Skip to content

IVV ISHARES TR

Follow

SHS (fund)

3,976 managers (4,014 13F filers) reported a position in IVV shares at 2026-03-31, 846,832,138 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers
3,976
13F filers
4,014
New
108
Added
1,784
Reduced
1,533
Sold out
126
Shares held by filers
846,832,138

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,541$6.23M0.01%-38,86813F-HRTimelineGroup
BLALOCK WILLIAMS, LLC9,520$6.22M4.81%+2,11413F-HRTimeline
Daner Wealth Management, LLC8,376$6.21M3.65%-1613F-HRTimeline
1 NORTH WEALTH SERVICES LLC9,494$6.2M2.24%+4813F-HRTimeline
Leo Wealth, LLC9,492$6.2M0.45%-96413F-HRTimeline
Turtle Creek Wealth Advisors, LLC9,486$6.2M0.47%-1,37413F-HRTimeline
Johnson Financial Group, LLC9,462$6.18M0.41%+99313F-HRTimeline
FLC Capital Advisors9,443$6.17M1.12%+7113F-HRTimeline
New Age Alpha Advisors, LLC9,418$6.15M0.29%+1,80613F-HRTimeline
BURNEY CO/9,365$6.12M0.19%-1,64113F-HRTimeline
Trust Co9,356$6.11M0.57%-2,34713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,342$6.1M0.05%+46813F-HRTimelineGroup
Heritage Family Offices, LLP9,342$6.1M2.71%-87913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,319$6.09M0.17%-6913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.9,309$6.08M0.4%+3,48113F-HRTimelineGroup
First Financial Bankshares Inc9,304$6.08M0.12%-1,12513F-HRTimeline
Interchange Capital Partners, LLC10,683$6.05M1.91%-89513F-HRTimeline
First Bank & Trust9,268$6.05M0.98%+2,45913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC9,251$6.04M0.35%-18713F-HRTimeline
Glassman Wealth Services9,248$6.04M0.82%-24913F-HRTimeline
Magnus Financial Group LLC9,241$6.04M0.49%+8613F-HRTimeline
OFC FINANCIAL PLANNING, LLC9,233$6.03M5.93%013F-HRTimeline
Compass Ion Advisors, LLC9,209$6.02M0.57%-7513F-HRTimeline
Power Alpha Investment Ltd9,200$6.01M0.69%013F-HRTimeline
Wall Street Financial Group, Inc.9,184$6M3.55%-43913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,184$6M<0.01%-14,21513F-HRTimelineGroup
Essential Planning, LLC.9,181$6M1.91%-17113F-HRTimeline
Apella Capital, LLC8,389$5.98M0.09%+2,99513F-HRTimeline
CAMDEN NATIONAL BANK9,128$5.96M0.81%-17813F-HRTimeline
West Branch Capital LLC9,120$5.96M1.59%-1413F-HRTimeline
Dana Investment Advisors, Inc.9,118$5.96M0.18%+80913F-HRTimeline
Signal Advisors Wealth, LLC9,100$5.94M0.41%-21813F-HRTimeline
Curat Global, LLC9,088$5.94M5.85%+2,96113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,083$5.93M0.72%+25213F-HRTimeline
Madson Wealth Advisors Inc9,081$5.93M4.93%13F-HRTimeline
Cassaday & Co Wealth Management LLC9,066$5.92M0.13%+49613F-HRTimeline
Verity Asset Management, Inc.9,019$5.89M2.47%+27913F-HRTimeline
Sunburst Financial Group, LLC9,013$5.89M1.13%-4613F-HR/ATimeline
BLUEDOOR PRIVATE WEALTH, LLC8,988$5.87M2.72%-2113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,973$5.86M2.55%-5713F-HRTimeline
Stockman Wealth Management, Inc.8,950$5.85M0.65%-5413F-HRTimeline
GSG Advisors LLC8,932$5.83M1.52%+30013F-HRTimeline
Olde Wealth Management, LLC8,930$5.83M1.85%-17813F-HRTimeline
BAYBAN8,902$5.81M5.06%-2513F-HRTimeline
Cooper Financial Group8,896$5.81M0.59%+2,25813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,874$5.8M3.4%+1013F-HRTimeline
Bear Mountain Capital, Inc.8,128$5.79M1.74%013F-HRTimeline
Lifeworks Advisors, LLC8,851$5.78M0.74%-2,56513F-HRTimeline
James J. Burns & Company, LLC8,842$5.78M0.78%-36813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8,820$5.76M0.66%+33713F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC8,801$5.75M3.73%+16613F-HRTimeline
Affiance Financial, LLC8,773$5.73M0.93%-12713F-HRTimeline
Dogwood Wealth Management LLC8,773$5.73M2.49%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,726$5.7M0.59%+42513F-HRTimeline
Kera Capital Partners, Inc.8,720$5.7M0.7%-4213F-HRTimeline
Ayalon Insurance Comp Ltd.8,703$5.68M1.16%+78413F-HRTimeline
Sonoma Private Wealth LLC8,697$5.68M6.99%+28513F-HRTimeline
Tempus Wealth Planning, LLC8,682$5.67M1.3%-6413F-HRTimeline
TRUEFG, LLC8,680$5.67M1.5%-30313F-HRTimeline
Colony Family Offices, LLC8,677$5.67M1.4%+1,05513F-HRTimeline
Keystone Financial Services, LLC8,675$5.67M3.81%+20713F-HRTimeline
Accelerate Investment Advisors LLC8,650$5.65M3.77%+1,26413F-HRTimeline
Legacy Advisory Services, LLC8,646$5.65M4.31%+15313F-HRTimeline
Semus Wealth Partners LLC8,644$5.65M3.15%+63813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC8,643$5.65M3.08%-4013F-HRTimeline
Opulen Financial Group LLC8,641$5.64M3.97%+86413F-HRTimeline
FORTE ASSET MANAGEMENT LLC8,599$5.62M2.47%-2,46513F-HRTimeline
HM PAYSON & CO8,570$5.6M0.08%+62113F-HRTimeline
Nicholas Hoffman & Company, LLC.8,555$5.59M0.13%-6813F-HRTimeline
Quadcap Wealth Management, LLC8,555$5.59M0.64%+2013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,546$5.58M0.08%-82113F-HRTimelineGroup
BCU Wealth Advisors, LLC8,546$5.58M2.08%+1,97413F-HRTimeline
WESPAC Advisors, LLC8,535$5.58M3.05%-5,00813F-HRTimeline
MAYPORT, LLC8,520$5.57M1.03%+4,64813F-HRTimeline
KWMG, LLC8,498$5.55M0.46%-813F-HRTimeline
HUB Investment Partners, LLC8,495$5.55M0.14%+1,73813F-HRTimeline
Two West Capital Advisors LLC7,741$5.53M2.93%+1,68813F-HRTimeline
Stonebridge Financial Planning Group, L…8,470$5.53M2.03%-48213F-HRTimeline
Arista Wealth Management, LLC8,446$5.52M0.67%+6313F-HRTimeline
St. Johns Investment Management Company…8,426$5.5M2.32%-24013F-HRTimeline
Reflection Asset Management7,626$5.49M3.36%+88413F-HRTimeline
M3 Advisory Group, LLC8,408$5.49M3.39%+2613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC8,403$5.49M5.15%+2,12513F-HRTimeline
Coastline Complete Wealth LLC8,394$5.48M3.4%+2913F-HRTimeline
Peak Asset Management, LLC8,384$5.48M0.97%-3813F-HRTimeline
Financial Concepts Unlimited, Inc.8,380$5.47M4.91%13F-HRTimeline
American Trust8,345$5.45M0.48%-49113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,332$5.44M0.39%+4,23513F-HRTimelineGroup
Brookwood Investment Group LLC8,308$5.43M0.69%-11413F-HRTimeline
1834 INVESTMENT ADVISORS CO8,273$5.4M0.67%-35513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,213$5.36M0.04%+1,88513F-HRTimeline
ATX Financial Planning, LLC8,207$5.36M4.07%-95313F-HRTimeline
Sprinkle Financial Consultants LLC8,155$5.33M2.46%+18113F-HRTimeline
Winthrop Capital Management, LLC8,154$5.33M1.37%-3,16413F-HRTimeline
Financial Council, LLC8,151$5.32M2.05%-3813F-HRTimeline
Medallion Wealth Advisors, LLC8,139$5.32M1.74%+48513F-HRTimeline
Journey Advisory Group, LLC8,137$5.32M0.46%-2,32113F-HRTimeline
Seven Springs Wealth Group, LLC8,125$5.31M1.23%-1013F-HRTimeline
PATTEN & PATTEN INC/TN8,123$5.31M0.32%-1713F-HRTimeline
NORTHLAND SECURITIES, INC.8,090$5.28M5.03%+10413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC8,063$5.27M0.52%+40413F-HRTimeline
Americana Partners, LLC8,062$5.27M0.14%+22613F-HRTimeline
Morling Financial Advisors, LLC8,055$5.26M1.62%-4013F-HRTimeline
Raleigh Capital Management Inc.8,050$5.26M1.81%+2,03313F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…7,364$5.24M1.25%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,019$5.24M0.39%-19413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,010$5.23M0.01%-22,26013F-HRTimelineGroup
Bluespring Wealth Management, LLC7,990$5.22M0.45%-913F-HRTimeline
Florida Trust Wealth Management Co7,975$5.21M0.15%+1,65713F-HRTimeline
Quad-Cities Investment Group, LLC7,975$5.21M2.08%-12413F-HRTimeline
Capstone Wealth Management, Inc.7,878$5.2M4.41%+16013F-HRTimeline
DAVIS R M INC7,942$5.19M0.09%+1,99513F-HRTimeline
Traynor Capital Management, Inc.8,163$5.18M0.31%+32913F-HRTimeline
Beacon Bank & Trust7,932$5.18M1.06%+33213F-HRTimeline
Wealth Advisors of Iowa, LLC7,931$5.18M1.6%-78813F-HRTimeline
Rockwood Wealth Management, LLC7,898$5.16M0.37%+7513F-HRTimeline
ADG Wealth Management Group, LLC7,892$5.15M3.56%+413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,887$5.15M1.83%-2713F-HRTimeline
Milestone Asset Management Group, LLC7,885$5.15M3.01%+2313F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,855$5.13M0.83%+59613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,836$5.12M0.86%+26313F-HRTimeline
Rinkey Investments7,831$5.12M1.31%-1113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,809$5.1M0.94%+6,73113F-HRTimeline
Pachira Investments Inc.7,799$5.09M2.38%-83613F-HRTimeline
Quadrant Private Wealth Management, LLC7,796$5.09M0.79%-91713F-HRTimeline
SAGE FINANCIAL GROUP INC7,795$5.09M0.33%+1,18813F-HRTimeline
Smith Thornton Advisors LLC7,792$5.09M2.56%-7313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,773$5.08M0.46%-1,74713F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,763$5.07M0.74%+20013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC7,755$5.07M3.36%-25613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,732$5.05M0.93%-20913F-HRTimeline
SBI Okasan Asset Management Co.Ltd.7,952$5.05M0.21%+1,59113F-HRTimeline
Alpha Advisors, LLC/VA7,728$5.05M3.98%-7913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,727$5.05M0.31%+55413F-HRTimeline
Financial Perspectives, Inc7,685$5.02M1.4%+20013F-HRTimeline
Spectrum Strategic Capital Management, …7,649$5M2.69%-43013F-HRTimeline
Rossby Financial, LCC7,586$4.99M1.04%+2,87313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC7,629$4.98M3.48%+25113F-HRTimeline
Auxano Advisors, LLC7,628$4.98M0.99%-6313F-HRTimeline
Aufman Associates Inc7,626$4.98M2.44%-7613F-HRTimeline
Quest 10 Wealth Builders, Inc.7,616$4.98M4.36%+5713F-HRTimeline
Armbruster Capital Management, Inc.7,615$4.97M0.82%+98013F-HRTimeline
AA Financial Advisors, LLC7,592$4.96M0.7%-2,11313F-HRTimeline
WORLD EQUITY GROUP, INC.7,539$4.93M1.28%-29013F-HRTimeline
Rathbones Group PLC7,531$4.92M0.02%-25413F-HR/ATimeline
SHP Wealth Management7,527$4.92M0.37%-34413F-HRTimeline
Avail Investment Partners, LLC7,520$4.91M5.25%13F-HRTimeline
Perissos Private Wealth Management, LLC7,504$4.9M4.25%-6,16713F-HRTimeline
Tufton Capital Management7,501$4.9M0.89%+23813F-HRTimeline
Marathon Wealth Advisors LLC7,476$4.88M2%-78113F-HRTimeline
Trust Co of the South7,416$4.84M0.78%-4813F-HRTimeline
Infinity Wealth Counsel, LLC7,413$4.84M4.45%+3813F-HRTimeline
Nemes Rush Group LLC7,411$4.84M0.46%-52413F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.7,405$4.84M0.34%-8513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,384$4.82M0.77%-313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC7,378$4.82M0.06%+20013F-HRTimelineGroup
Stegner Investment Associates Inc.7,377$4.82M2.64%+4513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,340$4.79M0.66%-6613F-HRTimeline
Edgemoor Investment Advisors, Inc.7,338$4.79M0.38%+813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,337$4.79M0.05%-9513F-HRTimelineGroup
Oxinas Partners, LLC7,332$4.79M2.19%+39713F-HRTimeline
Piedmont Capital Management, LLC/NC7,325$4.78M3.19%+413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,313$4.78M0.17%+47713F-HRTimeline
Atlas Brown,Inc.7,309$4.77M1.44%-15613F-HRTimeline
Berkeley, Inc7,295$4.77M1.6%-31813F-HRTimeline
Independence Bank of Kentucky7,269$4.75M0.6%+2113F-HRTimeline
LVZ, Inc.7,261$4.74M0.54%-1,02813F-HRTimeline
NorthStar Asset Management LLC /NJ/7,251$4.74M2.29%-7413F-HRTimeline
Winthrop Partners - WNY, LLC7,233$4.72M2.52%-5713F-HRTimeline
Arcadia Wealth Management, Inc.7,229$4.72M2.56%+1,08013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,226$4.72M1.39%+7713F-HRTimeline
Marietta Wealth Management, LLC7,222$4.72M0.56%-23813F-HRTimeline
Paladin Advisory Group, LLC7,204$4.71M3.58%-40013F-HRTimeline
WEST PACES ADVISORS INC.7,200$4.7M0.91%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,174$4.69M2.61%+10213F-HRTimeline
Raab & Moskowitz Asset Management LLC7,172$4.68M1.04%-32713F-HRTimeline
TFO Wealth Partners, LLC7,148$4.67M0.63%+113F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC7,138$4.66M1.06%-1313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SOUTH PLAINS FINANCIAL, INC.7,134$4.66M2.71%+31813F-HRTimeline
ROCKLAND TRUST CO7,131$4.66M0.19%-3,69913F-HRTimeline
Bridgewater Advisors Inc.6,229$4.65M0.28%+6513F-HRTimeline
PFG Investments, LLC7,107$4.64M0.22%-3,52113F-HRTimeline
WEALTHGARDEN F.S. LLC7,095$4.63M3.16%+1,19113F-HRTimeline
SeaBridge Investment Advisors LLC7,077$4.62M0.78%+14613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP7,066$4.62M0.15%-5,10213F-HRTimeline
New England Private Wealth Advisors LLC7,062$4.61M0.53%+913F-HRTimeline
KKM Financial LLC6,726$4.61M0.82%013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.7,053$4.61M0.42%-4213F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,049$4.6M0.79%+49413F-HRTimeline
Comprehensive Financial Planning, Inc./…7,046$4.6M3.19%+71613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…7,000$4.57M0.03%new13F-HRTimelineGroup
DAVIDSON TRUST CO6,975$4.56M1.96%013F-HRTimeline
McNaughton Wealth Management, LLC6,967$4.55M1.88%-5113F-HRTimeline
Weaver Consulting Group6,954$4.54M1.08%-2513F-HRTimeline
Harbor Asset Planning, Inc.6,944$4.54M3.82%+1713F-HRTimeline
McMillan Office, Inc.6,944$4.54M0.58%013F-HRTimeline
Prostatis Group LLC6,929$4.53M1.16%-1,75313F-HRTimeline
First Western Trust Bank6,924$4.52M0.23%+2,77113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC6,922$4.52M3.64%-51513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,913$4.52M0.37%+1,78813F-HRTimelineGroup