline
Etesian Wealth Advisors, Inc.14,877$8.76M3.87%+2,45413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,874$8.76M7.83%13F-HRTimeline
Carnegie Investment Counsel14,852$8.74M0.25%+1,35713F-HRTimeline
Integrated Investment Consultants, LLC14,815$8.72M1.8%-14513F-HR/ATimeline
Salomon & Ludwin, LLC14,723$8.67M0.92%-44613F-HRTimeline
KWB Wealth15,015$8.66M1.07%-12613F-HRTimeline
Belpointe Asset Management LLC15,270$8.65M0.52%-11,62913F-HRTimeline
Maiden Cove Capital, LLC14,653$8.63M8.07%+6,45613F-HRTimeline
NewEdge Wealth, LLC14,647$8.62M0.15%+1,93013F-HRTimeline
MBE Wealth Management, LLC14,647$8.62M4.86%-45713F-HRTimeline
Bawa N Mallick Trust14,523$8.55M3.75%13F-HRTimeline
Commonwealth Retirement Investments LLC14,519$8.55M3.52%-1,40813F-HRTimeline
Illinois Municipal Retirement Fund14,500$8.54M0.12%new13F-HRTimeline
Mountain Hill Investment Partners Corp.14,500$8.54M8.69%13F-HRTimeline
Riverbend Wealth Management, LLC14,437$8.53M7.6%13F-HRTimeline
Clearstead Trust, LLC14,400$8.48M1.83%+3,62613F-HRTimeline
Fulcrum Capital LLC14,364$8.46M1.77%-1,29613F-HRTimeline
Rialto Wealth Management, LLC14,319$8.43M2.78%13F-HRTimeline
Pines Wealth Management, LLC14,439$8.42M3.67%13F-HRTimeline
LEUTHOLD GROUP, LLC14,278$8.41M1.01%-1,29113F-HRTimeline
SAPIENT CAPITAL LLC14,276$8.4M0.16%+1,32513F-HRTimeline
Jaffetilchin Investment Partners, LLC14,213$8.37M0.61%-1213F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding14,202$8.36M+6,947Timeline
Transform Wealth, LLC14,192$8.35M0.46%+31613F-HRTimeline
BIP Wealth, LLC14,169$8.34M0.56%-31413F-HRTimeline
Centennial Wealth Advisory LLC14,144$8.33M3.27%-11,79213F-HRTimeline
TWO SIGMA SECURITIES, LLC14,140$8.32M1.51%new13F-HRTimeline
Fidato Wealth LLC14,135$8.32M6.24%-77013F-HRTimeline
Transcendent Capital Group LLC14,110$8.31M4.3%+5,85713F-HRTimeline
Quent Capital, LLC14,110$8.31M0.86%-11013F-HRTimeline
WEST BANCORPORATION INC14,082$8.29M5.45%-37613F-HRTimeline
Forbes Financial Planning, Inc.14,064$8.28M4.01%-6,32913F-HRTimeline
NatWest Group plcin group NatWest Group plc13,991$8.24M2.44%013F-HRTimelineGroup
Equita Financial Network, Inc.13,976$8.23M2.97%-4213F-HRTimeline
OKABENA INVESTMENT SERVICES INC13,963$8.22M2.28%+9013F-HRTimeline
Summit Wealth Partners, LLC13,954$8.21M1.69%-3,56313F-HRTimeline
INSTRUMENTAL WEALTH, LLC13,622$8.21M7.77%+41313F-HRTimeline
Sugar Maple Asset Management, LLC13,946$8.21M6.25%-2,69813F-HRTimeline
Legacy Capital Wealth Partners, LLC13,931$8.2M2.03%-70513F-HRTimeline
Coign Capital Advisors LLC13,815$8.13M7.49%13F-HRTimeline
MRWM Advisors, LLC13,792$8.12M6.36%13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…13,783$8.11M0.07%+4,12713F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC13,667$8.05M1.87%+60613F-HRTimeline
Abacus Planning Group, Inc.13,627$8.02M1.41%+313F-HRTimeline
Genesis Wealth Advisors, LLC13,624$8.02M6.99%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,622$8.02M0.16%-46,61813F-HRTimelineGroup
GM Advisory Group, LLC13,604$8.01M0.44%+23613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,587$8M0.79%+1,07013F-HRTimelineGroup
WHITE PINE CAPITAL LLC13,585$8M2.69%-29613F-HRTimeline
Eagle Strategies LLC13,576$7.99M1.38%+37513F-HRTimeline
Koss-Olinger Consulting, LLC13,563$7.98M0.7%+1,89713F-HRTimeline
Jacobi Capital Management LLC13,549$7.98M0.6%+31413F-HRTimeline
AWM CAPITAL, LLC13,547$7.97M0.98%-16913F-HRTimeline
waypoint wealth counsel13,532$7.97M5.2%-30513F-HRTimeline
Patten Group, Inc.13,513$7.95M1.76%+14813F-HRTimeline
Ethos Financial Group, LLC13,466$7.93M1.03%+2,50013F-HRTimeline
Wedmont Private Capital13,476$7.86M0.41%+7213F-HRTimeline
GPS Wealth Strategies Group, LLC13,354$7.86M1.01%+3,49613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,339$7.85M0.58%+1,09813F-HRTimeline
MSH Capital Advisors LLC13,267$7.81M2.46%-20813F-HRTimeline
TRUST CO OF VERMONT13,212$7.78M0.38%+2513F-HRTimeline
TRUST POINT INC.13,090$7.71M0.53%+9013F-HRTimeline
Certus Wealth Management, LLC12,627$7.67M5.14%-3013F-HRTimeline
W ADVISORS, LLC12,964$7.63M4.72%+67013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC12,907$7.6M1.43%+6,04113F-HRTimeline
Flower City Capital12,846$7.56M4.63%-23613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,836$7.56M0.44%+513F-HRTimelineGroup
Smartleaf Asset Management LLC12,761$7.54M0.77%+25913F-HRTimeline
Plante Moran Financial Advisors, LLC12,811$7.54M0.63%-3,02913F-HRTimeline
Heritage Family Offices, LLP12,772$7.52M3.75%-22813F-HRTimeline
Nelson Capital Management, LLC12,710$7.48M1.24%+11313F-HRTimeline
Symphony Financial, Ltd. Co.12,282$7.46M1.17%+44613F-HRTimeline
Sterling Financial Planning, Inc.12,630$7.44M2.74%+19513F-HRTimeline
Platform Technology Partners12,591$7.41M2.25%+2,63013F-HRTimeline
C2C Wealth Management, LLC12,500$7.36M6.82%013F-HRTimeline
Joel Isaacson & Co., LLC12,481$7.35M0.33%+7313F-HRTimeline
Dogwood Wealth Management LLC12,461$7.34M3.88%013F-HRTimeline
BLALOCK WILLIAMS, LLC12,448$7.33M8.53%13F-HRTimeline
Nilsine Partners, LLC12,445$7.33M0.78%+1,77113F-HRTimeline
Cornerstone Advisors, LLC12,400$7.3M0.29%-1,90013F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,393$7.3M0.43%-11,84013F-HRTimelineGroup
WASHINGTON TRUST Co12,346$7.27M0.26%+17513F-HRTimeline
Catalina Capital Group, LLC12,332$7.26M2.39%+8913F-HRTimeline
HBK Sorce Advisory LLC12,325$7.26M0.22%+48313F-HRTimeline
POWER WEALTH MANAGEMENT LLC12,294$7.24M3.02%-90213F-HRTimeline
Apex Wealth Management, LLC12,280$7.23M6.24%13F-HRTimeline
Mechanics Financial Corp12,278$7.23M3.25%+39113F-HRTimeline
TradeWell Securities, LLC.12,241$7.21M3.73%13F-HRTimeline