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Disclosery

IVV ISHARES TR

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SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…13,857$9.05M0.81%13F-HRTimelineGroup
GeoWealth Management, LLC13,844$9.04M0.33%-1,40313F-HRTimeline
Successful Portfolios LLC13,937$9.03M4.98%+57613F-HRTimeline
Coign Capital Advisors LLC13,809$9.02M4.74%+54013F-HRTimeline
Strategic Financial Concepts, LLC13,722$8.96M2.21%+4,11213F-HRTimeline
NatWest Group plcin group NatWest Group plc13,700$8.95M1.94%-27513F-HRTimelineGroup
Gen-Wealth Partners Inc13,661$8.92M2.82%+2,15413F-HRTimeline
waypoint wealth counsel13,635$8.91M4.61%-29713F-HRTimeline
GREENWOOD GEARHART LLC13,634$8.91M0.48%+1,85013F-HRTimeline
Procyon Advisors, LLC13,629$8.9M0.44%+69913F-HRTimeline
Continuum Advisory, LLC13,589$8.88M0.85%+13313F-HRTimeline
Private Advisory Group LLC13,572$8.87M0.62%-15313F-HRTimeline
Activest Wealth Management13,523$8.83M1.55%-3,83213F-HRTimeline
Shoker Investment Counsel, Inc.13,500$8.82M2.62%-21513F-HRTimeline
First Heartland Consultants, Inc.13,492$8.81M0.68%+4,27213F-HRTimeline
AWM CAPITAL, LLC13,472$8.8M0.8%-7413F-HRTimeline
WPG Advisers, LLC13,439$8.78M6.47%+1,06413F-HRTimeline
Founders Financial Alliance, LLC13,410$8.76M1.58%-33413F-HRTimeline
BWM Planning, LLC13,388$8.74M2.31%-2,52713F-HRTimeline
Riverwater Partners LLC13,369$8.73M2.91%+2,76413F-HRTimeline
Mendota Financial Group, LLC13,367$8.73M6.47%+1213F-HRTimeline
Ironwood Investment Counsel, LLC13,342$8.72M1.26%-30613F-HRTimeline
PITTENGER & ANDERSON INC13,328$8.71M0.35%-47213F-HRTimeline
Genesis Wealth Advisors, LLC13,308$8.69M5.8%-28013F-HRTimeline
WEST BANCORPORATION INC13,302$8.69M4.34%+11713F-HRTimeline
Forefront Wealth Partners, LLC13,273$8.67M3.63%+2,01113F-HRTimeline
Quartz Partners, LLC13,244$8.65M3.34%+77813F-HRTimeline
Lexington Hill Partners, LLC13,191$8.62M4.88%+2913F-HRTimeline
McMill Wealth Management13,175$8.61M2.29%+5013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,136$8.58M2.54%-22713F-HRTimeline
C2C Wealth Management, LLC13,057$8.53M7.21%+7313F-HRTimeline
LEUTHOLD GROUP, LLC13,038$8.52M0.91%-3513F-HRTimeline
MSH Capital Advisors LLC13,035$8.51M1.8%-2413F-HRTimeline
TRUST POINT INC.13,012$8.5M0.74%-13213F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC13,000$8.49M4.87%-4,00013F-HRTimelineGroup
Investment Research Partners LLC12,984$8.48M3.45%-9113F-HRTimeline
Nelson Capital Management, LLC12,959$8.46M1.03%-71513F-HRTimeline
Storen Legacy Partners, LLC12,865$8.4M2.63%+11,56413F-HRTimeline
Reality Financial Planning Services, LLC12,864$8.4M8.11%-34813F-HRTimeline
Arete Wealth Advisors, LLC12,709$8.3M0.62%-3,02313F-HR/ATimeline
DeLarme Wealth Management, Inc.12,701$8.3M5.34%+48413F-HRTimeline
J HAGAN CAPITAL, INC.12,689$8.29M4.47%+2,91913F-HRTimeline
S.A. Mason LLC12,679$8.28M3.11%+1,97313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,569$8.27M0.58%-1,80913F-HRTimeline
Presidio Capital Management, LLC12,659$8.27M2.4%+1,80713F-HRTimeline
HighRoad Wealth Advisors, LLC12,653$8.27M8.07%-17713F-HRTimeline
WASHINGTON TRUST Co12,649$8.26M0.28%+20613F-HRTimeline
Fortress Financial Solutions, LLC12,633$8.25M8.62%+60813F-HRTimeline
Integrated Investment Consultants, LLC12,630$8.25M1.75%-1,95513F-HRTimeline
Riverbend Wealth Management, LLC12,533$8.19M5.09%+34613F-HRTimeline
BARRETT & COMPANY, INC.12,527$8.18M2.82%+9313F-HRTimeline
Portfolio Resources Advisor Group, Inc.12,520$8.18M8.12%+4,03513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,510$8.17M2.71%+5,54513F-HRTimeline
Catalina Capital Group, LLC12,439$8.13M4.98%+63913F-HRTimeline
Transcendent Capital Group LLC12,412$8.11M3.7%+1,75013F-HRTimeline
Sterling Financial Planning, Inc.12,401$8.1M2.4%-10013F-HRTimeline
Innovative Wealth Building LLC12,391$8.09M5.69%+1,64513F-HRTimeline
FIRST FINANCIAL CORP /IN/12,380$8.09M3.18%013F-HRTimeline
Salomon & Ludwin, LLC12,265$8.08M0.72%-9013F-HRTimeline
Barnes Wealth Management Group, Inc12,369$8.08M4.1%+31813F-HRTimeline
Index Fund Advisors, Inc.12,339$8.06M0.36%+3813F-HRTimeline
Commonwealth Retirement Investments LLC12,311$8.04M2.49%+3,18913F-HRTimeline
Fidato Wealth LLC12,286$8.03M5.21%-22313F-HRTimeline
Navigoe, LLC12,270$8.01M4.73%+1,35913F-HRTimeline
Flower City Capital12,253$8M4.01%-14613F-HRTimeline
Keystone Global Partners, LLC12,239$7.99M3.55%-35913F-HRTimeline
Brand Asset Management Group, Inc.12,217$7.98M2.08%+89813F-HRTimeline
Heritage Trust Co12,216$7.98M0.8%+1,02513F-HRTimeline
WealthSpring Partners, LLC12,172$7.95M7.3%+1,01713F-HRTimeline
W ADVISORS, LLC12,148$7.94M4.07%+1,72013F-HRTimeline
UPTICK PARTNERS, LLC12,141$7.93M1.58%+2,22413F-HRTimeline
XY Planning Network, Inc.12,021$7.91M1.26%+2,00013F-HRTimeline
Legacy Capital Wealth Partners, LLC12,106$7.91M1.63%-15313F-HRTimeline
North Berkeley Wealth Management, LLC12,071$7.88M4.17%+6,30713F-HRTimeline
TradeWell Securities, LLC.12,020$7.85M3.31%+21413F-HRTimeline
Allodium Investment Consultants, LLC12,009$7.84M3.76%-10713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC12,002$7.84M1.32%-2813F-HRTimeline
STRATEGY ASSET MANAGERS LLC11,996$7.84M1.29%+26513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,993$7.83M2.88%-10913F-HRTimeline
Prudent Man Advisors, LLC11,967$7.82M2.34%+6,96113F-HRTimeline
Retirement Planning Group, LLC11,942$7.8M0.24%+88913F-HRTimeline
FDx Advisors, Inc.11,941$7.8M2.49%-2,05613F-HRTimeline
Fisher Asset Management, LLC11,921$7.79M<0.01%+4,81913F-HRTimeline
OMERS ADMINISTRATION Corp11,900$7.78M0.05%013F-HRTimeline
Meridian Financial Partners LLC11,733$7.77M2.95%+95113F-HRTimeline
Bedel Financial Consulting, Inc.11,889$7.77M0.89%+65013F-HRTimeline
Facet Wealth, Inc.11,882$7.76M0.13%+1,35113F-HRTimeline
Clearstead Trust, LLC11,863$7.75M1.26%-38113F-HRTimeline
Jacobi Capital Management LLC11,855$7.74M0.43%-19013F-HRTimeline
Confluence Wealth Services, Inc.11,849$7.74M0.3%-24413F-HRTimeline
Larson Financial Group LLC11,803$7.71M0.25%-10513F-HRTimeline
Sage Mountain Advisors LLC11,799$7.71M0.54%-19013F-HRTimeline
Rede Wealth, LLC11,793$7.7M2.77%+88713F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,756$7.68M0.25%-12713F-HRTimeline
Prasad Wealth Partners, LLC11,753$7.68M2.09%-5613F-HRTimeline
Stone Summit Wealth LLC11,723$7.66M2.13%+23213F-HRTimeline
Curated Wealth Partners LLC11,721$7.66M0.96%-4513F-HRTimeline
MRA Advisory Group11,677$7.63M3.11%-8,34813F-HRTimeline
Sterling Investment Counsel, LLC11,671$7.62M2.14%-36113F-HRTimeline
Westmount Partners, LLC11,662$7.62M1.88%+8513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,636$7.6M0.93%-8613F-HRTimeline
Chancellor Financial Group WB LP11,631$7.6M5.44%+47313F-HRTimeline
Greykasell Wealth Strategies, Inc.11,613$7.59M3.06%-3613F-HRTimeline
Astoria Strategic Wealth, Inc.11,603$7.58M1.92%+35713F-HRTimeline
STEPH & CO11,591$7.57M2.16%+1,42713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,563$7.55M0.61%+18213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,530$7.53M0.57%+5,57113F-HRTimeline
Bawa N Mallick Trust11,500$7.51M3.08%-3,04313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.11,495$7.51M0.28%new13F-HR/ATimelineGroup
CLEAR INVESTMENT RESEARCH, LLC11,479$7.5M11.74%-30913F-HRTimeline
Lakeridge Wealth Management LLC11,478$7.5M3.22%+11513F-HRTimeline
Bull Harbor Capital LLC11,470$7.49M2.01%13F-HRTimeline
Unify Financial Advisors11,449$7.48M7.76%+1,70913F-HRTimeline
Capital Advisor Network LLC11,402$7.45M10.43%13F-HR/ATimeline
Intrua Financial, LLC11,401$7.45M0.8%+23013F-HRTimeline
Koss-Olinger Consulting, LLC11,375$7.43M0.62%-47913F-HRTimeline
Asempa Wealth Advisors11,284$7.43M6.47%-39313F-HRTimeline
DKM Wealth Management, Inc.11,341$7.41M5.34%+30513F-HRTimeline
5T Wealth, LLC11,331$7.4M2.92%+57113F-HRTimeline
Triumph Capital Management11,316$7.39M1.5%+18913F-HRTimeline
Avise Financial Cooperative, Inc.11,309$7.39M6.11%+20513F-HRTimeline
Luken Investment Analytics, LLC11,302$7.38M2.83%-67313F-HRTimeline
WATERS PARKERSON & CO., LLC11,231$7.34M0.38%-21,93813F-HRTimeline
Wilkins Miller Wealth Management, LLC11,222$7.33M4.43%-67413F-HRTimeline
FAS Wealth Partners, Inc.11,211$7.32M0.46%-24313F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,168$7.3M0.15%-12513F-HRTimeline
OLD MISSION CAPITAL LLC11,125$7.27M0.17%-10,83313F-HRTimeline
SFE Investment Counsel11,114$7.26M1.16%+3,09013F-HRTimeline
Cadent Capital Advisors, LLC11,046$7.22M1.91%+26813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,045$7.21M0.52%-4,25313F-HRTimeline
Wall Capital Group, Inc.11,017$7.2M7.68%+13913F-HRTimeline
Meramec Financial Planners, LLC10,088$7.18M2.85%-64013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,975$7.17M0.79%+50513F-HRTimeline
Aletheian Wealth Advisors LLC10,953$7.15M3.49%13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE10,943$7.15M1.06%+6,47513F-HRTimeline
Patten Group, Inc.10,928$7.14M1.24%-42013F-HRTimeline
PFS Partners, LLC10,909$7.13M3.27%+6513F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,887$7.11M0.57%+17113F-HRTimeline
TFR Capital, LLC.10,849$7.09M2.17%-18213F-HRTimeline
Fortis Capital Management LLC10,838$7.08M0.95%+2,15813F-HRTimeline
Alta Wealth Advisors LLC10,769$7.03M2.28%+2,68813F-HRTimeline
TFB Advisors LLC10,762$7.03M3.68%-9,52713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10,745$7.02M0.21%-19213F-HR/ATimeline
Strid Group, LLC10,729$7.01M0.87%+2,47613F-HRTimeline
InTrack Investment Management Inc10,683$6.98M3.98%+1,04113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PW ADVISORS, LLC \ FL10,652$6.96M5.21%+2,14513F-HRTimeline
PMV Capital Advisers, LLC10,596$6.92M11.68%+92513F-HRTimeline
United Community Bankin group United Community Bank10,524$6.87M2.29%-1,50313F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…10,486$6.85M1.43%-3,63313F-HRTimelineGroup
LifePlan Investment Advisors, Inc.10,460$6.83M2.68%+2,72113F-HRTimeline
Mission Creek Capital Partners, Inc.10,451$6.83M1.36%-11413F-HRTimeline
Triad Wealth Partners, LLC10,440$6.82M0.54%+2,92313F-HRTimeline
Selective Wealth Management, Inc.9,539$6.82M2.02%-17313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,418$6.81M1.88%-12213F-HRTimeline
NORDEN GROUP LLC10,413$6.8M0.65%-22613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,404$6.8M2.49%+24413F-HRTimeline
Venturi Wealth Management, LLC10,399$6.79M0.31%-5,41113F-HRTimeline
Galvin, Gaustad & Stein, LLC10,392$6.79M0.54%+1,57013F-HRTimeline
BlueChip Wealth Advisors LLC10,341$6.76M2.97%+13913F-HRTimeline
Allen Capital Group, LLC10,340$6.75M0.61%+2213F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC10,339$6.75M3.73%+2813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,331$6.75M3.15%013F-HRTimeline
Hi-Line Capital Management, LLC10,327$6.75M2.12%+1,00313F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,326$6.75M2.63%+1013F-HRTimeline
NovaPoint Capital, LLC10,299$6.73M1.69%+32813F-HRTimeline
Pinnacle Bancorp, Inc.10,299$6.73M1.99%-7813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI10,270$6.71M0.05%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,116$6.61M0.95%+40913F-HRTimeline
CVFG LLC10,113$6.61M0.82%+3,72113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,103$6.6M0.22%+32913F-HRTimelineGroup
SK Wealth Management, LLC9,960$6.59M1.83%+28713F-HRTimeline
Idaho Trust Co10,077$6.58M2.14%+7613F-HRTimeline
Landmark Wealth Management, LLC10,063$6.57M1.76%+38113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,014$6.54M4.02%+1,09513F-HRTimeline
Cassia Capital Partners, LLC10,012$6.54M3.36%-4,55913F-HRTimeline
POWER WEALTH MANAGEMENT LLC9,995$6.53M2.43%-8113F-HRTimeline
BANQUE PICTET & CIE SA9,992$6.53M0.08%013F-HRTimeline
WINCAP FINANCIAL LLC9,992$6.53M4.34%-34813F-HRTimeline
Black Diamond Financial, LLC9,986$6.52M0.71%+89213F-HRTimeline
MMA ASSET MANAGEMENT LLC9,957$6.5M2.29%-5,63713F-HRTimeline
Bestgate Wealth Advisors, LLC9,942$6.49M11.71%-7213F-HRTimeline
Variant Private Wealth, LLC9,940$6.49M7.86%+1713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,878$6.45M0.82%+813F-HRTimeline
KDK Private Wealth Management, LLC9,944$6.44M5.9%-3013F-HRTimeline
Vawter Financial, Ltd.9,856$6.44M2.71%+22413F-HR/ATimeline
J. R. Prunier Capital Management LLC9,845$6.43M2.73%+1,17613F-HRTimeline
Purewater Capital LLC9,800$6.4M6.14%13F-HRTimeline
PUREfi Wealth, LLC9,776$6.39M4.18%+3,62413F-HRTimeline
Windsor Advisory Group, LLC9,751$6.37M5.32%013F-HRTimeline
Schorn Wealth LLC9,716$6.35M1.92%+1,06513F-HRTimeline
PlanVest Financial, Inc9,674$6.32M4.81%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,655$6.31M0.2%-30713F-HRTimeline
MRP Capital Investments, LLC9,645$6.3M5.49%+113F-HRTimeline
Parkside Financial Bank & Trust9,642$6.3M0.48%-10413F-HRTimeline
BRADY FAMILY WEALTH, LLC9,621$6.28M1.96%+46213F-HRTimeline
Annex Advisory Services, LLC9,600$6.27M0.12%-33113F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,596$6.27M0.65%-5913F-HRTimeline
LANE BROTHERS & CO INC9,587$6.26M4.56%-81313F-HRTimeline
Dunhill Financial, LLC9,565$6.25M1.47%+3,36313F-HRTimeline
Fiduciary Group, LLC9,563$6.25M0.53%-1113F-HRTimeline