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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Astoria Strategic Wealth, Inc.11,770$6.61M1.94%+73113F-HRTimeline
POTENTIA WEALTH11,751$6.6M3.1%-27913F-HRTimeline
Westmount Partners, LLC11,732$6.59M2.01%+22913F-HRTimeline
TCI Wealth Advisors, Inc.11,693$6.57M0.53%-9213F-HRTimeline
Busey Bank11,661$6.55M0.22%-713F-HRTimeline
BLALOCK WILLIAMS, LLC11,630$6.53M7.32%-81813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,601$6.52M0.12%+13613F-HRTimelineGroup
TRUST CO OF VERMONT11,595$6.52M0.33%-1,61713F-HRTimeline
ALTFEST L J & CO INC11,556$6.49M0.81%+9,74513F-HRTimeline
Annex Advisory Services, LLC11,483$6.45M0.18%-9713F-HRTimeline
Cooper Financial Group11,481$6.45M0.85%-19813F-HRTimeline
Intrua Financial, LLC11,426$6.42M1%+5,64413F-HRTimeline
Able Wealth Management LLC11,419$6.42M3.8%+5913F-HRTimeline
Patten Group, Inc.11,413$6.41M1.47%-2,10013F-HRTimeline
Emerald Advisors, LLC11,406$6.41M0.85%+24113F-HRTimeline
First Heartland Consultants, Inc.11,377$6.39M0.66%-4,17413F-HRTimeline
Meridian Financial Partners LLC11,323$6.36M3.23%-32213F-HRTimeline
Wilkins Miller Wealth Management, LLC11,312$6.36M4.78%-4013F-HRTimeline
BCU Wealth Advisors, LLC11,312$6.36M3.31%+1,72213F-HRTimeline
Innovative Wealth Building LLC11,282$6.34M5.84%-27113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,282$6.34M1.03%-5813F-HRTimeline
Ironwood Investment Counsel, LLC11,253$6.32M1.09%-12413F-HRTimeline
BlueChip Wealth Advisors LLC11,251$6.32M3.1%+18613F-HRTimeline
Chancellor Financial Group WB LP11,242$6.32M5.25%-5613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,230$6.31M1.52%-15113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.11,230$6.31M0.05%-55013F-HRTimeline
Chesapeake Wealth Management11,221$6.31M2.25%+2,01213F-HRTimeline
Strata Wealth Advisors, LLC11,178$6.28M1.95%-86313F-HRTimeline
LifePlan Investment Advisors, Inc.11,177$6.28M3.61%+50813F-HRTimeline
TFR Capital, LLC.11,136$6.26M2.6%+1,17713F-HRTimeline
New Millennium Group LLC11,133$6.26M4.11%+39513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc11,130$6.25M<0.01%+5,12513F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC11,083$6.23M3.26%-8113F-HRTimeline
Larson Financial Group LLC11,081$6.23M0.3%+1,97713F-HRTimeline
REGIMEN WEALTH, LLC11,074$6.23M2%-15113F-HRTimeline
Apex Wealth Management, LLC11,074$6.22M5.6%-1,20613F-HRTimeline
WORLD EQUITY GROUP, INC.11,069$6.22M1.78%+1,95013F-HRTimeline
Idaho Trust Co11,068$6.22M2.54%+2,19113F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,062$6.22M0.76%-1113F-HRTimeline
Heritage Trust Co11,031$6.2M0.75%-40313F-HRTimeline
Allodium Investment Consultants, LLC11,015$6.19M4.57%+30613F-HRTimeline
Founders Financial Alliance, LLC11,012$6.19M1.5%+6,78313F-HRTimeline
ADG Wealth Management Group, LLC10,992$6.18M5.82%+27513F-HRTimeline
FSA Wealth Management LLC88,321$6.17M2.62%+87,25313F-HRTimeline
MRP Capital Investments, LLC10,950$6.15M5.75%-2913F-HRTimeline
Brookwood Investment Group LLC10,911$6.13M1.05%13F-HRTimeline
New Age Alpha Advisors, LLC10,859$6.1M0.27%+4,54213F-HRTimeline
Bedel Financial Consulting, Inc.10,865$6.1M0.88%+4713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$6.08M0.05%013F-HRTimelineGroup
PFS Partners, LLC10,816$6.08M3.24%+67913F-HRTimeline
GW&K Investment Management, LLC10,799$6.07M0.06%+5,80613F-HRTimeline
Index Fund Advisors, Inc.10,789$6.06M0.37%-6013F-HRTimeline
Quartz Partners, LLC10,774$6.05M3.68%+93913F-HRTimeline
Northstar Advisory Group, LLC10,769$6.05M3.95%-18,08713F-HRTimeline
Selective Wealth Management, Inc.11,260$6.05M2.63%-11413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,722$6.02M0.97%-6413F-HRTimeline
EVERPAR ADVISORS LLC10,696$6.01M3.19%+2,37413F-HRTimeline
Retirement Planning Group, LLC10,662$5.99M0.28%-1,13013F-HRTimeline
Plante Moran Financial Advisors, LLC10,659$5.99M0.52%-2,15213F-HRTimeline
Fulcrum Capital LLC10,655$5.99M1.33%-3,70913F-HRTimeline
Heritage Wealth Partners, LLC10,575$5.94M9.06%-5,11313F-HRTimeline
Shoker Investment Counsel, Inc.10,558$5.93M2%+90113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,531$5.92M0.21%+13013F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,524$5.91M0.14%-2213F-HRTimeline
Lakeridge Wealth Management LLC10,523$5.91M2.96%+18113F-HRTimeline
Virtue Capital Management, LLC10,524$5.91M0.69%+6,60613F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,502$5.9M2.65%+213F-HRTimeline
Bestgate Wealth Advisors, LLC10,497$5.9M12.23%-1,08513F-HRTimeline
TFB Advisors LLC10,490$5.89M1.7%-7,28613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,477$5.89M0.1%+1,96213F-HRTimelineGroup
Moloney Securities Asset Management, LLC10,467$5.88M0.8%+20513F-HRTimeline
Independent Solutions Wealth Management…10,473$5.86M1.31%-25113F-HRTimeline
Rede Wealth, LLC10,413$5.85M2.07%+1513F-HRTimeline
Catalina Capital Group, LLC10,411$5.85M3.9%-1,92113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,407$5.85M0.25%-66813F-HR/ATimeline
Gen-Wealth Partners Inc10,395$5.84M2.44%-60113F-HRTimeline
Allen Capital Group, LLC10,369$5.83M0.67%+1,87513F-HRTimeline
Winthrop Capital Management, LLC10,364$5.82M1.6%-2513F-HRTimeline
POWER WEALTH MANAGEMENT LLC10,357$5.82M2.36%-1,93713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,311$5.81M0.46%+26213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,317$5.8M0.38%+7313F-HRTimeline
Variant Private Wealth, LLC10,298$5.79M6.21%+35513F-HRTimeline
PFG Investments, LLC10,271$5.77M0.37%+28513F-HRTimeline
MAS Advisors LLC10,254$5.76M8.86%+2,82913F-HRTimeline
Successful Portfolios LLC10,227$5.75M3.91%+37013F-HRTimeline
S.A. Mason LLC10,215$5.74M3.03%+9413F-HRTimeline
1 NORTH WEALTH SERVICES LLC10,177$5.72M2.65%-74013F-HRTimeline
Parkside Financial Bank & Trust10,154$5.71M0.73%+2,73213F-HRTimeline
Arcus Capital Partners, LLC10,126$5.69M2.28%-7,75113F-HRTimeline
1834 INVESTMENT ADVISORS CO10,120$5.69M0.73%-17413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,104$5.68M1.19%+1113F-HRTimeline
Cadent Capital Advisors, LLC10,076$5.66M2.15%-45613F-HRTimeline
Glassman Wealth Services10,025$5.63M0.94%+2,60213F-HRTimeline
Strategies Wealth Advisors, LLC10,021$5.63M0.69%+4913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,935$5.58M0.38%+6913F-HRTimelineGroup
Transcendent Capital Group LLC9,909$5.57M3.13%-4,20113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,872$5.55M0.01%+1,44913F-HRTimelineGroup
Presidio Capital Management, LLC9,861$5.54M2.31%+64813F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,842$5.53M1.14%-97613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,824$5.52M1.05%+1,50813F-HRTimeline
Windsor Advisory Group, LLC9,801$5.51M7.12%+9,75113F-HRTimeline
FLC Capital Advisors9,789$5.5M1.23%-21413F-HRTimeline
Stonebridge Financial Planning Group, L…9,769$5.49M2.51%-46913F-HRTimeline
Semus Wealth Partners LLC9,761$5.48M3.82%-5713F-HRTimeline
Dogwood Wealth Management LLC9,761$5.48M2.88%-2,70013F-HRTimeline
Landmark Wealth Management, LLC9,760$5.48M2.42%-1713F-HRTimeline
Vertex Planning Partners, LLC9,744$5.48M1.2%+9913F-HRTimeline
KDK Private Wealth Management, LLC9,715$5.46M6.22%-8213F-HRTimeline
Optivise Advisory Services LLC9,713$5.46M3.06%+21113F-HRTimeline
Fisher Asset Management, LLC9,705$5.45M<0.01%+4,52713F-HRTimeline
Grayhawk Investment Strategies Inc.9,706$5.45M12.42%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,703$5.45M6.17%-113F-HRTimeline
Park Place Capital Corp9,699$5.45M1.48%-11,24713F-HRTimeline
Ewing Morris & Co. Investment Partners …6,737$5.45M1.72%+1,57013F-HRTimeline
STEPH & CO9,667$5.43M1.95%-713F-HRTimeline
Bulltick Wealth Management, LLC9,653$5.42M1.44%+2,65213F-HRTimeline
LaSalle St. Investment Advisors, LLC9,650$5.42M1.28%+2,41813F-HRTimeline
DKM Wealth Management, Inc.9,636$5.41M5.25%+48513F-HRTimeline
Gallagher Capital Advisors, LLC9,595$5.39M4.11%+19513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,595$5.39M0.84%-513F-HRTimeline
Compass Ion Advisors, LLC9,553$5.37M0.63%-62413F-HRTimeline
Journey Advisory Group, LLC9,520$5.35M0.44%+1,23013F-HRTimeline
BFSG, LLC9,517$5.35M0.65%-69813F-HRTimeline
Morling Financial Advisors, LLC9,491$5.33M1.84%-8013F-HRTimeline
Pinnacle Bancorp, Inc.9,474$5.32M1.74%+16213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC9,442$5.31M4.38%-15413F-HRTimeline
TRUEFG, LLC9,420$5.29M1.74%-5813F-HRTimeline
Olde Wealth Management, LLC9,384$5.27M1.86%-7813F-HRTimeline
West Branch Capital LLC9,377$5.27M1.76%-8513F-HRTimeline
Essential Planning, LLC.9,377$5.27M2.12%-625,50913F-HRTimeline
Quadrant Private Wealth Management, LLC9,344$5.25M1.31%-1,14513F-HRTimeline
JT Stratford LLC9,299$5.23M0.92%-2,18013F-HRTimeline
PMV Capital Advisers, LLC9,268$5.21M12.65%-1,30313F-HRTimeline
James J. Burns & Company, LLC9,256$5.2M0.93%-12613F-HRTimeline
Tyche Wealth Partners LLC9,254$5.2M1.13%+31013F-HRTimeline
WealthPlan Investment Management, LLC9,215$5.18M0.51%+3,72313F-HRTimeline
Vawter Financial, Ltd.9,213$5.18M2.9%+27313F-HRTimeline
Signal Advisors Wealth, LLC9,208$5.17M0.51%-1,20713F-HRTimeline
Brand Asset Management Group, Inc.9,169$5.15M2.15%-43713F-HRTimeline
Quadcap Wealth Management, LLC9,162$5.15M0.75%-2,71313F-HRTimeline
Edge Financial Advisors LLC9,141$5.14M3.24%new13F-HRTimeline
Portside Wealth Group, LLC9,110$5.12M0.84%+62013F-HR/ATimeline
Affiance Financial, LLC9,102$5.11M1.19%-30013F-HRTimeline
Peak Asset Management, LLC9,098$5.11M0.97%-8013F-HRTimeline
Quad-Cities Investment Group, LLC9,072$5.1M2.51%-35213F-HRTimeline
Clayton Financial Group LLC9,057$5.09M1.87%+12913F-HRTimeline
Sunburst Financial Group, LLC9,055$5.09M1.25%-17513F-HRTimeline
BRADY FAMILY WEALTH, LLC9,050$5.09M1.63%-29713F-HRTimeline
Nicholas Hoffman & Company, LLC.9,044$5.08M0.19%+8513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
B.O.S.S. Retirement Advisors, LLC9,038$5.08M1.47%-13713F-HRTimeline
Security National Bank9,026$5.07M0.96%-239,64113F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…9,026$5.07M10.57%+32213F-HRTimeline
EFG Private Wealth Management (Americas…8,971$5.04M1.02%-16013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC8,970$5.04M0.18%013F-HRTimelineGroup
Nemes Rush Group LLC8,964$5.04M0.64%-1013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.8,942$5.02M1.03%-19813F-HRTimeline
Three Seasons Wealth, LLC8,915$5.01M2.48%-23313F-HRTimeline
Private Wealth Partners, LLC8,910$5.01M0.41%-3213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,898$5M3.36%-12613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,813$4.95M0.31%+2,41913F-HRTimelineGroup
Sonoma Private Wealth LLC8,808$4.95M6.86%-7813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,787$4.94M0.96%-4,12013F-HRTimeline
Berkeley, Inc8,787$4.94M2.32%-1,12313F-HRTimeline
Wealth Advisors of Iowa, LLC8,761$4.92M2.12%-3,41113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…8,747$4.92M3.61%-16113F-HRTimeline
Rockwood Wealth Management, LLC8,736$4.91M0.5%+5413F-HRTimeline
GSG Advisors LLC8,962$4.9M1.61%-40313F-HRTimeline
Moneda S.A. Administradora General de F…8,700$4.89M5.25%013F-HRTimeline
Tempus Wealth Planning, LLC8,687$4.88M1.46%-1,12913F-HRTimeline
KWMG, LLC8,658$4.87M0.5%-3713F-HRTimeline
EWA, LLC8,614$4.84M1.8%-3113F-HRTimeline
Magnus Financial Group LLC8,530$4.79M0.46%-8613F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,527$4.79M0.04%-252,98913F-HRTimeline
Beacon Bank & Trust8,512$4.78M1.17%-63613F-HRTimeline
Financial Council, LLC8,481$4.77M2.57%-32213F-HRTimeline
Sound Income Strategies, LLC8,457$4.75M0.28%-92613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,441$4.74M0.01%+1,04813F-HR/ATimelineGroup
Keystone Financial Services, LLC8,438$4.74M4.01%+2,09013F-HRTimeline
Fiduciary Group, LLC8,424$4.73M0.47%-1913F-HRTimeline
Accelerate Investment Advisors LLC8,413$4.73M3.96%+29713F-HRTimeline
Schorn Wealth LLC8,365$4.7M1.55%+49113F-HRTimeline
Black Diamond Financial, LLC8,353$4.69M0.7%013F-HRTimeline
Antonelli Financial Advisors, LLC8,335$4.68M3.77%-713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,249$4.64M0.71%-7913F-HRTimeline
Cassaday & Co Wealth Management LLC8,241$4.63M0.13%-6913F-HRTimeline
Full Sail Capital, LLC8,232$4.63M0.3%+1,01013F-HRTimeline
Seven Springs Wealth Group, LLC8,213$4.62M1.65%-913F-HRTimeline
O'Connor Financial Group LLC8,199$4.61M2.4%-2,78613F-HRTimeline
Meridian Wealth Partners, LLC8,181$4.6M0.73%-54513F-HRTimeline
Redhawk Wealth Advisors, Inc.8,167$4.59M0.62%+613F-HRTimeline
Ruggaard & Associates LLC8,149$4.58M2.01%+64013F-HRTimeline
ASSET PLANNING CORPORATION8,147$4.58M2.7%+12513F-HRTimeline
Sage Mountain Advisors LLC8,145$4.58M0.34%+2,50013F-HRTimeline
Shorepath Capital Management LLC8,137$4.57M3.45%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,136$4.57M0.33%+6413F-HRTimelineGroup
M3 Advisory Group, LLC8,124$4.57M3.61%+5513F-HRTimeline
Dana Investment Advisors, Inc.8,116$4.56M0.16%+28113F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,112$4.56M1.72%+2,97913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…8,109$4.56M1.23%-3513F-HRTimeline
Cromwell Holdings LLC8,100$4.55M2.93%new13F-HRTimeline