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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,156$6.93M0.01%+1,28413F-HRTimelineGroup
Successful Portfolios LLC11,151$6.92M4.26%+92413F-HRTimeline
Founders Financial Alliance, LLC11,151$6.92M1.57%+13913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,144$6.92M0.58%-2,66213F-HRTimeline
Winthrop Capital Management, LLC11,142$6.92M1.75%+77813F-HRTimeline
PFS Partners, LLC11,125$6.91M3.48%+30913F-HRTimeline
Security National Bank11,112$6.9M1.19%+2,08613F-HRTimeline
Patten Group, Inc.11,075$6.88M1.45%-33813F-HRTimeline
Graves Light Lenhart Wealth, Inc.11,044$6.86M0.82%-1813F-HRTimeline
Lakeridge Wealth Management LLC11,043$6.86M3.15%+52013F-HRTimeline
Advyzon Investment Management, LLC11,023$6.84M1.52%-4,10413F-HRTimeline
Innovative Wealth Building LLC11,015$6.84M5.67%-26713F-HRTimeline
Heritage Trust Co10,999$6.83M0.79%-3213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,981$6.82M0.12%-62013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP10,955$6.8M1.02%+23313F-HRTimeline
Astoria Strategic Wealth, Inc.10,947$6.8M1.84%-82313F-HRTimeline
Bedel Financial Consulting, Inc.10,915$6.78M0.93%+5013F-HRTimeline
Mission Creek Capital Partners, Inc.10,915$6.78M1.51%-89213F-HRTimeline
TCI Wealth Advisors, Inc.10,873$6.75M0.46%-82013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,872$6.75M0.26%+46513F-HRTimeline
Lifeworks Advisors, LLC10,842$6.73M1%-1,13013F-HRTimeline
BlueChip Wealth Advisors LLC10,793$6.7M2.98%-45813F-HRTimeline
Gen-Wealth Partners Inc10,786$6.7M2.58%+39113F-HRTimeline
TRUST CO OF VERMONT10,781$6.69M0.32%-81413F-HRTimeline
FSA Wealth Management LLC86,203$6.66M2.6%-2,11813F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.10,730$6.66M0.05%-50013F-HRTimeline
Wall Street Financial Group, Inc.10,729$6.66M6.01%-4,64713F-HRTimeline
TFR Capital, LLC.10,726$6.66M2.41%-41013F-HR/ATimeline
Catalina Capital Group, LLC10,704$6.65M4.48%+29313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,702$6.64M3.45%+10,26513F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,685$6.63M0.15%+16113F-HRTimeline
Idaho Trust Co10,665$6.62M2.37%-40313F-HRTimeline
PFG Investments, LLC10,599$6.58M0.39%+32813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,588$6.57M0.21%+5713F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC10,583$6.57M0.08%new13F-HRTimeline
Retirement Planning Group, LLC10,573$6.56M0.28%-8913F-HRTimeline
Shoker Investment Counsel, Inc.10,569$6.56M2.06%+1113F-HRTimeline
Rede Wealth, LLC10,552$6.55M2.37%+13913F-HRTimeline
Strata Wealth Advisors, LLC10,550$6.55M1.8%-62813F-HRTimeline
Tyche Wealth Partners LLC10,489$6.51M1.31%+1,23513F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,357$6.51M2.7%-14513F-HRTimeline
FDx Advisors, Inc.10,476$6.5M1.99%-5,93013F-HRTimeline
W ADVISORS, LLC10,473$6.5M3.73%-4,01813F-HRTimeline
New Age Alpha Advisors, LLC10,472$6.5M0.29%-38713F-HRTimeline
S.A. Mason LLC10,456$6.49M3.14%+24113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,451$6.49M0.4%+13413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,431$6.48M1.08%+60713F-HRTimeline
ADG Wealth Management Group, LLC10,416$6.47M5.51%-57613F-HRTimeline
Gallagher Capital Advisors, LLC10,110$6.46M5.22%+51513F-HRTimeline
Prostatis Group LLC10,407$6.46M1.85%+3,26713F-HRTimeline
Allen Capital Group, LLC10,372$6.44M0.67%+313F-HRTimeline
WealthPlan Investment Management, LLC10,363$6.43M0.47%+1,14813F-HRTimeline
5T Wealth, LLC10,349$6.43M3.27%-4,07813F-HRTimeline
Arax Advisory Partners4,320$6.42M0.29%+21413F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$6.41M0.05%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC10,301$6.4M0.79%-16613F-HRTimeline
DKM Wealth Management, Inc.10,259$6.37M5.49%+62313F-HRTimeline
Shorepath Capital Management LLC10,216$6.34M5.23%+2,07913F-HRTimeline
American Trust10,203$6.33M0.6%+9,56213F-HRTimeline
Cadent Capital Advisors, LLC10,193$6.33M2.07%+11713F-HRTimeline
LVZ, Inc.10,190$6.33M0.76%+3,39713F-HRTimeline
Optivise Advisory Services LLC10,158$6.31M3.22%+44513F-HRTimeline
POWER WEALTH MANAGEMENT LLC10,145$6.3M2.42%-21213F-HRTimeline
Variant Private Wealth, LLC10,122$6.28M6.52%-17613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10,120$6.28M0.2%+1,15013F-HRTimelineGroup
Windsor Advisory Group, LLC10,107$6.28M8.91%+30613F-HRTimeline
Journey Advisory Group, LLC10,048$6.24M0.49%+52813F-HRTimeline
STEPH & CO10,047$6.24M2.02%+38013F-HRTimeline
Stone Summit Wealth LLC10,041$6.23M1.93%+2,03913F-HRTimeline
Interchange Capital Partners, LLC10,039$6.22M1.44%-4,16813F-HR/ATimeline
EFG Private Wealth Management (Americas…10,010$6.22M1.15%+1,03913F-HRTimeline
Leo Wealth, LLC10,020$6.21M0.48%+3,55313F-HRTimeline
Transcendent Capital Group LLC9,936$6.17M3.17%+2713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,935$6.17M0.4%013F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO9,931$6.17M0.78%-18913F-HRTimeline
Sagard Holdings Management Inc.9,911$6.15M17.22%13F-HRTimeline
Pinnacle Bancorp, Inc.9,910$6.15M1.9%+43613F-HRTimeline
Advisor Resource Council9,900$6.15M3.02%-12,21113F-HRTimeline
Annex Advisory Services, LLC9,885$6.14M0.15%-1,59813F-HRTimeline
Glassman Wealth Services9,879$6.13M0.94%-14613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,793$6.08M0.02%-5,72913F-HR/ATimeline
Ewing Morris & Co. Investment Partners …9,773$6.07M2.72%+3,03613F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,703$6.02M6.4%013F-HRTimeline
Redhawk Wealth Advisors, Inc.9,689$6.02M0.75%+1,52213F-HRTimeline
Bulltick Wealth Management, LLC9,653$5.99M1.48%013F-HRTimeline
KDK Private Wealth Management, LLC9,648$5.99M6.4%-6713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,623$5.97M0.75%-2,96813F-HRTimeline
Presidio Capital Management, LLC9,623$5.97M2.3%-23813F-HRTimeline
Triumph Capital Management9,604$5.96M1.79%+4,20513F-HR/ATimeline
Landmark Wealth Management, LLC9,586$5.95M2.53%-17413F-HRTimeline
NovaPoint Capital, LLC9,561$5.94M1.82%+3,60313F-HRTimeline
Bestgate Wealth Advisors, LLC10,497$5.9M12.23%013F-HRTimeline
UPTICK PARTNERS, LLC9,487$5.89M1.69%+2,71513F-HRTimeline
Verity Asset Management, Inc.9,455$5.87M2.8%-11,12513F-HRTimeline
Stonebridge Financial Planning Group, L…9,446$5.87M2.45%-32313F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,444$5.86M1.09%-39813F-HRTimeline
SYKON CAPITAL LLC9,442$5.86M2.14%new13F-HRTimeline
James J. Burns & Company, LLC9,425$5.85M0.95%+16913F-HRTimeline
FLC Capital Advisors9,422$5.85M1.21%-36713F-HRTimeline
Magnus Financial Group LLC9,414$5.84M0.51%+88413F-HRTimeline
Embree Financial Group9,403$5.84M0.88%+6,62613F-HRTimeline
Beacon Bank & Trust9,403$5.84M1.33%+89113F-HRTimeline
St. Johns Investment Management Company…9,353$5.81M2.67%+2,63713F-HRTimeline
Morling Financial Advisors, LLC9,330$5.79M1.9%-16113F-HRTimeline
BFSG, LLC9,305$5.78M0.65%-21213F-HRTimeline
Essential Planning, LLC.9,287$5.77M2.15%-9013F-HRTimeline
Strathmore Capital Advisors, Inc.9,193$5.76M2.55%13F-HRTimeline
Quadcap Wealth Management, LLC9,262$5.75M0.73%+10013F-HRTimeline
Sage Mountain Advisors LLC9,242$5.74M0.37%+1,09713F-HRTimeline
Eaton Financial Holdings Company, LLC9,229$5.73M1.76%-5,41213F-HRTimeline
TRUEFG, LLC9,221$5.73M1.7%-19913F-HRTimeline
Compass Ion Advisors, LLC9,215$5.72M0.62%-33813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,191$5.71M0.09%-1,28613F-HRTimelineGroup
JT Stratford LLC9,191$5.71M0.86%-10813F-HRTimeline
Navigoe, LLC9,163$5.69M4.29%+3,68813F-HRTimeline
Strategies Wealth Advisors, LLC9,152$5.68M0.62%-86913F-HRTimeline
BRADY FAMILY WEALTH, LLC9,148$5.68M1.76%+9813F-HRTimeline
Kera Capital Partners, Inc.9,140$5.68M1.12%+2,26013F-HRTimeline
PMV Capital Advisers, LLC9,117$5.66M12.61%-15113F-HRTimeline
Sunburst Financial Group, LLC9,111$5.66M1.27%+5613F-HRTimeline
Affiance Financial, LLC9,101$5.65M1.15%-113F-HRTimeline
Sound Income Strategies, LLC9,079$5.64M0.32%+62213F-HRTimeline
West Branch Capital LLC9,061$5.63M1.66%-31613F-HRTimeline
WPG Advisers, LLC9,057$5.62M4.74%+1,54213F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…9,049$5.62M0.88%+98013F-HRTimeline
First Heartland Consultants, Inc.9,046$5.62M0.5%-2,33113F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…9,026$5.6M16.79%013F-HRTimeline
Laurel Wealth Planning LLC9,025$5.6M3.19%+4,25613F-HRTimeline
Avid Wealth Partners LLC8,978$5.57M3.19%-7,47313F-HRTimeline
Empowered Funds, LLC8,970$5.57M0.06%-8,53913F-HRTimeline
Brand Asset Management Group, Inc.8,967$5.57M2.08%-20213F-HRTimeline
Independent Solutions Wealth Management…8,950$5.56M1.08%-1,52313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,938$5.55M0.05%+1,64413F-HRTimeline
Peak Asset Management, LLC8,925$5.54M1.02%-17313F-HRTimeline
Plan Group Financial, LLC8,893$5.52M1.82%+7,64513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,891$5.52M3.41%-713F-HRTimeline
Parkside Financial Bank & Trust8,883$5.52M0.6%-1,27113F-HRTimeline
Vertex Planning Partners, LLC8,882$5.52M1.15%-86213F-HRTimeline
Quad-Cities Investment Group, LLC8,842$5.49M2.49%-23013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding8,821$5.48M+2,262Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,808$5.47M0.2%+95313F-HRTimelineGroup
Dogwood Wealth Management LLC8,773$5.47M2.67%-98813F-HRTimeline
AA Financial Advisors, LLC8,796$5.46M1.18%+79413F-HRTimeline
Berkeley, Inc8,756$5.44M1.95%-3113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,746$5.43M0.02%+3,13613F-HRTimelineGroup
Wealth Advisors of Iowa, LLC8,743$5.43M2.03%-1813F-HRTimeline
InTrack Investment Management Inc8,729$5.42M3.64%+2,69113F-HRTimeline
GSG Advisors LLC8,703$5.4M1.57%-25913F-HRTimeline
Moneda S.A. Administradora General de F…8,700$5.4M5.85%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,688$5.39M0.35%-12513F-HRTimelineGroup
Fortress Financial Solutions, LLC8,668$5.38M6.75%+99913F-HRTimeline
Hi-Line Capital Management, LLC8,663$5.38M1.9%+1,75613F-HRTimeline
Sonoma Private Wealth LLC8,663$5.38M6.6%-14513F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC8,649$5.37M3.06%+3,70113F-HRTimeline
Tempus Wealth Planning, LLC8,639$5.36M1.34%-4813F-HRTimeline
Daner Wealth Management, LLC8,304$5.36M3.7%13F-HRTimeline
KWMG, LLC8,628$5.36M0.5%-3013F-HRTimeline
BANQUE PICTET & CIE SA8,612$5.35M0.06%-3,34013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,607$5.34M1.34%-43113F-HRTimeline
Keystone Financial Services, LLC8,595$5.34M4.06%+15713F-HRTimeline
Nicholas Hoffman & Company, LLC.8,585$5.33M0.14%-45913F-HRTimeline
Trivium Point Advisory, LLC8,579$5.33M0.58%+1,87013F-HRTimeline
Rockwood Wealth Management, LLC8,558$5.31M0.47%-17813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.8,541$5.3M0.98%-40113F-HRTimeline
Black Diamond Financial, LLC8,526$5.29M0.82%+17313F-HRTimeline
Commonwealth Retirement Investments LLC8,515$5.29M2.01%-5,71813F-HRTimeline
Traveka Wealth, LLC8,504$5.28M2.8%+5,71913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,455$5.25M0.01%+1413F-HRTimelineGroup
Private Wealth Partners, LLC8,421$5.23M0.41%-48913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,419$5.23M0.69%+41513F-HRTimeline
Edgestream Partners, L.P.8,417$5.23M0.15%+4,10513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,398$5.21M0.64%-4,10913F-HRTimeline
Arista Wealth Management, LLC8,378$5.2M0.72%+1,89713F-HRTimeline
LaSalle St. Investment Advisors, LLC8,349$5.18M1.42%-1,30113F-HRTimeline
Legacy Advisory Services, LLC8,339$5.18M4.11%+1,37213F-HRTimeline
Antonelli Financial Advisors, LLC8,334$5.17M3.74%-113F-HRTimeline
Financial Council, LLC8,264$5.13M2.47%-21713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,257$5.13M3.51%+24813F-HRTimeline
Bear Mountain Capital, Inc.8,128$5.13M1.84%013F-HRTimeline
Bluespring Wealth Management, LLC8,248$5.12M0.49%+49813F-HRTimeline
Dana Investment Advisors, Inc.8,234$5.11M0.17%+11813F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO8,103$5.11M0.96%+54313F-HRTimeline
Quadrant Private Wealth Management, LLC8,229$5.11M1.06%-1,11513F-HRTimeline
Stockman Wealth Management, Inc.8,226$5.11M0.69%+23813F-HRTimeline
Cassaday & Co Wealth Management LLC8,226$5.11M0.13%-1513F-HRTimeline
M3 Advisory Group, LLC8,222$5.1M3.53%+9813F-HRTimeline
Seven Springs Wealth Group, LLC8,213$5.1M1.26%013F-HRTimeline
Curat Global, LLC8,180$5.08M4.85%+4,02513F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,155$5.06M0.06%+35113F-HRTimelineGroup
FAS Wealth Partners, Inc.8,138$5.05M0.37%+14613F-HRTimeline
Fiduciary Group, LLC8,134$5.05M0.48%-29013F-HRTimeline
Three Seasons Wealth, LLC8,131$5.05M0.58%-78413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.8,131$5.05M1.91%+11713F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…8,109$5.04M1.31%013F-HRTimeline
Edge Financial Advisors LLC8,111$5.03M2.65%-1,03013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,093$5.03M0.72%-15613F-HRTimeline
ASSET PLANNING CORPORATION8,083$5.02M2.67%-6413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,082$5.02M0.33%-2,22913F-HR/ATimeline
Alpha Advisors, LLC/VA8,045$5M4.28%+5513F-HRTimeline
Schorn Wealth LLC8,038$4.99M1.65%-32713F-HRTimeline