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Disclosery

IVV ISHARES TR

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SHS (fund)

3,651 managers (3,686 13F filers) reported a position in IVV shares at 2025-09-30, 785,790,268 shares in all. 120 filers opened a position and 52 filers sold out during the quarter.

Managers
3,651
13F filers
3,686
New
120
Added
1,574
Reduced
1,389
Sold out
52
Shares held by filers
785,790,268

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Financial Council, LLC8,215$5.5M2.44%-4913F-HRTimeline
Cassaday & Co Wealth Management LLC8,205$5.49M0.13%-2113F-HRTimeline
Antonelli Financial Advisors, LLC8,196$5.49M3.73%-13813F-HRTimeline
Bear Mountain Capital, Inc.8,128$5.48M1.84%013F-HRTimeline
Bluespring Wealth Management, LLC8,168$5.47M0.48%-8013F-HRTimeline
Seven Springs Wealth Group, LLC8,158$5.46M1.32%-5513F-HRTimeline
Fiduciary Group, LLC8,153$5.46M0.48%+1913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…8,109$5.43M1.37%013F-HRTimeline
Measured Wealth Private Client Group, L…8,107$5.43M1.46%+19013F-HRTimeline
Coppell Advisory Solutions LLC8,117$5.41M0.57%+9713F-HRTimeline
ASSET PLANNING CORPORATION8,053$5.39M2.56%-3013F-HRTimeline
Sprinkle Financial Consultants LLC8,040$5.38M3.01%+13513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,983$5.38M0.36%-3,03513F-HRTimelineGroup
Three Seasons Wealth, LLC8,022$5.37M0.53%-10913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,017$5.37M1.28%-59013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC8,007$5.36M3.92%+3,60813F-HRTimeline
Semus Wealth Partners LLC7,999$5.35M3.03%+7313F-HRTimeline
Alpha Advisors, LLC/VA7,972$5.34M4.01%-7313F-HRTimeline
Copperleaf Capital, LLC7,970$5.33M2.56%-7,65213F-HRTimeline
Premier Path Wealth Partners, LLC7,961$5.33M0.69%+3713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,955$5.32M1.93%-17613F-HRTimeline
FAS Wealth Partners, Inc.7,936$5.31M0.36%-20213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,922$5.3M0.91%-18113F-HRTimeline
BOS Asset Management, LLC7,916$5.3M1.49%+15813F-HRTimeline
Qube Research & Technologies Ltd7,901$5.29M0.01%+3,83613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,877$5.27M0.87%+14413F-HRTimeline
Laurel Wealth Planning LLC7,868$5.27M2.79%-1,15713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,866$5.26M0.6%+3,08013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,860$5.26M2.69%+25713F-HRTimeline
Rinkey Investments7,845$5.25M1.39%+73713F-HRTimeline
Confluence Wealth Services, Inc.7,819$5.23M0.26%-7413F-HRTimeline
Smith Thornton Advisors LLC7,816$5.23M2.74%+11013F-HRTimeline
Fortis Group Advisors, LLC7,629$5.23M0.9%-7013F-HRTimeline
Keel Point, LLC7,796$5.22M0.32%+95113F-HRTimeline
Infinity Wealth Counsel, LLC7,782$5.21M5.06%+1713F-HRTimeline
Aufman Associates Inc7,767$5.2M2.93%+1813F-HRTimeline
Brookwood Investment Group LLC7,765$5.2M0.67%+46513F-HRTimeline
Auxano Advisors, LLC7,762$5.2M1.1%+213F-HRTimeline
Plan Group Financial, LLC7,713$5.16M1.39%-1,18013F-HRTimeline
Stegner Investment Associates Inc.7,681$5.14M2.82%+19913F-HRTimeline
Old Port Advisors7,677$5.14M1.3%-8,53913F-HRTimeline
Ruggaard & Associates LLC7,676$5.14M1.92%+7913F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,673$5.14M0.48%+3313F-HRTimeline
Rathbones Group PLC7,665$5.13M0.02%+81013F-HRTimeline
MAS Advisors LLC7,656$5.12M8.11%-6113F-HRTimeline
Rockwood Wealth Management, LLC7,628$5.11M0.41%-93013F-HRTimeline
Laird Norton Wetherby Wealth Management…7,615$5.1M0.21%+31913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,574$5.07M4.05%-31913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,562$5.06M0.72%-3,39313F-HRTimeline
Ayalon Insurance Comp Ltd.7,559$5.06M1.28%+25813F-HRTimeline
2UniFi Bank7,552$5.05M2.53%-10213F-HRTimeline
Raab & Moskowitz Asset Management LLC7,548$5.05M1.13%-3313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT7,543$5.05M0.2%013F-HRTimeline
Ellis Investment Partners, LLC7,540$5.05M0.91%-13413F-HRTimeline
Eaton Financial Holdings Company, LLC7,538$5.05M1.42%-1,69113F-HRTimeline
Full Sail Capital, LLC7,535$5.04M0.28%+2813F-HRTimeline
Quest 10 Wealth Builders, Inc.7,511$5.03M4.63%-5213F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,490$5.01M0.33%013F-HRTimeline
GAMMA Investing LLC7,485$5.01M0.28%+80913F-HRTimeline
Cooper Financial Group7,485$5.01M0.55%-23513F-HRTimeline
Atlas Brown,Inc.7,474$5M1.48%-3013F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,465$5M1.17%-9613F-HRTimeline
Milestone Asset Management Group, LLC7,456$4.99M3.14%+7513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,432$4.97M0.06%new13F-HRTimelineGroup
Colony Family Offices, LLC7,425$4.97M1.29%-7,16413F-HRTimeline
SilverOak Wealth Management LLC7,412$4.96M0.84%+6913F-HRTimeline
LifePlan Investment Advisors, Inc.7,409$4.96M2.08%-26213F-HRTimeline
Accelerate Investment Advisors LLC7,369$4.93M3.36%-9913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,358$4.92M0.48%-8313F-HRTimeline
Gitterman Wealth Management, LLC7,351$4.92M1.13%-6313F-HRTimeline
Marietta Wealth Management, LLC7,346$4.92M0.6%+9713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,345$4.92M0.33%+18413F-HRTimeline
Cromwell Holdings LLC7,335$4.91M2.62%new13F-HRTimeline
Independence Bank of Kentucky7,330$4.91M0.63%-8213F-HRTimeline
Medallion Wealth Advisors, LLC7,302$4.89M1.74%+37413F-HRTimeline
BEARING POINT CAPITAL, LLC7,299$4.89M0.84%-44213F-HRTimeline
Insight Advisors, LLC/ PA7,284$4.88M0.75%-2413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,288$4.88M3.66%+18313F-HRTimeline
Paladin Advisory Group, LLC7,245$4.85M3.78%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,244$4.85M3.19%-1,01313F-HRTimeline
WEST PACES ADVISORS INC.7,243$4.85M0.96%-6813F-HRTimeline
Groupe la Francaisein group Groupe la Francaise8,535$4.85M0.07%new13F-HRTimelineGroup
Meridian Wealth Partners, LLC7,239$4.85M0.67%-74113F-HRTimeline
Tufton Capital Management7,240$4.84M0.86%-13413F-HRTimeline
HM PAYSON & CO7,206$4.82M0.07%+16613F-HRTimeline
BLALOCK WILLIAMS, LLC7,199$4.82M4.22%-26513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,186$4.81M0.05%-5013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC7,170$4.8M0.86%013F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/7,169$4.8M2.3%+5413F-HRTimeline
Cornell Pochily Investment Advisors, In…7,168$4.8M1.43%+13213F-HRTimeline
HUB Investment Partners, LLC7,167$4.8M0.18%-31413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,127$4.77M0.04%+50813F-HRTimeline
POTENTIA WEALTH7,118$4.76M1.82%+37513F-HRTimeline
Galvin, Gaustad & Stein, LLC7,117$4.76M0.39%-17413F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,109$4.76M0.42%+66413F-HRTimeline
LOM Asset Management Ltd7,085$4.74M1.45%-4513F-HRTimeline
New England Private Wealth Advisors LLC7,071$4.73M0.62%+1013F-HRTimeline
Opulen Financial Group LLC7,053$4.72M3.58%-4913F-HRTimeline
Weaver Consulting Group7,051$4.72M1.2%-41413F-HRTimeline
O'Connor Financial Group LLC7,046$4.72M1.98%-22113F-HRTimeline
Fulcrum Capital LLC7,046$4.72M0.97%-72713F-HRTimeline
New Century Financial Group, LLC7,029$4.7M8.36%-61713F-HRTimeline
DAVIDSON TRUST CO7,026$4.7M1.94%-47713F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,026$4.7M1%-16513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JTC Employer Solutions Trustee Ltd7,026$4.7M0.4%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,021$4.7M2.64%-19513F-HRTimeline
SeaBridge Investment Advisors LLC6,976$4.67M0.76%-43913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,972$4.67M1.56%+713F-HRTimeline
McNaughton Wealth Management, LLC6,937$4.64M1.96%+113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,911$4.63M1.92%-14413F-HRTimeline
Harbor Asset Planning, Inc.6,903$4.62M4.13%-1013F-HRTimeline
Financial Perspectives, Inc6,888$4.61M1.28%-6013F-HRTimeline
Strategies Wealth Advisors, LLC6,852$4.59M0.48%-2,30013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,842$4.58M2.19%-1013F-HRTimeline
TFO Wealth Partners, LLC6,836$4.58M0.75%+1413F-HRTimeline
L.K. Benson & Company, P.C.6,788$4.54M2.45%+3,16013F-HRTimeline
LINCOLN CAPITAL CORP6,773$4.53M1.63%-60813F-HRTimeline
Plum Street Advisors, LLC6,763$4.53M1.75%-5313F-HRTimeline
Rede Wealth, LLC6,752$4.52M3.55%-3,80013F-HRTimeline
Eagle Bay Advisors LLC6,752$4.52M3.55%-68413F-HRTimeline
Triune Financial Partners, LLC6,738$4.51M1.14%+2113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,737$4.51M<0.01%-25213F-HRTimelineGroup
Sage Capital Advisors,llc6,737$4.51M1.07%-6813F-HRTimeline
Trust Co of the South6,727$4.5M0.75%013F-HRTimeline
FIRST UNITED BANK & TRUST6,718$4.5M1.46%-3013F-HRTimeline
Richard W. Paul & Associates, LLC6,685$4.47M1.53%+5913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6,684$4.47M0.15%-6713F-HRTimeline
Hemington Wealth Management6,679$4.47M0.58%-5413F-HRTimeline
MOTCO6,672$4.47M0.41%+34313F-HRTimeline
Helium Advisors LLC6,657$4.46M3.72%-79913F-HRTimeline
CoreFirst Bank & Trust6,651$4.45M2.41%-5013F-HRTimeline
Encompass More Asset Management6,646$4.45M0.86%-26513F-HRTimeline
Americana Partners, LLC6,635$4.44M0.13%+1,18713F-HRTimeline
Warm Springs Advisors Inc.6,631$4.44M3.37%-3213F-HRTimeline
SAGE FINANCIAL GROUP INC6,630$4.44M0.3%+12613F-HRTimeline
Oakwell Private Wealth Management, LLC6,627$4.44M0.89%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SONATA CAPITAL GROUP INC6,622$4.43M1.64%013F-HRTimeline
BOSTON FAMILY OFFICE LLC6,609$4.42M0.28%+213F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…6,606$4.42M12.8%-2,42013F-HRTimeline
Dentgroup LLC6,600$4.42M2.86%-1113F-HRTimeline
Old Mission Investment Co LLC6,586$4.41M1.07%-26413F-HRTimeline
Flywheel Private Wealth LLC6,580$4.4M3.44%+56913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.6,579$4.4M2.75%+9813F-HRTimeline
Leo Wealth, LLC6,567$4.4M0.57%-3,45313F-HRTimeline
Intelligent Financial Strategies6,545$4.38M2.13%-21313F-HRTimeline
Corsicana & Co.6,544$4.38M2.46%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.6,539$4.38M0.54%+1913F-HRTimeline
Global View Capital Management LLC6,520$4.36M0.93%+36313F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,517$4.36M0.07%+3,56613F-HRTimeline
Investors Research Corp6,468$4.33M0.8%013F-HRTimeline
Straight Path Wealth Management6,465$4.33M1.21%+1813F-HRTimeline
1 NORTH WEALTH SERVICES LLC6,462$4.33M1.77%-30913F-HRTimeline
Forza Wealth Management, LLC6,457$4.32M1.66%+1,43813F-HRTimeline
MIdWestOne Financial Group, Inc.6,452$4.32M0.52%013F-HRTimeline
Fullerton Fund Management Co Ltd.6,418$4.3M0.17%-7,46013F-HRTimeline
PUREfi Wealth, LLC6,401$4.28M3.3%+1,19813F-HRTimeline
Alta Wealth Advisors LLC6,370$4.26M1.53%-513F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,355$4.25M0.44%+1,40613F-HRTimeline
TABLEAUX LLC6,352$4.25M1.7%+3,15413F-HRTimeline
HILL ISLAND FINANCIAL LLC6,327$4.23M1.06%-1713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC6,310$4.22M0.15%+38913F-HRTimeline
Oldfather Financial Services, LLC6,300$4.22M1.31%-3813F-HRTimeline
BCU Wealth Advisors, LLC6,300$4.22M1.71%+30313F-HRTimeline
Michels Family Financial, LLC6,296$4.21M3.28%-17313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,291$4.21M0.15%-22313F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.6,276$4.2M3.46%013F-HRTimeline
First Bank & Trust6,263$4.19M0.71%+32613F-HRTimeline
First County Bank /CT/6,242$4.18M2.13%013F-HRTimeline
ROMANO BROTHERS AND COMPANY6,232$4.17M0.48%-49313F-HRTimeline
United Advisor Group, LLC6,230$4.17M0.56%+3,05613F-HRTimeline
BCS Private Wealth Management, Inc.6,223$4.17M1.49%-21013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,205$4.15M0.14%+5413F-HRTimeline
Florida Trust Wealth Management Co6,203$4.15M0.12%+58313F-HRTimeline
Thrive Wealth Management, LLC6,188$4.14M0.62%-11913F-HRTimeline
Liberty Capital Management, Inc.6,181$4.14M0.78%+15113F-HRTimeline
American Financial Advisors, LLC6,175$4.13M0.53%-63713F-HRTimeline
DAVIS R M INC6,174$4.13M0.07%+2,45913F-HRTimeline
EQUITABLE TRUST CO6,171$4.13M0.19%-1213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska6,165$4.13M0.49%-14713F-HRTimelineGroup
Evensky & Katz LLC6,145$4.11M0.24%-78613F-HRTimeline
Kaydan Wealth Management, Inc.6,143$4.11M1.17%+25613F-HRTimeline
WestHill Financial Advisors, Inc.6,114$4.09M0.8%-2313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,106$4.09M0.3%+1313F-HRTimeline
NAPA WEALTH MANAGEMENT6,098$4.08M1.91%-6113F-HRTimeline
WNY Asset Management, LLC6,092$4.08M0.39%-41913F-HRTimeline
FIRST MANHATTAN CO. LLC.6,084$4.07M0.01%+1,30813F-HRTimeline
OAKWORTH CAPITAL, INC.6,078$4.07M0.24%-213F-HRTimeline
Bridgewater Advisors Inc.6,034$4.06M0.28%+51413F-HRTimeline
GDS Wealth Management6,071$4.06M0.27%-15313F-HRTimeline
Beverly Hills Private Wealth, LLC6,050$4.05M0.72%-7213F-HRTimeline
Clarkston Capital Partners, LLC6,050$4.05M0.09%+3113F-HRTimeline
ERn Financial, LLC6,046$4.05M0.8%-47913F-HRTimeline
Maxele Advisors, LLC6,031$4.04M3.48%+913F-HRTimeline
Paulson Wealth Management Inc.6,027$4.03M0.95%-1913F-HRTimeline
Edge Financial Advisors LLC6,022$4.03M1.81%-2,08913F-HRTimeline
Comprehensive Financial Planning, Inc./…6,012$4.02M2.76%+16013F-HRTimeline
Aaron Wealth Advisors LLC5,989$4.01M0.24%+1213F-HRTimeline
Discipline Wealth Solutions, LLC5,947$3.98M1.05%+89113F-HRTimeline
Everhart Financial Group, Inc.5,947$3.98M0.4%+28213F-HRTimeline
Legacy Financial Advisors, Inc.5,945$3.98M0.55%-7513F-HRTimeline