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Disclosery

IVV ISHARES TR

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SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
QRG CAPITAL MANAGEMENT, INC.14,277$9.78M0.11%+2,65813F-HRTimeline
Abacus Planning Group, Inc.14,236$9.75M1.3%+27213F-HRTimeline
MASECO LLP14,217$9.74M0.42%new13F-HRTimeline
JT Stratford LLC14,202$9.73M1.25%+3,03713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,132$9.68M0.58%+5,70713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…14,119$9.67M1.94%+54613F-HRTimelineGroup
Ethos Financial Group, LLC14,100$9.66M0.71%+21113F-HRTimeline
FDx Advisors, Inc.13,997$9.59M4.89%+4,05113F-HRTimeline
Emerald Advisors, LLC13,978$9.57M1.3%+1,70013F-HRTimeline
NatWest Group plcin group NatWest Group plc13,975$9.57M2.23%013F-HRTimelineGroup
Hilltop National Bank13,953$9.56M2.31%+13413F-HRTimeline
waypoint wealth counsel13,932$9.54M3.5%+6913F-HRTimeline
PITTENGER & ANDERSON INC13,800$9.45M0.36%+13413F-HRTimeline
LaSalle St. Investment Advisors, LLC13,769$9.43M1.52%+1,63613F-HRTimeline
Founders Financial Alliance, LLC13,744$9.41M1.78%-60613F-HRTimeline
Ewing Morris & Co. Investment Partners …13,567$9.41M4.1%+1,40613F-HRTimeline
Private Advisory Group LLC13,725$9.4M0.74%-42613F-HRTimeline
Shoker Investment Counsel, Inc.13,715$9.4M2.75%+13213F-HRTimeline
Nelson Capital Management, LLC13,674$9.37M1.1%-8513F-HRTimeline
Perissos Private Wealth Management, LLC13,671$9.36M8.08%-30413F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC13,669$9.36M0.04%new13F-HRTimeline
KWB Wealth13,658$9.35M0.89%+59413F-HRTimeline
Ironwood Investment Counsel, LLC13,648$9.35M1.31%-53413F-HRTimeline
1015 Capital Partners, LLC13,621$9.33M9.16%13F-HRTimeline
Successful Portfolios LLC13,361$9.31M4.75%+1,48013F-HRTimeline
Genesis Wealth Advisors, LLC13,588$9.31M6.38%-13313F-HRTimeline
Perennial Investment Advisors, LLC13,562$9.29M0.73%-16213F-HRTimeline
AWM CAPITAL, LLC13,546$9.28M0.84%+313F-HRTimeline
WESPAC Advisors, LLC13,543$9.28M5.03%+3,02613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.13,535$9.27M2.66%+63713F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC13,532$9.27M0.96%+31913F-HRTimeline
Avid Wealth Partners LLC13,529$9.27M4.53%+4,34213F-HRTimeline
Security National Bank13,474$9.23M1.32%+2,43713F-HRTimeline
Continuum Advisory, LLC13,456$9.22M0.92%-1113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC13,400$9.18M1.06%-14613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,363$9.15M2.71%-1,53213F-HRTimeline
Mendota Financial Group, LLC13,355$9.15M6.66%+17413F-HRTimeline
Coign Capital Advisors LLC13,269$9.09M4.76%+48213F-HRTimeline
Reality Financial Planning Services, LLC13,212$9.05M8.67%13F-HRTimeline
WEST BANCORPORATION INC13,185$9.03M4.73%-16913F-HRTimeline
Lexington Hill Partners, LLC13,162$9.01M6.78%13F-HRTimeline
TRUST POINT INC.13,144$9M0.71%+3013F-HRTimeline
McMill Wealth Management13,125$8.99M2.53%-14613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC13,124$8.99M2.58%+2,42013F-HRTimeline
Hixon Zuercher, LLC13,087$8.96M2.72%+12,33013F-HRTimeline
Strategic Wealth Advisors LLC13,076$8.96M7.66%13F-HRTimeline
Investment Research Partners LLC13,075$8.96M3.85%+23613F-HRTimeline
LEUTHOLD GROUP, LLC13,073$8.95M0.97%-1,22513F-HRTimeline
MSH Capital Advisors LLC13,059$8.94M1.91%+9313F-HRTimeline
C2C Wealth Management, LLC12,984$8.89M7.5%+18813F-HRTimeline
Able Wealth Management LLC12,934$8.86M2.8%+1,83013F-HRTimeline
Procyon Advisors, LLC12,930$8.86M0.44%+24713F-HRTimeline
Horizon Investments, LLC12,839$8.79M0.11%+3,81213F-HRTimeline
HighRoad Wealth Advisors, LLC12,830$8.79M8.39%13F-HRTimeline
Davis Wealth Advisors, LLC12,643$8.66M7.2%+44013F-HRTimeline
Krilogy Financial LLC12,416$8.64M0.29%+10513F-HRTimeline
Keystone Global Partners, LLC12,598$8.63M3.8%-8713F-HRTimeline
Fidato Wealth LLC12,509$8.57M5.47%-81413F-HRTimeline
Sterling Financial Planning, Inc.12,501$8.56M2.58%-11913F-HRTimeline
Global View Capital Management LLC12,486$8.55M1.59%+5,96613F-HRTimeline
Quartz Partners, LLC12,466$8.54M3.18%+37013F-HRTimeline
Salomon & Ludwin, LLC12,355$8.53M0.75%-11713F-HRTimeline
WASHINGTON TRUST Co12,443$8.52M0.28%+7113F-HRTimeline
BARRETT & COMPANY, INC.12,434$8.52M2.84%+6613F-HRTimeline
Keystone Financial Group12,424$8.51M0.63%-45013F-HRTimeline
Flower City Capital12,399$8.49M4.33%-9313F-HRTimeline
FIRST FINANCIAL CORP /IN/12,380$8.48M3.2%013F-HRTimeline
WPG Advisers, LLC12,375$8.48M6.29%+2,66713F-HRTimeline
Index Fund Advisors, Inc.12,301$8.43M0.4%-25913F-HRTimeline
Platform Technology Partners12,289$8.42M1.79%+9213F-HRTimeline
Legacy Capital Wealth Partners, LLC12,259$8.4M1.8%-90413F-HRTimeline
Clearstead Trust, LLC12,244$8.39M1.32%-3,25813F-HRTimeline
DeLarme Wealth Management, Inc.12,217$8.37M5.94%13F-HRTimeline
Riverbend Wealth Management, LLC12,187$8.35M5.26%-5413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP12,168$8.33M0.25%+6,24113F-HRTimeline
RCS Financial Planning, LLC12,140$8.32M3.58%+2913F-HRTimeline
Brooklyn Investment Group12,018$8.3M0.38%+8,55213F-HRTimeline
Allodium Investment Consultants, LLC12,116$8.3M4.21%+36513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,102$8.29M3.07%-11013F-HRTimeline
Confluence Wealth Services, Inc.12,093$8.28M0.34%+4,27413F-HRTimeline
Cornerstone Wealth Partners, LLC12,076$8.27M5.74%13F-HRTimeline
Barnes Wealth Management Group, Inc12,051$8.25M4.42%+24513F-HRTimeline
Jacobi Capital Management LLC12,045$8.25M0.48%-16113F-HRTimeline
Sterling Investment Counsel, LLC12,032$8.24M2.36%+19813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,030$8.24M1.39%13F-HRTimeline
United Community Bankin group United Community Bank12,027$8.24M3.11%-14,98013F-HRTimelineGroup
Fortress Financial Solutions, LLC12,025$8.24M8.43%+79213F-HRTimeline
Sage Mountain Advisors LLC11,989$8.21M0.44%-1213F-HRTimeline
Luken Investment Analytics, LLC11,975$8.2M3.24%-31613F-HRTimeline
Larson Financial Group LLC11,908$8.16M0.27%+15413F-HRTimeline
Scissortail Wealth Management, LLC11,902$8.15M1.86%-11713F-HRTimeline
OMERS ADMINISTRATION Corp11,900$8.15M0.06%013F-HRTimeline
Wilkins Miller Wealth Management, LLC11,896$8.15M4.85%-5313F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,883$8.14M0.26%-36913F-HRTimeline
Koss-Olinger Consulting, LLC11,854$8.12M0.63%-81013F-HRTimeline
Prasad Wealth Partners, LLC11,809$8.09M2.16%-10913F-HRTimeline
TradeWell Securities, LLC.11,806$8.09M3.15%-9613F-HRTimeline
Catalina Capital Group, LLC11,800$8.08M4.96%+34313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC11,788$8.07M13.4%-36813F-HRTimeline
GREENWOOD GEARHART LLC11,784$8.07M0.44%-2,18413F-HRTimeline
Cornerstone Planning Group LLC11,541$8.06M1.26%+70213F-HRTimeline
Curated Wealth Partners LLC11,766$8.06M0.87%+2,19713F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,731$8.04M1.32%+1,84013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,722$8.03M1.08%-9313F-HRTimeline
EFG International AGin group EFG International AG11,706$8.02M0.16%13F-HRTimelineGroup
Trust Co11,703$8.02M0.75%+27713F-HRTimeline
Asempa Wealth Advisors11,677$8M6.89%13F-HRTimeline
Greykasell Wealth Strategies, Inc.11,649$7.98M3.15%+1,13313F-HRTimeline
Westmount Partners, LLC11,577$7.93M1.98%-5513F-HRTimeline
Interchange Capital Partners, LLC11,578$7.93M1.47%+8913F-HRTimeline
Gen-Wealth Partners Inc11,507$7.88M2.53%+1,51913F-HRTimeline
Stone Summit Wealth LLC11,491$7.87M2.13%+6913F-HRTimeline
Arcus Capital Partners, LLC11,456$7.85M2.82%+9113F-HRTimeline
FAS Wealth Partners, Inc.11,454$7.85M0.51%+3,51813F-HRTimeline
Lifeworks Advisors, LLC11,416$7.82M1.01%+74213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,381$7.8M0.61%-6,63913F-HRTimeline
TRUST CO OF VERMONT11,365$7.78M0.32%+54013F-HRTimeline
Lakeridge Wealth Management LLC11,363$7.78M3.54%+2113F-HRTimeline
Patten Group, Inc.11,348$7.77M1.44%+33413F-HRTimeline
Brand Asset Management Group, Inc.11,319$7.75M2.17%-1413F-HRTimeline
Winthrop Capital Management, LLC11,318$7.75M1.81%-95513F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,293$7.73M0.14%+51413F-HRTimeline
Forefront Wealth Partners, LLC11,262$7.71M3.65%-2,54413F-HRTimeline
Astoria Strategic Wealth, Inc.11,246$7.7M1.94%+12513F-HRTimeline
Bedel Financial Consulting, Inc.11,239$7.7M0.83%-15913F-HRTimeline
Heritage Trust Co11,191$7.67M0.78%+28013F-HRTimeline
Intrua Financial, LLC11,171$7.65M0.84%-7513F-HRTimeline
Chancellor Financial Group WB LP11,158$7.64M5.23%-19313F-HRTimeline
WealthSpring Partners, LLC11,155$7.64M7.83%13F-HRTimeline
Triumph Capital Management11,127$7.62M1.65%+1,20013F-HRTimeline
Avise Financial Cooperative, Inc.11,104$7.61M6.85%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC11,064$7.58M3.44%-10613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding11,060$7.58M+1,188Timeline
Retirement Planning Group, LLC11,053$7.57M0.25%+213F-HRTimeline
DKM Wealth Management, Inc.11,036$7.56M5.64%+40413F-HRTimeline
TFR Capital, LLC.11,031$7.56M2.5%+13213F-HRTimeline
BURNEY CO/11,006$7.54M0.24%+8,59213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,937$7.49M0.21%-12013F-HRTimeline
Navigoe, LLC10,911$7.47M4.61%+2313F-HRTimeline
Rede Wealth, LLC10,906$7.47M2.6%+4,15413F-HRTimeline
Wall Capital Group, Inc.10,878$7.45M7.09%13F-HRTimeline
Meramec Financial Planners, LLC10,728$7.44M2.9%13F-HRTimeline
Turtle Creek Wealth Advisors, LLC10,860$7.44M0.59%+3,75113F-HRTimeline
Presidio Capital Management, LLC10,852$7.43M2.23%+75713F-HRTimeline
PFS Partners, LLC10,844$7.43M3.41%-12513F-HRTimeline
Meridian Financial Partners LLC10,782$7.42M2.94%-8213F-HRTimeline
ROCKLAND TRUST CO10,830$7.42M0.29%+413F-HRTimeline
Busey Bank10,797$7.4M0.19%-52713F-HRTimeline
Cadent Capital Advisors, LLC10,778$7.38M1.95%+77113F-HRTimeline
5T Wealth, LLC10,760$7.37M2.94%-10813F-HRTimeline
Innovative Wealth Building LLC10,746$7.36M5.37%+34913F-HRTimeline
Facet Wealth, Inc.10,531$7.36M0.13%+1,80213F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,716$7.34M0.6%+2113F-HRTimeline
S.A. Mason LLC10,706$7.33M2.9%+7813F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,667$7.31M0.92%13F-HRTimeline
EWA, LLC10,665$7.31M1.78%+6,15213F-HRTimeline
Transcendent Capital Group LLC10,662$7.3M3.31%-19413F-HRTimeline
NORDEN GROUP LLC10,639$7.29M0.71%-1,28513F-HRTimeline
PFG Investments, LLC10,628$7.28M0.34%-20513F-HRTimeline
Riverwater Partners LLC10,605$7.26M2.81%+4,74113F-HRTimeline
Mission Creek Capital Partners, Inc.10,565$7.24M1.46%-33713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,540$7.22M1.99%-54413F-HRTimeline
Redhawk Wealth Advisors, Inc.10,470$7.17M0.8%+1,31013F-HRTimeline
Journey Advisory Group, LLC10,458$7.16M0.6%+60313F-HRTimeline
Leo Wealth, LLC10,456$7.16M0.52%+3,88913F-HRTimeline
First Financial Bankshares Inc10,429$7.14M0.14%-1,66013F-HRTimeline
W ADVISORS, LLC10,428$7.14M3.59%+2413F-HRTimeline
LANE BROTHERS & CO INC10,400$7.12M5.16%13F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,316$7.12M2.71%+4,93113F-HRTimeline
Pinnacle Bancorp, Inc.10,377$7.11M2.08%+313F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$7.09M0.05%013F-HRTimelineGroup
WINCAP FINANCIAL LLC10,340$7.08M4.86%+1,38513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,331$7.08M3.34%+3113F-HRTimeline
Colter Lewis Investment Partners LLC10,328$7.07M8.18%13F-HRTimeline
Allen Capital Group, LLC10,318$7.07M0.65%-17613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC10,311$7.06M3.83%-1,75413F-HRTimeline
Independent Solutions Wealth Management…10,302$7.06M1.3%+1,44613F-HRTimeline
Sepio Capital, LP10,240$7.01M0.38%+8,74413F-HRTimeline
Heritage Family Offices, LLP10,221$7M3.18%+1,27813F-HRTimeline
BlueChip Wealth Advisors LLC10,202$6.99M2.94%-41113F-HRTimeline
STEPH & CO10,164$6.96M2.01%+12713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,160$6.96M2.6%-27613F-HRTimeline
Gallagher Capital Advisors, LLC10,125$6.94M4.48%-913F-HRTimeline
POWER WEALTH MANAGEMENT LLC10,076$6.9M2.43%-4613F-HRTimeline
XY Planning Network, Inc.10,021$6.86M1.2%-3,03713F-HRTimeline
Bestgate Wealth Advisors, LLC10,014$6.86M12.05%-19913F-HRTimeline
Idaho Trust Co10,001$6.85M2.27%-1,42513F-HRTimeline
BANQUE PICTET & CIE SA9,992$6.84M0.07%+1,38013F-HRTimeline
KDK Private Wealth Management, LLC9,974$6.83M5.96%-13113F-HR/ATimeline
NovaPoint Capital, LLC9,971$6.83M1.76%-7613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,962$6.82M0.22%-1,26813F-HRTimeline
Annex Advisory Services, LLC9,931$6.8M0.13%+27113F-HRTimeline
Variant Private Wealth, LLC9,923$6.8M7.06%-21213F-HRTimeline
UPTICK PARTNERS, LLC9,917$6.79M1.45%+61013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,841$6.79M0.46%-74113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,870$6.76M0.83%-1513F-HRTimeline
Selective Wealth Management, Inc.9,712$6.75M2.11%-1,26113F-HRTimeline
SK Wealth Management, LLC9,673$6.74M1.88%+2513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,774$6.7M0.22%+34913F-HRTimelineGroup
J HAGAN CAPITAL, INC.9,770$6.69M3.7%+6,58713F-HRTimeline