Skip to content
Disclosery

IVV ISHARES TR

Follow

SHS (fund)

3,988 managers (4,025 13F filers) reported a position in IVV shares at 2025-12-31, 853,955,212 shares in all. 119 filers opened a position and 62 filers sold out during the quarter.

Managers
3,988
13F filers
4,025
New
119
Added
1,692
Reduced
1,384
Sold out
62
Shares held by filers
853,955,212

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Windsor Advisory Group, LLC9,751$6.68M5.96%013F-HRTimeline
Parkside Financial Bank & Trust9,746$6.68M0.5%+7313F-HRTimeline
Unify Financial Advisors9,740$6.67M6.95%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,707$6.65M0.98%+9613F-HRTimeline
AA Financial Advisors, LLC9,705$6.65M1.23%+80213F-HRTimeline
Landmark Wealth Management, LLC9,682$6.63M2.54%+11613F-HRTimeline
PMV Capital Advisers, LLC9,671$6.62M12.06%+50413F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,655$6.61M0.7%-1513F-HRTimeline
MRP Capital Investments, LLC9,644$6.61M5.54%-1,57613F-HRTimeline
InTrack Investment Management Inc9,642$6.6M3.69%-6013F-HRTimeline
Vawter Financial, Ltd.9,632$6.6M2.78%+29813F-HR/ATimeline
Wall Street Financial Group, Inc.9,623$6.59M4.8%-34113F-HRTimeline
Strategic Financial Concepts, LLC9,610$6.58M6.02%+6,82013F-HRTimeline
Fiduciary Group, LLC9,574$6.56M0.55%+1,42113F-HRTimeline
Keel Point, LLC9,545$6.54M0.39%+1,74913F-HRTimeline
Vantus Wealth LLC9,528$6.53M4.81%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,520$6.52M0.39%+31013F-HRTimelineGroup
Glassman Wealth Services9,497$6.5M0.88%-38213F-HRTimeline
Moneda S.A. Administradora General de F…9,480$6.49M5.83%+78013F-HRTimeline
Merited Wealth, LLC9,463$6.48M6.01%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC9,446$6.47M2.28%+2,98413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC9,438$6.46M0.37%-73213F-HRTimeline
Running Point Capital Advisors, LLC9,424$6.46M1.76%+5,31313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,388$6.43M0.19%-5713F-HRTimelineGroup
FLC Capital Advisors9,372$6.42M1.19%-1513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,367$6.42M0.08%+31913F-HRTimelineGroup
Essential Planning, LLC.9,352$6.41M2.04%+47013F-HRTimeline
Hi-Line Capital Management, LLC9,324$6.39M2.13%-1,02813F-HRTimeline
Signal Advisors Wealth, LLC9,318$6.38M0.51%+74813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,317$6.38M0.71%-33213F-HRTimeline
CAMDEN NATIONAL BANK9,306$6.37M0.88%+6,76413F-HRTimeline
Compass Ion Advisors, LLC9,284$6.36M0.61%-19813F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,233$6.32M6%-45013F-HRTimeline
First Heartland Consultants, Inc.9,220$6.32M0.48%+13913F-HRTimeline
James J. Burns & Company, LLC9,210$6.31M0.87%-5913F-HRTimeline
Power Alpha Investment Ltd9,200$6.3M0.65%13F-HRTimeline
ATX Financial Planning, LLC9,160$6.27M4.84%13F-HRTimeline
BRADY FAMILY WEALTH, LLC9,159$6.27M1.94%+113F-HRTimeline
Magnus Financial Group LLC9,155$6.27M0.48%-24713F-HRTimeline
West Branch Capital LLC9,134$6.26M1.61%+1813F-HRTimeline
Commonwealth Retirement Investments LLC9,122$6.25M2.01%+55113F-HRTimeline
Olde Wealth Management, LLC9,108$6.24M1.92%-413F-HRTimeline
Town Capital LLC9,098$6.23M5.1%13F-HRTimeline
Black Diamond Financial, LLC9,094$6.23M0.66%+4613F-HRTimeline
Sunburst Financial Group, LLC9,059$6.2M1.26%-6613F-HRTimeline
Strathmore Capital Advisors, Inc.9,051$6.2M2.03%-27713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC9,030$6.19M2.78%+1,17013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC9,009$6.17M2.85%13F-HRTimeline
Stockman Wealth Management, Inc.9,004$6.17M0.72%-9113F-HR/ATimeline
TRUEFG, LLC8,983$6.15M1.65%-4113F-HRTimeline
Stonebridge Financial Planning Group, L…8,952$6.13M2.21%-26413F-HRTimeline
BAYBAN8,927$6.11M5.4%13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC8,919$6.11M3.82%+1,67513F-HRTimeline
Affiance Financial, LLC8,900$6.1M0.98%-17213F-HRTimeline
Kera Capital Partners, Inc.8,762$6.09M0.75%-38213F-HRTimeline
ORG Partners LLC8,876$6.08M1.07%+80613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,874$6.08M0.06%-48213F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC8,864$6.07M3.5%013F-HRTimeline
American Trust8,836$6.05M0.51%-1,74713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,831$6.05M0.73%+41813F-HRTimeline
Galvin, Gaustad & Stein, LLC8,822$6.04M0.47%+1,70513F-HRTimeline
Dogwood Wealth Management LLC8,773$6.01M2.64%013F-HRTimeline
Tempus Wealth Planning, LLC8,746$5.99M1.37%-14913F-HRTimeline
Verity Asset Management, Inc.8,740$5.99M2.57%-8,16413F-HRTimeline
Wealth Advisors of Iowa, LLC8,719$5.97M1.96%-613F-HRTimeline
Quadrant Private Wealth Management, LLC8,713$5.97M0.98%+14913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,828$5.96M0.39%+84513F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC8,683$5.95M2.88%+3213F-HRTimeline
Prostatis Group LLC8,682$5.95M1.42%-1,70813F-HRTimeline
Fortis Capital Management LLC8,680$5.95M0.79%+3,81613F-HRTimeline
J. R. Prunier Capital Management LLC8,669$5.94M2.47%13F-HRTimeline
St. Johns Investment Management Company…8,666$5.94M2.48%-62913F-HRTimeline
Schorn Wealth LLC8,651$5.93M1.8%+10613F-HRTimeline
Pachira Investments Inc.8,635$5.91M2.88%-1,26213F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,635$5.91M4.21%13F-HRTimeline
GSG Advisors LLC8,632$5.91M1.53%-413F-HRTimeline
1834 INVESTMENT ADVISORS CO8,628$5.91M0.74%-17013F-HRTimeline
Nicholas Hoffman & Company, LLC.8,623$5.91M0.14%-413F-HRTimeline
Cassaday & Co Wealth Management LLC8,570$5.87M0.12%+36513F-HRTimeline
Quadcap Wealth Management, LLC8,535$5.85M0.67%+1413F-HRTimeline
Daner Wealth Management, LLC8,392$5.83M3.57%+8313F-HRTimeline
PW ADVISORS, LLC \ FL8,507$5.83M4.68%13F-HRTimeline
KWMG, LLC8,506$5.83M0.5%-3013F-HRTimeline
Legacy Advisory Services, LLC8,493$5.82M4.37%+8413F-HRTimeline
2UniFi Bank8,492$5.82M2.76%+94013F-HRTimeline
Portfolio Resources Advisor Group, Inc.8,485$5.81M5.81%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,483$5.81M0.65%13F-HRTimeline
Johnson Financial Group, LLC8,469$5.8M0.36%+3,15313F-HRTimeline
Keystone Financial Services, LLC8,468$5.8M3.95%+1413F-HRTimeline
Peak Asset Management, LLC8,422$5.77M0.98%-11913F-HRTimeline
Brookwood Investment Group LLC8,422$5.77M0.69%+65713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …8,413$5.76M0.08%-83513F-HRTimelineGroup
Sonoma Private Wealth LLC8,412$5.76M6.96%-27213F-HRTimeline
Elevation Capital Advisory, LLC8,391$5.75M2.35%new13F-HRTimeline
Arista Wealth Management, LLC8,383$5.74M0.71%+513F-HRTimeline
M3 Advisory Group, LLC8,382$5.74M3.5%+15513F-HRTimeline
Vision Retirement, LLC8,375$5.74M1.54%13F-HRTimeline
Coastline Complete Wealth LLC8,365$5.73M3.61%13F-HRTimeline
Antonelli Financial Advisors, LLC8,334$5.71M3.75%+13813F-HRTimeline
Dana Investment Advisors, Inc.8,309$5.69M0.17%-8213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,301$5.69M0.59%-37013F-HRTimeline
LVZ, Inc.8,289$5.68M0.63%-2,94713F-HR/ATimeline
Coppell Advisory Solutions LLC8,212$5.67M0.56%+9513F-HRTimeline
Marathon Wealth Advisors LLC8,257$5.66M2.25%13F-HRTimeline
Strid Group, LLC8,253$5.65M0.7%+3,11913F-HRTimeline
Bear Mountain Capital, Inc.8,128$5.65M1.82%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,213$5.63M0.46%+54013F-HRTimeline
Financial Council, LLC8,189$5.61M2.24%-2613F-HRTimeline
PATTEN & PATTEN INC/TN8,140$5.58M0.33%-21313F-HRTimeline
Seven Springs Wealth Group, LLC8,135$5.57M1.59%-2313F-HRTimeline
Quad-Cities Investment Group, LLC8,099$5.55M2.29%-52213F-HRTimeline
Morling Financial Advisors, LLC8,095$5.54M1.75%-32813F-HRTimeline
Alta Wealth Advisors LLC8,081$5.54M1.85%+1,71113F-HRTimeline
Spectrum Strategic Capital Management, …8,079$5.53M2.94%-4,08913F-HRTimeline
Opal Wealth Advisors, LLC8,037$5.5M1.44%+6,94013F-HRTimeline
SFE Investment Counsel8,024$5.5M0.86%+5,02013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC8,011$5.49M3.7%+413F-HRTimeline
Semus Wealth Partners LLC8,006$5.48M2.95%+713F-HRTimeline
Bluespring Wealth Management, LLC7,999$5.48M0.47%-16913F-HRTimeline
NORTHLAND SECURITIES, INC.7,986$5.47M5.24%13F-HRTimeline
Sprinkle Financial Consultants LLC7,974$5.46M2.78%-6613F-HRTimeline
HM PAYSON & CO7,949$5.44M0.08%+74313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,941$5.44M0.97%+1913F-HRTimeline
Nemes Rush Group LLC7,935$5.43M0.51%+2,54113F-HRTimeline
BOS Asset Management, LLC7,933$5.43M1.45%+1713F-HRTimeline
Ayalon Insurance Comp Ltd.7,919$5.42M1.32%+36013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,914$5.42M1.97%-4113F-HRTimeline
ADG Wealth Management Group, LLC7,888$5.4M4.09%-96513F-HRTimeline
SHP Wealth Management7,871$5.39M0.42%13F-HRTimeline
KINTRA WEALTH, LLC7,869$5.39M0.75%+3,69513F-HRTimeline
Smith Thornton Advisors LLC7,865$5.39M2.74%+4913F-HRTimeline
Milestone Asset Management Group, LLC7,862$5.38M3.04%+40613F-HRTimeline
Rinkey Investments7,842$5.37M1.36%-313F-HRTimeline
Americana Partners, LLC7,836$5.37M0.15%+1,20113F-HRTimeline
Traynor Capital Management, Inc.7,834$5.37M0.3%-1,12313F-HRTimeline
WORLD EQUITY GROUP, INC.7,829$5.36M1.5%-95613F-HRTimeline
Rockwood Wealth Management, LLC7,823$5.36M0.4%+19513F-HRTimeline
Alpha Advisors, LLC/VA7,807$5.35M4.12%-16513F-HRTimeline
GAMMA Investing LLC7,796$5.34M0.27%+31113F-HRTimeline
Rathbones Group PLC7,785$5.33M0.02%+12013F-HR/ATimeline
Opulen Financial Group LLC7,777$5.33M3.88%+72413F-HRTimeline
LifePlan Investment Advisors, Inc.7,739$5.3M2.16%+33013F-HRTimeline
Capstone Wealth Management, Inc.7,718$5.29M4.64%13F-HRTimeline
Aufman Associates Inc7,702$5.28M2.7%-6513F-HRTimeline
Plan Group Financial, LLC7,695$5.27M1.37%-1813F-HRTimeline
Auxano Advisors, LLC7,691$5.27M1.04%-7113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,659$5.25M0.5%+30113F-HRTimeline
Medallion Wealth Advisors, LLC7,654$5.24M1.76%+35213F-HRTimeline
Colony Family Offices, LLC7,622$5.22M1.3%+19713F-HRTimeline
Berkeley, Inc7,613$5.21M1.66%-1,01013F-HRTimeline
New Age Alpha Advisors, LLC7,612$5.21M0.23%-2,50913F-HRTimeline
Paladin Advisory Group, LLC7,604$5.21M3.8%+35913F-HRTimeline
Beacon Bank & Trust7,600$5.21M1.06%-3,24013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,573$5.19M0.84%-30413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,563$5.18M0.73%-69013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,559$5.18M4.63%+4813F-HRTimeline
Atomic Invest LLC7,490$5.17M2.91%13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT7,543$5.17M0.2%013F-HRTimeline
Triad Wealth Partners, LLC7,517$5.15M0.49%+2,47513F-HRTimeline
Raab & Moskowitz Asset Management LLC7,499$5.14M1.12%-4913F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,490$5.13M0.32%013F-HRTimeline
Financial Perspectives, Inc7,485$5.13M1.38%+59713F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…7,364$5.12M1.27%-74513F-HRTimeline
Atlas Brown,Inc.7,465$5.11M1.52%-913F-HRTimeline
Trust Co of the South7,464$5.11M0.82%+73713F-HRTimeline
Hollow Brook Wealth Management LLC7,462$5.11M1.32%-4,06113F-HRTimeline
Marietta Wealth Management, LLC7,460$5.11M0.59%+11413F-HRTimeline
Fortis Group Advisors, LLC7,341$5.1M0.86%-28813F-HRTimeline
SilverOak Wealth Management LLC7,439$5.1M0.8%+2713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC7,437$5.09M4.04%-13713F-HRTimeline
MOTCO7,436$5.09M0.46%+76413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,432$5.09M0.06%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP7,406$5.07M0.69%-15613F-HRTimeline
BLALOCK WILLIAMS, LLC7,406$5.07M4.06%+20713F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…7,395$5.07M13.97%+78913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,387$5.06M0.79%+1,88213F-HRTimeline
Accelerate Investment Advisors LLC7,386$5.06M3.41%+1713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,378$5.05M3.48%+9013F-HRTimeline
Infinity Wealth Counsel, LLC7,375$5.05M4.6%-40713F-HRTimeline
Stegner Investment Associates Inc.7,332$5.02M2.67%-34913F-HRTimeline
Edgemoor Investment Advisors, Inc.7,330$5.02M0.39%-2,13813F-HRTimeline
NorthStar Asset Management LLC /NJ/7,325$5.02M2.26%+15613F-HRTimeline
Piedmont Capital Management, LLC/NC7,321$5.01M3.3%13F-HRTimeline
BEARING POINT CAPITAL, LLC7,305$5M0.78%+613F-HRTimeline
Three Seasons Wealth, LLC7,291$4.99M0.48%-73113F-HRTimeline
Winthrop Partners - WNY, LLC7,290$4.99M2.69%13F-HRTimeline
Tufton Capital Management7,263$4.97M0.87%+2313F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,259$4.97M0.77%+3,90013F-HRTimeline
Independence Bank of Kentucky7,248$4.96M0.62%-8213F-HRTimeline
Balefire, LLC7,235$4.96M0.97%+2,76613F-HRTimeline
Insight Advisors, LLC/ PA7,199$4.93M0.75%-8513F-HRTimeline
WEST PACES ADVISORS INC.7,200$4.93M0.95%-4313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,178$4.92M0.06%-813F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC7,173$4.91M0.31%-17213F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,151$4.9M1.04%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornell Pochily Investment Advisors, In…7,149$4.9M1.42%-1913F-HRTimeline
TFO Wealth Partners, LLC7,147$4.9M0.73%+31113F-HRTimeline
Measured Wealth Private Client Group, L…7,119$4.88M1.29%-98813F-HRTimeline
Fisher Asset Management, LLC7,102$4.86M<0.01%+1,47213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.7,095$4.86M0.47%13F-HRTimeline