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Disclosery

IVV ISHARES TR

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SHS (fund)

4,086 managers (4,127 13F filers) reported a position in IVV shares at 2026-06-30, 952,918,241 shares in all. 182 filers opened a position and 75 filers sold out during the quarter.

Managers
4,086
13F filers
4,127
New
182
Added
1,835
Reduced
1,481
Sold out
75
Shares held by filers
952,918,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
J.M. Arbour, LLC10,611$7.95M6.85%+4,16613F-HRTimeline
Venturi Wealth Management, LLC10,566$7.91M0.31%+16713F-HRTimeline
Capital Investment Management, Inc.10,494$7.86M2.41%+4,65413F-HRTimeline
Mosley Wealth Management10,490$7.86M2.5%-6,61513F-HRTimeline
Patten Group, Inc.10,473$7.84M1.22%-45513F-HRTimeline
Allen Capital Group, LLC10,418$7.8M0.64%+7813F-HRTimeline
WATERS PARKERSON & CO., LLC10,417$7.8M0.38%-81413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,383$7.78M3.18%+5213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,374$7.77M4.21%+36013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC10,342$7.74M0.97%+22613F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,326$7.73M2.76%013F-HRTimeline
BlueChip Wealth Advisors LLC10,285$7.7M2.92%-5613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…10,252$7.69M1.56%+4,55113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,267$7.69M2.48%-13713F-HRTimeline
Vawter Financial, Ltd.10,241$7.67M2.89%+38513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,216$7.65M0.22%+11313F-HRTimelineGroup
MAYPORT, LLC10,195$7.63M1.18%+1,67513F-HRTimeline
Mission Creek Capital Partners, Inc.10,170$7.62M1.34%-28113F-HRTimeline
Redhawk Wealth Advisors, Inc.10,066$7.54M0.74%-90913F-HRTimeline
SBI Okasan Asset Management Co.Ltd.10,104$7.52M0.25%+2,15213F-HRTimeline
BANQUE PICTET & CIE SA10,032$7.51M0.08%+4013F-HRTimeline
1 NORTH WEALTH SERVICES LLC10,022$7.51M2.45%+52813F-HRTimeline
NovaPoint Capital, LLC10,012$7.5M1.56%-28713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC9,999$7.49M3.61%-34013F-HRTimeline
Larson Financial Group LLC9,992$7.48M0.2%-1,81113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,978$7.47M0.19%-76713F-HRTimeline
FAS Wealth Partners, Inc.9,967$7.46M0.39%-1,24413F-HRTimeline
Parkwoods Wealth Partners, LLC9,956$7.46M1.2%+9,16913F-HRTimeline
Bestgate Wealth Advisors, LLC9,904$7.42M11.81%-3813F-HRTimeline
Tempus Wealth Planning, LLC9,897$7.41M1.45%+1,21513F-HRTimeline
Cassia Capital Partners, LLC9,892$7.41M3.59%-12013F-HRTimeline
Permanens Capital L.P.9,880$7.4M0.76%+9,24113F-HRTimeline
KDK Private Wealth Management, LLC9,879$7.4M6.14%-6513F-HRTimeline
POWER WEALTH MANAGEMENT LLC9,846$7.37M2.54%-14913F-HRTimeline
WINCAP FINANCIAL LLC9,798$7.34M3.96%-19413F-HRTimeline
Landmark Wealth Management, LLC9,785$7.33M1.75%-27813F-HRTimeline
AA Financial Advisors, LLC9,783$7.33M0.88%+2,19113F-HRTimeline
Windsor Advisory Group, LLC9,751$7.3M5.3%013F-HRTimeline
Variant Private Wealth, LLC9,735$7.29M8.2%-20513F-HRTimeline
BRADY FAMILY WEALTH, LLC9,715$7.28M2.1%+9413F-HRTimeline
MMA ASSET MANAGEMENT LLC9,704$7.27M2.31%-25313F-HRTimeline
DAVIS R M INC9,695$7.26M0.11%+1,75313F-HRTimeline
Pacific Point Advisors, LLC9,673$7.24M3.31%+7,66713F-HRTimeline
MRP Capital Investments, LLC9,628$7.21M5.31%-1713F-HRTimeline
PlanVest Financial, Inc9,624$7.21M4.82%-5013F-HRTimeline
Florida Trust Wealth Management Co9,621$7.21M0.18%+1,64613F-HRTimeline
Glassman Wealth Services9,575$7.17M0.86%+32713F-HRTimeline
Annex Advisory Services, LLC9,563$7.16M0.12%-3713F-HRTimeline
Koss-Olinger Consulting, LLC9,525$7.13M0.55%-1,85013F-HRTimeline
Moneda S.A. Administradora General de F…9,508$7.12M5.84%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,505$7.12M0.81%-37313F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,499$7.11M0.66%-9713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,476$7.1M0.17%-17913F-HRTimeline
BURNEY CO/9,472$7.09M0.19%+10713F-HRTimeline
Verity Asset Management, Inc.9,443$7.07M2.68%+42413F-HRTimeline
Selective Wealth Management, Inc.9,468$7.07M1.85%-7113F-HRTimeline
Black Diamond Financial, LLC9,428$7.06M0.62%-55813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,378$7.02M0.05%+3613F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC9,378$7.02M3.86%+57713F-HRTimeline
Compass Ion Advisors, LLC9,363$7.01M0.6%+15413F-HRTimeline
Sanchez Gaunt Capital Management, LLC9,331$6.99M3.9%+3,28613F-HRTimeline
Fiduciary Group, LLC9,328$6.99M0.55%-23513F-HRTimeline
Parkside Financial Bank & Trust9,320$6.98M0.48%-32213F-HRTimeline
PFG Investments, LLC9,314$6.98M0.27%+2,20713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,283$6.95M0.58%+2,39913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,282$6.95M0.18%-3713F-HRTimelineGroup
CAMDEN NATIONAL BANK9,279$6.95M0.91%+15113F-HRTimeline
Magnus Financial Group LLC9,261$6.94M0.49%+2013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC9,255$6.93M0.36%+413F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,233$6.91M6.14%013F-HRTimeline
Dunhill Financial, LLC9,229$6.91M1.41%-33613F-HRTimeline
Stockman Wealth Management, Inc.9,207$6.9M0.71%+25713F-HRTimeline
Power Alpha Investment Ltd9,200$6.89M0.69%013F-HRTimeline
West Branch Capital LLC9,179$6.87M1.6%+5913F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,157$6.86M0.71%+7413F-HRTimeline
Brookwood Investment Group LLC9,134$6.84M0.79%+82613F-HRTimeline
Trust Co9,130$6.84M0.62%-22613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC9,117$6.83M2.36%+14413F-HRTimeline
First Financial Bankshares Inc9,102$6.82M0.13%-20213F-HRTimeline
Essential Planning, LLC.9,064$6.79M1.92%-11713F-HRTimeline
Obermeyer Wealth Partners9,061$6.79M0.28%+4,35413F-HRTimeline
Rossby Financial, LCC9,151$6.77M1.24%+1,56513F-HRTimeline
WORLD EQUITY GROUP, INC.9,018$6.75M1.51%+1,47913F-HRTimeline
Sunburst Financial Group, LLC9,009$6.75M1.13%-413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,978$6.72M2.83%-1013F-HRTimeline
Wall Street Financial Group, Inc.8,930$6.69M3.57%-25413F-HRTimeline
LVZ, Inc.8,927$6.69M0.68%+1,66613F-HRTimeline
Olde Wealth Management, LLC8,914$6.68M1.89%-1613F-HRTimeline
LANE BROTHERS & CO INC8,907$6.67M4.36%-68013F-HRTimeline
GSG Advisors LLC8,907$6.67M1.47%-2513F-HRTimeline
BAYBAN8,902$6.67M5.11%013F-HRTimeline
FLC Capital Advisors8,890$6.66M1.09%-55313F-HRTimeline
American Trust8,858$6.63M0.51%+51313F-HRTimeline
Financial Concepts Unlimited, Inc.8,849$6.63M5.2%+46913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,827$6.61M3.4%-4713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,820$6.61M0.72%013F-HR/ATimeline
Kera Capital Partners, Inc.8,816$6.6M0.64%+9613F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,791$6.58M2.69%+19213F-HRTimeline
Medallion Wealth Advisors, LLC8,772$6.58M2.08%+63313F-HRTimeline
Affiance Financial, LLC8,781$6.58M0.95%+813F-HRTimeline
Dogwood Wealth Management LLC8,773$6.57M2.59%013F-HRTimeline
Keystone Financial Services, LLC8,761$6.56M3.94%+8613F-HRTimeline
James J. Burns & Company, LLC8,752$6.55M0.71%-9013F-HRTimeline
Cooper Financial Group8,739$6.54M0.54%-15713F-HRTimeline
Sonoma Private Wealth LLC8,710$6.52M7.01%+1313F-HRTimeline
OceanIQ Capital, LLC8,416$6.52M3.98%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,690$6.51M0.62%-3613F-HRTimeline
Journey Advisory Group, LLC8,676$6.5M0.5%+53913F-HRTimeline
Traynor Capital Management, Inc.8,664$6.49M0.3%+50113F-HRTimeline
Opulen Financial Group LLC8,660$6.49M4.08%+1913F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC8,644$6.47M3%+113F-HRTimeline
First Business Financial Services, Inc.8,639$6.47M0.5%+2,16513F-HRTimeline
Idaho Trust Co8,638$6.47M1.89%-1,43913F-HRTimeline
TRUEFG, LLC8,605$6.44M1.5%-7513F-HRTimeline
Daner Wealth Management, LLC8,240$6.44M3.49%-13613F-HRTimeline
Strid Group, LLC8,589$6.43M0.71%-2,14013F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,589$6.43M0.94%+73413F-HRTimeline
Nicholas Hoffman & Company, LLC.8,561$6.41M0.14%+613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,525$6.38M0.21%+1,67713F-HRTimelineGroup
HM PAYSON & CO8,514$6.38M0.08%-5613F-HRTimeline
RIVERBRIDGE PARTNERS LLC8,512$6.37M0.18%-7,83513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,501$6.37M0.08%-4513F-HRTimelineGroup
Dana Investment Advisors, Inc.8,490$6.36M0.17%-62813F-HRTimeline
KWMG, LLC8,469$6.34M0.46%-2913F-HRTimeline
Copper Harbor Investment Advisors, LLC8,440$6.32M1.34%13F-HRTimeline
M3 Advisory Group, LLC8,435$6.32M3.28%+2713F-HRTimeline
St. Johns Investment Management Company…8,426$6.31M2.39%013F-HRTimeline
Marathon Wealth Advisors LLC8,418$6.3M2.16%+94213F-HRTimeline
Apella Capital, LLC8,355$6.27M0.09%-3413F-HRTimeline
Colony Family Offices, LLC8,377$6.27M1.38%-30013F-HRTimeline
First PREMIER Bank8,376$6.27M1.01%+4,86513F-HRTimeline
Capstone Wealth Management, Inc.8,345$6.27M4.7%+46713F-HRTimeline
Arista Wealth Management, LLC8,360$6.26M0.68%-8613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC8,319$6.23M0.54%+25613F-HRTimeline
Gilliland Jeter Wealth Management LLC8,312$6.23M1.63%+2,20613F-HRTimeline
Stonebridge Financial Planning Group, L…8,275$6.2M1.97%-19513F-HRTimeline
Rockwood Wealth Management, LLC8,273$6.2M0.39%+37513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,271$6.19M<0.01%-91313F-HRTimelineGroup
ATX Financial Planning, LLC8,239$6.17M4.08%+3213F-HRTimeline
Peak Asset Management, LLC8,213$6.15M0.9%-17113F-HRTimeline
Bear Mountain Capital, Inc.8,143$6.15M1.78%+1513F-HRTimeline
Morling Financial Advisors, LLC8,180$6.13M1.71%+12513F-HRTimeline
PATTEN & PATTEN INC/TN8,177$6.12M0.32%+5413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,173$6.12M0.05%+83613F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO8,164$6.11M0.69%-10913F-HRTimeline
Legacy Advisory Services, LLC8,162$6.11M4.3%-48413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC8,152$6.1M0.07%+77413F-HRTimelineGroup
Financial Perspectives, Inc8,149$6.1M1.49%+46413F-HRTimeline
Sprinkle Financial Consultants LLC8,151$6.1M2.39%-413F-HRTimeline
Financial Council, LLC8,121$6.08M1.97%-3013F-HRTimeline
Smith Thornton Advisors LLC8,043$6.05M2.67%+25113F-HRTimeline
Seven Springs Wealth Group, LLC8,078$6.05M1.32%-4713F-HRTimeline
New Age Alpha Advisors, LLC8,068$6.04M0.26%-1,35013F-HRTimeline
Quadcap Wealth Management, LLC8,052$6.03M0.59%-50313F-HRTimeline
NORTHLAND SECURITIES, INC.7,953$5.96M3.47%-13713F-HRTimeline
Cassaday & Co Wealth Management LLC7,948$5.95M0.11%-1,11813F-HRTimeline
Heritage Family Offices, LLP7,931$5.94M2.29%-1,41113F-HRTimeline
Pacific Excel Wealth Advisors, Inc.7,931$5.94M2.3%+5,55313F-HRTimeline
Curat Global, LLC9,487$5.94M4.85%+39913F-HRTimeline
Highland Investment Advisors LLC7,898$5.91M2.58%13F-HRTimeline
Milestone Asset Management Group, LLC7,876$5.9M2.97%-913F-HRTimeline
GAMMA Investing LLC7,859$5.89M0.22%+1,28413F-HRTimeline
Rinkey Investments7,831$5.86M1.38%013F-HRTimeline
Madson Wealth Advisors Inc7,820$5.86M3.98%-1,26113F-HRTimeline
SAGE FINANCIAL GROUP INC7,804$5.84M0.32%+913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,777$5.82M0.47%+413F-HRTimelineGroup
Trust Co of the South7,776$5.82M0.82%+36013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,766$5.82M1.91%-12113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,763$5.81M0.67%013F-HRTimeline
ADG Wealth Management Group, LLC7,747$5.8M3.68%-14513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,745$5.8M0.88%+1313F-HRTimeline
Pachira Investments Inc.7,739$5.8M2.19%-6013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,722$5.78M0.32%-513F-HRTimeline
Perissos Private Wealth Management, LLC7,698$5.76M3.89%+19413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,696$5.76M3.58%+6713F-HRTimeline
Quad-Cities Investment Group, LLC7,694$5.76M2.07%-28113F-HRTimeline
Aufman Associates Inc7,666$5.74M2.29%+4013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,650$5.73M0.89%-18613F-HRTimeline
Arcadia Wealth Management, Inc.7,646$5.73M2.73%+41713F-HRTimeline
Cape Investment Advisory, Inc.7,644$5.72M1.53%+2,02513F-HRTimeline
Auxano Advisors, LLC7,636$5.72M1.08%+813F-HRTimeline
Quest 10 Wealth Builders, Inc.7,635$5.72M4.44%+1913F-HRTimeline
Wealth Advisors of Iowa, LLC7,630$5.71M1.55%-30113F-HRTimeline
Americana Partners, LLC7,628$5.71M0.13%-43413F-HRTimeline
Atlas Brown,Inc.7,593$5.69M1.53%+28413F-HRTimeline
Avail Investment Partners, LLC7,590$5.68M4.38%+7013F-HRTimeline
Vision Retirement, LLC7,564$5.66M1.37%+94213F-HRTimeline
Stegner Investment Associates Inc.7,563$5.66M2.69%+18613F-HRTimeline
Armbruster Capital Management, Inc.7,548$5.65M0.84%-6713F-HRTimeline
Lansing Street Advisors7,531$5.64M1.2%+2,30913F-HRTimeline
Infinity Wealth Counsel, LLC7,486$5.61M4.53%+7313F-HRTimeline
Crusonia Wealth Advisors LLC7,464$5.59M0.92%+4,47013F-HRTimeline
Tufton Capital Management7,448$5.58M0.94%-5313F-HRTimeline
SHP Wealth Management7,447$5.58M0.38%-8013F-HRTimeline
Rathbones Group PLC7,431$5.57M0.02%-10013F-HRTimeline
PRAIRIE ADVISORY, LLC7,423$5.56M1.34%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC7,403$5.54M1.44%+4,62813F-HRTimeline
Straight Path Wealth Management7,400$5.54M1.3%+91013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,394$5.54M1.49%+16813F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,391$5.54M0.29%-1413F-HRTimeline