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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,423$4.96M0.01%+86613F-HRTimelineGroup
ZEGA Investments, LLC8,060$4.92M1.46%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,357$4.92M0.74%+3913F-HR/ATimeline
Black Diamond Financial, LLC8,353$4.92M0.74%+2,65313F-HRTimeline
Stockman Wealth Management, Inc.8,353$4.92M0.77%+3113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,348$4.91M0.63%+17313F-HRTimeline
Antonelli Financial Advisors, LLC8,342$4.91M4.15%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,328$4.9M0.72%+37513F-HRTimeline
EVERPAR ADVISORS LLC8,322$4.9M2.47%+53513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC8,316$4.9M0.93%+10913F-HRTimeline
Cassaday & Co Wealth Management LLC8,310$4.89M0.13%+71413F-HRTimeline
Empowered Funds, LLC8,292$4.88M0.07%+2,18213F-HRTimeline
Coppell Advisory Solutions LLC8,259$4.88M0.68%-1,40213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC8,286$4.88M4.95%+1,60713F-HRTimeline
Raleigh Capital Management Inc.8,253$4.86M1.87%-4,07713F-HRTimeline
EQUITABLE TRUST CO8,248$4.86M0.27%new13F-HRTimeline
Seven Springs Wealth Group, LLC8,222$4.84M1.8%-5913F-HRTimeline
Manchester Capital Management LLC8,194$4.82M0.56%013F-HRTimeline
Eagle Bay Advisors LLC8,178$4.81M3.03%-1,81113F-HRTimeline
Redhawk Wealth Advisors, Inc.8,161$4.8M0.65%-16013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…8,144$4.79M1.3%+5713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.8,143$4.79M2.14%-1013F-HRTimeline
Raab & Moskowitz Asset Management LLC8,138$4.79M1.17%-2013F-HRTimeline
Shorepath Capital Management LLC8,137$4.79M3.43%-10413F-HRTimeline
Fortis Group Advisors, LLC8,135$4.79M0.89%+3,18513F-HRTimeline
FAS Wealth Partners, Inc.8,125$4.78M0.4%-713F-HRTimeline
Accelerate Investment Advisors LLC8,116$4.78M4.21%+83313F-HRTimeline
SeaBridge Investment Advisors LLC8,108$4.77M1%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT8,097$4.77M0.21%+51213F-HRTimeline
Stokes Family Office, LLC8,075$4.75M0.51%+7513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,072$4.75M0.33%-25813F-HRTimelineGroup
Ellis Investment Partners, LLC8,071$4.75M0.94%+17513F-HRTimeline
M3 Advisory Group, LLC8,069$4.75M3.4%+27813F-HRTimeline
Leo Wealth, LLC8,059$4.74M0.43%-6313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,046$4.74M0.82%-1513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC8,045$4.74M4.37%-12913F-HRTimeline
TRUE Private Wealth Advisors8,037$4.73M0.57%-5,37913F-HRTimeline
ASSET PLANNING CORPORATION8,022$4.72M2.96%+213F-HRTimeline
HRT FINANCIAL LP8,023$4.72M0.02%+4,60913F-HRTimeline
Lifeworks Advisors, LLC8,001$4.71M0.85%-8613F-HRTimeline
Thompson David Blair8,001$4.71M3.43%13F-HRTimeline
Alpha Advisors, LLC/VA7,993$4.71M4.85%13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,978$4.7M2.28%+7613F-HRTimeline
Comprehensive Financial Planning, Inc./…7,965$4.69M3.96%13F-HRTimeline
WJ Wealth Management, LLC7,944$4.68M1.61%-5813F-HRTimeline
Measured Wealth Private Client Group, L…7,941$4.67M1.51%-23013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,934$4.67M0.37%13F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,931$4.67M0.67%-27613F-HRTimeline
Schorn Wealth LLC7,874$4.64M1.51%+33413F-HRTimeline
Infinity Wealth Counsel, LLC7,859$4.63M4.94%13F-HRTimeline
Quest 10 Wealth Builders, Inc.7,848$4.62M4.6%13F-HRTimeline
Dana Investment Advisors, Inc.7,835$4.61M0.15%-1613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,814$4.6M0.81%-43413F-HRTimeline
Aufman Associates Inc7,809$4.6M3.1%-4613F-HRTimeline
Trivium Point Advisory, LLC7,809$4.6M0.58%+3,22513F-HRTimeline
Auxano Advisors, LLC7,807$4.6M1.16%+8313F-HRTimeline
Bison Wealth, LLC7,799$4.59M1.01%+1,51113F-HRTimeline
Bluespring Wealth Management, LLC7,746$4.56M0.47%-8813F-HRTimeline
Journey Advisory Group, LLC8,290$4.54M0.54%013F-HRTimeline
Stegner Investment Associates Inc.7,658$4.51M2.98%+10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOSTON FAMILY OFFICE LLC7,658$4.51M0.31%-37613F-HRTimeline
Weaver Consulting Group7,657$4.51M1.39%-4613F-HRTimeline
Dentgroup LLC7,651$4.5M3.44%-4813F-HRTimeline
LINCOLN CAPITAL CORP7,650$4.5M1.85%-11013F-HRTimeline
Stone Summit Wealth LLC7,591$4.47M1.5%+37313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …7,571$4.46M0.08%+3,62113F-HRTimelineGroup
Sage Capital Advisors,llc7,569$4.46M1.16%-10213F-HRTimeline
Frontier Asset Management, LLC7,539$4.44M1.47%-18,66413F-HRTimeline
Beverly Hills Private Wealth, LLC7,512$4.42M0.89%+55813F-HRTimeline
Ruggaard & Associates LLC7,509$4.42M1.94%-4513F-HRTimeline
Hollow Brook Wealth Management LLC7,485$4.41M1.35%-6313F-HRTimeline
New England Private Wealth Advisors LLC7,465$4.39M0.7%+5713F-HRTimeline
AA Financial Advisors, LLC7,451$4.39M1.17%-9213F-HRTimeline
HM PAYSON & CO7,431$4.37M0.07%+7213F-HRTimeline
MAS Advisors LLC7,425$4.37M7.33%+6,55513F-HRTimeline
Glassman Wealth Services7,423$4.37M0.74%+9013F-HRTimeline
Parkside Financial Bank & Trust7,422$4.37M0.58%+32713F-HRTimeline
Enterprise Bank & Trust Co7,418$4.37M1.44%+11713F-HRTimeline
Triumph Capital Management7,403$4.36M1.49%-23513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,393$4.35M0.01%+7613F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC7,367$4.34M0.39%-1,46513F-HRTimeline
Gemmer Asset Management LLC7,348$4.33M0.43%+16013F-HRTimeline
Gitterman Wealth Management, LLC7,346$4.32M1.81%+213F-HRTimeline
Geller Advisors LLC7,338$4.32M0.28%013F-HRTimeline
2UniFi Bank7,338$4.32M2.88%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,336$4.32M0.08%+2,10813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd7,328$4.31M0.07%new13F-HRTimelineGroup
Aaron Wealth Advisors LLC7,304$4.3M0.5%+2213F-HRTimeline
Edgemoor Investment Advisors, Inc.7,298$4.3M0.38%-313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,296$4.29M0.84%+89213F-HRTimelineGroup
Centricity Wealth Management, LLC7,294$4.29M4.01%13F-HRTimeline
Sepio Capital, LP7,271$4.28M0.34%+71813F-HRTimeline
LaSalle St. Investment Advisors, LLC7,232$4.26M1.32%+1,90313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,224$4.25M0.58%+2,44613F-HRTimeline
Full Sail Capital, LLC7,222$4.25M0.27%+1,20713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,205$4.24M1.63%-7013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC7,170$4.22M0.89%013F-HRTimelineGroup
Edgestream Partners, L.P.7,159$4.21M0.18%-7,29413F-HRTimeline
Marietta Wealth Management, LLC7,154$4.21M0.6%-4913F-HRTimeline
Intelligent Financial Strategies7,131$4.2M2.32%-20213F-HRTimeline
HUB Investment Partners, LLC7,127$4.2M0.18%-49313F-HRTimeline
Rinkey Investments7,114$4.19M1.34%+2913F-HRTimeline
First Financial Bankshares Inc7,106$4.18M0.09%+1,06713F-HRTimeline
DRW Securities, LLC7,103$4.18M0.28%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC7,095$4.18M3.63%013F-HRTimeline
Thrive Wealth Management, LLC7,085$4.17M0.75%+1,46813F-HRTimeline
Sprinkle Financial Consultants LLC7,084$4.17M2.84%-10213F-HRTimeline
Legacy Advisory Services, LLC7,081$4.17M3.55%-1,17013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,078$4.17M1.45%+8713F-HRTimeline
Tudor Financial Inc.7,066$4.16M2.43%+15513F-HRTimeline
WESPAC Advisors, LLC7,064$4.16M3.06%+57413F-HRTimeline
Plum Street Advisors, LLC7,064$4.16M2.05%-22413F-HRTimeline
JTC Employer Solutions Trustee Ltd7,026$4.15M0.29%013F-HRTimeline
Prostatis Group LLC7,054$4.15M1.21%+1,66413F-HRTimeline
Atlas Brown,Inc.7,046$4.15M1.42%+20413F-HRTimeline
DAVIDSON TRUST CO7,042$4.15M2.13%+37913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,029$4.14M2.42%-3313F-HRTimeline
Bulltick Wealth Management, LLC7,001$4.12M0.97%-5,76813F-HRTimeline
Oakwell Private Wealth Management, LLC6,979$4.11M1.15%013F-HRTimeline
NorthCrest Asset Manangement, LLC6,938$4.08M0.12%+3,07213F-HR/ATimeline
NAPA WEALTH MANAGEMENT6,936$4.08M1.76%+2,95913F-HRTimeline
Premier Path Wealth Partners, LLC6,889$4.06M0.62%+7913F-HRTimeline
Keel Point, LLC6,886$4.05M0.32%+2,14413F-HRTimeline
Hemington Wealth Management6,880$4.05M1.02%+56513F-HRTimeline
Old Mission Investment Co LLC6,877$4.05M1.21%-78413F-HRTimeline
WNY Asset Management, LLC6,871$4.04M0.5%+1,00313F-HRTimeline
Tufton Capital Management6,870$4.04M0.76%+24413F-HRTimeline
RHS Financial, LLC6,864$4.04M2.09%-21013F-HRTimeline
St. Johns Investment Management Company…6,856$4.04M1.88%-6213F-HRTimeline
CIM, LLC6,831$4.02M0.57%+1113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,826$4.02M0.44%-3813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,821$4.02M0.04%+10913F-HRTimeline
Kera Capital Partners, Inc.6,794$4M1.15%13F-HRTimeline
Savvy Advisors, Inc.6,783$3.99M0.48%+1,48413F-HRTimeline
Insight Advisors, LLC/ PA6,747$3.99M0.68%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,773$3.99M0.5%+19213F-HRTimeline
Hutchens & Kramer Investment Management…6,769$3.98M2.16%-1,55013F-HRTimeline
Colony Family Offices, LLC6,746$3.97M1.25%+89913F-HRTimeline
VestGen Investment Management6,720$3.96M1.08%-1,21713F-HRTimeline
FORTE CAPITAL LLC /ADV6,718$3.95M0.44%-32413F-HRTimeline
Lion Street Advisors, LLC6,715$3.95M1.26%+35813F-HRTimeline
Leeward Financial Partners, LLC6,714$3.95M1.41%+24313F-HRTimeline
UPTICK PARTNERS, LLC6,713$3.95M1.43%-23613F-HRTimeline
Warm Springs Advisors Inc.6,663$3.92M3.64%13F-HRTimeline
Opulen Financial Group LLC6,656$3.92M3.56%13F-HRTimeline
Helium Advisors LLC6,654$3.92M3.1%13F-HRTimeline
SONATA CAPITAL GROUP INC6,641$3.91M1.62%+713F-HRTimeline
Straight Path Wealth Management6,637$3.91M1.55%+2913F-HRTimeline
Milestone Asset Management Group, LLC6,631$3.9M3.49%13F-HRTimeline
Richard W. Paul & Associates, LLC6,630$3.9M1.42%-11213F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,624$3.9M0.92%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trust Co of the South6,617$3.9M0.79%+8913F-HRTimeline
Michels Family Financial, LLC6,599$3.88M3.56%13F-HRTimeline
FIRST UNITED BANK & TRUST6,575$3.87M1.41%+1613F-HRTimeline
Triune Financial Partners, LLC6,543$3.85M1.21%-2713F-HRTimeline
Financial Perspectives, Inc6,535$3.85M1.29%+45913F-HRTimeline
AMERIFLEX GROUP, INC.6,344$3.84M1.76%13F-HRTimeline
CWA Asset Management Group, LLC6,512$3.83M0.19%+2,67013F-HRTimeline
Traynor Capital Management, Inc.6,511$3.83M0.3%-36713F-HRTimeline
Asset Dedication, LLC6,498$3.83M0.3%+3213F-HRTimeline
MIdWestOne Financial Group, Inc.6,492$3.82M0.54%-49713F-HRTimeline
First County Bank /CT/6,490$3.82M2.13%+3513F-HRTimeline
Arista Wealth Management, LLC6,481$3.82M0.91%+213F-HRTimeline
Investors Research Corp6,468$3.81M0.84%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,465$3.81M0.16%-1,90013F-HRTimeline
HILL ISLAND FINANCIAL LLC6,463$3.8M1.11%+4613F-HRTimeline
First Bancorp, Inc /ME/6,452$3.8M2.6%-6213F-HRTimeline
Flywheel Private Wealth LLC6,449$3.8M3.49%13F-HRTimeline
Oldfather Financial Services, LLC6,442$3.79M1.44%-2013F-HRTimeline
Strid Group, LLC6,430$3.79M0.59%-42013F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…6,400$3.77M1.23%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,394$3.76M0.24%+1,93713F-HRTimelineGroup
SOFI WEALTH, LLC6,362$3.75M0.26%new13F-HRTimeline
Merkkuri Wealth Advisors LLC6,361$3.74M2.96%-77213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,352$3.74M0.34%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,351$3.74M0.13%013F-HRTimeline
Keystone Financial Services, LLC6,348$3.74M3.43%13F-HRTimeline
New Age Alpha Advisors, LLC6,317$3.72M0.15%new13F-HR/ATimeline
Cassady Schiller Wealth Management, LLC6,314$3.72M1.36%-22013F-HRTimeline
SAGE FINANCIAL GROUP INC6,308$3.71M0.3%+38513F-HRTimeline
GAMMA Investing LLC6,289$3.7M0.32%+1,56413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,280$3.7M0.01%-23413F-HRTimelineGroup
Maxele Advisors, LLC6,247$3.68M3.51%13F-HRTimeline
Paladin Advisory Group, LLC6,239$3.67M2.81%+19313F-HRTimeline
OAKWORTH CAPITAL, INC.6,220$3.66M0.25%+68513F-HRTimeline
CoreFirst Bank & Trust6,215$3.66M2.17%-72113F-HRTimeline
Medallion Wealth Advisors, LLC6,210$3.66M1.81%13F-HRTimeline
FULLCIRCLE WEALTH LLC5,947$3.64M1.49%-18013F-HRTimeline
WestHill Financial Advisors, Inc.6,185$3.64M0.82%-46713F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,163$3.63M2.77%13F-HRTimeline
Efficient Advisors, LLC6,151$3.62M0.23%-90013F-HRTimeline
Hi-Line Capital Management, LLC6,110$3.6M1.57%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,101$3.59M0.32%-26513F-HRTimeline
OPTIMA CAPITAL LLC6,090$3.58M2.47%13F-HRTimeline
Mason & Associates, LLC6,082$3.58M1.07%-10613F-HRTimeline
Clarkston Capital Partners, LLC6,055$3.56M0.07%-50013F-HRTimeline
Global View Capital Management LLC6,067$3.56M1.25%13F-HRTimeline
Advyzon Investment Management, LLC6,021$3.54M1.37%13F-HRTimeline
Facet Wealth, Inc.5,870$3.54M0.09%-87813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc6,005$3.54M<0.01%-23,99513F-HRTimelineGroup