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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MMA ASSET MANAGEMENT LLC17,517$10.9M4.17%-4,07913F-HRTimeline
Secure Asset Management, LLC17,498$10.9M2.02%+5,02913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,456$10.8M1.11%+17313F-HRTimeline
Welch & Forbes LLC17,366$10.8M0.13%+10813F-HRTimeline
DAVENPORT & Co LLC17,352$10.8M0.06%-84913F-HRTimeline
Campion Asset Management17,320$10.8M8.07%+1,12913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,301$10.7M0.05%-31813F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC16,911$10.7M5.16%-81213F-HRTimeline
Connecticut Wealth Management, LLC17,282$10.7M0.51%-24013F-HRTimeline
Verdence Capital Advisors LLC17,244$10.7M0.73%-16313F-HRTimeline
Advisory Resource Group17,152$10.6M2.05%-4113F-HRTimeline
Archvest Wealth Advisors, Inc.17,148$10.6M9.28%+1,81113F-HRTimeline
True Vision MN LLC17,139$10.6M5.89%-13,45913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,138$10.6M0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.17,012$10.6M0.47%-17713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC17,000$10.6M5.89%013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.16,993$10.6M0.13%-29013F-HRTimeline
Northeast Financial Consultants Inc16,948$10.5M0.43%+44413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,856$10.5M0.5%+2,46013F-HRTimeline
Forum Private Client Group LLC16,803$10.4M4.02%+93813F-HRTimeline
Geneva Partners, LLC16,770$10.4M4.13%+5913F-HRTimeline
DecisionMap Wealth Management, LLC16,715$10.4M7.12%+55913F-HRTimeline
Manhattan West Asset Management, LLC16,651$10.3M2.39%-19613F-HRTimeline
Roundview Capital LLC16,607$10.3M0.69%-15113F-HRTimeline
SOL Capital Management CO16,579$10.3M1%+23213F-HRTimeline
jvl associates llc16,522$10.3M3.69%+20313F-HRTimeline
GW&K Investment Management, LLC16,505$10.2M0.09%+5,70613F-HRTimeline
Clearstead Trust, LLC16,502$10.2M1.94%+16913F-HRTimeline
Mountain Hill Investment Partners Corp.16,481$10.2M8.59%+1,33813F-HRTimeline
Private Advisory Group LLC16,422$10.2M0.95%+24813F-HRTimeline
POSTROCK PARTNERS LLC16,421$10.2M4.88%-2913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/16,341$10.1M<0.01%-20,67813F-HRTimeline
GM Advisory Group, LLC16,287$10.1M0.5%+1,71813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,284$10.1M0.69%-8913F-HRTimeline
Old Port Advisors16,216$10.1M2.75%+49013F-HRTimeline
IFC Advisors LLC16,214$10.1M1.88%+35413F-HRTimeline
BWM Planning, LLC16,175$10M3.46%+5313F-HRTimeline
Boyd Wealth Management, LLC16,172$10M4.35%-34613F-HRTimeline
Asset Allocation & Management Company, …16,129$10M4.63%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,061$9.97M3.96%-2313F-HRTimeline
MinichMacGregor Wealth Management, LLC16,043$9.96M2.13%+3,44413F-HRTimeline
ARRIEN INVESTMENTS, INC.16,029$9.95M6.29%+18613F-HRTimeline
Maia Wealth LLC16,022$9.95M1.9%-2,36713F-HRTimeline
Chung Wu Investment Group, LLC15,940$9.9M10.32%-2,31013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…15,932$9.89M0.09%+1,33413F-HRTimelineGroup
EdgeRock Capital LLC15,926$9.89M3.13%new13F-HRTimeline
Red Wave Investments LLC15,899$9.87M3.25%-10813F-HRTimeline
Marathon Strategic Advisors, LLC15,885$9.86M9.16%-20213F-HRTimeline
IFG Advisory, LLC15,831$9.83M0.49%-2,55313F-HRTimeline
Solstein Capital, LLC15,798$9.81M5.03%013F-HRTimeline
Baring Financial LLC15,780$9.8M7.32%-49313F-HRTimeline
Legacy Edge Advisors, LLC15,746$9.78M1.31%-8,06913F-HRTimeline
SFM, LLC15,705$9.75M6.26%+6,95813F-HRTimeline
Integrated Investment Consultants, LLC15,673$9.73M1.91%+713F-HRTimeline
Gateway Wealth Partners, LLC15,668$9.73M1.85%-8,47713F-HRTimeline
CHAPIN DAVIS, INC.15,627$9.7M2.68%+1113F-HRTimeline
Carnegie Investment Counsel15,625$9.7M0.19%+38913F-HRTimeline
Copperleaf Capital, LLC15,622$9.7M4.91%+18013F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,572$9.67M1.02%+62613F-HRTimeline
MASECO LLP15,570$9.67M0.37%13F-HRTimeline
Goepper Burkhardt LLC15,563$9.66M3.56%+2,39713F-HRTimeline
Symphony Financial, Ltd. Co.19,427$9.66M1.27%+11,92013F-HR/ATimeline
GARRISON POINT ADVISORS, LLC15,550$9.65M4.43%+11113F-HRTimeline
WHITE PINE CAPITAL LLC15,485$9.61M3.05%+62713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC15,463$9.6M12.11%-25213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC15,346$9.53M2.06%+51613F-HRTimeline
Arete Wealth Advisors, LLC15,334$9.52M0.68%-2,75113F-HRTimeline
Illinois Municipal Retirement Fund15,300$9.5M0.13%-1,80013F-HRTimeline
Lighthouse Financial LLC15,229$9.46M7.24%-18913F-HRTimeline
SAPIENT CAPITAL LLC15,223$9.45M0.17%+31613F-HRTimeline
GREENWOOD GEARHART LLC15,203$9.44M0.59%-2,32713F-HRTimeline
Rialto Wealth Management, LLC15,196$9.44M2.64%+1,12813F-HRTimeline
NEPC LLC15,178$9.42M0.24%013F-HRTimeline
GeoWealth Management, LLC15,169$9.42M0.37%-2,52113F-HRTimeline
Bulwark Capital Corp15,145$9.4M7.92%13F-HRTimeline
Sugar Maple Asset Management, LLC15,140$9.4M7.33%+2,22213F-HRTimeline
Meridian Financial Advisors, LLC15,109$9.38M6.07%-18813F-HRTimeline
Cassia Capital Partners, LLC15,108$9.38M5.64%-54613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,090$9.37M3.14%-23313F-HRTimeline
Eagle Strategies LLC15,019$9.33M1.42%+79513F-HRTimeline
BIP Wealth, LLC14,972$9.3M0.57%+1,31213F-HRTimeline
Armbruster Capital Management, Inc.14,935$9.27M1.68%-3,53313F-HRTimeline
LONDON CO OF VIRGINIA14,907$9.26M0.05%-18,62913F-HRTimeline
EVERPAR ADVISORS LLC14,810$9.2M4.18%+4,11413F-HRTimeline
NFSG Corp14,799$9.19M1.49%+1,75513F-HRTimeline
Wedmont Private Capital14,638$9.18M0.39%+54313F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC14,771$9.17M7.99%-1713F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,735$9.15M0.13%-14413F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,667$9.11M8.26%-8613F-HRTimeline
Moors & Cabot, Inc.14,662$9.1M0.42%+93613F-HRTimeline
LEUTHOLD GROUP, LLC14,658$9.1M1.09%+34313F-HRTimeline
Apex Wealth Management, LLC14,612$9.07M7.28%+3,53813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,592$9.06M0.78%+1,70713F-HRTimeline
Colony Family Offices, LLC14,589$9.06M2.34%+7,12913F-HRTimeline
Milestone Investment Advisors LLC14,579$9.05M2.36%-5,13213F-HRTimeline
My Legacy Advisors, LLC14,381$9.04M3.22%-1,55313F-HRTimeline
Bawa N Mallick Trust14,523$9.02M3.72%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO14,513$9.01M0.59%+2,12013F-HR/ATimelineGroup
INSTRUMENTAL WEALTH, LLC14,322$8.95M7.12%+12913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,362$8.92M0.68%-88313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,286$8.87M3.85%-2,34413F-HRTimeline
National Wealth Management Group, LLC14,259$8.85M4.96%+1,01313F-HRTimeline
Jaffetilchin Investment Partners, LLC14,251$8.85M0.58%-913F-HRTimeline
Elm Partners Management LLC14,189$8.81M0.41%-12,42013F-HR/ATimeline
Ironwood Investment Counsel, LLC14,141$8.78M1.36%+2,88813F-HRTimeline
FINANCIAL COUNSELORS INC14,109$8.76M12.39%-78,32413F-HRTimeline
NorthCrest Asset Manangement, LLC13,935$8.75M0.24%+1,79713F-HRTimeline
Joel Isaacson & Co., LLC14,095$8.75M0.36%+64613F-HRTimeline
Legacy Capital Wealth Partners, LLC14,015$8.7M1.98%-97413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,995$8.69M0.82%-23813F-HRTimelineGroup
NatWest Group plcin group NatWest Group plc13,975$8.68M2.57%-1613F-HRTimelineGroup
Fullerton Fund Management Co Ltd.13,878$8.62M0.35%+9,92013F-HRTimeline
Hilltop National Bank13,831$8.59M2.24%13F-HRTimeline
Genesis Wealth Advisors, LLC13,815$8.58M6.44%-11813F-HRTimeline
waypoint wealth counsel13,764$8.55M4.24%+21613F-HRTimeline
Mechanics Financial Corp13,754$8.54M3.63%+40513F-HRTimeline
Abacus Planning Group, Inc.13,693$8.5M1.26%+4413F-HR/ATimeline
Perennial Investment Advisors, LLC13,672$8.49M0.82%-4,40613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC13,597$8.44M0.94%+1,70713F-HRTimeline
Venturi Wealth Management, LLC13,580$8.43M0.42%-28313F-HRTimeline
Luken Investment Analytics, LLC13,572$8.43M3.69%-4,23313F-HRTimeline
Fidato Wealth LLC13,563$8.42M6.02%-22613F-HRTimeline
Nelson Capital Management, LLC13,560$8.42M1.11%+94613F-HRTimeline
AWM CAPITAL, LLC13,548$8.41M0.88%013F-HRTimeline
Continuum Advisory, LLC13,546$8.41M1.01%-1,22513F-HRTimeline
WEST BANCORPORATION INC13,492$8.38M5.29%-85813F-HRTimeline
Salomon & Ludwin, LLC13,436$8.38M0.83%-16913F-HRTimeline
Nordwand Advisors, LLC13,483$8.37M1.33%+12,66913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12,911$8.34M2.7%-9,43813F-HRTimeline
Nilsine Partners, LLC13,343$8.28M0.84%-84313F-HRTimeline
McMill Wealth Management13,332$8.26M2.73%-40113F-HRTimeline
Mendota Financial Group, LLC13,207$8.2M7.76%+24313F-HRTimeline
KWB Wealth14,550$8.18M0.99%-44713F-HRTimeline
Prasad Wealth Partners, LLC13,155$8.17M2.39%-2,79213F-HRTimeline
Quartz Partners, LLC13,137$8.16M3.73%+2,36313F-HRTimeline
MSH Capital Advisors LLC13,127$8.15M2.35%-3513F-HRTimeline
TRUST POINT INC.13,116$8.14M0.77%+3213F-HRTimeline
XY Planning Network, Inc.13,058$8.11M2.76%+9,45413F-HRTimeline
Keystone Global Partners, LLC13,010$8.08M4.4%-47613F-HRTimeline
Ethos Financial Group, LLC12,963$8.05M0.69%-36613F-HRTimeline
Curated Wealth Partners LLC12,940$8.03M0.94%-1,09113F-HRTimeline
Northstar Advisory Group, LLC12,908$8.01M3.91%+2,13913F-HRTimeline
MY Wealth Management Inc.12,873$7.99M7.66%-7,42813F-HRTimeline
Flower City Capital12,817$7.96M4.69%+5413F-HRTimeline
C2C Wealth Management, LLC12,783$7.94M7.19%+10713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,773$7.93M1.11%+3,17813F-HRTimeline
Coign Capital Advisors LLC12,692$7.88M5.33%-1,04013F-HRTimeline
HBK Sorce Advisory LLC12,689$7.88M0.21%+64913F-HRTimeline
Koss-Olinger Consulting, LLC12,684$7.88M0.65%-64713F-HRTimeline
Aprio Wealth Management, LLC12,670$7.87M0.89%-81813F-HRTimeline
Sterling Financial Planning, Inc.12,596$7.82M2.61%+913F-HRTimeline
Riverbend Wealth Management, LLC12,594$7.82M5.92%+14513F-HRTimeline
Certus Wealth Management, LLC12,563$7.8M5.02%-18113F-HRTimeline
WASHINGTON TRUST Co12,471$7.74M0.27%013F-HRTimeline
BARRETT & COMPANY, INC.12,462$7.74M2.9%+13113F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,420$7.71M0.06%+3,89313F-HRTimeline
Greykasell Wealth Strategies, Inc.12,387$7.69M3.69%+35513F-HRTimeline
Plante Moran Financial Advisors, LLC12,366$7.68M0.54%+1,70713F-HRTimeline
Index Fund Advisors, Inc.12,313$7.65M0.43%+1,52413F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,247$7.6M0.26%+36113F-HRTimeline
Keystone Financial Group12,219$7.6M0.69%-13313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,217$7.59M3.17%+10113F-HRTimeline
Platform Technology Partners12,190$7.57M1.98%-26813F-HRTimeline
GC Wealth Management RIA, LLC12,068$7.49M0.61%+7,43413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC12,066$7.49M3.95%+98313F-HRTimeline
TradeWell Securities, LLC.12,035$7.47M3.57%+13013F-HRTimeline
Jacobi Capital Management LLC12,033$7.47M0.5%-56313F-HRTimeline
Aletheian Wealth Advisors LLC12,009$7.46M3.67%-1913F-HRTimeline
NORDEN GROUP LLC11,976$7.44M0.81%-33613F-HRTimeline
WOLVERINE TRADING, LLC12,033$7.43M0.19%-259,31213F-HRTimeline
PITTENGER & ANDERSON INC11,956$7.42M0.27%-5513F-HRTimeline
Davis Wealth Advisors, LLC11,945$7.42M7.87%-7,24213F-HRTimeline
Emerald Advisors, LLC11,918$7.4M0.95%+51213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.11,880$7.38M3.49%-11,50013F-HRTimeline
Heritage Family Offices, LLP13,153$7.34M3.71%-313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,799$7.33M1.3%+3,01213F-HRTimeline
Freedom Investment Management, Inc.11,769$7.31M0.58%+6,14813F-HRTimeline
RCS Financial Planning, LLC11,736$7.29M3.62%-4,37413F-HRTimeline
Westmount Partners, LLC11,679$7.25M1.99%-5313F-HRTimeline
Trust Co11,641$7.23M0.82%-37613F-HRTimeline
Larson Financial Group LLC11,640$7.23M0.29%+55913F-HRTimeline
Smith Anglin Financial, LLC11,604$7.21M0.65%-16,70913F-HRTimeline
Selective Wealth Management, Inc.11,444$7.18M2.62%+18413F-HRTimeline
Barnes Wealth Management Group, Inc11,510$7.15M4.22%-6,37913F-HRTimeline
Busey Bank11,483$7.13M0.22%-17813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,471$7.12M0.57%-7,01613F-HRTimeline
Able Wealth Management LLC11,383$7.07M3.56%-3613F-HRTimeline
Chancellor Financial Group WB LP11,380$7.07M5.49%+13813F-HRTimeline
Arcus Capital Partners, LLC11,354$7.05M3.05%+1,22813F-HRTimeline
Intrua Financial, LLC11,349$7.05M1.01%-7713F-HRTimeline
Allodium Investment Consultants, LLC11,343$7.04M4.46%+32813F-HRTimeline
Chesapeake Wealth Management11,335$7.04M2.35%+11413F-HRTimeline
New Millennium Group LLC11,283$7.01M3.88%+15013F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,263$6.99M3.56%-1,15613F-HRTimeline
Wilkins Miller Wealth Management, LLC11,259$6.99M4.76%-5313F-HRTimeline
MRP Capital Investments, LLC11,220$6.97M4.79%+27013F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,212$6.96M0.6%-1,90413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,194$6.95M1.56%-3613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,183$6.94M0.99%-9913F-HRTimeline
Meridian Financial Partners LLC11,166$6.93M3.26%-15713F-HRTimeline