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Disclosery

IVV ISHARES TR

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SHS (fund)

3,584 managers (3,612 13F filers) reported a position in IVV shares at 2024-12-31, 751,067,228 shares in all. 145 filers opened a position and 81 filers sold out during the quarter.

Managers
3,584
13F filers
3,612
New
145
Added
1,402
Reduced
1,243
Sold out
81
Shares held by filers
751,067,228

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.67,046,222$39.5B0.8%-1,382,23113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding38,197,283$22.5B-1,093,502Timeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding31,071,391$18.3B+1,043,181Timeline
MORGAN STANLEYin group MORGAN STANLEY27,892,528$16.4B1.15%+2,960,72913F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP23,607,000$13.9B17.45%+446,00013F-HRTimelineGroup
Creative Planningin group Creative Planning21,653,460$12.7B12.4%+284,98913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,184,495$10.7B0.85%-2,740,49013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,852,125$10.5B2.53%+1,885,90713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,760,439$10.5B0.97%-7,456,35513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,123,633$8.9B5.95%+338,26913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,146,501$8.33B1.8%+2,157,51213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,904,814$8.19B1.51%+183,96213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,051,651$7.09B6.74%+476,79613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC11,609,297$6.83B9.37%+6,813,21413F-HRTimelineGroup
LPL Financial LLC10,188,273$6B2.44%+1,177,42413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,874,739$5.81B22.54%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,768,724$5.75B1.1%-2,114,97913F-HRTimelineGroup
First Command Advisory Services, Inc.8,870,672$5.22B49.51%+51,45513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,269,682$4.87B18.36%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,097,168$4.77B1.22%+1,258,75113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,273,395$4.28B6.72%-93,94913F-HRTimelineGroup
FMR LLCin group FMR LLC6,868,060$4.04B0.24%+427,83213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,695,007$3.94B0.56%+779,11613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,512,721$3.83B7.35%+342,12513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\5,964,953$3.51B4.6%-388,01113F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.5,926,710$3.49B13.13%new13F-HRTimelineGroup
Alberta Investment Management Corp5,660,361$3.33B22.22%+3,101,38913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,551,127$3.27B2.83%+747,45813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC5,291,954$3.12B8%-4,504,22113F-HRTimelineGroup
Schonfeld Strategic Advisors LLC5,109,775$3.01B18.98%+2,819,06513F-HRTimeline
UBS Group AGgroup of 2 filers holding5,106,820$3.01B+261,886Timeline
ALLIANCEBERNSTEIN L.P.5,007,377$2.95B1%+462,58113F-HRTimeline
Mariner, LLCin group Mariner, LLC4,536,926$2.67B4.48%+142,71113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,125,167$2.43B0.9%13F-HR/ATimelineGroup
National Pension Service4,119,355$2.43B2.3%013F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…3,581,847$2.11B18.06%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,426,869$2.02B5.76%+289,75913F-HRTimeline
Asset Management One Co., Ltd.3,204,448$1.91B6.58%+14,57113F-HRTimeline
Choate Investment Advisors2,818,522$1.66B39.89%+61,88713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,799,586$1.65B2.41%-36,33413F-HRTimeline
Verition Fund Management LLC2,721,717$1.6B8.09%new13F-HRTimeline
MKP Capital Management, L.L.C.2,665,086$1.57B77.4%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,659,052$1.57B6.01%-1,36913F-HRTimelineGroup
Allianz SEgroup of 2 filers holding2,615,152$1.54B+1,137,513Timeline
TEACHER RETIREMENT SYSTEM OF TEXAS2,598,372$1.53B5.52%+2,030,94313F-HRTimeline
Wealthspire Advisors, LLC2,556,471$1.5B14.96%+124,00813F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,552,291$1.5B3.22%new13F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…2,356,636$1.39B44.38%+2,141,41513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding2,316,216$1.36B+1,223,309Timeline
HighTower Advisors, LLC2,313,961$1.36B1.86%+32,42413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,251,408$1.33B5.86%-4,26913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,250,208$1.32B4.57%+12,95013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,184,726$1.29B+76,998Timeline
BW Gestao de Investimentos Ltda.2,171,290$1.28B59.66%new13F-HRTimeline
Cetera Investment Advisers2,092,010$1.23B2.57%+60,76813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,339,731$1.22B2.03%-140,44013F-HRTimelineGroup
Cresset Asset Management, LLC2,062,905$1.21B5.85%-627,75913F-HRTimeline
Bridgewater Associates, LP2,039,343$1.2B5.5%-183,49113F-HRTimeline
Alaska Permanent Fund Corp1,995,000$1.17B17.43%+577,91613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,987,322$1.17B2.54%+143,77113F-HRTimelineGroup
Michael & Susan Dell Foundation1,981,429$1.17B62.55%+1,439,32513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,933,022$1.14B11.26%+1,477,45113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,928,796$1.14B4.71%-81,01313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,903,284$1.12B26.61%+44,21913F-HRTimelineGroup
GREENLEAF TRUST1,884,111$1.11B10.1%+74,73413F-HRTimeline
AIA Group Ltdin group AIA Group Ltd1,873,863$1.1B26.64%+483,44813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,791,134$1.05B6.62%+12,22913F-HRTimeline
Eisler Capital Management Ltd.1,775,350$1.04B34.68%13F-HRTimeline
Janney Montgomery Scott LLC1,721,823$1.01B2.81%+37,14113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,655,472$975M0.48%+23,77613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,616,083$951M1.05%+1,485,95513F-HRTimelineGroup
MAI Capital Management1,616,043$951M7.09%+119,87113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,564,951$921M12.16%+17,60713F-HRTimelineGroup
Fund Evaluation Group, LLC1,563,565$920M43.03%+218,05913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,552,135$914M9.4%+25,19613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,762,531$910M2.04%+237,05213F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,541,874$908M0.72%-6,91113F-HRTimelineGroup
BlueCrest Capital Management Ltd1,532,697$902M51.1%new13F-HRTimeline
Jasper Ridge Partners, L.P.1,531,478$902M28.55%-110,03913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV1,465,342$863M50.62%13F-HR/ATimeline
Municipal Employees' Retirement System …1,438,577$847M11.67%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,411,407$831M0.64%+215,97713F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,392,028$819M0.77%+60,80813F-HRTimelineGroup
UNC Management Company, Inc.1,363,821$803M80.65%+621,98913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,355,711$798M1.4%-40,06613F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp1,353,402$797M2.68%-61,93213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,295,753$776M1.5%-1,34413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,315,847$775M7.55%-4,07513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,306,763$769M0.98%+32,19113F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,296,949$763M23.99%-20,42513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,194,027$703M1.91%+14,71713F-HRTimelineGroup
Jain Global LLC1,190,000$701M20.98%13F-HRTimeline
Freestone Grove Partners LP1,173,000$691M8.46%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,169,524$688M22.32%-18,72613F-HRTimelineGroup
National Philanthropic Trust1,161,814$684M9.86%+127,56713F-HRTimeline
Constellation Investments, Inc.1,136,789$669M30.46%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,088,541$643M0.62%+44,21013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,079,870$636M17.5%-856,05113F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co1,078,509$635M11.96%+219,74113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,055,637$621M4.56%-27,74313F-HRTimelineGroup
Nearwater Capital Markets, Ltd1,052,000$619M17.68%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,051,105$619M11.31%+104,20313F-HRTimeline
Cambridge Investment Research Advisors,…1,048,044$617M2.06%+2,76613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,017,793$615M29.1%+251,02813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC996,226$586M0.96%+27,80513F-HRTimelineGroup
COMERICA BANK993,143$585M2.36%-11,11713F-HR/ATimeline
Simplify Asset Management Inc.987,258$581M40.41%+242,89013F-HRTimeline
Soundwatch Capital LLC974,950$574M60.69%+503,12913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…970,299$571M4.83%-38,91013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…936,589$556M2.26%+31,80613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources927,575$546M0.15%+4,85713F-HRTimelineGroup
Waverly Advisors, LLC918,204$541M8.36%+51,17113F-HRTimeline
TIAAgroup of 3 filers holding916,733$540M-15,540Timeline
Provida Pension Fund Administrator894,645$527M10.74%-150,60013F-HRTimeline
Polar Asset Management Partners Inc.840,000$494M7.3%new13F-HR/ATimeline
Dynasty Wealth Management, LLC825,799$486M8.39%+185,94413F-HRTimeline
NewEdge Advisors, LLC822,886$484M2.91%+74,08013F-HRTimeline
CHURCHILL MANAGEMENT Corp822,264$484M5.28%+13,41113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO814,862$480M3.36%+104,32413F-HRTimelineGroup
Leith Wheeler Investment Counsel Ltd.773,136$455M32.96%-53,74613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding771,579$454M+75,942Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.764,905$450M0.86%+94,50713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC752,248$443M9.44%+5,03413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP740,418$436M0.45%+13,93513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…738,566$435M1.13%+20,61513F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC712,144$419M20.27%+2,10413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC686,748$404M3.32%+82,76513F-HRTimelineGroup
Parallel Advisors, LLC682,336$402M9.08%+26,13213F-HRTimeline
Circle Wealth Management, LLC682,193$402M8.59%+27,58613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …676,484$397M0.64%+11,79513F-HRTimelineGroup
CKW FINANCIAL GROUP673,780$397M48.81%-11,38013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding666,109$392M+286,480Timeline
NISSAY ASSET MANAGEMENT CORP /JAPAN650,447$389M2.37%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC658,787$388M22.77%+4,68313F-HRTimeline
RiverFront Investment Group, LLC654,086$385M8.76%+15,21013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …645,926$380M0.33%+146,42713F-HRTimelineGroup
Crestline Management, L.P.640,000$377M13.11%new13F-HRTimeline
Essential Planning, LLC.634,886$376M2.45%+624,73113F-HRTimeline
EVOKE WEALTH, LLC622,628$367M10.2%-9,46913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.621,045$366M30.25%+2,57813F-HRTimeline
Matson Money. Inc.620,081$365M13.1%013F-HRTimeline
Truepoint, Inc.608,695$358M9.59%-62313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…604,015$356M12.3%+13,43113F-HRTimelineGroup
Quotient Wealth Partners, LLC603,616$355M11.62%+6,77313F-HRTimeline
Genworth Financial Inc601,470$354M91.58%013F-HRTimeline
Heritage Wealth Advisors600,566$354M17.53%-35,39913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV597,817$352M0.86%-29,58713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.586,668$345M3.29%+6,87813F-HRTimelineGroup
Private Advisor Group, LLC583,450$343M1.93%+216,23113F-HRTimeline
Avidian Wealth Enterprises, LLC560,462$330M14.82%+36,45413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding560,100$330M+47,900Timeline
UMB Bank, n.a.559,723$329M5.21%+4,46813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC539,016$328M2.07%-3,37213F-HRTimeline
SUMITOMO LIFE INSURANCE CO555,000$327M6.17%013F-HRTimeline
NorthCoast Asset Management LLC550,581$324M1.59%+110,88113F-HR/ATimeline
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP545,000$321M24.65%new13F-HRTimelineGroup
ASPIRIANT, LLC535,736$315M11.39%+95,60513F-HRTimeline
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC527,026$310M17.3%013F-HRTimelineGroup
Klingman & Associates, LLC522,942$308M18.93%+31913F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors516,284$304M24.32%+7,95713F-HRTimelineGroup
Bank of Finland515,523$303M21.64%-263,98913F-HRTimeline
Charter Oak Capital Management, LLC513,822$302M28.16%-4,29913F-HRTimeline
Legacy Wealth Management, LLC513,576$302M19.41%+9,76513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC504,903$297M16.68%+95813F-HR/ATimeline
GR FINANCIAL GROUP, LLC501,867$295M49.97%+8,06313F-HRTimeline
JB Capital LLC494,879$291M16.3%-9,28213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC491,253$289M0.18%+134,12413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC490,450$289M10.79%+17,64713F-HRTimeline
Wellspring Financial Advisors, LLC488,055$287M30.09%+96,34713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.477,366$283M0.51%-6,28013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC474,839$280M3.92%+8,92613F-HRTimeline
Canada Post Corp Registered Pension Plan472,539$278M16.43%13F-HRTimeline
Haverford Trust Co469,194$276M2.74%+121,28113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP468,621$276M0.01%-58,79713F-HRTimelineGroup
Ally Invest Advisors Inc.466,894$275M23.81%+8,63713F-HRTimeline
Fragasso Financial Advisors Inc457,672$269M20.55%+39,82613F-HRTimeline
Orgel Wealth Management, LLC455,150$268M6.99%+29,08513F-HRTimeline
Bracebridge Capital, LLC449,850$265M26.18%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding446,660$263M+5,099Timeline
Clearstead Advisors, LLC444,099$261M3.98%-43413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC442,744$261M20.54%-4,12613F-HRTimeline
Atria Wealth Solutions, Inc.439,058$258M2.84%-31,11013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC435,580$256M1.6%+238,50413F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…434,961$256M1.53%+23,64813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…431,207$254M4.95%+4,66913F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…429,762$253M29.89%+414,05413F-HRTimeline
Ashford Advisors, LLC428,453$252M58.31%-5,97413F-HRTimeline
Hirtle & Co., LLC416,797$245M10.33%-34,28313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…413,175$243M0.84%new13F-HRTimeline
BLAIR WILLIAM & CO/IL410,742$242M0.7%+16,99013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV408,087$240M36.93%-3,33113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC407,841$240M24.42%+5,48613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The406,480$239M5.06%+135,19013F-HRTimelineGroup
HANCOCK WHITNEY CORP406,117$239M7.57%+23,90113F-HRTimeline
WHITTIER TRUST CO397,085$234M3.08%-2,42113F-HRTimeline
&PARTNERS385,585$231M2.77%+114,82813F-HRTimeline
TAIYO LIFE INSURANCE CO385,475$227M18.4%013F-HRTimeline
RKL Wealth Management LLC381,870$225M20.01%+6,31713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…380,306$224M7.02%-4,22913F-HRTimelineGroup
Wealthspire Retirement, LLC380,009$224M17.67%+1,57413F-HRTimeline