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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GW&K Investment Management, LLC18,178$12.2M0.11%+1,67313F-HRTimeline
MA Private Wealth18,173$12.2M2.05%-22313F-HRTimeline
BIP Wealth, LLC18,163$12.2M0.6%+3,19113F-HRTimeline
Columbia Bank18,173$12.1M3.39%-1,88213F-HRTimeline
Red Door Wealth Management, LLC18,131$12.1M1.29%-16013F-HRTimeline
True Vision MN LLC18,085$12.1M6.31%+94613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,040$12.1M0.16%-25913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,020$12.1M0.85%-1,39813F-HRTimeline
Simmons Bankin group Simmons Bank17,988$12M0.8%-11413F-HRTimelineGroup
Archvest Wealth Advisors, Inc.17,895$12M10.68%+74713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,893$12M0.99%-58213F-HRTimeline
Claro Advisors Inc.17,853$11.9M1.74%-56713F-HRTimeline
LONDON CO OF VIRGINIA17,795$11.9M0.07%+2,88813F-HRTimeline
MBE Wealth Management, LLC17,762$11.9M5.14%-89413F-HRTimeline
Post Resch Tallon Group Inc.17,711$11.9M10.49%+2713F-HRTimeline
Argent Advisors, Inc.17,696$11.8M3.49%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,671$11.8M1.17%+21513F-HRTimeline
Verdence Capital Advisors LLC17,140$11.8M0.68%-10413F-HRTimeline
Welch & Forbes LLC17,450$11.7M0.14%+8413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd17,362$11.6M0.66%+10,08513F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC17,313$11.6M5.2%+40213F-HRTimeline
National Wealth Management Group, LLC17,285$11.6M4.36%+3,02613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.17,274$11.6M0.12%-3,30013F-HRTimeline
DAVENPORT & Co LLC17,272$11.6M0.06%-8013F-HRTimeline
SC&H Financial Advisors, Inc.17,269$11.6M1.88%-1,70213F-HRTimeline
Wayfinding Financial, LLC17,270$11.6M4.98%-25813F-HRTimeline
Connecticut Wealth Management, LLC17,258$11.6M0.51%-2413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,196$11.5M0.05%-10513F-HRTimelineGroup
Advisory Resource Group17,138$11.5M2.06%-1413F-HRTimeline
One Day In July LLC17,125$11.5M0.97%-1,43313F-HRTimeline
Gateway Wealth Partners, LLC17,123$11.5M1.55%+1,45513F-HRTimeline
Geneva Partners, LLC17,122$11.5M4.19%+35213F-HRTimeline
Headlands Technologies LLC17,116$11.5M0.91%new13F-HRTimeline
Arete Wealth Advisors, LLC17,043$11.4M0.71%+1,70913F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC17,000$11.4M6.04%013F-HRTimelineGroup
Forum Private Client Group LLC16,983$11.4M4.05%+18013F-HRTimeline
Roundview Capital LLC16,921$11.3M0.72%+31413F-HRTimeline
Verity Asset Management, Inc.16,904$11.3M3.69%+7,44913F-HRTimeline
HRT FINANCIAL LP16,901$11.3M0.04%+12,52613F-HRTimeline
Northstar Advisory Group, LLC16,868$11.3M4.61%+3,96013F-HRTimeline
Granite Harbor Advisors, Inc.16,840$11.3M4.74%-1,06413F-HRTimeline
DecisionMap Wealth Management, LLC16,836$11.3M7.22%+12113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich16,772$11.2M0.03%+6,97913F-HRTimeline
Venturi Wealth Management, LLC16,663$11.2M0.52%+3,08313F-HRTimeline
Montis Financial, LLC16,602$11.1M2.56%-92013F-HRTimeline
Campion Asset Management16,550$11.1M7.86%-77013F-HRTimeline
jvl associates llc16,542$11.1M3.66%+2013F-HRTimeline
Manhattan West Asset Management, LLC16,443$11M2.32%-20813F-HRTimeline
SAPIENT CAPITAL LLC16,504$11M0.17%+1,28113F-HRTimeline
POSTROCK PARTNERS LLC16,421$11M4.86%013F-HRTimeline
Williams Jones Wealth Management, LLC.16,419$11M0.13%-57413F-HRTimeline
Symphony Financial, Ltd. Co.16,398$11M1.34%-3,02913F-HRTimeline
TRED AVON FAMILY WEALTH, LLC16,368$11M3.76%13F-HRTimeline
MinichMacGregor Wealth Management, LLC16,361$11M2.14%+31813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,347$10.9M0.46%-66513F-HRTimeline
IFG Advisory, LLC16,282$10.9M0.5%+45113F-HRTimeline
Chung Wu Investment Group, LLC16,230$10.9M9.05%+29013F-HRTimeline
IFC Advisors LLC16,217$10.9M1.99%+313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/16,210$10.8M<0.01%-13113F-HRTimeline
SOL Capital Management CO16,206$10.8M0.97%-37313F-HRTimeline
Marathon Strategic Advisors, LLC16,205$10.8M8.68%+32013F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,192$10.8M3.85%+13113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,057$10.7M0.7%-22713F-HRTimeline
Boyd Wealth Management, LLC16,034$10.7M4.62%-13813F-HRTimeline
BWM Planning, LLC16,028$10.7M3.19%-14713F-HRTimeline
Maia Wealth LLC15,659$10.7M1.81%-36313F-HRTimeline
Carnegie Investment Counsel16,009$10.7M0.2%+38413F-HRTimeline
GARRISON POINT ADVISORS, LLC15,907$10.6M4.47%+35713F-HRTimeline
Red Wave Investments LLC15,874$10.6M3.26%-2513F-HRTimeline
Baring Financial LLC15,863$10.6M7.24%+8313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC15,812$10.6M2.15%+46613F-HRTimeline
Solstein Capital, LLC15,798$10.6M4.84%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC15,787$10.6M8.74%+1,01613F-HRTimeline
Asset Allocation & Management Company, …15,718$10.5M4.44%-41113F-HRTimeline
MMA ASSET MANAGEMENT LLC15,707$10.5M3.51%-1,81013F-HRTimeline
Mountain Hill Investment Partners Corp.15,613$10.4M9.16%-86813F-HRTimeline
ARRIEN INVESTMENTS, INC.15,550$10.4M6.09%-47913F-HRTimeline
EdgeRock Capital LLC15,522$10.4M2.89%-40413F-HRTimeline
Clearstead Trust, LLC15,502$10.4M1.77%-1,00013F-HRTimeline
Williams Financial, LLC15,477$10.4M10.68%new13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…15,401$10.3M5.99%-30413F-HRTimeline
NorthCrest Asset Manangement, LLC15,326$10.3M0.25%+1,39113F-HRTimeline
MY Wealth Management Inc.15,390$10.3M9.03%+2,51713F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,345$10.3M0.99%-22713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15,339$10.3M0.85%+1,34413F-HRTimelineGroup
NFSG Corp15,270$10.2M1.53%+47113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,259$10.2M0.13%+52413F-HRTimelineGroup
Bulwark Capital Corp15,256$10.2M7.94%+11113F-HRTimeline
CHAPIN DAVIS, INC.15,251$10.2M2.51%-37613F-HRTimeline
Sugar Maple Asset Management, LLC15,247$10.2M7.3%+10713F-HRTimeline
Lighthouse Financial LLC15,229$10.2M6.73%013F-HRTimeline
NEPC LLC15,220$10.2M0.27%+4213F-HRTimeline
WHITE PINE CAPITAL LLC15,209$10.2M2.92%-27613F-HRTimeline
Meridian Financial Advisors, LLC15,142$10.1M5.71%+3313F-HRTimeline
Cassia Capital Partners, LLC15,103$10.1M5.52%-513F-HRTimeline
INSTRUMENTAL WEALTH, LLC14,723$10.1M7.06%+40113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,895$9.97M3.14%-19513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,763$9.88M8.49%+9613F-HRTimeline
Milestone Investment Advisors LLC14,743$9.87M2.45%+16413F-HRTimeline
Rialto Wealth Management, LLC14,715$9.85M2.54%-48113F-HRTimeline
Elm Partners Management LLC14,700$9.84M0.4%+51113F-HR/ATimeline
FINANCIAL COUNSELORS INC14,643$9.8M13.04%+53413F-HRTimeline
Legacy Edge Advisors, LLC14,551$9.74M1.15%-1,19513F-HRTimeline
Bawa N Mallick Trust14,532$9.73M3.68%+913F-HRTimeline
Mechanics Financial Corp14,525$9.72M3.68%+77113F-HRTimeline
Plante Moran Financial Advisors, LLC14,509$9.7M0.61%+2,14313F-HRTimeline
Nilsine Partners, LLC14,477$9.69M0.87%+1,13413F-HRTimeline
Mach-1 Financial Group, LLC14,469$9.68M1.55%+14,11113F-HRTimeline
Integrity Advisory Solutions, LLC14,469$9.68M1.55%13F-HRTimeline
Moors & Cabot, Inc.14,454$9.67M0.42%-20813F-HRTimeline
Wedmont Private Capital14,327$9.63M0.36%-31113F-HRTimeline
Founders Financial Alliance, LLC14,350$9.6M1.81%+3,19913F-HRTimeline
LEUTHOLD GROUP, LLC14,298$9.57M1.05%-36013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,288$9.56M0.01%+3,13213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,209$9.51M0.57%-4213F-HRTimeline
Joel Isaacson & Co., LLC14,197$9.5M0.34%+10213F-HRTimeline
Ironwood Investment Counsel, LLC14,182$9.49M1.38%+4113F-HRTimeline
Private Advisory Group LLC14,151$9.47M0.83%-2,27113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,135$9.46M0.64%-22713F-HRTimeline
Chesapeake Wealth Management14,094$9.43M2.88%+2,75913F-HRTimeline
Embree Financial Group14,002$9.37M1.26%+4,59913F-HRTimeline
NatWest Group plcin group NatWest Group plc13,975$9.35M2.31%013F-HRTimelineGroup
Perissos Private Wealth Management, LLC13,975$9.35M6.81%-4,94013F-HRTimeline
GREENWOOD GEARHART LLC13,968$9.35M0.54%-1,23513F-HRTimeline
Abacus Planning Group, Inc.13,964$9.35M1.29%+27113F-HRTimeline
Ethos Financial Group, LLC13,889$9.3M0.73%+92613F-HRTimeline
waypoint wealth counsel13,863$9.28M3.66%+9913F-HRTimeline
Apex Wealth Management, LLC13,846$9.27M6.63%-76613F-HRTimeline
Hilltop National Bank13,819$9.25M2.28%-1213F-HRTimeline
Forefront Wealth Partners, LLC13,806$9.24M2.33%-13,77213F-HRTimeline
Nelson Capital Management, LLC13,759$9.21M1.1%+19913F-HRTimeline
Perennial Investment Advisors, LLC13,724$9.18M0.76%+5213F-HRTimeline
Genesis Wealth Advisors, LLC13,721$9.18M6.47%-9413F-HRTimeline
PITTENGER & ANDERSON INC13,666$9.15M0.34%+1,71013F-HRTimeline
Shoker Investment Counsel, Inc.13,583$9.09M2.68%+3,01413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…13,573$9.08M1.91%-6,47313F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC13,546$9.07M1.15%+77313F-HRTimeline
AWM CAPITAL, LLC13,543$9.06M0.82%-513F-HRTimeline
Continuum Advisory, LLC13,467$9.01M0.95%-7913F-HRTimeline
WEST BANCORPORATION INC13,354$8.94M4.97%-13813F-HRTimeline
Fidato Wealth LLC13,323$8.92M5.86%-24013F-HRTimeline
McMill Wealth Management13,271$8.88M2.53%-6113F-HRTimeline
Investment Research Partners LLC12,839$8.87M3.99%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,243$8.86M3.03%+33213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC13,213$8.84M0.93%-38413F-HRTimeline
Mendota Financial Group, LLC13,181$8.82M6.59%-2613F-HRTimeline
Legacy Capital Wealth Partners, LLC13,163$8.81M1.92%-85213F-HRTimeline
HBK Sorce Advisory LLC13,158$8.79M0.22%+46913F-HR/ATimeline
TRUST POINT INC.13,114$8.78M0.71%-213F-HRTimeline
MSH Capital Advisors LLC12,966$8.68M2.33%-16113F-HRTimeline
TFB Advisors LLC13,004$8.65M2.52%-4,62213F-HRTimeline
Keystone Financial Group12,874$8.64M0.66%+65513F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.12,898$8.63M2.67%+1,01813F-HRTimeline
Tyche Wealth Partners LLC12,821$8.58M1.51%+2,33213F-HRTimeline
C2C Wealth Management, LLC12,796$8.56M7.35%+1313F-HRTimeline
Coign Capital Advisors LLC12,787$8.56M4.71%+9513F-HRTimeline
Keystone Global Partners, LLC12,685$8.49M4.32%-32513F-HRTimeline
Procyon Advisors, LLC12,683$8.49M0.51%+8,23513F-HRTimeline
Sterling Financial Planning, Inc.12,620$8.45M2.66%+2413F-HRTimeline
Index Fund Advisors, Inc.12,560$8.41M0.41%+24713F-HRTimeline
Salomon & Ludwin, LLC12,472$8.39M0.75%-96413F-HRTimeline
Krilogy Financial LLC12,311$8.38M0.31%new13F-HRTimeline
Flower City Capital12,492$8.36M4.5%-32513F-HRTimeline
FIRST FINANCIAL CORP /IN/12,380$8.29M3.25%+12,13913F-HRTimeline
WASHINGTON TRUST Co12,372$8.28M0.27%-9913F-HRTimeline
BARRETT & COMPANY, INC.12,368$8.28M2.84%-9413F-HRTimeline
PITCAIRN COin group PITCAIRN CO12,327$8.25M0.65%-2,18613F-HRTimelineGroup
Luken Investment Analytics, LLC12,291$8.23M3.21%-1,28113F-HRTimeline
Emerald Advisors, LLC12,278$8.22M1.09%+36013F-HRTimeline
Winthrop Capital Management, LLC12,273$8.21M1.99%+1,13113F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,252$8.2M0.26%+513F-HRTimeline
Riverbend Wealth Management, LLC12,241$8.19M5.72%-35313F-HRTimeline
Certus Wealth Management, LLC12,217$8.18M4.89%-34613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,212$8.17M3.09%-513F-HRTimeline
Jacobi Capital Management LLC12,206$8.17M0.5%+17313F-HRTimeline
Davis Wealth Advisors, LLC12,203$8.17M7.33%+25813F-HRTimeline
Platform Technology Partners12,197$8.16M1.96%+713F-HRTimeline
Spectrum Strategic Capital Management, …12,168$8.14M4.88%-9,61513F-HRTimeline
Aprio Wealth Management, LLC12,168$8.14M0.81%-50213F-HRTimeline
Ewing Morris & Co. Investment Partners …12,161$8.14M3.48%+2,38813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC12,156$8.14M10.9%-3,30713F-HRTimeline
LaSalle St. Investment Advisors, LLC12,133$8.12M1.46%+3,78413F-HRTimeline
KWB Wealth13,064$8.11M0.9%-1,48613F-HRTimeline
XY Planning Network, Inc.13,058$8.11M2.76%013F-HRTimeline
RCS Financial Planning, LLC12,111$8.11M3.59%+37513F-HRTimeline
Quartz Partners, LLC12,096$8.1M2.93%-1,04113F-HRTimeline
First Financial Bankshares Inc12,089$8.09M0.17%+8,12013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC12,065$8.08M3.65%-113F-HRTimeline
Scissortail Wealth Management, LLC12,019$8.04M1.75%-11,69813F-HRTimeline
Sage Mountain Advisors LLC12,001$8.03M0.46%+2,75913F-HRTimeline
Aletheian Wealth Advisors LLC11,986$8.02M3.73%-2313F-HRTimeline
Activest Wealth Management11,951$8M1.62%+10,80413F-HRTimeline
TradeWell Securities, LLC.11,902$8M3.36%-13313F-HRTimeline
Wilkins Miller Wealth Management, LLC11,949$8M4.95%+69013F-HRTimeline
NORDEN GROUP LLC11,924$7.98M0.81%-5213F-HRTimeline
Prasad Wealth Partners, LLC11,918$7.98M2.22%-1,23713F-HRTimeline
OMERS ADMINISTRATION Corp11,900$7.96M0.06%new13F-HRTimeline
Successful Portfolios LLC11,881$7.95M4.64%+73013F-HRTimeline
Sterling Investment Counsel, LLC11,834$7.92M2.54%+8,92013F-HRTimeline
Sound Income Strategies, LLC11,725$7.91M0.43%+2,64613F-HRTimeline