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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wealth Advisors of Iowa, LLC12,172$7.17M3.61%-2713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,152$7.15M3.22%13F-HRTimeline
Aletheian Wealth Advisors LLC12,091$7.12M4.21%-4413F-HRTimeline
BARRETT & COMPANY, INC.12,045$7.09M2.99%+66613F-HRTimeline
Alliance Wealth Advisors, LLC /UT12,042$7.09M1.83%+1,96413F-HRTimeline
Strata Wealth Advisors, LLC12,041$7.09M2.22%-22713F-HRTimeline
NORDEN GROUP LLC12,040$7.09M0.8%+70713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska12,111$7.09M1.15%13F-HRTimelineGroup
POTENTIA WEALTH12,030$7.08M3.15%13F-HRTimeline
Archvest Wealth Advisors, Inc.12,027$7.08M5.13%+3,59813F-HRTimeline
National Wealth Management Group, LLC12,010$7.07M4.71%+1,09313F-HRTimeline
NovaPoint Capital, LLC12,003$7.07M2.16%-18213F-HRTimeline
Curated Wealth Partners LLC11,991$7.06M0.81%+91513F-HRTimeline
Trust Co11,978$7.05M0.81%-10913F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,965$7.04M0.24%+17213F-HRTimeline
BANQUE PICTET & CIE SA11,952$7.04M0.07%+3,41513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11,948$7.03M1.38%-2313F-HRTimeline
Hixon Zuercher, LLC11,877$6.99M2.69%new13F-HRTimeline
Quadcap Wealth Management, LLC11,875$6.99M1.03%-77613F-HRTimeline
Retirement Planning Group, LLC11,792$6.94M0.35%+15713F-HRTimeline
TCI Wealth Advisors, Inc.11,785$6.94M0.58%-19213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.11,780$6.93M0.05%-30013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,691$6.88M2.75%+5,50913F-HRTimeline
Cooper Financial Group11,679$6.88M0.83%-66813F-HRTimeline
Busey Bank11,668$6.87M0.23%-67913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,661$6.86M0.71%+4,31113F-HRTimeline
Meridian Financial Partners LLC11,645$6.86M3.62%-11713F-HRTimeline
Keystone Financial Group11,625$6.84M0.67%+413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,578$6.84M0.64%-5,95713F-HRTimeline
PITTENGER & ANDERSON INC11,613$6.84M0.25%-13313F-HRTimeline
Bestgate Wealth Advisors, LLC11,582$6.82M13.68%13F-HRTimeline
Annex Advisory Services, LLC11,580$6.82M0.21%-63013F-HRTimeline
Innovative Wealth Building LLC11,553$6.8M6.15%13F-HRTimeline
Westmount Partners, LLC11,503$6.77M2.06%+1113F-HRTimeline
JT Stratford LLC11,479$6.77M1.11%+81013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,465$6.75M0.11%+1,34313F-HRTimelineGroup
Heritage Trust Co11,434$6.73M0.79%13F-HRTimeline
Mission Creek Capital Partners, Inc.11,416$6.72M1.47%-45313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,381$6.7M1.59%+1113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC11,379$6.7M0.83%-43113F-HRTimeline
Ironwood Investment Counsel, LLC11,377$6.7M1.15%+8913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,366$6.69M0.35%+79813F-HRTimeline
Able Wealth Management LLC11,360$6.69M4.4%+21913F-HRTimeline
Wilkins Miller Wealth Management, LLC11,352$6.68M6.99%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,340$6.68M1.07%+20813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.11,329$6.67M6.34%13F-HRTimeline
Selective Wealth Management, Inc.11,374$6.65M2.7%-57113F-HRTimeline
Chancellor Financial Group WB LP11,298$6.65M5.36%13F-HRTimeline
REGIMEN WEALTH, LLC11,225$6.6M2.16%-4,25713F-HRTimeline
Emerald Advisors, LLC11,165$6.57M0.91%+14813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC11,164$6.57M3.56%-51513F-HRTimeline
Bedel Financial Consulting, Inc.10,818$6.57M0.91%-1,43913F-HRTimeline
Hilltop National Bank11,113$6.54M1.97%-5913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,095$6.53M0.48%-2,85513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,084$6.52M0.07%+3,51513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,075$6.52M0.28%+35113F-HR/ATimeline
Graves Light Lenhart Wealth, Inc.11,073$6.52M0.81%-2413F-HRTimeline
RIVERBRIDGE PARTNERS LLC11,065$6.51M0.09%+8,08013F-HRTimeline
BlueChip Wealth Advisors LLC11,065$6.51M3.61%+5913F-HRTimeline
Greykasell Wealth Strategies, Inc.11,051$6.51M3.61%13F-HRTimeline
Astoria Strategic Wealth, Inc.11,039$6.5M1.93%+3613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,786$6.5M1%+1,39013F-HRTimeline
CM WEALTH ADVISORS LLC11,031$6.49M2.12%+73313F-HRTimeline
Gen-Wealth Partners Inc10,996$6.47M2.78%+4513F-HRTimeline
O'Connor Financial Group LLC10,985$6.47M3.38%-66613F-HRTimeline
MRP Capital Investments, LLC10,979$6.46M5.89%+3,33213F-HRTimeline
1 NORTH WEALTH SERVICES LLC10,917$6.43M2.72%13F-HRTimeline
Interchange Capital Partners, LLC10,852$6.39M2.32%-1,33413F-HRTimeline
Index Fund Advisors, Inc.10,849$6.39M0.35%-23613F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,818$6.37M1.24%-61113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,789$6.35M0.11%+4,20313F-HRTimelineGroup
Strategic Financial Concepts, LLC10,766$6.34M1.22%+7,19213F-HR/ATimeline
New Millennium Group LLC10,738$6.32M3.7%+1,16513F-HRTimeline
Independent Solutions Wealth Management…10,724$6.31M1.38%+9,79913F-HRTimeline
ADG Wealth Management Group, LLC10,717$6.31M5.6%13F-HRTimeline
Allodium Investment Consultants, LLC10,709$6.3M5.26%13F-HRTimeline
LifePlan Investment Advisors, Inc.10,669$6.28M3.89%-81013F-HRTimeline
Peterson Wealth Advisors, LLC10,560$6.28M1.13%+2,04413F-HRTimeline
Financial Management Professionals, Inc.10,613$6.25M0.79%+11813F-HRTimeline
Verity Asset Management, Inc.10,574$6.22M3.51%-10,62813F-HRTimeline
PMV Capital Advisers, LLC10,571$6.22M16.76%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,546$6.21M0.14%+10913F-HRTimeline
Cadent Capital Advisors, LLC10,532$6.2M2.16%-39913F-HRTimeline
GWN SECURITIES INC.10,299$6.19M1.65%13F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,500$6.18M2.64%-12813F-HRTimeline
FORTE ASSET MANAGEMENT LLC10,489$6.17M3.28%-14113F-HRTimeline
Quadrant Private Wealth Management, LLC10,489$6.17M1.52%+1,70213F-HRTimeline
Smart Money Group LLC10,480$6.17M2.13%+1713F-HRTimeline
Winthrop Capital Management, LLC10,389$6.14M1.63%new13F-HRTimeline
Signal Advisors Wealth, LLC10,415$6.13M0.69%-4,32413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,401$6.12M0.2%-39213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rede Wealth, LLC10,398$6.12M2.35%-17413F-HRTimeline
Lakeridge Wealth Management LLC10,342$6.09M3.15%+43013F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$6.08M0.05%new13F-HRTimelineGroup
MOTCO10,328$6.08M0.62%+55813F-HRTimeline
Strategies Wealth Advisors, LLC9,972$6.06M0.75%-50913F-HRTimeline
1834 INVESTMENT ADVISORS CO10,294$6.06M0.77%-1,36413F-HRTimeline
Moloney Securities Asset Management, LLC10,262$6.04M0.81%-23213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,244$6.03M0.38%+59213F-HRTimeline
Stonebridge Financial Planning Group, L…10,238$6.03M2.69%-1913F-HRTimeline
BFSG, LLC10,215$6.01M0.7%-98213F-HRTimeline
Compass Ion Advisors, LLC10,177$5.99M0.71%-39013F-HRTimeline
Callan Capital, LLC10,140$5.97M0.44%+3413F-HRTimeline
PFS Partners, LLC10,137$5.97M3.25%+6913F-HRTimeline
S.A. Mason LLC10,121$5.96M3.13%-1813F-HRTimeline
NFSG Corp10,115$5.95M1.53%+1,10413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,093$5.94M1.25%-4013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,049$5.92M0.48%-26413F-HR/ATimeline
FLC Capital Advisors10,003$5.89M1.36%-52413F-HRTimeline
PFG Investments, LLC9,986$5.88M0.37%+7,39713F-HRTimeline
TFR Capital, LLC.9,959$5.86M2.91%13F-HRTimeline
Variant Private Wealth, LLC9,943$5.85M5.58%13F-HRTimeline
Ayalon Insurance Comp Ltd.9,928$5.84M1.8%+1,04013F-HRTimeline
Berkeley, Inc9,910$5.83M3.02%-10,03813F-HR/ATimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,866$5.81M0.38%013F-HRTimelineGroup
Successful Portfolios LLC9,857$5.8M3.88%+53913F-HRTimeline
Quartz Partners, LLC9,835$5.79M3.52%-39613F-HRTimeline
American Trust9,830$5.79M0.44%+7,35713F-HRTimeline
Semus Wealth Partners LLC9,818$5.78M3.83%+60313F-HRTimeline
Tempus Wealth Planning, LLC9,816$5.78M1.77%-1,30113F-HRTimeline
KDK Private Wealth Management, LLC9,797$5.77M5.99%13F-HRTimeline
Landmark Wealth Management, LLC9,777$5.75M2.55%-2613F-HRTimeline
Grayhawk Investment Strategies Inc.9,706$5.71M10.89%new13F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,704$5.71M6.02%13F-HRTimeline
STEPH & CO9,674$5.69M1.92%+29513F-HRTimeline
Shoker Investment Counsel, Inc.9,657$5.69M1.92%+24713F-HRTimeline
Goepper Burkhardt LLC9,646$5.68M2.31%+90013F-HRTimeline
Vertex Planning Partners, LLC9,645$5.68M1.25%-43,40513F-HRTimeline
Brand Asset Management Group, Inc.9,606$5.65M2.3%-5213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,600$5.65M0.84%-83113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC9,596$5.65M5.02%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,594$5.65M0.23%-23913F-HRTimelineGroup
BCU Wealth Advisors, LLC9,590$5.65M3.23%+4713F-HRTimeline
Morling Financial Advisors, LLC9,571$5.63M1.96%-14713F-HRTimeline
Optivise Advisory Services LLC9,502$5.59M3.01%-50713F-HRTimeline
TRUEFG, LLC9,478$5.58M1.82%-5913F-HRTimeline
Olde Wealth Management, LLC9,462$5.57M1.99%-2013F-HRTimeline
West Branch Capital LLC9,462$5.57M1.78%+4713F-HRTimeline
New Century Financial Group, LLC9,366$5.57M2.37%-2,60613F-HRTimeline
Quad-Cities Investment Group, LLC9,424$5.55M2.72%-35613F-HRTimeline
Maridea Wealth Management LLC9,407$5.54M1.79%13F-HRTimeline
Affiance Financial, LLC9,402$5.53M1.32%-34413F-HRTimeline
Gallagher Capital Advisors, LLC9,400$5.53M4.03%13F-HRTimeline
Bray Capital Advisors9,399$5.53M1.5%-7413F-HRTimeline
James J. Burns & Company, LLC9,382$5.52M0.96%-54713F-HRTimeline
Sound Income Strategies, LLC9,383$5.52M0.34%-1,27413F-HRTimeline
GSG Advisors LLC9,365$5.51M1.74%-38213F-HRTimeline
BRADY FAMILY WEALTH, LLC9,347$5.5M1.69%-4113F-HRTimeline
McMill Wealth Management9,337$5.5M2.23%13F-HRTimeline
Pinnacle Bancorp, Inc.9,312$5.48M1.78%+1013F-HRTimeline
Brown Miller Wealth Management, LLC9,247$5.44M2.09%+28013F-HRTimeline
Sunburst Financial Group, LLC9,230$5.43M1.34%-4,19713F-HRTimeline
Presidio Capital Management, LLC9,213$5.42M2.9%+73313F-HRTimeline
Chesapeake Wealth Management9,209$5.42M1.86%-17213F-HRTimeline
Luken Investment Analytics, LLC9,203$5.42M2.51%+2413F-HRTimeline
Peak Asset Management, LLC9,178$5.4M1%-25613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC9,175$5.4M1.51%+7,22613F-HRTimeline
LVZ, Inc.9,169$5.4M0.69%-46013F-HRTimeline
DKM Wealth Management, Inc.9,151$5.39M5.11%13F-HRTimeline
Three Seasons Wealth, LLC9,148$5.39M2.62%-1,13713F-HRTimeline
Beacon Bank & Trust9,148$5.39M1.25%-17713F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.9,140$5.38M1.17%-11813F-HRTimeline
EFG Private Wealth Management (Americas…9,131$5.38M1.05%+20413F-HRTimeline
WORLD EQUITY GROUP, INC.9,119$5.37M1.15%+1,63413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,112$5.36M3.18%-3,94013F-HRTimeline
Larson Financial Group LLC9,104$5.36M0.28%-36813F-HRTimeline
HTLF Bank9,050$5.33M0.6%-64213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC9,024$5.31M3.52%-1113F-HRTimeline
Nemes Rush Group LLC8,974$5.28M0.65%+57013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC8,970$5.28M0.19%013F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.8,959$5.27M0.21%+1513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Tyche Wealth Partners LLC8,944$5.27M1.11%+61813F-HRTimeline
Private Wealth Partners, LLC8,942$5.26M0.4%-2013F-HRTimeline
Vawter Financial, Ltd.8,940$5.26M3.16%-18113F-HRTimeline
Clayton Financial Group LLC8,928$5.26M1.89%+38513F-HRTimeline
SFM, LLC8,908$5.24M3.7%+6413F-HRTimeline
Sonoma Private Wealth LLC8,886$5.23M8.44%-20913F-HRTimeline
Idaho Trust Co8,877$5.23M2.63%-1,40813F-HRTimeline
Qube Research & Technologies Ltd8,853$5.21M0.01%+4,21113F-HRTimeline
WEALTHGARDEN F.S. LLC8,828$5.2M4.86%-42813F-HRTimeline
Daner Wealth Management, LLC8,542$5.19M3.81%13F-HRTimeline
Financial Council, LLC8,803$5.18M2.67%-2513F-HRTimeline
WINTRUST INVESTMENTS LLC8,744$5.15M4.53%+67713F-HRTimeline
Meridian Wealth Partners, LLC8,726$5.14M0.78%-33513F-HRTimeline
Rockwood Wealth Management, LLC8,682$5.13M0.55%+1,32013F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…8,704$5.12M10.96%-89313F-HRTimeline
Moneda S.A. Administradora General de F…8,700$5.12M5.33%013F-HRTimeline
BOS Asset Management, LLC8,697$5.12M1.83%-5113F-HRTimeline
KWMG, LLC8,695$5.12M0.53%-7213F-HRTimeline
EWA, LLC8,645$5.09M1.91%+64913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.8,625$5.08M0.16%new13F-HRTimelineGroup
Magnus Financial Group LLC8,616$5.07M0.49%+77413F-HRTimeline
Confluence Wealth Services, Inc.8,192$5.02M0.33%-5,13513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO8,516$5.01M0.31%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,515$5.01M0.08%+16213F-HR/ATimelineGroup
Allen Capital Group, LLC8,494$5M0.61%-213F-HRTimeline
Portside Wealth Group, LLC8,490$5M0.83%+1,08913F-HR/ATimeline
Bear Mountain Capital, Inc.8,128$4.98M1.94%-413F-HRTimeline
Fiduciary Group, LLC8,443$4.97M0.5%-39913F-HRTimeline
Carrera Capital Advisors8,423$4.96M1.16%-2,72213F-HRTimeline