Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,887$10.1M0.77%+6,79213F-HRTimeline
Wayfinding Financial, LLC17,842$10M4.39%-39413F-HRTimeline
Luken Investment Analytics, LLC17,805$10M4.68%+8,60213F-HRTimeline
Trail Ridge Investment Advisors, LLC17,723$9.96M5.13%-5,94013F-HRTimeline
Maia Wealth LLC18,389$9.96M2.26%+80913F-HRTimeline
GeoWealth Management, LLC17,690$9.94M0.4%+7913F-HRTimeline
MidAtlantic Capital Management, Inc.17,687$9.94M7.81%+85613F-HRTimeline
Post Resch Tallon Group Inc.17,734$9.92M10.12%+89613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,619$9.9M0.05%-17513F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.17,600$9.89M0.13%+1,40013F-HRTimeline
GREENWOOD GEARHART LLC17,530$9.85M0.68%-1,15413F-HRTimeline
Connecticut Wealth Management, LLC17,522$9.85M0.52%-19913F-HRTimeline
Empowered Funds, LLC17,509$9.84M0.14%+9,21713F-HRTimeline
Welch Group, LLC17,603$9.82M0.43%-7,10113F-HRTimeline
Verdence Capital Advisors LLC17,407$9.78M0.75%-28913F-HRTimeline
GPS Wealth Strategies Group, LLC17,371$9.76M1.32%+4,01713F-HRTimeline
MRWM Advisors, LLC17,338$9.74M6.77%+3,54613F-HRTimeline
Claro Advisors Inc.17,290$9.72M1.3%+1,88813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,283$9.71M1.08%-16913F-HRTimeline
Williams Jones Wealth Management, LLC.17,283$9.71M0.12%+2913F-HRTimeline
Welch & Forbes LLC17,258$9.7M0.13%-1,27413F-HRTimeline
Fortis Capital Advisors, LLC17,253$9.69M1.97%+14,25913F-HRTimeline
Etesian Wealth Advisors, Inc.17,252$9.69M4.18%+2,37513F-HRTimeline
Argent Advisors, Inc.17,200$9.66M3.23%-12713F-HRTimeline
Advisory Resource Group17,193$9.66M1.97%+3713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,189$9.66M0.48%-11013F-HRTimeline
Illinois Municipal Retirement Fund17,100$9.61M0.14%+2,60013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC17,000$9.55M5.15%-28,00013F-HRTimelineGroup
Manhattan West Asset Management, LLC16,847$9.47M2.42%-47013F-HRTimeline
INGALLS & SNYDER LLC16,825$9.45M0.31%+15,27413F-HRTimeline
Roundview Capital LLC16,758$9.42M0.68%+81813F-HRTimeline
Geneva Partners, LLC16,711$9.39M4.84%+59913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC16,630$9.34M4.46%-1,34013F-HRTimeline
Wilshire Advisors LLC237,694$9.33M29.5%+65,21113F-HR/ATimeline
Qube Research & Technologies Ltd16,544$9.3M0.01%+7,69113F-HRTimeline
Boyd Wealth Management, LLC16,518$9.28M4.63%-2013F-HRTimeline
Northeast Financial Consultants Inc16,504$9.27M0.41%+51913F-HRTimeline
Atlantic Edge Private Wealth Management…16,488$9.26M2.83%+56613F-HRTimeline
Avid Wealth Partners LLC16,451$9.24M6.27%-1,40713F-HRTimeline
POSTROCK PARTNERS LLC16,450$9.24M4.57%+62113F-HRTimeline
FDx Advisors, Inc.16,406$9.22M3%-87213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,373$9.2M0.65%+49513F-HRTimeline
SOL Capital Management CO16,347$9.19M1.01%+87713F-HRTimeline
Clearstead Trust, LLC16,333$9.18M2.04%+1,93313F-HRTimeline
jvl associates llc16,319$9.17M3.7%-6913F-HRTimeline
Financial Engines Advisors L.L.C.16,309$9.16M0.02%+71113F-HRTimeline
Baring Financial LLC16,273$9.14M7.68%-92213F-HRTimeline
Evensky & Katz LLC16,263$9.14M0.61%-79513F-HRTimeline
Campion Asset Management16,191$9.1M7.04%+71213F-HRTimeline
Private Advisory Group LLC16,174$9.09M1.04%+61913F-HRTimeline
DecisionMap Wealth Management, LLC16,156$9.08M6.9%+14813F-HRTimeline
Asset Allocation & Management Company, …16,129$9.06M4.59%013F-HRTimeline
BWM Planning, LLC16,122$9.06M3.83%-1,45713F-HRTimeline
RCS Financial Planning, LLC16,110$9.05M4.78%-77113F-HRTimeline
Marathon Strategic Advisors, LLC16,087$9.04M9.72%-32413F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,084$9.04M3.86%+43713F-HRTimeline
Pachira Investments Inc.16,118$9M6.32%-48813F-HRTimeline
Red Wave Investments LLC16,007$8.99M3.23%-5413F-HRTimeline
Prasad Wealth Partners, LLC15,947$8.96M2.93%-72413F-HRTimeline
My Legacy Advisors, LLC15,934$8.95M3.46%-64113F-HRTimeline
Forum Private Client Group LLC15,865$8.91M3.87%+46013F-HRTimeline
IFC Advisors LLC15,860$8.91M1.86%-40013F-HRTimeline
ARRIEN INVESTMENTS, INC.15,843$8.9M6.38%-9713F-HRTimeline
Solstein Capital, LLC15,798$8.88M5.17%013F-HRTimeline
Old Port Advisors15,726$8.84M2.62%+16313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC15,715$8.83M11.79%+49713F-HRTimeline
KWB Wealth14,997$8.83M1.07%-1813F-HRTimeline
Integrated Investment Consultants, LLC15,666$8.8M1.75%+85113F-HR/ATimeline
Cassia Capital Partners, LLC15,654$8.8M5.49%-2,16413F-HRTimeline
CHAPIN DAVIS, INC.15,616$8.77M2.99%-18313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich15,522$8.72M0.03%-13,13013F-HR/ATimeline
Copperleaf Capital, LLC15,442$8.68M5.19%-3,51013F-HRTimeline
GARRISON POINT ADVISORS, LLC15,439$8.68M4.21%+44213F-HRTimeline
Lighthouse Financial LLC15,418$8.66M7.48%-2813F-HRTimeline
Wall Street Financial Group, Inc.15,376$8.64M8.95%-1,94813F-HRTimeline
Horizon Investments, LLC15,355$8.63M0.26%-1,27013F-HRTimeline
Archvest Wealth Advisors, Inc.15,337$8.62M7.13%+3,31013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,323$8.61M3.2%+3,63213F-HRTimeline
Meridian Financial Advisors, LLC15,297$8.6M6.03%-6013F-HRTimeline
Henderson Brothers Financial Partners, …12,541$8.59M4.3%13F-HRTimeline
NEPC LLC15,178$8.53M0.24%+2813F-HRTimeline
Mountain Hill Investment Partners Corp.15,143$8.51M8.31%+64313F-HRTimeline
Advyzon Investment Management, LLC15,127$8.5M3%+9,10613F-HRTimeline
MOTCO15,051$8.46M0.89%+4,72313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,245$8.44M0.72%-5,76613F-HRTimeline
Michelson Medical Research Foundation, …14,989$8.42M7.05%013F-HRTimeline
Legacy Capital Wealth Partners, LLC14,989$8.42M2.07%+1,05813F-HRTimeline
Steigerwald, Gordon & Koch Inc.14,946$8.4M0.94%-20913F-HRTimeline
SAPIENT CAPITAL LLC14,907$8.38M0.17%+63113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,879$8.36M0.12%-31313F-HRTimelineGroup
WHITE PINE CAPITAL LLC14,858$8.35M2.89%+1,27313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC14,830$8.33M1.98%+1,16313F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC14,788$8.31M7.58%13F-HRTimeline
Continuum Advisory, LLC14,771$8.3M1.07%-41813F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,753$8.29M7.47%-12113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…14,685$8.25M0.08%-15,01513F-HRTimelineGroup
Eaton Financial Holdings Company, LLC14,641$8.23M3.41%-2,10013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,598$8.2M0.08%+81513F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC14,596$8.2M2.06%+63313F-HRTimeline
GM Advisory Group, LLC14,569$8.19M0.44%+96513F-HRTimeline
Bawa N Mallick Trust14,523$8.16M3.86%013F-HRTimeline
W ADVISORS, LLC14,491$8.14M5.1%+1,52713F-HRTimeline
5T Wealth, LLC14,427$8.11M4.61%-2,62113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,396$8.09M0.43%+3,03013F-HRTimeline
WEST BANCORPORATION INC14,350$8.06M5.48%+26813F-HRTimeline
LEUTHOLD GROUP, LLC14,315$8.04M1.04%+3713F-HRTimeline
Jaffetilchin Investment Partners, LLC14,260$8.01M0.58%+4713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…14,233$8M0.82%+64613F-HRTimelineGroup
Commonwealth Retirement Investments LLC14,233$8M3.26%-28613F-HRTimeline
Eagle Strategies LLC14,224$7.99M1.39%+64813F-HRTimeline
Interchange Capital Partners, LLC14,207$7.98M2.24%+3,35513F-HRTimeline
4Thought Financial Group Inc.14,202$7.98M4.93%-4,84513F-HRTimeline
Nilsine Partners, LLC14,186$7.97M0.87%+1,74113F-HRTimeline
AlphaCore Capital LLC14,166$7.96M0.68%new13F-HRTimeline
NewEdge Wealth, LLC14,164$7.96M0.14%-48313F-HRTimeline
Callan Capital, LLC14,069$7.91M0.58%+3,92913F-HRTimeline
Rialto Wealth Management, LLC14,068$7.9M2.48%-25113F-HRTimeline
Curated Wealth Partners LLC14,031$7.88M1.02%+2,04013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD14,020$7.88M0.02%-46,74513F-HRTimelineGroup
LANARK FINANCIAL, INC.14,003$7.87M0.67%+13,98913F-HRTimeline
NatWest Group plcin group NatWest Group plc13,991$7.86M2.32%013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC14,193$7.85M7.11%+57113F-HRTimeline
Genesis Wealth Advisors, LLC13,933$7.83M6.34%+30913F-HRTimeline
Forbes Financial Planning, Inc.13,927$7.83M5.8%-13713F-HRTimeline
OLD MISSION CAPITAL LLC13,873$7.8M0.15%-29,91013F-HRTimeline
Venturi Wealth Management, LLC13,863$7.79M0.41%-2,37613F-HRTimeline
CM WEALTH ADVISORS LLC13,863$7.79M2.49%+2,83213F-HRTimeline
Ethos Financial Group, LLC13,329$7.79M0.74%-13713F-HRTimeline
Carnegie Investment Counsel15,236$7.78M0.18%+38413F-HRTimeline
Fidato Wealth LLC13,789$7.75M5.93%-34613F-HRTimeline
McMill Wealth Management13,733$7.72M2.78%+4,39613F-HRTimeline
Coign Capital Advisors LLC13,732$7.72M5.94%-8313F-HRTimeline
Moors & Cabot, Inc.13,726$7.71M0.39%-2,39113F-HRTimeline
Equita Financial Network, Inc.13,719$7.71M2.69%-25713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,806$7.71M0.72%+2,22813F-HR/ATimeline
BIP Wealth, LLC13,660$7.68M0.5%-50913F-HRTimeline
Abacus Planning Group, Inc.13,649$7.67M1.34%+2213F-HRTimeline
Salomon & Ludwin, LLC13,605$7.64M0.81%-1,11813F-HRTimeline
Savvy Advisors, Inc.13,589$7.64M0.77%+6,80613F-HRTimeline
AWM CAPITAL, LLC13,548$7.61M0.89%+113F-HRTimeline
waypoint wealth counsel13,548$7.61M4.78%+1613F-HRTimeline
Alliance Wealth Advisors, LLC /UT13,540$7.61M1.99%+1,49813F-HRTimeline
Aprio Wealth Management, LLC13,488$7.58M0.95%+8,75913F-HRTimeline
Keystone Global Partners, LLC13,486$7.58M5.31%13F-HRTimeline
Wedmont Private Capital14,095$7.57M0.39%+61913F-HRTimeline
Joel Isaacson & Co., LLC13,449$7.56M0.34%+96813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,438$7.55M0.57%+9913F-HRTimeline
Mechanics Financial Corp13,349$7.5M3.4%+1,07113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC13,331$7.49M0.15%+12,87713F-HRTimelineGroup
Koss-Olinger Consulting, LLC13,331$7.49M0.63%-23213F-HRTimeline
Certus Wealth Management, LLC12,744$7.46M5.07%+11713F-HRTimeline
National Wealth Management Group, LLC13,246$7.44M4.89%+1,23613F-HRTimeline
Goepper Burkhardt LLC13,166$7.4M2.96%+3,52013F-HRTimeline
MSH Capital Advisors LLC13,162$7.4M2.29%-10513F-HRTimeline
Heritage Family Offices, LLP13,156$7.39M3.78%+38413F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,116$7.37M0.71%-2,25813F-HRTimeline
TRUST POINT INC.13,084$7.35M0.67%-613F-HRTimeline
NFSG Corp13,044$7.33M1.78%+2,92913F-HRTimeline
Mendota Financial Group, LLC12,964$7.28M7.9%-3,81913F-HRTimeline
Sugar Maple Asset Management, LLC12,918$7.26M5.71%-1,02813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,885$7.24M0.75%+1,22413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,860$7.23M0.44%+2413F-HRTimelineGroup
Smartleaf Asset Management LLC12,881$7.19M0.69%+12013F-HRTimeline
Flower City Capital12,763$7.17M4.7%-8313F-HRTimeline
Strategic Financial Concepts, LLC12,682$7.13M1.34%+1,91613F-HRTimeline
C2C Wealth Management, LLC12,676$7.12M6.69%+17613F-HRTimeline
Nelson Capital Management, LLC12,614$7.09M1.22%-9613F-HRTimeline
MinichMacGregor Wealth Management, LLC12,599$7.08M1.59%-3,03313F-HRTimeline
Jacobi Capital Management LLC12,596$7.08M0.52%-95313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC12,591$7.08M0.95%+4,24313F-HRTimeline
Sterling Financial Planning, Inc.12,587$7.07M2.57%-4313F-HRTimeline
University of Wisconsin Foundation12,555$7.05M5.99%-36,19813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC12,537$7.04M1.52%+58913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,507$7.03M0.88%+10,75313F-HRTimeline
WASHINGTON TRUST Co12,471$7.01M0.27%+12513F-HRTimeline
Secure Asset Management, LLC12,469$7.01M1.41%-15,39013F-HRTimeline
Platform Technology Partners12,458$7M2.04%-13313F-HRTimeline
Riverbend Wealth Management, LLC12,449$6.99M6.26%-1,98813F-HRTimeline
FORTE ASSET MANAGEMENT LLC12,419$6.98M3.51%+1,93013F-HRTimeline
Cornerstone Advisors, LLC12,400$6.97M0.3%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,393$6.96M0.42%013F-HRTimelineGroup
Keystone Financial Group12,352$6.96M0.71%+72713F-HRTimeline
Advisor Resource Council22,111$6.93M0.56%+20,38813F-HRTimeline
BARRETT & COMPANY, INC.12,331$6.93M2.98%+28613F-HRTimeline
NORDEN GROUP LLC12,312$6.92M0.8%+27213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.12,200$6.86M0.26%+3,57513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC12,138$6.82M0.21%+5,20013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,116$6.81M3.07%-3613F-HRTimeline
HBK Sorce Advisory LLC12,040$6.77M0.2%-28513F-HRTimeline
Greykasell Wealth Strategies, Inc.12,032$6.76M3.61%+98113F-HRTimeline
Aletheian Wealth Advisors LLC12,028$6.76M3.8%-6313F-HRTimeline
Trust Co12,017$6.75M0.8%+3913F-HRTimeline
PITTENGER & ANDERSON INC12,011$6.75M0.25%+39813F-HRTimeline
Lifeworks Advisors, LLC11,972$6.73M1.12%+3,97113F-HRTimeline
BANQUE PICTET & CIE SA11,952$6.72M0.07%013F-HRTimeline
TradeWell Securities, LLC.11,905$6.69M3.68%-33613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC11,890$6.68M0.8%+51113F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,886$6.68M0.24%-7913F-HRTimeline
Sterling Investment Counsel, LLC11,853$6.66M2.28%+8,95013F-HRTimeline
Mission Creek Capital Partners, Inc.11,807$6.63M1.61%+39113F-HRTimeline