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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
IFC Advisors LLC14,771$11.1M1.4%+913F-HRTimeline
Abacus Planning Group, Inc.14,754$11M1.37%+29113F-HRTimeline
CHILTON INVESTMENT CO INC.14,750$11M0.26%+12,63213F-HRTimeline
Lighthouse Financial LLC14,742$11M5.73%-40913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC14,742$11M9.36%+6,33913F-HRTimeline
5T Wealth, LLC14,723$11M4.11%+3,39213F-HRTimeline
Sugar Maple Asset Management, LLC14,720$11M7.11%-34113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV14,716$11M9.2%+5113F-HRTimeline
ARRIEN INVESTMENTS, INC.14,703$11M5.55%-34913F-HRTimeline
Gen-Wealth Partners Inc14,691$11M3.06%+1,03013F-HRTimeline
Maia Wealth LLC14,689$11M1.62%-27013F-HRTimeline
Geneva Partners, LLC14,642$11M2.92%-17313F-HRTimeline
Schorn Wealth LLC14,635$11M2.87%+4,91913F-HRTimeline
Schuylkill Financial LLC14,627$11M10.13%13F-HRTimeline
Meridian Financial Advisors, LLC14,620$10.9M5.26%-36513F-HRTimeline
MARQUETTE ASSOCIATES, INC.14,614$10.9M7.98%013F-HRTimeline
Asset Allocation & Management Company, …14,595$10.9M3.56%013F-HRTimeline
Storen Legacy Partners, LLC14,572$10.9M2.98%+1,70713F-HRTimeline
Bawa N Mallick Trust14,560$10.9M3.53%+3,06013F-HRTimeline
Successful Portfolios LLC14,309$10.8M5.06%+37213F-HRTimeline
Avid Wealth Partners LLC14,463$10.8M5.24%-59713F-HRTimeline
Apex Wealth Management, LLC14,431$10.8M6.6%+27713F-HRTimeline
Marathon Strategic Advisors, LLC14,417$10.8M6.09%-50213F-HRTimeline
SMART Wealth LLC14,406$10.8M2.32%+8,26913F-HRTimeline
1015 Capital Partners, LLC14,341$10.7M9%-413F-HRTimeline
Keel Point, LLC14,325$10.7M0.63%-54313F-HRTimeline
SFM, LLC14,296$10.7M5.49%-62913F-HRTimeline
Unify Financial Advisors14,291$10.7M9.88%+2,84213F-HRTimeline
Marin Bay Wealth Advisors, LLC14,237$10.7M5.73%-78,79313F-HR/ATimeline
CUTLER INVESTMENT COUNSEL LLC14,234$10.7M1%+37313F-HRTimeline
WPG Advisers, LLC14,227$10.7M6.26%+78813F-HRTimeline
Strathmore Capital Advisors, Inc.14,153$10.6M2.87%-66413F-HRTimeline
Continuum Advisory, LLC14,199$10.6M0.86%+61013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,117$10.6M1.29%+5113F-HRTimeline
Presidio Capital Management, LLC14,114$10.6M2.64%+1,45513F-HRTimeline
XY Planning Network, Inc.14,106$10.6M1.33%+2,08513F-HRTimeline
Coign Capital Advisors LLC14,094$10.6M4.75%+28513F-HRTimeline
WEALTHGARDEN F.S. LLC14,017$10.5M5.95%+6,92213F-HRTimeline
Riverwater Partners LLC13,935$10.4M3.1%+56613F-HRTimeline
NEPC LLC13,913$10.4M0.19%+3113F-HRTimeline
Canvas Wealth Advisors, LLC13,883$10.4M1.45%-1,01413F-HRTimeline
Nelson Capital Management, LLC13,877$10.4M1.14%+91813F-HRTimeline
waypoint wealth counsel13,858$10.4M6.51%+22313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,853$10.4M0.7%+2,32313F-HRTimeline
Arete Wealth Advisors, LLC13,835$10.4M0.69%+1,12613F-HR/ATimeline
Granite Harbor Advisors, Inc.13,778$10.3M4.08%-1,01013F-HRTimeline
COFG Advisors, LLC13,732$10.3M1.77%-58213F-HRTimeline
BCU Wealth Advisors, LLC13,727$10.3M3.41%+5,18113F-HRTimeline
BWM Planning, LLC13,720$10.3M2.38%+33213F-HRTimeline
NatWest Group plcin group NatWest Group plc13,700$10.3M1.83%013F-HRTimelineGroup
Hilltop National Bank13,683$10.2M2.19%-23513F-HRTimeline
C2C Wealth Management, LLC13,614$10.2M7.99%+55713F-HRTimeline
Curated Wealth Partners LLC13,595$10.2M1.18%+1,87413F-HR/ATimeline
Activest Wealth Management13,590$10.2M1.97%+6713F-HRTimeline
GREENWOOD GEARHART LLC13,559$10.2M0.47%-7513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,557$10.2M0.69%+1,99413F-HRTimeline
AWM CAPITAL, LLC13,545$10.1M0.81%+7313F-HRTimeline
S.A. Mason LLC13,540$10.1M3.12%+86113F-HRTimeline
TRUST POINT INC.13,533$10.1M0.86%+52113F-HRTimeline
PITTENGER & ANDERSON INC13,473$10.1M0.36%+14513F-HRTimeline
Ethos Financial Group, LLC13,672$10.1M0.67%-32213F-HRTimeline
Quartz Partners, LLC13,407$10M3.29%+16313F-HRTimeline
Riverbend Wealth Management, LLC13,369$10M5.09%+83613F-HRTimeline
Genesis Wealth Advisors, LLC13,355$10M5.98%+4713F-HRTimeline
UPTICK PARTNERS, LLC13,303$9.96M1.55%+1,16213F-HRTimeline
Facet Wealth, Inc.13,289$9.95M0.14%+1,40713F-HRTimeline
Cosner Financial Group, LLC13,270$9.95M5.11%-8,09713F-HRTimeline
STRATEGY ASSET MANAGERS LLC13,239$9.91M1.48%+1,24313F-HRTimeline
Commonwealth Retirement Investments LLC13,227$9.91M2.69%+91613F-HRTimeline
TFR Capital, LLC.13,214$9.9M2.79%+2,36513F-HRTimeline
Mendota Financial Group, LLC13,196$9.88M6.12%-17113F-HRTimeline
Ironwood Investment Counsel, LLC13,185$9.87M1.3%-15713F-HRTimeline
Lexington Hill Partners, LLC13,180$9.87M4.79%-1113F-HRTimeline
First Growth Capital LLC13,173$9.87M7.49%-77113F-HRTimeline
J HAGAN CAPITAL, INC.13,157$9.85M4.56%+46813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC13,136$9.84M2.09%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,074$9.79M2.64%-6213F-HRTimeline
Raleigh Capital Management Inc.13,069$9.79M3.12%+5,01913F-HRTimeline
LEUTHOLD GROUP, LLC13,036$9.76M0.98%-213F-HRTimeline
Shoker Investment Counsel, Inc.13,013$9.75M2.45%-48713F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC13,000$9.74M5.08%013F-HRTimelineGroup
Nilsine Partners, LLC12,993$9.73M0.67%+11513F-HRTimeline
Gallagher Capital Advisors, LLC12,967$9.71M5.55%new13F-HRTimeline
Forefront Wealth Partners, LLC12,935$9.69M3%-33813F-HRTimeline
BARRETT & COMPANY, INC.12,919$9.67M2.71%+39213F-HRTimeline
Purewater Capital LLC12,910$9.67M6.98%+3,11013F-HRTimeline
SK Wealth Management, LLC12,443$9.67M2.18%+2,48313F-HRTimeline
Clearstead Trust, LLC12,903$9.66M1.26%+1,04013F-HRTimeline
MSH Capital Advisors LLC12,902$9.66M1.68%-13313F-HRTimeline
Investment Research Partners LLC12,901$9.66M3.27%-8313F-HRTimeline
Prudent Man Advisors, LLC12,854$9.63M2.2%+88713F-HRTimeline
DeLarme Wealth Management, Inc.12,841$9.62M5.58%+14013F-HRTimeline
WEST BANCORPORATION INC12,811$9.59M4.1%-49113F-HRTimeline
Two West Capital Advisors LLC12,819$9.55M4.75%+5,07813F-HRTimeline
Navigoe, LLC12,752$9.55M4.99%+48213F-HRTimeline
Cambria Investment Management, L.P.12,735$9.54M0.47%+8,96513F-HRTimeline
Fortis Capital Management LLC12,717$9.52M1.07%+1,87913F-HRTimeline
Private Advisory Group LLC12,717$9.52M0.53%-85513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.12,717$9.52M2.35%new13F-HRTimeline
InTrack Investment Management Inc12,709$9.52M4.72%+2,02613F-HRTimeline
Brand Asset Management Group, Inc.12,704$9.51M2.1%+48713F-HRTimeline
Reality Financial Planning Services, LLC12,692$9.5M9.17%-17213F-HRTimeline
TFB Advisors LLC12,692$9.5M4.19%+1,93013F-HRTimeline
McMill Wealth Management12,687$9.5M2.31%-48813F-HR/ATimeline
Transcendent Capital Group LLC12,570$9.41M3.66%+15813F-HRTimeline
KWB Wealth12,547$9.4M0.8%-1,11113F-HRTimeline
Sage Mountain Advisors LLC12,524$9.38M0.58%+72513F-HRTimeline
Bull Harbor Capital LLC12,524$9.38M1.83%+1,05413F-HRTimeline
Qube Research & Technologies Ltd12,477$9.34M0.01%new13F-HRTimeline
WASHINGTON TRUST Co12,474$9.34M0.29%-17513F-HRTimeline
HighRoad Wealth Advisors, LLC12,450$9.32M7.86%-20313F-HRTimeline
Equity Wealth Partners, LLC12,428$9.31M3.35%+10,80713F-HRTimeline
Accelerate Investment Advisors LLC12,427$9.31M5.34%+3,77713F-HRTimeline
Canal Capital Management, LLC12,425$9.3M1.14%-6,27813F-HRTimeline
Confluence Wealth Services, Inc.12,418$9.3M0.27%+56913F-HRTimeline
Integrated Investment Consultants, LLC12,392$9.28M1.83%-23813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD12,389$9.28M0.04%-4,03013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/12,380$9.27M3.21%013F-HRTimeline
Keystone Financial Group12,359$9.26M0.55%-3,01913F-HRTimeline
WealthSpring Partners, LLC12,348$9.25M7.95%+17613F-HRTimeline
PCM Encore, LLC12,340$9.24M1.62%-2,88613F-HRTimeline
Horizon Investments, LLC12,336$9.24M0.1%-12,73013F-HRTimeline
Index Fund Advisors, Inc.12,318$9.22M0.37%-2113F-HRTimeline
Wall Capital Group, Inc.12,314$9.22M7.55%+1,29713F-HRTimeline
Retirement Planning Group, LLC12,305$9.22M0.23%+36313F-HRTimeline
Sterling Financial Planning, Inc.12,282$9.2M2.5%-11913F-HRTimeline
TRUST CO OF VERMONT12,272$9.19M0.34%13F-HRTimeline
Heritage Trust Co12,199$9.14M0.79%-1713F-HRTimeline
Signal Advisors Wealth, LLC12,171$9.11M0.48%+3,07113F-HRTimeline
Flower City Capital12,150$9.1M4.01%-10313F-HRTimeline
Westmount Partners, LLC12,109$9.07M2%+44713F-HRTimeline
Advisory Solutions Group, LLC12,025$9.01M3.08%13F-HRTimeline
Greykasell Wealth Strategies, Inc.12,002$8.99M3.26%+38913F-HRTimeline
Keystone Global Partners, LLC11,987$8.98M3.39%-25213F-HRTimeline
Legacy Capital Wealth Partners, LLC11,979$8.97M1.72%-12713F-HRTimeline
Strategic Wealth Advisors LLC13,076$8.96M7.66%-86913F-HRTimeline
Innovative Wealth Building LLC11,941$8.94M5.19%-45013F-HRTimeline
Prasad Wealth Partners, LLC11,927$8.93M2.15%+17413F-HRTimeline
OMERS ADMINISTRATION Corp11,900$8.93M0.05%013F-HRTimeline
Jacobi Capital Management LLC11,877$8.89M0.44%+2213F-HRTimeline
Henderson Brothers Financial Partners, …11,872$8.89M4.21%-10,49013F-HRTimeline
Allodium Investment Consultants, LLC11,871$8.89M3.78%-13813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,856$8.88M5.09%+6,22613F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,839$8.87M0.26%+8313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,819$8.85M0.62%+4,90613F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC11,766$8.81M1.28%-23613F-HRTimeline
Meridian Financial Partners LLC11,610$8.8M3%-12313F-HRTimeline
TradeWell Securities, LLC.11,737$8.79M3.14%-28313F-HRTimeline
Astoria Strategic Wealth, Inc.11,718$8.78M2%+11513F-HRTimeline
Avise Financial Cooperative, Inc.11,714$8.77M6.22%+40513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,706$8.77M2.17%+1,28813F-HRTimeline
Alta Wealth Advisors LLC11,673$8.74M2.37%+90413F-HRTimeline
Rede Wealth, LLC11,666$8.74M2.89%-12713F-HRTimeline
Lakeridge Wealth Management LLC11,656$8.73M3.2%+17813F-HRTimeline
STEPH & CO11,616$8.7M2.2%+2513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,604$8.69M0.89%-3213F-HRTimeline
PUREfi Wealth, LLC11,593$8.68M4.77%+1,81713F-HRTimeline
Sterling Investment Counsel, LLC11,581$8.67M2.04%-9013F-HRTimeline
First Bank & Trust11,562$8.66M1.27%+2,29413F-HRTimeline
MRA Advisory Group11,504$8.61M3.13%-17313F-HRTimeline
MW ADVISORY, LLC11,450$8.57M3.43%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,445$8.57M13.34%-3413F-HRTimeline
CVFG LLC11,439$8.57M0.9%+1,32613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,431$8.56M0.08%+6,38213F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC11,396$8.53M2.9%-59713F-HRTimeline
Cadent Capital Advisors, LLC11,388$8.53M1.77%+34213F-HRTimeline
Asempa Wealth Advisors11,387$8.53M6.5%+10313F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,379$8.52M0.15%+21113F-HRTimeline
Capital Advisor Network LLC11,365$8.51M10.65%-3713F-HRTimeline
DKM Wealth Management, Inc.11,309$8.47M5.54%-3213F-HRTimeline
Salomon & Ludwin, LLC11,292$8.45M0.7%-97313F-HRTimeline
Turtle Creek Wealth Advisors, LLC11,272$8.44M0.45%+1,78613F-HRTimeline
FSM Wealth Advisors, LLC11,220$8.4M0.9%+5,65413F-HRTimeline
Indivisible Partners11,138$8.34M0.47%+9,15013F-HRTimeline
United Community Bankin group United Community Bank11,121$8.33M2.58%+59713F-HRTimelineGroup
Semus Wealth Partners LLC11,087$8.3M4.01%+2,44313F-HRTimeline
Lifeworks Advisors, LLC11,064$8.29M0.87%+2,21313F-HRTimeline
Wilkins Miller Wealth Management, LLC11,046$8.27M4.55%-17613F-HRTimeline
Intrua Financial, LLC11,017$8.25M0.78%-38413F-HRTimeline
PW ADVISORS, LLC \ FL11,007$8.24M5.5%+35513F-HRTimeline
Hi-Line Capital Management, LLC10,992$8.23M2.32%+66513F-HRTimeline
PFS Partners, LLC10,949$8.2M3.32%+4013F-HRTimeline
Aletheian Wealth Advisors LLC10,932$8.19M3.5%-2113F-HRTimeline
Stone Summit Wealth LLC10,928$8.18M2.08%-79513F-HRTimeline
Triumph Capital Management10,923$8.18M1.48%-39313F-HRTimeline
Fidato Wealth LLC10,890$8.16M4.77%-1,39613F-HRTimeline
Interchange Capital Partners, LLC10,882$8.15M1.53%+19913F-HRTimeline
Chancellor Financial Group WB LP10,881$8.15M5.04%-75013F-HRTimeline
SFE Investment Counsel10,876$8.14M1.12%-23813F-HRTimeline
Meramec Financial Planners, LLC10,952$8.13M2.97%+86413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA10,837$8.12M0.53%-20813F-HRTimeline
Pinnacle Bancorp, Inc.10,813$8.1M2.11%+51413F-HRTimeline
Galvin, Gaustad & Stein, LLC10,776$8.07M0.6%+38413F-HRTimeline
Johnson Financial Group, LLC10,756$8.06M0.43%+1,29413F-HRTimeline
PMV Capital Advisers, LLC10,735$8.04M12.08%+13913F-HRTimeline
Bedel Financial Consulting, Inc.10,722$8.03M0.77%-1,16713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…10,721$8.03M1.52%+23513F-HRTimelineGroup
Luken Investment Analytics, LLC10,706$8.02M2.8%-59613F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,689$8.01M0.62%-19813F-HRTimeline
MAIRS & POWER INC10,654$7.98M0.07%+4,19313F-HRTimeline