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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JDM Financial Group LLC21,292$14.6M5.66%-99813F-HRTimeline
Pandora Wealth, Inc.21,271$14.6M8.85%+6113F-HRTimeline
FOCUSED ALPHA, LLC21,192$14.5M4.27%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC21,185$14.5M0.86%+35513F-HRTimeline
Palisades Hudson Asset Management, L.P.21,108$14.5M5.61%-7,98213F-HRTimeline
Keenan, LLC21,089$14.4M12.7%13F-HR/ATimeline
Cosner Financial Group, LLC21,085$14.4M7.37%-12713F-HRTimeline
SYNTAX RESEARCH, INC.21,030$14.4M8.88%+2313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.20,966$14.4M6.78%+99113F-HRTimeline
FOCUS Wealth Advisors, LLC20,906$14.3M6.66%013F-HRTimeline
REDW Wealth LLC20,877$14.3M5.45%-46813F-HRTimeline
Kooman & Associates20,823$14.3M4.22%+4013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,767$14.2M0.3%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC20,736$14.2M0.98%+69213F-HRTimeline
Godfrey Financial Associates, Inc.20,725$14.2M12.31%13F-HRTimeline
DecisionMap Wealth Management, LLC20,721$14.2M8.75%+3,88513F-HRTimeline
Concorde Asset Management, LLC20,678$14.2M5.67%+69513F-HRTimeline
Ted Buchan & Co20,641$14.1M5.19%+20313F-HRTimeline
DOLIVER ADVISORS, LP20,625$14.1M3.53%-1,03513F-HRTimeline
MRWM Advisors, LLC20,567$14.1M7.56%-1,68113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC20,538$14.1M0.18%new13F-HRTimelineGroup
Fortis Capital Advisors, LLC20,528$14.1M2.08%+1,81613F-HRTimeline
Strategic Wealth Partners, Ltd.20,473$14M0.96%+20713F-HRTimeline
Koshinski Asset Management, Inc.20,404$14M0.9%-51813F-HRTimeline
Eagle Strategies LLC20,362$13.9M1.78%+1,26013F-HRTimeline
Csenge Advisory Group20,293$13.9M0.63%+31413F-HRTimeline
TFB Advisors LLC20,289$13.9M3.88%+7,28513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,288$13.9M0.78%-2513F-HRTimeline
GWN SECURITIES INC.20,285$13.9M2.81%+1,24713F-HRTimeline
BG Investment Services, LLC20,284$13.9M12.38%-49113F-HRTimeline
Glen Eagle Advisors, LLC20,272$13.9M1.89%+1,46713F-HRTimeline
CrossGen Wealth, LLC20,260$13.9M12.22%13F-HRTimeline
Oak Barrel Wealth Advisory LLC20,260$13.9M8.29%13F-HRTimeline
Polaris Investment Advisors, LLC20,244$13.9M10.02%13F-HRTimeline
Sound Stewardship, LLC20,162$13.8M6.62%-6113F-HRTimeline
Retirement Wealth Solutions LLC20,155$13.8M8.72%+1,12213F-HRTimeline
Latitude Advisors, LLC20,147$13.8M6.07%-71113F-HRTimeline
Foundation Wealth Management, LLC\PA20,129$13.8M5%-23213F-HRTimeline
Objective Capital Management, LLC20,050$13.7M13.98%+44413F-HRTimeline
MRA Advisory Group20,025$13.7M5.76%-19,61713F-HRTimeline
Summit Trail Advisors, LLC19,994$13.7M0.24%-4,65113F-HRTimeline
Telos Capital Management, Inc.19,932$13.7M1.27%+5213F-HRTimeline
Chicago Capital, LLC19,924$13.6M0.34%+20513F-HRTimeline
Sound Income Strategies, LLC19,609$13.6M0.64%+7,88413F-HRTimeline
MidAtlantic Capital Management, Inc.19,867$13.6M8.71%+23713F-HRTimeline
Cedarwood Wealth LLC19,374$13.5M15.02%13F-HRTimeline
Sentry LLC19,667$13.5M3.69%+26913F-HRTimeline
Post Resch Tallon Group Inc.19,582$13.4M11.33%+1,87113F-HRTimeline
NOVEM GROUP19,486$13.3M1.55%-6313F-HRTimeline
Wealth Management Partners, LLC19,448$13.3M3.8%-7113F-HRTimeline
Unique Wealth Strategies, LLC19,428$13.3M5.22%-32413F-HRTimeline
Shulman DeMeo Asset Management LLC19,406$13.3M3.01%-7513F-HRTimeline
Illinois Municipal Retirement Fund19,200$13.2M0.16%+7,90013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT19,200$13.2M0.87%-33313F-HRTimeline
Claro Advisors Inc.19,174$13.1M1.79%+1,32113F-HRTimeline
Welch Group, LLC19,139$13.1M0.51%+88513F-HRTimeline
Embree Financial Group19,090$13.1M1.61%+5,08813F-HRTimeline
Red Tortoise LLC19,067$13.1M5.61%-35113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,050$13M0.77%+4,91513F-HRTimeline
Etesian Wealth Advisors, Inc.19,032$13M4.09%+13413F-HRTimeline
Williams Jones Wealth Management, LLC.19,021$13M0.15%+2,60213F-HRTimeline
ASL Financial, LLC18,983$13M10.2%13F-HRTimeline
Gateway Wealth Partners, LLC18,950$13M1.44%+1,82713F-HRTimeline
LANARK FINANCIAL, INC.18,911$13M0.97%+8013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd18,907$13M0.62%+1,54513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,882$12.9M0.16%+3,62313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC18,839$12.9M0.93%-1,00113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC18,693$12.8M2.69%-49613F-HRTimeline
Archvest Wealth Advisors, Inc.18,610$12.7M8.13%+71513F-HR/ATimeline
Wealth Management Associates, Inc.18,554$12.7M4.42%-25013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC18,409$12.6M5.37%-17813F-HRTimeline
Horst & Graben Wealth Management LLC18,357$12.6M1.9%-11113F-HRTimeline
Welch & Forbes LLC18,340$12.6M0.15%+89013F-HRTimeline
INSTRUMENTAL WEALTH, LLC18,111$12.5M7.52%+3,38813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,221$12.5M0.16%+18113F-HRTimeline
Simmons Bankin group Simmons Bank18,155$12.4M0.83%+16713F-HRTimelineGroup
True Vision MN LLC18,098$12.4M6.3%+1313F-HRTimeline
SAPIENT CAPITAL LLC17,957$12.4M0.17%+1,45313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…17,916$12.3M0.11%+6,79213F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.17,880$12.2M2.44%-52013F-HRTimeline
Verdence Capital Advisors LLC17,748$12.2M0.72%+60813F-HRTimeline
Yanni & Associates Investment Advisors,…17,675$12.1M12.11%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,644$12.1M1.14%-2713F-HRTimeline
Trail Ridge Investment Advisors, LLC17,643$12.1M5.2%+33013F-HRTimeline
Argent Advisors, Inc.17,555$12M3.36%-14113F-HRTimeline
MBE Wealth Management, LLC17,554$12M5.03%-20813F-HRTimeline
Revolve Wealth Partners, LLC17,542$12M1.41%-1,89613F-HRTimeline
Capital Advisors, Ltd. LLC17,490$12M1.35%+14,71213F-HRTimeline
Roundview Capital LLC17,386$11.9M0.73%+46513F-HRTimeline
MainStreet Investment Advisors LLC17,362$11.9M1.71%-2,48713F-HRTimeline
Activest Wealth Management17,355$11.9M2.22%+5,40413F-HRTimeline
GW&K Investment Management, LLC17,329$11.9M0.1%-84913F-HRTimeline
NFSG Corp17,328$11.9M1.84%+2,05813F-HRTimeline
Geneva Partners, LLC17,275$11.8M4.21%+15313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC17,209$11.8M3.83%+84113F-HRTimeline
DAVENPORT & Co LLC17,147$11.7M0.06%-12513F-HRTimeline
Forum Private Client Group LLC17,088$11.7M3.99%+10513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,051$11.7M0.05%-14513F-HRTimelineGroup
Granby Capital Management, LLCin group Granby Capital Management, LLC17,000$11.6M6.21%013F-HRTimelineGroup
Advisory Resource Group16,984$11.6M2.05%-15413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,910$11.6M0.97%+1,57113F-HRTimelineGroup
Mosley Wealth Management17,104$11.6M5.29%13F-HRTimeline
Columbia Bank16,870$11.6M3.21%-1,30313F-HRTimeline
Symphony Financial, Ltd. Co.16,777$11.5M1.55%+37913F-HRTimeline
Wayfinding Financial, LLC16,814$11.5M4.88%-45613F-HRTimeline
Reyes Financial Architecture, Inc.16,792$11.5M7.01%+15,86213F-HRTimeline
Northstar Advisory Group, LLC16,765$11.5M4.08%-10313F-HRTimeline
One Day In July LLC16,764$11.5M0.94%-36113F-HRTimeline
POSTROCK PARTNERS LLC16,755$11.5M4.99%+33413F-HRTimeline
Connecticut Wealth Management, LLC16,713$11.4M0.5%-54513F-HRTimeline
MA Private Wealth16,647$11.4M1.9%-1,52613F-HRTimeline
IFG Advisory, LLC16,620$11.4M0.5%+33813F-HRTimeline
Nilsine Partners, LLC16,564$11.3M0.98%+2,08713F-HRTimeline
TICINO WEALTH16,493$11.3M4.19%13F-HRTimeline
jvl associates llc16,458$11.3M3.67%-8413F-HRTimeline
Churchill Financial Advisors, LLC16,449$11.3M3.44%13F-HRTimeline
CORE WEALTH ADVISORS, LLC16,436$11.3M8.87%13F-HR/ATimeline
GARRISON POINT ADVISORS, LLC16,375$11.2M4.97%+46813F-HRTimeline
Montis Financial, LLC16,360$11.2M2.22%-24213F-HRTimeline
MinichMacGregor Wealth Management, LLC16,345$11.2M2.03%-1613F-HRTimeline
GTS SECURITIES LLC16,345$11.2M0.38%-307,55513F-HRTimeline
SC&H Financial Advisors, Inc.16,345$11.2M1.73%-92413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,342$11.2M0.47%-513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/16,289$11.2M<0.01%+7913F-HRTimeline
Main Street Financial Solutions, LLC16,251$11.1M0.83%-6,74113F-HRTimeline
HARBOR ADVISORY CORP /MA/16,218$11.1M3.36%-2,66613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO16,205$11.1M0.08%+15,19813F-HRTimeline
Chung Wu Investment Group, LLC16,163$11.1M9.05%-6713F-HRTimeline
Granite Harbor Advisors, Inc.16,120$11M4.66%-72013F-HRTimeline
NorthCrest Asset Manangement, LLC15,970$11M0.25%+64413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15,824$11M3.21%+2,58113F-HRTimeline
Milestone Investment Advisors LLC16,085$11M2.67%+1,34213F-HRTimeline
National Wealth Management Group, LLC16,083$11M3.82%-1,20213F-HRTimeline
PCM Encore, LLC16,019$11M2.33%13F-HRTimeline
SOL Capital Management CO16,009$11M0.98%-19713F-HRTimeline
Carnegie Investment Counsel15,993$11M0.2%-1613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich15,982$10.9M0.03%-79013F-HRTimeline
IFC Advisors LLC15,949$10.9M1.6%-26813F-HRTimeline
Beacon Bridge Wealth Partners, LLC15,949$10.9M3.63%-24313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC15,949$10.9M2.08%+13713F-HRTimeline
Moors & Cabot, Inc.15,945$10.9M0.47%+1,49113F-HRTimeline
BWM Planning, LLC15,915$10.9M2.91%-11313F-HRTimeline
Tyche Wealth Partners LLC15,902$10.9M1.73%+3,08113F-HRTimeline
Aegis Wealth Management LLC15,870$10.9M6.14%-2,87013F-HRTimeline
Bulwark Capital Corp15,847$10.9M7.72%+59113F-HRTimeline
Mountain Hill Investment Partners Corp.15,823$10.8M7.76%+21013F-HRTimeline
Venturi Wealth Management, LLC15,810$10.8M0.48%-85313F-HRTimeline
Solstein Capital, LLC15,798$10.8M4.34%013F-HRTimeline
Boyd Wealth Management, LLC15,796$10.8M4.59%-23813F-HRTimeline
HBK Sorce Advisory LLC15,571$10.8M0.25%+2,41313F-HRTimeline
Red Wave Investments LLC15,739$10.8M3.21%-13513F-HRTimeline
Arete Wealth Advisors, LLC15,732$10.8M0.75%-1,31113F-HR/ATimeline
Chesapeake Wealth Management15,662$10.7M3.2%+1,56813F-HRTimeline
MMA ASSET MANAGEMENT LLC15,594$10.7M3.81%-11313F-HRTimeline
Maia Wealth LLC15,553$10.6M1.82%-10613F-HRTimeline
Integrity Advisory Solutions, LLC15,517$10.6M1.53%+1,04813F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,502$10.6M1.02%+15713F-HRTimeline
CBM Financial, LLC15,361$10.6M7.19%13F-HRTimeline
WLTH Capital Management, LLC15,405$10.5M8.16%13F-HRTimeline
Marin Bay Wealth Advisors, LLC15,334$10.5M6.02%13F-HRTimeline
NEPC LLC15,334$10.5M0.22%+11413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA15,298$10.5M0.67%-75913F-HRTimeline
Manhattan West Asset Management, LLC15,258$10.5M2.14%-1,18513F-HRTimeline
GeoWealth Management, LLC15,247$10.4M0.39%-4,09113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…15,239$10.4M6.12%-16213F-HRTimeline
Lighthouse Financial LLC15,207$10.4M6.81%-2213F-HRTimeline
Rialto Wealth Management, LLC15,182$10.4M2.49%+46713F-HRTimeline
EdgeRock Capital LLC15,158$10.4M2.76%-36413F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC15,140$10.4M8.22%-64713F-HRTimeline
Strategic Blueprint, LLC15,096$10.3M0.61%-10,36513F-HRTimeline
Legacy Edge Advisors, LLC15,092$10.3M1.13%+54113F-HRTimeline
WHITE PINE CAPITAL LLC15,072$10.3M2.84%-13713F-HRTimeline
CHAPIN DAVIS, INC.15,061$10.3M2.42%-19013F-HRTimeline
ARRIEN INVESTMENTS, INC.15,057$10.3M5.82%-49313F-HRTimeline
Aprio Wealth Management, LLC12,779$10.3M0.59%+61113F-HRTimeline
Bison Wealth, LLC15,832$10.3M1.16%-7,32613F-HRTimeline
Sugar Maple Asset Management, LLC15,031$10.3M6.92%-21613F-HRTimeline
Marathon Strategic Advisors, LLC15,014$10.3M7.85%-1,19113F-HRTimeline
Meridian Financial Advisors, LLC14,988$10.3M5.59%-15413F-HRTimeline
Asset Allocation & Management Company, …14,845$10.2M4.05%-87313F-HRTimeline
CAPE ANN SAVINGS BANK14,820$10.2M5.21%-3,69313F-HRTimeline
TCI Wealth Advisors, Inc.14,814$10.1M0.56%+3,64313F-HRTimeline
MY Wealth Management Inc.14,777$10.1M8.82%-61313F-HRTimeline
COFG Advisors, LLC14,764$10.1M2.5%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,763$10.1M0.49%+9,44613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,762$10.1M8.48%-113F-HRTimeline
First Growth Capital LLC14,498$10.1M8.95%13F-HRTimeline
Mechanics Financial Corp14,695$10.1M3.72%+17013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,659$10M0.01%+37113F-HRTimelineGroup
Wedmont Private Capital14,480$10M0.35%+15313F-HRTimeline
Elm Partners Management LLC14,610$10M0.37%-9013F-HR/ATimeline
Integrated Investment Consultants, LLC14,585$9.99M1.96%-3,94113F-HR/ATimeline
Cassia Capital Partners, LLC14,571$9.98M5.4%-53213F-HRTimeline
Plante Moran Financial Advisors, LLC14,548$9.96M0.63%+3913F-HRTimeline
Bawa N Mallick Trust14,543$9.96M3.7%+1113F-HRTimeline
PITCAIRN COgroup of 2 filers holding14,513$9.94M+2,186Timeline
Joel Isaacson & Co., LLC14,480$9.92M0.33%+28313F-HRTimeline
Jaffetilchin Investment Partners, LLC14,479$9.92M0.58%+27013F-HRTimeline
Apex Wealth Management, LLC14,263$9.91M10.06%+41713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,378$9.85M0.67%+2,90713F-HRTimeline