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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Concorde Asset Management, LLC20,900$13.7M6.69%+22213F-HRTimeline
Sepio Capital, LP20,848$13.6M0.74%+10,60813F-HRTimeline
Claro Advisors Inc.20,844$13.6M1.64%+1,67013F-HRTimeline
Sound Stewardship, LLC20,843$13.6M6.24%+68113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …20,842$13.6M0.04%-6,77713F-HRTimelineGroup
North Star Investment Management Corp.20,824$13.6M0.82%-71013F-HRTimeline
Bulltick Wealth Management, LLC20,802$13.6M3%-3,49413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.20,674$13.5M0.12%-2,10013F-HRTimeline
MRWM Advisors, LLC20,587$13.4M7.29%+2013F-HRTimeline
Cedarwood Wealth LLC20,503$13.4M13.53%+1,12913F-HRTimeline
Ted Buchan & Co20,469$13.4M4.86%-17213F-HRTimeline
Koshinski Asset Management, Inc.20,461$13.4M0.83%+5713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,377$13.3M0.74%+8913F-HRTimeline
Latitude Advisors, LLC20,319$13.3M6.08%+17213F-HRTimeline
Horst & Graben Wealth Management LLC18,471$13.3M1.82%+11413F-HRTimeline
Wealth Enhancement Trust Services, Inc.20,274$13.2M1.6%+9,60713F-HRTimeline
GWN SECURITIES INC.20,242$13.2M2.53%-4313F-HRTimeline
Post Resch Tallon Group Inc.20,080$13.2M10.68%+49813F-HRTimeline
Objective Capital Management, LLC20,197$13.2M13.33%+14713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,167$13.2M-19,544Timeline
INSIGNEO ADVISORY SERVICES, LLC20,128$13.1M0.94%+1,28913F-HRTimeline
Archer Investment Management, LLC20,098$13.1M5.52%+13,54813F-HRTimeline
Telos Capital Management, Inc.20,083$13.1M1.26%+15113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,043$13.1M0.78%-1,14213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC20,041$13.1M2.62%+1,34813F-HRTimeline
Godfrey Financial Associates, Inc.20,040$13.1M11.23%-68513F-HRTimeline
Sound Income Strategies, LLC19,886$13.1M0.63%+27713F-HRTimeline
Foundation Wealth Management, LLC\PA20,005$13.1M4.61%-12413F-HRTimeline
Cornerstone Planning Group LLC17,958$13.1M1.74%+6,41713F-HRTimeline
NOVEM GROUP19,970$13M1.5%+48413F-HRTimeline
MidAtlantic Capital Management, Inc.19,958$13M8.99%+9113F-HRTimeline
Sentry LLC19,886$13M4.13%+21913F-HRTimeline
CrossGen Wealth, LLC19,865$13M11.39%-39513F-HRTimeline
Chicago Capital, LLC19,863$13M0.35%-6113F-HRTimeline
REDW Wealth LLC19,863$13M5.17%-1,01413F-HRTimeline
Etesian Wealth Advisors, Inc.19,841$13M4.14%+80913F-HRTimeline
Wealth Management Partners, LLC19,733$12.9M3.68%+28513F-HRTimeline
Unique Wealth Strategies, LLC19,609$12.8M5.24%+18113F-HRTimeline
FOCUSED ALPHA, LLC19,588$12.8M3.95%-1,60413F-HRTimeline
EFG International AGin group EFG International AG19,573$12.8M0.27%+7,86713F-HRTimelineGroup
Beaird Harris Wealth Management, LLC19,511$12.7M0.87%-1,22513F-HRTimeline
FOCUS Wealth Advisors, LLC19,505$12.7M6.23%-1,40113F-HRTimeline
BG Investment Services, LLC19,442$12.7M10.54%-84213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC19,437$12.7M3.52%+6,31313F-HRTimeline
Shulman DeMeo Asset Management LLC19,394$12.7M2.69%-1213F-HRTimeline
ASL Financial, LLC19,393$12.7M10.12%+41013F-HRTimeline
Centennial Wealth Advisory LLC19,356$12.6M3.06%-11,00513F-HRTimeline
Archvest Wealth Advisors, Inc.19,335$12.6M8.15%+72513F-HRTimeline
Williams Jones Wealth Management, LLC.19,068$12.5M0.15%+4713F-HRTimeline
Brooklyn Investment Group19,017$12.4M0.39%+6,99913F-HRTimeline
Glen Eagle Advisors, LLC18,972$12.4M1.74%-1,30013F-HRTimeline
ALM First Financial Advisors, LLC18,910$12.4M2.22%+15,95513F-HRTimeline
Red Tortoise LLC18,891$12.3M5.18%-17613F-HRTimeline
CBM Financial, LLC17,327$12.3M7.7%+1,96613F-HRTimeline
Wealth Management Associates, Inc.18,845$12.3M4.25%+29113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC18,841$12.3M0.66%+12,24013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,918$12.2M0.69%-1,13213F-HR/ATimeline
LANARK FINANCIAL, INC.18,730$12.2M0.92%-18113F-HRTimeline
Canal Capital Management, LLC18,703$12.2M1.65%-2,76113F-HRTimeline
GW&K Investment Management, LLC18,568$12.1M0.11%+1,23913F-HRTimeline
Bison Wealth, LLC16,243$12.1M1.18%+41113F-HRTimeline
SYNTAX RESEARCH, INC.18,441$12M7.67%-2,58913F-HRTimeline
LOUISBOURG INVESTMENTS INC.18,440$12M2.28%+56013F-HRTimeline
MBE Wealth Management, LLC18,355$12M4.98%+80113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,344$12M0.68%+4,21213F-HRTimeline
INSTRUMENTAL WEALTH, LLC18,319$12M7.36%+20813F-HRTimeline
Welch Group, LLC18,252$11.9M0.45%-88713F-HRTimeline
NFSG Corp18,087$11.8M1.94%+75913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC16,374$11.8M0.15%-1,84713F-HRTimeline
MinichMacGregor Wealth Management, LLC18,078$11.8M2.08%+1,73313F-HRTimeline
Revolve Wealth Partners, LLC17,964$11.7M1.52%+42213F-HRTimeline
jvl associates llc17,942$11.7M3.93%+1,48413F-HRTimeline
Yanni & Associates Investment Advisors,…17,938$11.7M12.15%+26313F-HRTimeline
Simmons Bankin group Simmons Bank17,922$11.7M0.78%-23313F-HRTimelineGroup
MainStreet Investment Advisors LLC17,909$11.7M1.76%+54713F-HRTimeline
Argent Advisors, Inc.17,900$11.7M3.19%+34513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17,878$11.7M1%+96813F-HRTimelineGroup
Contango Wealth Management LLC17,866$11.7M13.64%-5,79513F-HRTimeline
LARCH CAPITAL PARTNERS LLC17,828$11.6M1.69%new13F-HRTimeline
KPP Advisory Services LLC17,727$11.6M1.68%-13,01013F-HRTimeline
Trail Ridge Investment Advisors, LLC17,621$11.5M5%-2213F-HRTimeline
Mosley Wealth Management17,105$11.4M5.18%+113F-HRTimeline
TICINO WEALTH15,913$11.4M3.98%-58013F-HRTimeline
POSTROCK PARTNERS LLC17,483$11.4M5.28%+72813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,479$11.4M1.09%-16513F-HRTimeline
DAVENPORT & Co LLC17,476$11.4M0.06%+32913F-HRTimeline
MY Wealth Management Inc.20,301$11.4M11.04%+5,52413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,330$11.3M0.01%+2,67113F-HRTimelineGroup
Forum Private Client Group LLC17,165$11.2M3.74%+7713F-HRTimeline
Verdence Capital Advisors LLC17,164$11.2M0.65%-58413F-HRTimeline
Ewing Morris & Co. Investment Partners …17,139$11.2M5.04%+3,57213F-HRTimeline
Advisory Resource Group17,098$11.2M1.92%+11413F-HRTimeline
Symphony Financial, Ltd. Co.17,227$11.2M1.48%+45013F-HRTimeline
Roundview Capital LLC17,091$11.2M0.7%-29513F-HRTimeline
Bank Pictet & Cie (Europe) AG17,068$11.1M0.24%-8,00213F-HRTimeline
Welch & Forbes LLC17,064$11.1M0.14%-1,27613F-HRTimeline
One Day In July LLC17,009$11.1M0.89%+24513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC16,981$11.1M2.14%+1,03213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,952$11.1M0.45%+61013F-HRTimeline
Moors & Cabot, Inc.16,943$11.1M0.47%+99813F-HRTimeline
GARRISON POINT ADVISORS, LLC16,825$11M5.01%+45013F-HRTimeline
Connecticut Wealth Management, LLC16,812$11M0.46%+9913F-HRTimeline
Wedmont Private Capital16,128$11M0.35%+1,64813F-HRTimeline
Milestone Investment Advisors LLC16,715$10.9M2.64%+63013F-HRTimeline
MA Private Wealth16,710$10.9M1.85%+6313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT16,542$10.8M0.4%-54,35713F-HRTimeline
Town Capital LLC16,525$10.8M8.73%+7,42713F-HRTimeline
Integrity Advisory Solutions, LLC16,504$10.8M1.42%+98713F-HRTimeline
Chesapeake Wealth Management16,478$10.8M3.3%+81613F-HRTimeline
Main Street Financial Solutions, LLC16,453$10.7M0.78%+20213F-HRTimeline
Wayfinding Financial, LLC16,450$10.7M4.67%-36413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD16,419$10.7M0.05%-63213F-HRTimelineGroup
Emerald Advisors, LLC16,350$10.7M1.33%+2,37213F-HRTimeline
RIVERBRIDGE PARTNERS LLC16,347$10.7M0.26%-68,57713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd16,287$10.6M0.42%-2,62013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC16,275$10.6M1.19%+6,95813F-HRTimeline
MASECO LLP16,273$10.6M0.33%+2,05613F-HRTimeline
Strathmore Capital Advisors, Inc.14,817$10.6M3%+5,76613F-HRTimeline
Beacon Bridge Wealth Partners, LLC16,246$10.6M3.55%+29713F-HRTimeline
WLTH Capital Management, LLC16,160$10.6M8.27%+75513F-HR/ATimeline
SC&H Financial Advisors, Inc.16,149$10.5M1.59%-19613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC16,116$10.5M1.21%+2,71613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC16,097$10.5M3.49%-1,11213F-HRTimeline
Eagle Strategies LLC16,086$10.5M1.26%-4,27613F-HRTimeline
Merited Wealth, LLC16,073$10.5M8.71%+6,61013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC16,061$10.5M8.41%+92113F-HRTimeline
Columbia Bank16,018$10.5M2.99%-85213F-HRTimeline
Rialto Wealth Management, LLC15,949$10.4M2.34%+76713F-HRTimeline
Tyche Wealth Partners LLC15,940$10.4M1.61%+3813F-HRTimeline
Chung Wu Investment Group, LLC15,933$10.4M8.96%-23013F-HRTimeline
Bulwark Capital Corp15,912$10.4M6.41%+6513F-HRTimeline
TCI Wealth Advisors, Inc.15,827$10.3M0.55%+1,01313F-HRTimeline
Solstein Capital, LLC15,798$10.3M4.24%013F-HRTimeline
Boyd Wealth Management, LLC15,757$10.3M4.35%-3913F-HRTimeline
Carnegie Investment Counsel15,745$10.3M0.2%-24813F-HRTimeline
Steigerwald, Gordon & Koch Inc.15,723$10.3M1.05%+22113F-HRTimeline
Red Wave Investments LLC15,684$10.2M3.06%-5513F-HRTimeline
Aegis Wealth Management LLC15,640$10.2M5.84%-23013F-HRTimeline
Platform Technology Partners15,598$10.2M1.97%+3,30913F-HRTimeline
Busey Bank15,583$10.2M0.28%+4,78613F-HRTimeline
Keystone Financial Group15,378$10.1M0.69%+2,95413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,436$10.1M0.22%-8,89913F-HRTimeline
Manhattan West Asset Management, LLC15,405$10.1M1.97%+14713F-HRTimeline
CHAPIN DAVIS, INC.15,350$10M2.24%+28913F-HRTimeline
Mountain Hill Investment Partners Corp.15,344$10M5.93%-47913F-HRTimeline
CAPE ANN SAVINGS BANK15,329$10M5.03%+50913F-HRTimeline
Krilogy Financial LLC14,152$9.97M0.32%+1,73613F-HRTimeline
PCM Encore, LLC15,226$9.95M2.05%-79313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO14,513$9.94M0.91%013F-HRTimelineGroup
Montis Financial, LLC15,196$9.93M2.05%-1,16413F-HRTimeline
NorthCrest Asset Manangement, LLC15,057$9.92M0.31%-91313F-HRTimeline
HARBOR ADVISORY CORP /MA/15,163$9.9M2.98%-1,05513F-HRTimeline
Lighthouse Financial LLC15,151$9.9M5.97%-5613F-HRTimeline
WHITE PINE CAPITAL LLC15,130$9.88M2.69%+5813F-HR/ATimeline
Aprio Wealth Management, LLC15,130$9.88M0.54%+2,35113F-HRTimeline
National Wealth Management Group, LLC15,084$9.85M3.67%-99913F-HRTimeline
Sugar Maple Asset Management, LLC15,061$9.84M5.97%+3013F-HRTimeline
Avid Wealth Partners LLC15,060$9.84M4.65%+1,53113F-HRTimeline
ARRIEN INVESTMENTS, INC.15,052$9.83M5.33%-513F-HRTimeline
Joel Isaacson & Co., LLC15,040$9.82M0.33%+56013F-HRTimeline
Meridian Financial Advisors, LLC14,985$9.79M5.35%-313F-HRTimeline
Davis Wealth Advisors, LLC14,973$9.78M8.13%+2,33013F-HRTimeline
Maia Wealth LLC14,959$9.77M1.65%-59413F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…14,925$9.75M5.89%-31413F-HRTimeline
Marathon Strategic Advisors, LLC14,919$9.75M7.01%-9513F-HRTimeline
Canvas Wealth Advisors, LLC14,897$9.73M1.66%-14,49913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.14,897$9.73M0.1%+62013F-HRTimeline
Keel Point, LLC14,868$9.71M0.65%+5,32313F-HRTimeline
Geneva Partners, LLC14,815$9.68M4.65%-2,46013F-HRTimeline
Granite Harbor Advisors, Inc.14,788$9.66M4.22%-1,33213F-HRTimeline
IFC Advisors LLC14,762$9.64M1.38%-1,18713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,719$9.61M0.03%-1,26313F-HRTimeline
EdgeRock Capital LLC14,691$9.6M2.6%-46713F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,665$9.58M8.23%-9713F-HRTimeline
Mechanics Financial Corp14,637$9.56M4.01%-5813F-HRTimeline
MARQUETTE ASSOCIATES, INC.14,614$9.55M10.38%+14,31113F-HRTimeline
JT Stratford LLC14,610$9.54M1.21%+40813F-HRTimeline
Asset Allocation & Management Company, …14,595$9.53M3.54%-25013F-HRTimeline
Cornerstone Wealth Partners, LLC14,576$9.52M5.4%+2,50013F-HRTimeline
Abacus Planning Group, Inc.14,463$9.45M1.27%+22713F-HRTimeline
Plante Moran Financial Advisors, LLC14,377$9.39M0.61%-17113F-HRTimeline
1015 Capital Partners, LLC14,345$9.37M9.11%+72413F-HRTimeline
Elm Partners Management LLC14,743$9.36M0.41%+13313F-HRTimeline
KWB Wealth13,658$9.35M0.93%013F-HRTimeline
COFG Advisors, LLC14,314$9.35M2.31%-45013F-HRTimeline
Security National Bank14,310$9.35M1.36%+83613F-HRTimeline
Legacy Edge Advisors, LLC14,299$9.34M0.98%-79313F-HRTimeline
Scissortail Wealth Management, LLC14,287$9.33M1.88%+2,38513F-HRTimeline
Marin Bay Wealth Advisors, LLC93,030$9.31M5.6%+77,69613F-HRTimeline
Jaffetilchin Investment Partners, LLC14,219$9.29M0.55%-26013F-HRTimeline
Nilsine Partners, LLC12,878$9.25M0.72%-3,68613F-HRTimeline
Apex Wealth Management, LLC14,154$9.25M6.34%-10913F-HRTimeline
LaSalle St. Investment Advisors, LLC14,066$9.19M1.29%+29713F-HRTimeline
First Growth Capital LLC13,944$9.18M8.33%-55413F-HRTimeline
Independent Solutions Wealth Management…13,965$9.12M1.34%+3,66313F-HRTimeline
Strategic Wealth Advisors LLC13,945$9.11M7.31%+86913F-HRTimeline
Ethos Financial Group, LLC13,994$9.1M0.66%-10613F-HRTimeline
Hilltop National Bank13,918$9.09M2.16%-3513F-HRTimeline
NEPC LLC13,882$9.07M0.18%-1,45213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC13,861$9.05M0.93%+32913F-HRTimeline