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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HOHIMER WEALTH MANAGEMENT, LLC11,815$7.91M1.11%+1613F-HRTimeline
Barnes Wealth Management Group, Inc11,806$7.9M4.35%+29613F-HRTimeline
Larson Financial Group LLC11,754$7.87M0.28%+11413F-HRTimeline
Allodium Investment Consultants, LLC11,751$7.86M4.44%+40813F-HRTimeline
Koss-Olinger Consulting, LLC12,664$7.86M0.65%-2013F-HRTimeline
Westmount Partners, LLC11,632$7.81M2.02%-4713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,619$7.78M0.09%+2,68113F-HRTimeline
Hollow Brook Wealth Management LLC11,523$7.71M1.82%+4,06113F-HRTimeline
Interchange Capital Partners, LLC11,489$7.69M1.51%+1,45013F-HRTimeline
Catalina Capital Group, LLC11,457$7.67M4.73%+75313F-HRTimeline
Trust Co11,426$7.65M0.78%-21513F-HRTimeline
Idaho Trust Co11,426$7.65M2.57%+76113F-HRTimeline
Stone Summit Wealth LLC11,422$7.64M2.17%+1,38113F-HRTimeline
Bedel Financial Consulting, Inc.11,398$7.63M0.97%+48313F-HRTimeline
Arcus Capital Partners, LLC11,365$7.61M3.33%+1113F-HRTimeline
Chancellor Financial Group WB LP11,351$7.6M5.4%-2913F-HRTimeline
Lakeridge Wealth Management LLC11,342$7.59M3.37%+29913F-HRTimeline
Brand Asset Management Group, Inc.11,333$7.59M2.13%+2,36613F-HRTimeline
Busey Bank11,324$7.58M0.21%-15913F-HRTimeline
Illinois Municipal Retirement Fund11,300$7.56M0.1%-4,00013F-HRTimeline
Intrua Financial, LLC11,246$7.53M0.88%-10313F-HRTimeline
LVZ, Inc.11,236$7.52M0.85%+1,04613F-HRTimeline
Fortress Financial Solutions, LLC11,233$7.52M8.19%+2,56513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,230$7.52M0.26%+35813F-HRTimeline
Empowered Funds, LLC11,211$7.5M0.08%+2,24113F-HRTimeline
TCI Wealth Advisors, Inc.11,171$7.48M0.45%+29813F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,170$7.48M3.6%-9313F-HRTimeline
Apeiron RIA LLC11,220$7.48M1.68%+6,68713F-HRTimeline
JT Stratford LLC11,165$7.47M1%+1,97413F-HRTimeline
Edgestream Partners, L.P.11,161$7.47M0.22%+2,74413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…11,124$7.45M0.07%-12,73013F-HRTimelineGroup
Astoria Strategic Wealth, Inc.11,121$7.44M1.88%+17413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC11,111$7.44M1.24%new13F-HRTimeline
Able Wealth Management LLC11,104$7.43M2.79%-27913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,084$7.42M1.59%-11013F-HRTimeline
Cornerstone Planning Group LLC10,839$7.41M1.19%+10,13313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC11,057$7.4M0.21%+46913F-HRTimeline
Retirement Planning Group, LLC11,051$7.4M0.26%+47813F-HRTimeline
Security National Bank11,037$7.39M1.13%-7513F-HRTimeline
Selective Wealth Management, Inc.10,973$7.38M2.37%-47113F-HRTimeline
Patten Group, Inc.11,014$7.37M1.44%-6113F-HRTimeline
Meridian Financial Partners LLC10,864$7.35M3.05%-30213F-HRTimeline
PFS Partners, LLC10,969$7.34M3.49%-15613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC10,912$7.3M0.09%-6913F-HRTimelineGroup
Heritage Trust Co10,911$7.3M0.77%-8813F-HRTimeline
Mission Creek Capital Partners, Inc.10,902$7.3M1.44%-1313F-HRTimeline
TFR Capital, LLC.10,899$7.29M2.44%+17313F-HRTimeline
Navigoe, LLC10,888$7.29M4.65%+1,72513F-HRTimeline
5T Wealth, LLC10,868$7.27M3.17%+51913F-HRTimeline
Transcendent Capital Group LLC10,856$7.27M3.25%+92013F-HRTimeline
Beacon Bank & Trust10,840$7.26M1.56%+1,43713F-HRTimeline
PFG Investments, LLC10,833$7.25M0.38%+23413F-HRTimeline
ROCKLAND TRUST CO10,826$7.25M0.3%+5,43413F-HRTimeline
TRUST CO OF VERMONT10,825$7.25M0.32%+4413F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,779$7.21M0.15%+9413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.10,730$7.18M0.05%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC10,704$7.16M2.16%+3,65613F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,695$7.16M0.55%-51713F-HRTimeline
Lifeworks Advisors, LLC10,674$7.14M0.96%-16813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,471$7.12M0.57%013F-HRTimeline
DKM Wealth Management, Inc.10,632$7.12M5.71%+37313F-HRTimeline
S.A. Mason LLC10,628$7.11M3.14%+17213F-HRTimeline
BlueChip Wealth Advisors LLC10,613$7.1M3.03%-18013F-HRTimeline
American Trust10,583$7.08M0.6%+38013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,582$7.08M0.53%-56213F-HRTimeline
FSA Wealth Management LLC85,453$7.06M2.58%-75013F-HRTimeline
WESPAC Advisors, LLC10,517$7.04M4.11%+4,65113F-HRTimeline
Greykasell Wealth Strategies, Inc.10,516$7.04M2.96%-1,87113F-HRTimeline
Allen Capital Group, LLC10,494$7.02M0.67%+12213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,436$6.99M2.75%-3,85013F-HRTimeline
MRP Capital Investments, LLC11,220$6.97M5.98%013F-HR/ATimeline
W ADVISORS, LLC10,404$6.96M3.67%-6913F-HRTimeline
Innovative Wealth Building LLC10,397$6.96M5.42%-61813F-HRTimeline
Prostatis Group LLC10,390$6.95M1.74%-1713F-HRTimeline
Pinnacle Bancorp, Inc.10,374$6.94M2.05%+46413F-HRTimeline
Hi-Line Capital Management, LLC10,352$6.93M2.19%+1,68913F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$6.91M0.05%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD10,300$6.89M3.32%-40213F-HRTimeline
Moloney Securities Asset Management, LLC10,235$6.85M0.82%-6613F-HRTimeline
Bestgate Wealth Advisors, LLC10,213$6.84M12.07%-28413F-HRTimeline
FDx Advisors, Inc.9,946$6.82M2.04%-53013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,170$6.81M0.39%-28113F-HRTimeline
Variant Private Wealth, LLC10,135$6.78M6.27%+1313F-HRTimeline
POWER WEALTH MANAGEMENT LLC10,122$6.77M2.47%-2313F-HRTimeline
New Age Alpha Advisors, LLC10,121$6.77M0.29%-35113F-HRTimeline
KDK Private Wealth Management, LLC10,105$6.76M6.86%+45713F-HRTimeline
Presidio Capital Management, LLC10,095$6.76M2.37%+47213F-HRTimeline
Consolidated Portfolio Review Corp10,066$6.74M0.85%+3,09913F-HRTimeline
OLD MISSION CAPITAL LLC10,061$6.73M0.24%-59,08713F-HRTimeline
NovaPoint Capital, LLC10,047$6.72M1.65%+48613F-HRTimeline
STEPH & CO10,037$6.72M2.05%-1013F-HRTimeline
Cadent Capital Advisors, LLC10,007$6.7M1.77%-18613F-HRTimeline
Gen-Wealth Partners Inc9,988$6.68M2.26%-79813F-HRTimeline
Wall Street Financial Group, Inc.9,964$6.67M4.9%-76513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA9,935$6.65M0.42%013F-HRTimelineGroup
Triumph Capital Management9,927$6.64M1.79%+32313F-HR/ATimeline
Sagard Holdings Management Inc.9,911$6.63M33.22%013F-HRTimeline
Pachira Investments Inc.9,897$6.62M3.72%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,891$6.62M1.19%+44713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,885$6.62M0.85%-1,29813F-HRTimeline
Glassman Wealth Services9,879$6.61M0.93%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,872$6.61M+1,051Timeline
Journey Advisory Group, LLC9,855$6.6M0.49%-19313F-HRTimeline
Advyzon Investment Management, LLC9,788$6.55M1.12%-1,23513F-HRTimeline
Windsor Advisory Group, LLC9,751$6.53M5.78%-35613F-HRTimeline
SK Wealth Management, LLC9,648$6.51M2.43%+1,90313F-HRTimeline
WPG Advisers, LLC9,708$6.5M5.04%+65113F-HRTimeline
InTrack Investment Management Inc9,702$6.49M3.88%+97313F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,683$6.48M6.42%-2013F-HRTimeline
Parkside Financial Bank & Trust9,673$6.47M0.5%+79013F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,670$6.47M0.72%-1,37413F-HRTimeline
Annex Advisory Services, LLC9,660$6.47M0.14%-22513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,649$6.46M0.75%+2613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,611$6.43M0.98%-82013F-HRTimeline
Curated Wealth Partners LLC9,569$6.4M0.77%-3,37113F-HRTimeline
Landmark Wealth Management, LLC9,566$6.4M2.54%-2013F-HRTimeline
Armbruster Capital Management, Inc.9,548$6.39M1.09%-5,38713F-HRTimeline
Compass Ion Advisors, LLC9,482$6.35M0.61%+26713F-HRTimeline
Edgemoor Investment Advisors, Inc.9,468$6.34M0.49%+2,16913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,445$6.32M0.19%-67513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,425$6.31M0.22%+61713F-HRTimelineGroup
Magnus Financial Group LLC9,402$6.29M0.5%-1213F-HRTimeline
FLC Capital Advisors9,387$6.28M1.22%-3513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,356$6.26M0.06%+1,20113F-HRTimelineGroup
Vawter Financial, Ltd.9,334$6.25M2.83%+8,46813F-HR/ATimeline
Strathmore Capital Advisors, Inc.9,328$6.24M2.56%+13513F-HRTimeline
Olde Wealth Management, LLC9,112$6.24M1.93%13F-HRTimeline
UPTICK PARTNERS, LLC9,307$6.23M1.64%-18013F-HRTimeline
St. Johns Investment Management Company…9,295$6.22M2.64%-5813F-HRTimeline
James J. Burns & Company, LLC9,269$6.2M0.92%-15613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …9,248$6.19M0.1%+4,13313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…9,216$6.17M2.32%-23013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,210$6.16M0.33%+52213F-HRTimelineGroup
Avid Wealth Partners LLC9,187$6.15M3.06%+20913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9,190$6.15M0.01%+6,30713F-HRTimelineGroup
PMV Capital Advisers, LLC9,167$6.14M11.91%+5013F-HRTimeline
Redhawk Wealth Advisors, Inc.9,160$6.13M0.71%-52913F-HRTimeline
BRADY FAMILY WEALTH, LLC9,158$6.13M1.9%+1013F-HRTimeline
Stokes Family Office, LLC9,146$6.12M0.58%+1,11713F-HRTimeline
Kera Capital Partners, Inc.9,144$6.12M0.92%+413F-HRTimeline
Curat Global, LLC9,127$6.11M5.73%+94713F-HRTimeline
Sunburst Financial Group, LLC9,125$6.11M1.29%+1413F-HRTimeline
West Branch Capital LLC9,116$6.1M1.6%+5513F-HRTimeline
Stockman Wealth Management, Inc.9,095$6.09M0.76%+86913F-HRTimeline
First Heartland Consultants, Inc.9,081$6.08M0.49%+3513F-HRTimeline
Affiance Financial, LLC9,072$6.07M1.11%-2913F-HRTimeline
Black Diamond Financial, LLC9,048$6.06M0.68%+52213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,048$6.06M0.08%-14313F-HRTimelineGroup
Horizon Investments, LLC9,027$6.04M0.08%+1,37413F-HRTimeline
TRUEFG, LLC9,024$6.04M1.67%-19713F-HRTimeline
Traynor Capital Management, Inc.8,957$6M0.34%+1,50913F-HRTimeline
WINCAP FINANCIAL LLC8,955$5.99M4.14%+94713F-HRTimeline
Heritage Family Offices, LLP8,943$5.99M2.79%-4,21013F-HRTimeline
Moneda S.A. Administradora General de F…8,700$5.96M6.58%013F-HRTimeline
AA Financial Advisors, LLC8,903$5.96M1.17%+10713F-HRTimeline
Tempus Wealth Planning, LLC8,895$5.95M1.37%+25613F-HRTimeline
Essential Planning, LLC.8,882$5.94M2.05%-40513F-HRTimeline
Bulltick Wealth Management, LLC8,880$5.94M1.41%-77313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…8,862$5.94M2.67%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,864$5.93M3.44%-2713F-HRTimeline
Independent Solutions Wealth Management…8,856$5.93M1.05%-9413F-HRTimeline
ADG Wealth Management Group, LLC8,853$5.93M4.71%-1,56313F-HRTimeline
Vertex Planning Partners, LLC8,832$5.91M1.13%-5013F-HRTimeline
1834 INVESTMENT ADVISORS CO8,798$5.89M0.72%-1,13313F-HRTimeline
WORLD EQUITY GROUP, INC.8,785$5.88M1.34%+77813F-HRTimeline
Dogwood Wealth Management LLC8,773$5.87M2.67%013F-HRTimeline
EFG Private Wealth Management (Americas…8,751$5.86M1.01%-1,25913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,739$5.85M0.01%+28413F-HRTimelineGroup
Facet Wealth, Inc.8,729$5.84M0.12%+2,39913F-HRTimeline
Wealth Advisors of Iowa, LLC8,725$5.84M1.99%-1813F-HRTimeline
Sonoma Private Wealth LLC8,684$5.81M6.94%+2113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,671$5.8M0.68%+25213F-HRTimeline
GSG Advisors LLC8,636$5.8M1.54%-6713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC8,651$5.79M2.79%+213F-HRTimeline
Nicholas Hoffman & Company, LLC.8,627$5.77M0.14%+4213F-HRTimeline
Berkeley, Inc8,623$5.77M1.86%-13313F-HRTimeline
Quad-Cities Investment Group, LLC8,621$5.77M2.46%-22113F-HRTimeline
Strata Wealth Advisors, LLC8,613$5.76M1.52%-1,93713F-HRTimeline
BANQUE PICTET & CIE SA8,612$5.76M0.06%013F-HRTimeline
Commonwealth Retirement Investments LLC8,571$5.74M1.95%+5613F-HRTimeline
Signal Advisors Wealth, LLC8,570$5.74M0.52%+1,82513F-HRTimeline
Quadrant Private Wealth Management, LLC8,564$5.73M1.05%+33513F-HRTimeline
Schorn Wealth LLC8,545$5.72M1.75%+50713F-HRTimeline
Peak Asset Management, LLC8,541$5.72M1%-38413F-HRTimeline
KWMG, LLC8,536$5.71M0.5%-9213F-HRTimeline
Quadcap Wealth Management, LLC8,521$5.7M0.67%-74113F-HRTimeline
Private Wealth Partners, LLC8,508$5.69M0.41%+8713F-HRTimeline
Financial Advocates Investment Manageme…8,485$5.68M3.19%-14,59413F-HRTimeline
Keystone Financial Services, LLC8,454$5.66M3.96%-14113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,425$5.64M0.33%+34313F-HRTimeline
Morling Financial Advisors, LLC8,423$5.64M1.87%-90713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,413$5.63M0.71%+32013F-HRTimeline
Legacy Advisory Services, LLC8,409$5.63M4.25%+7013F-HRTimeline
ORG Partners LLC8,070$5.62M1.02%+2,37913F-HRTimeline
Dana Investment Advisors, Inc.8,391$5.62M0.16%+15713F-HRTimeline
Arista Wealth Management, LLC8,378$5.61M0.7%013F-HRTimeline
PATTEN & PATTEN INC/TN8,353$5.59M0.33%+4,25613F-HRTimeline
Daner Wealth Management, LLC8,309$5.55M3.6%+513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…8,253$5.52M0.8%-79613F-HRTimeline
M3 Advisory Group, LLC8,227$5.51M3.43%+513F-HRTimeline