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Disclosery

IVV ISHARES TR

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SHS (fund)

3,595 managers (3,628 13F filers) reported a position in IVV shares at 2025-06-30, 747,273,187 shares in all. 134 filers opened a position and 87 filers sold out during the quarter.

Managers
3,595
13F filers
3,628
New
134
Added
1,498
Reduced
1,470
Sold out
87
Shares held by filers
747,273,187

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Stokes Family Office, LLC8,029$4.99M0.52%-4713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,018$4.98M0.34%-11813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.8,007$4.97M1.36%-3,06213F-HRTimeline
WINCAP FINANCIAL LLC8,008$4.97M4%+2,56713F-HRTimeline
Meridian Wealth Partners, LLC7,980$4.95M0.72%-20113F-HRTimeline
Coppell Advisory Solutions LLC8,020$4.95M0.59%new13F-HR/ATimeline
Semus Wealth Partners LLC7,926$4.92M3.19%-1,83513F-HRTimeline
Premier Path Wealth Partners, LLC7,924$4.92M0.68%+1,16813F-HRTimeline
Measured Wealth Private Client Group, L…7,917$4.92M1.47%013F-HRTimeline
Sprinkle Financial Consultants LLC7,905$4.91M3%+23613F-HRTimeline
Confluence Wealth Services, Inc.7,893$4.9M0.27%-1513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,893$4.9M4.24%-10913F-HRTimeline
Fortis Group Advisors, LLC7,699$4.89M0.89%-24213F-HRTimeline
SK Wealth Management, LLC7,745$4.86M2.11%+3,44213F-HRTimeline
Fulcrum Capital LLC7,773$4.83M1.02%-2,88213F-HRTimeline
Infinity Wealth Counsel, LLC7,765$4.82M4.87%-1613F-HRTimeline
Auxano Advisors, LLC7,760$4.82M1.13%+113F-HRTimeline
BOS Asset Management, LLC7,758$4.82M1.54%-5713F-HRTimeline
Aufman Associates Inc7,749$4.81M2.97%-4013F-HRTimeline
BEARING POINT CAPITAL, LLC7,741$4.81M0.88%+2,92213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,733$4.8M0.83%+28513F-HRTimeline
Cooper Financial Group7,720$4.79M0.56%-3,76113F-HRTimeline
MAS Advisors LLC7,717$4.79M7.84%-2,53713F-HRTimeline
Smith Thornton Advisors LLC7,706$4.78M2.75%+3,44913F-HRTimeline
Ellis Investment Partners, LLC7,674$4.76M0.93%-18513F-HRTimeline
LifePlan Investment Advisors, Inc.7,671$4.76M2.37%-3,50613F-HRTimeline
2UniFi Bank7,654$4.75M2.7%+18613F-HRTimeline
Horizon Investments, LLC7,653$4.75M0.08%-7,70213F-HRTimeline
Centricity Wealth Management, LLC7,651$4.75M3.8%+15313F-HRTimeline
New Century Financial Group, LLC7,646$4.75M5.57%+6,50613F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,640$4.74M0.51%-34813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,603$4.72M2.7%new13F-HRTimeline
Ruggaard & Associates LLC7,597$4.72M1.9%-55213F-HRTimeline
Raab & Moskowitz Asset Management LLC7,581$4.71M1.12%-20413F-HRTimeline
Quest 10 Wealth Builders, Inc.7,563$4.7M4.57%+2513F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,561$4.69M1.13%-5,97913F-HRTimeline
Fermata Advisors, LLC7,561$4.69M1.25%-45,95113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT7,543$4.68M0.2%013F-HRTimeline
Full Sail Capital, LLC7,507$4.66M0.27%-72513F-HRTimeline
Atlas Brown,Inc.7,504$4.66M1.5%-10913F-HRTimeline
DAVIDSON TRUST CO7,503$4.66M2.15%-10613F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,490$4.65M0.34%-32613F-HRTimeline
Stegner Investment Associates Inc.7,482$4.65M2.85%+6113F-HRTimeline
HUB Investment Partners, LLC7,481$4.65M0.16%+60013F-HRTimeline
Accelerate Investment Advisors LLC7,468$4.64M3.45%-94513F-HRTimeline
Weaver Consulting Group7,465$4.63M1.28%-9013F-HRTimeline
BLALOCK WILLIAMS, LLC7,464$4.63M4.63%-4,16613F-HRTimeline
Hollow Brook Wealth Management LLC7,462$4.63M1.36%-20713F-HRTimeline
Helium Advisors LLC7,456$4.63M2.93%-33313F-HRTimeline
Traynor Capital Management, Inc.7,448$4.62M0.33%+40213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,441$4.62M0.49%+15813F-HRTimeline
Eagle Bay Advisors LLC7,436$4.62M3.82%+31513F-HRTimeline
SeaBridge Investment Advisors LLC7,415$4.6M0.86%-35713F-HRTimeline
Gitterman Wealth Management, LLC7,414$4.6M1.07%+6613F-HRTimeline
Independence Bank of Kentucky7,412$4.6M0.65%+1,69513F-HRTimeline
Milestone Asset Management Group, LLC7,381$4.58M3.39%+62213F-HRTimeline
LINCOLN CAPITAL CORP7,381$4.58M1.76%-10413F-HRTimeline
Tufton Capital Management7,374$4.58M0.87%+12113F-HRTimeline
O'Connor Financial Group LLC7,267$4.57M2.01%-93213F-HRTimeline
SilverOak Wealth Management LLC7,343$4.56M0.86%-14213F-HRTimeline
WEST PACES ADVISORS INC.7,311$4.54M0.97%+1,35113F-HRTimeline
Insight Advisors, LLC/ PA7,308$4.54M0.73%-1913F-HRTimeline
Ayalon Insurance Comp Ltd.7,301$4.53M1.31%+68113F-HRTimeline
Brookwood Investment Group LLC7,300$4.53M0.73%-3,61113F-HRTimeline
Edgemoor Investment Advisors, Inc.7,299$4.53M0.39%+113F-HRTimeline
Laird Norton Wetherby Wealth Management…7,296$4.53M0.2%13F-HRTimeline
Galvin, Gaustad & Stein, LLC7,291$4.53M0.39%-6013F-HRTimeline
New England Private Wealth Advisors LLC7,061$4.5M0.66%-36713F-HRTimeline
Marietta Wealth Management, LLC7,249$4.5M0.59%+1813F-HRTimeline
Paladin Advisory Group, LLC7,245$4.5M3.43%+36513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,277$4.49M0.31%+5,23513F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC7,236$4.49M0.05%+2113F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,216$4.48M2.6%+16813F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,191$4.46M1.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arlington Trust Co LLCin group Arlington Trust Co LLC7,170$4.45M0.87%013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC7,161$4.45M0.29%+3,42713F-HRTimeline
LOM Asset Management Ltd7,130$4.43M1.5%13F-HR/ATimeline
NorthStar Asset Management LLC /NJ/7,115$4.42M2.33%-89913F-HRTimeline
Rinkey Investments7,108$4.41M1.33%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,105$4.41M3.62%+33413F-HRTimeline
Opulen Financial Group LLC7,102$4.41M3.62%+26713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,055$4.38M2.01%-62513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,048$4.38M1.45%-1,06413F-HRTimeline
HM PAYSON & CO7,040$4.37M0.07%+5913F-HRTimeline
Cornell Pochily Investment Advisors, In…7,036$4.37M1.43%-7213F-HRTimeline
JTC Employer Solutions Trustee Ltd7,026$4.36M0.42%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,989$4.34M<0.01%+2,10513F-HRTimelineGroup
Consolidated Portfolio Review Corp6,967$4.33M0.6%+5,08413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,965$4.32M1.59%+3313F-HRTimeline
Financial Perspectives, Inc6,948$4.31M1.3%+34813F-HRTimeline
McNaughton Wealth Management, LLC6,936$4.31M1.92%-23713F-HRTimeline
Evensky & Katz LLC6,931$4.3M0.26%-9,33213F-HRTimeline
Medallion Wealth Advisors, LLC6,928$4.3M1.66%+5613F-HRTimeline
Gemmer Asset Management LLC6,918$4.3M0.38%-52313F-HRTimeline
Harbor Asset Planning, Inc.6,913$4.29M4.1%13F-HRTimeline
Encompass More Asset Management6,911$4.29M1%+98913F-HRTimeline
WJ Wealth Management, LLC6,896$4.28M1.35%-65013F-HRTimeline
Rathbones Group PLC6,855$4.26M0.02%+34513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,852$4.25M2.2%+1,28213F-HRTimeline
Old Mission Investment Co LLC6,850$4.25M1.16%+5613F-HRTimeline
Keel Point, LLC6,845$4.25M0.28%+5813F-HRTimeline
TFO Wealth Partners, LLC6,822$4.24M0.75%-2813F-HRTimeline
Plum Street Advisors, LLC6,816$4.23M1.87%-20413F-HRTimeline
American Financial Advisors, LLC6,812$4.23M0.59%+1,88713F-HRTimeline
Sage Capital Advisors,llc6,805$4.23M1.04%+2713F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…6,800$4.22M1.99%013F-HRTimelineGroup
Maridea Wealth Management LLC6,794$4.22M1.1%+1,08213F-HRTimeline
1 NORTH WEALTH SERVICES LLC6,771$4.2M1.67%-3,40613F-HRTimeline
Fisher Asset Management, LLC6,765$4.2M<0.01%-2,94013F-HRTimeline
Intelligent Financial Strategies6,758$4.2M2.23%-26713F-HRTimeline
Prudent Man Advisors, LLC6,756$4.19M1.33%-21313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,751$4.19M0.15%+1,77313F-HRTimeline
FIRST UNITED BANK & TRUST6,748$4.19M1.46%013F-HRTimeline
Parkside Advisors LLC6,746$4.19M0.92%+4,26113F-HRTimeline
Signal Advisors Wealth, LLC6,745$4.19M0.33%-2,46313F-HRTimeline
POTENTIA WEALTH6,743$4.19M2.39%-5,00813F-HRTimeline
Hemington Wealth Management6,733$4.18M0.61%+313F-HRTimeline
Trust Co of the South6,727$4.18M0.74%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,725$4.18M0.52%+3913F-HRTimeline
Triune Financial Partners, LLC6,717$4.17M1.15%+17713F-HRTimeline
CoreFirst Bank & Trust6,701$4.16M2.35%+15413F-HRTimeline
Donor Advised Charitable Giving, Inc.6,686$4.15M0.09%+27513F-HRTimeline
GAMMA Investing LLC6,676$4.15M0.26%-64513F-HRTimeline
Warm Springs Advisors Inc.6,663$4.14M3.55%-10513F-HRTimeline
Oakwell Private Wealth Management, LLC6,627$4.12M0.95%-30013F-HRTimeline
Richard W. Paul & Associates, LLC6,626$4.11M1.49%-10013F-HRTimeline
SONATA CAPITAL GROUP INC6,622$4.11M1.64%-213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,619$4.11M0.04%+69913F-HRTimeline
Dentgroup LLC6,611$4.1M2.85%-1,29413F-HRTimeline
BOSTON FAMILY OFFICE LLC6,607$4.1M0.27%+3713F-HRTimeline
ERn Financial, LLC6,525$4.05M0.85%+3,15613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,520$4.05M0.53%-72313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,514$4.04M0.16%-56713F-HRTimelineGroup
WNY Asset Management, LLC6,511$4.04M0.45%-16113F-HRTimeline
SAGE FINANCIAL GROUP INC6,504$4.04M0.3%+15813F-HRTimeline
Lion Street Advisors, LLC6,503$4.04M1.22%-1,48513F-HRTimeline
Sepio Capital, LP6,481$4.02M0.29%-68413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,481$4.02M2.83%+14113F-HRTimeline
Facet Wealth, Inc.6,330$4.02M0.09%-41313F-HRTimeline
MOTCO6,329$4.02M0.38%-8,72213F-HRTimeline
Michels Family Financial, LLC6,469$4.02M3.42%-15413F-HRTimeline
Investors Research Corp6,468$4.02M0.79%013F-HRTimeline
MIdWestOne Financial Group, Inc.6,452$4.01M0.52%-4013F-HRTimeline
Straight Path Wealth Management6,447$4M1.36%+1813F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,445$4M0.47%+2,06913F-HRTimeline
BCS Private Wealth Management, Inc.6,433$3.99M1.5%13F-HRTimeline
Alta Wealth Advisors LLC6,375$3.96M1.87%+65113F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC6,368$3.95M0.1%+5,47413F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC6,344$3.94M1.1%-4113F-HRTimeline
Oldfather Financial Services, LLC6,338$3.94M1.35%-23513F-HRTimeline
Thrive Wealth Management, LLC6,307$3.92M0.63%+813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,312$3.9M0.53%+34313F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.6,276$3.9M3.55%+2,33013F-HRTimeline
First County Bank /CT/6,242$3.88M2.08%-8213F-HRTimeline
GDS Wealth Management6,224$3.86M0.28%+8513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp6,187$3.84M0.23%-16213F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB6,186$3.84M0.31%-21,20513F-HRTimeline
EQUITABLE TRUST CO6,183$3.84M0.19%-11813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,165$3.83M0.37%-150,72813F-HRTimeline
NAPA WEALTH MANAGEMENT6,159$3.82M1.83%+23313F-HRTimeline
Global View Capital Management LLC6,157$3.82M1.22%+4,19613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,151$3.82M0.13%-2913F-HRTimeline
Harbour Capital Advisors, LLC6,116$3.81M0.8%+20713F-HRTimeline
WestHill Financial Advisors, Inc.6,137$3.81M0.81%-413F-HRTimeline
Stenger Family Office, LLC5,966$3.8M0.98%13F-HRTimeline
Beverly Hills Private Wealth, LLC6,122$3.8M0.71%-73813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,093$3.78M0.3%-5813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,089$3.78M0.08%-88213F-HRTimelineGroup
OAKWORTH CAPITAL, INC.6,080$3.78M0.24%-14013F-HRTimeline
FORTE CAPITAL LLC /ADV6,054$3.76M0.4%-55213F-HRTimeline
Paulson Wealth Management Inc.6,046$3.75M0.97%+1,12113F-HRTimeline
Liberty Capital Management, Inc.6,030$3.74M0.76%-613F-HRTimeline
Maxele Advisors, LLC6,022$3.74M3.26%-22713F-HRTimeline
Legacy Financial Advisors, Inc.6,020$3.74M0.58%+48113F-HRTimeline
Clarkston Capital Partners, LLC6,019$3.74M0.08%-3613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,646$3.73M0.72%-1613F-HRTimeline
Flywheel Private Wealth LLC6,011$3.73M2.99%-32613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,004$3.73M0.2%+1,65913F-HRTimeline
BCU Wealth Advisors, LLC5,997$3.72M1.67%-5,31513F-HRTimeline
Aaron Wealth Advisors LLC5,977$3.71M0.38%+50213F-HRTimeline
Goodman Financial Corp5,964$3.7M0.74%-2113F-HRTimeline
First Bank & Trust5,937$3.69M0.66%+82513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC5,921$3.68M0.14%-59713F-HRTimeline
Kaydan Wealth Management, Inc.5,887$3.66M1.2%+98613F-HRTimeline
Balefire, LLC5,883$3.65M0.79%+4,90313F-HRTimeline
First Business Financial Services, Inc.5,873$3.65M0.33%013F-HRTimeline
WESPAC Advisors, LLC5,866$3.64M2.55%-1,77013F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,862$3.64M0.32%-12013F-HRTimeline
Comprehensive Financial Planning, Inc./…5,852$3.63M2.86%+35613F-HRTimeline
Leeward Financial Partners, LLC5,829$3.62M1.15%+813F-HRTimeline
Mason & Associates, LLC5,829$3.62M0.91%-13613F-HRTimeline
CIM, LLC5,829$3.62M0.49%-2213F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP5,826$3.62M0.1%+18913F-HRTimeline
First Bancorp, Inc /ME/5,823$3.62M2.08%-59113F-HRTimeline
Aspen Investment Management Inc5,792$3.6M1.51%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,790$3.6M0.9%13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…5,765$3.58M0.17%-23213F-HRTimeline
Asset Dedication, LLC5,719$3.55M0.26%+2013F-HRTimeline
Tranquility Partners, LLC5,718$3.55M1.27%-3813F-HRTimeline
AMERIFLEX GROUP, INC.5,763$3.54M1.86%-42113F-HRTimeline