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Disclosery

IVV ISHARES TR

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SHS (fund)

3,547 managers (3,576 13F filers) reported a position in IVV shares at 2025-03-31, 819,759,738 shares in all. 107 filers opened a position and 116 filers sold out during the quarter.

Managers
3,547
13F filers
3,576
New
107
Added
1,520
Reduced
1,452
Sold out
116
Shares held by filers
819,759,738

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,009$4.54M3.4%+3,93213F-HRTimeline
Stokes Family Office, LLC8,076$4.54M0.51%+113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…8,069$4.53M0.78%-421,69313F-HRTimeline
Bear Mountain Capital, Inc.8,128$4.53M1.75%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.8,014$4.5M1.81%-12913F-HRTimeline
NorthStar Asset Management LLC /NJ/8,014$4.5M2.82%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,004$4.5M0.68%-35313F-HRTimeline
Stone Summit Wealth LLC8,002$4.5M1.52%+41113F-HRTimeline
AA Financial Advisors, LLC8,002$4.5M1.1%+55113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC8,002$4.5M4.2%-4313F-HRTimeline
FAS Wealth Partners, Inc.7,992$4.49M0.37%-13313F-HRTimeline
Alpha Advisors, LLC/VA7,990$4.49M3.91%-313F-HRTimeline
Lion Street Advisors, LLC7,988$4.49M1.43%+1,27313F-HRTimeline
Stockman Wealth Management, Inc.7,988$4.49M0.66%-36513F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,988$4.49M0.54%+5713F-HRTimeline
BNP PARIBASin group BNP PARIBAS7,970$4.48M0.19%+4,08913F-HRTimelineGroup
Fortis Group Advisors, LLC7,941$4.46M0.87%-19413F-HRTimeline
2UniFi Bank7,468$4.46M2.88%+13013F-HRTimeline
Measured Wealth Private Client Group, L…7,917$4.45M1.43%-2413F-HRTimeline
Dentgroup LLC7,905$4.44M3.33%+25413F-HRTimeline
Ellis Investment Partners, LLC7,859$4.42M0.91%-21213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,855$4.41M0.18%-1,73913F-HRTimelineGroup
TRIGLAV INVESTMENTS, D.O.O.7,816$4.39M0.37%-11813F-HRTimeline
BOS Asset Management, LLC7,815$4.39M1.51%-88213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,804$4.39M0.06%-2,98513F-HRTimelineGroup
Independent Advisor Alliance7,800$4.38M0.14%-210,53313F-HRTimeline
Aufman Associates Inc7,789$4.38M3.01%-2013F-HRTimeline
Helium Advisors LLC7,789$4.38M3.19%+1,13513F-HRTimeline
Raab & Moskowitz Asset Management LLC7,785$4.37M1.1%-35313F-HRTimeline
Infinity Wealth Counsel, LLC7,781$4.37M4.72%-7813F-HRTimeline
SeaBridge Investment Advisors LLC7,772$4.37M0.94%-33613F-HRTimeline
Auxano Advisors, LLC7,759$4.36M1.16%-4813F-HRTimeline
Bluespring Wealth Management, LLC7,750$4.35M0.44%+413F-HRTimeline
Quest 10 Wealth Builders, Inc.7,538$4.34M4.64%-31013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,680$4.32M2.15%-29813F-HRTimeline
Sprinkle Financial Consultants LLC7,669$4.31M2.74%+58513F-HRTimeline
Fortress Financial Solutions, LLC7,669$4.31M6.23%+3,00013F-HRTimeline
Hollow Brook Wealth Management LLC7,669$4.31M1.27%+18413F-HRTimeline
WESPAC Advisors, LLC7,636$4.29M3.5%+57213F-HRTimeline
Atlas Brown,Inc.7,613$4.28M1.5%+56713F-HRTimeline
DAVIDSON TRUST CO7,609$4.28M2.04%+56713F-HRTimeline
Confluence Wealth Services, Inc.7,908$4.25M0.27%-28413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,560$4.25M0.81%-25413F-HRTimeline
Weaver Consulting Group7,555$4.25M1.28%-10213F-HRTimeline
WJ Wealth Management, LLC7,546$4.24M1.5%-39813F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT7,543$4.24M0.2%-55413F-HRTimeline
WPG Advisers, LLC7,515$4.22M3.94%+3,27613F-HRTimeline
Centricity Wealth Management, LLC7,498$4.21M3.82%+20413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …7,486$4.21M0.07%-8513F-HRTimelineGroup
LINCOLN CAPITAL CORP7,485$4.21M1.75%-16513F-HRTimeline
SilverOak Wealth Management LLC7,485$4.21M0.91%+1,83613F-HRTimeline
Colony Family Offices, LLC7,460$4.19M1.31%+71413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,448$4.18M0.77%-59813F-HRTimeline
Gemmer Asset Management LLC7,441$4.18M0.42%+9313F-HRTimeline
New England Private Wealth Advisors LLC7,428$4.17M0.65%-3713F-HRTimeline
Stegner Investment Associates Inc.7,421$4.17M2.92%-23713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Enterprise Bank & Trust Co7,374$4.14M1.6%-4413F-HRTimeline
Galvin, Gaustad & Stein, LLC7,351$4.13M0.37%-1613F-HRTimeline
Gitterman Wealth Management, LLC7,348$4.13M1.1%+213F-HRTimeline
Insight Advisors, LLC/ PA7,327$4.12M0.72%+58013F-HRTimeline
GAMMA Investing LLC7,321$4.11M0.31%+1,03213F-HR/ATimeline
Edgemoor Investment Advisors, Inc.7,298$4.1M0.38%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,296$4.1M2.35%-1,81613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,294$4.1M0.04%-3,79013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,287$4.09M0.08%-4113F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC7,283$4.09M0.46%+45713F-HRTimeline
Lindbrook Capital, LLC7,282$4.09M0.38%-8,65513F-HRTimeline
Tufton Capital Management7,253$4.08M0.79%+38313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.7,243$4.07M0.55%+1913F-HRTimeline
Marietta Wealth Management, LLC7,231$4.06M0.6%+7713F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,215$4.05M0.05%+11413F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,213$4.05M3.9%-1,61513F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,191$4.04M1.06%+56713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McNaughton Wealth Management, LLC7,173$4.03M1.96%-16,74313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC7,170$4.03M0.85%013F-HRTimelineGroup
Sepio Capital, LP7,165$4.03M0.32%-10613F-HRTimeline
Prostatis Group LLC7,140$4.01M1.27%+8613F-HRTimeline
Eagle Bay Advisors LLC7,121$4M3.39%-1,05713F-HRTimeline
Rinkey Investments7,108$3.99M1.27%-613F-HRTimeline
Cornell Pochily Investment Advisors, In…7,108$3.99M1.4%+3013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,081$3.98M0.13%-21513F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,048$3.96M2.46%+1913F-HRTimeline
Traynor Capital Management, Inc.7,046$3.96M0.34%+53513F-HRTimeline
Symphony Financial, Ltd. Co.7,507$3.95M2.34%-4,77513F-HRTimeline
JTC Employer Solutions Trustee Ltd7,026$3.95M0.32%013F-HRTimeline
Intelligent Financial Strategies7,025$3.95M2.06%-10613F-HRTimeline
Plum Street Advisors, LLC7,020$3.94M1.9%-4413F-HRTimeline
SFE Investment Counsel7,014$3.94M0.79%new13F-HRTimeline
HM PAYSON & CO6,981$3.92M0.07%-45013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,971$3.92M0.09%-36513F-HRTimelineGroup
Prudent Man Advisors, LLC6,969$3.92M1.42%+1,28513F-HRTimeline
Legacy Advisory Services, LLC6,967$3.91M3.31%-11413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,932$3.9M1.51%-27313F-HRTimeline
Oakwell Private Wealth Management, LLC6,927$3.89M1.07%-5213F-HRTimeline
Hi-Line Capital Management, LLC6,907$3.88M1.45%+79713F-HRTimeline
Medallion Wealth Advisors, LLC6,872$3.87M1.76%+66213F-HRTimeline
HUB Investment Partners, LLC6,881$3.87M0.16%-24613F-HRTimeline
Paladin Advisory Group, LLC6,880$3.87M3.09%+64113F-HRTimeline
Kera Capital Partners, Inc.6,880$3.87M1.15%+8613F-HRTimeline
Beverly Hills Private Wealth, LLC6,860$3.85M0.76%-65213F-HRTimeline
TFO Wealth Partners, LLC6,850$3.85M0.76%new13F-HRTimeline
Opulen Financial Group LLC6,835$3.84M3.49%+17913F-HRTimeline
Raleigh Capital Management Inc.6,825$3.84M1.74%-1,42813F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…6,800$3.82M1.43%+40013F-HRTimelineGroup
Facet Wealth, Inc.6,743$3.82M0.1%+87313F-HRTimeline
Old Mission Investment Co LLC6,794$3.82M1.14%-8313F-HRTimeline
LVZ, Inc.6,793$3.82M0.5%-2,37613F-HRTimeline
Keel Point, LLC6,787$3.81M0.3%-9913F-HRTimeline
Sage Capital Advisors,llc6,778$3.81M1%-79113F-HRTimeline
UPTICK PARTNERS, LLC6,772$3.81M1.29%+5913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,771$3.8M3.58%-1,51513F-HRTimeline
Warm Springs Advisors Inc.6,768$3.8M3.82%+10513F-HRTimeline
Milestone Asset Management Group, LLC6,759$3.8M3.43%+12813F-HRTimeline
Financial Perspectives, Inc6,600$3.8M1.3%+6513F-HRTimeline
Premier Path Wealth Partners, LLC6,756$3.8M0.59%-13313F-HRTimeline
FIRST UNITED BANK & TRUST6,748$3.79M1.42%+17313F-HRTimeline
Hemington Wealth Management6,730$3.78M0.59%-15013F-HRTimeline
Trust Co of the South6,727$3.78M0.79%+11013F-HRTimeline
Richard W. Paul & Associates, LLC6,726$3.78M1.48%+9613F-HRTimeline
St. Johns Investment Management Company…6,716$3.77M1.87%-14013F-HRTimeline
Trivium Point Advisory, LLC6,709$3.77M0.47%-1,10013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,686$3.76M0.49%-8713F-HRTimeline
WNY Asset Management, LLC6,672$3.75M0.45%-19913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,662$3.74M0.7%13F-HRTimeline
SONATA CAPITAL GROUP INC6,624$3.72M1.62%-1713F-HRTimeline
Michels Family Financial, LLC6,623$3.72M3.37%+2413F-HRTimeline
Ayalon Insurance Comp Ltd.6,620$3.72M1.2%-3,30813F-HRTimeline
FORTE CAPITAL LLC /ADV6,606$3.71M0.44%-11213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,602$3.71M2.81%+1,05113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC6,601$3.71M2.14%+62413F-HRTimeline
Oldfather Financial Services, LLC6,573$3.69M1.4%+13113F-HRTimeline
BOSTON FAMILY OFFICE LLC6,570$3.69M0.26%-1,08813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,559$3.69M+1,606Timeline
CoreFirst Bank & Trust6,547$3.68M2.37%+33213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,544$3.68M3.11%-55113F-HRTimeline
Triune Financial Partners, LLC6,540$3.67M1.17%-313F-HRTimeline
EWG Elevate Inc.6,520$3.66M1.39%+5,81013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,518$3.66M0.15%+5313F-HRTimeline
Rathbones Group PLC6,510$3.66M0.02%+69913F-HRTimeline
MIdWestOne Financial Group, Inc.6,492$3.65M0.52%013F-HRTimeline
Arista Wealth Management, LLC6,481$3.64M0.88%013F-HRTimeline
Investors Research Corp6,468$3.63M0.79%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,467$3.63M0.06%-4,59813F-HRTimeline
Leo Wealth, LLC6,467$3.63M0.52%-1,59213F-HRTimeline
First Financial Bankshares Inc6,455$3.63M0.08%-65113F-HRTimeline
Straight Path Wealth Management6,429$3.61M1.46%-20813F-HRTimeline
First Bancorp, Inc /ME/6,414$3.6M2.34%-3813F-HRTimeline
Donor Advised Charitable Giving, Inc.6,411$3.6M0.1%+1,05613F-HRTimeline
HILL ISLAND FINANCIAL LLC6,385$3.59M1.05%-7813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,349$3.57M0.23%+44213F-HRTimelineGroup
SAGE FINANCIAL GROUP INC6,346$3.57M0.29%+3813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,340$3.56M2.78%+17713F-HRTimeline
Flywheel Private Wealth LLC6,337$3.56M3.25%-11213F-HRTimeline
First County Bank /CT/6,324$3.55M1.96%-16613F-HRTimeline
EQUITABLE TRUST CO6,301$3.54M0.2%-1,94713F-HRTimeline
Thrive Wealth Management, LLC6,299$3.54M0.68%-78613F-HRTimeline
Maxele Advisors, LLC6,249$3.51M3.39%+213F-HRTimeline
OAKWORTH CAPITAL, INC.6,220$3.5M0.24%013F-HRTimeline
AMERIFLEX GROUP, INC.6,184$3.47M1.42%-16013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,180$3.47M0.13%-17113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,151$3.46M0.32%-20113F-HRTimeline
Carrera Capital Advisors6,144$3.45M0.76%-2,27913F-HRTimeline
WestHill Financial Advisors, Inc.6,141$3.45M0.79%-4413F-HRTimeline
GDS Wealth Management6,139$3.45M0.29%-27,60813F-HRTimeline
Clarkston Capital Partners, LLC6,055$3.4M0.07%013F-HRTimeline
InTrack Investment Management Inc6,038$3.39M3.08%+1,75013F-HRTimeline
Liberty Capital Management, Inc.6,036$3.39M0.76%+19713F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,997$3.37M0.17%+9913F-HRTimeline
Goodman Financial Corp5,985$3.36M0.72%+2113F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,982$3.36M0.31%-11913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,969$3.35M0.51%-6,14213F-HRTimelineGroup
Schechter Investment Advisors, LLC5,967$3.35M0.28%+3,04213F-HRTimeline
Mason & Associates, LLC5,965$3.35M0.97%-11713F-HRTimeline
WEST PACES ADVISORS INC.5,960$3.35M0.76%+20213F-HRTimeline
NovaPoint Capital, LLC5,958$3.35M1.03%-6,04513F-HRTimeline
Two West Capital Advisors LLC6,231$3.35M2.8%+45113F-HRTimeline
NAPA WEALTH MANAGEMENT5,926$3.33M1.87%-1,01013F-HRTimeline
Vigilare Wealth Management5,924$3.33M1.33%+1,40213F-HRTimeline
Encompass More Asset Management5,922$3.33M0.99%+70313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,920$3.33M0.03%-90113F-HRTimeline
McIlrath & Eck, LLC5,893$3.31M0.41%-1813F-HRTimeline
First Business Financial Services, Inc.5,873$3.3M0.32%013F-HRTimeline
Capital Advantage, Inc.5,605$3.3M0.6%013F-HRTimeline
Merkkuri Wealth Advisors LLC5,854$3.29M2.82%-50713F-HRTimeline
CIM, LLC5,851$3.29M0.49%-98013F-HRTimeline
Leeward Financial Partners, LLC5,821$3.27M1.22%-89313F-HRTimeline
TRUE Private Wealth Advisors5,803$3.26M0.4%-2,23413F-HRTimeline
Aspen Investment Management Inc5,792$3.25M1.5%+11013F-HRTimeline
FULLCIRCLE WEALTH LLC5,866$3.25M1.34%-8113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,771$3.24M0.72%+8913F-HRTimeline
Tranquility Partners, LLC5,756$3.23M1.25%-4113F-HRTimeline
Alta Wealth Advisors LLC5,724$3.22M1.48%-4313F-HRTimeline
Strid Group, LLC5,722$3.22M0.5%-70813F-HRTimeline
NYL Investors LLC5,721$3.21M0.21%013F-HRTimeline
Independence Bank of Kentucky5,717$3.21M0.5%+96913F-HRTimeline
Maridea Wealth Management LLC5,712$3.21M1.05%-3,69513F-HRTimeline
Asset Dedication, LLC5,699$3.2M0.26%-79913F-HRTimeline
Harbour Capital Advisors, LLC5,909$3.19M0.79%+32513F-HRTimeline
Schneider Downs Wealth Management Advis…5,665$3.18M0.58%-3713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,637$3.17M0.09%+41613F-HRTimeline