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Disclosery

IVV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 245 13F filers report a position in IVV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC947,354$726M5.14%+33,38413F-HRTimeline
Avidian Wealth Enterprises, LLC694,158$532M14.84%-6,08813F-HRTimeline
Bank of Finland380,526$291M21.1%-144,43013F-HRTimeline
Legacy Private Trust Co.323,682$248M13.69%-2,65313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC319,321$245M14.72%+14,98213F-HRTimeline
Valeo Financial Advisors, LLC337,847$194M4.1%+9,33313F-HRTimeline
Leverty Financial Group, LLC250,359$192M34.96%-7,80013F-HRTimeline
EASTERN BANK233,220$179M2.71%+15,22713F-HRTimeline
Bangor Savings Bank222,871$171M13%-28,11513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC221,720$170M2.03%+2,07213F-HRTimeline
Stairway Partners, LLC212,083$162M7.67%+5,41713F-HRTimeline
Wealth Group Ltd153,570$119M21.99%-2,94813F-HRTimeline
RTD Financial Advisors, Inc.153,036$117M12.82%+1,29813F-HRTimeline
HWG Holdings LP127,281$97.5M22.47%+25,35713F-HRTimeline
Central Pacific Bank - Trust Division115,550$88.5M9.3%-42913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC112,983$86.5M17.56%+3,50713F-HRTimeline
Roth Financial Partners LLC102,393$78.4M23.43%-13813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC101,747$77.9M18.25%+7,31713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION98,759$75.6M5.46%+4,88213F-HRTimeline
SigFig Wealth Management, LLC96,036$73.5M1.84%+1,31813F-HRTimeline
KFA Private Wealth Group, LLC92,473$70.8M16.66%-28313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC91,104$70.4M10.14%-98513F-HRTimeline
MKD WEALTH COACHES, LLC88,628$67.9M56.14%+1,80413F-HRTimeline
GoalFusion Wealth Management, LLC83,672$64.1M25.62%+48613F-HRTimeline
Apeiron RIA LLC81,443$62.5M14.2%+29,71313F-HRTimeline
Capital Advisors Wealth Management, LLC69,880$53.5M6.03%+3,61613F-HRTimeline
Apella Capital, LLC68,054$53.1M0.67%+59,69913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC67,230$51.5M12.26%+1,88813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.65,570$50.2M27.17%-1,14113F-HRTimeline
Adirondack Capital Advisors, LLC64,099$49.1M25.35%+1,42913F-HRTimeline
Capital Planning LLC61,281$46.9M12.48%-84113F-HRTimeline
CoreCap Advisors, LLC59,764$45.8M1.32%+3,67613F-HRTimeline
David J Yvars Group59,441$45.5M20.92%+39813F-HRTimeline
ZynergyRetirementPlanningLLC58,112$44.5M23.77%-1,42713F-HRTimeline
Coastline Trust Co56,833$43.5M4.06%-4,63913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CYPRESS FINANCIAL PLANNING LLC55,415$42.4M11.45%+30513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC54,326$41.6M0.59%-4,36413F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management50,890$39M20.05%+1,59013F-HRTimeline
Ballew Advisors, Inc49,824$38.5M19.14%-1,13213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.48,742$37.3M25.22%-17313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC45,789$35.1M9.42%-8,77213F-HRTimeline
Silverleafe Capital Partners, LLC45,432$34.8M9.9%-5713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC45,306$34.7M10.08%+13913F-HRTimeline
Matrix Trust Co44,797$34.3M4.99%-1013F-HRTimeline
Venture Visionary Partners LLC44,046$33.7M0.88%+15,88913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…43,985$33.7M2.78%013F-HRTimelineGroup
Buska Wealth Management, LLC42,664$32.7M11.25%-5,97813F-HRTimeline
Grove Bank & Trust42,281$32.4M3.22%-1,78913F-HRTimeline
CX Institutional34,570$26.5M0.72%-71213F-HRTimeline
Emergent Wealth Advisors, LLC33,622$25.7M13.47%-2,17013F-HRTimeline
YHB Investment Advisors, Inc.32,743$25.1M1.58%+1,88013F-HRTimeline
Wealth Enhancement Trust Services, Inc.32,685$25M2.67%+7,50013F-HRTimeline
Bank of New Hampshire31,620$24.2M5.23%+53213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC31,186$24.1M6.95%-28113F-HRTimeline
Retirement Wealth Solutions LLC31,007$23.7M12.55%+64613F-HRTimeline
Taylor & Morgan Wealth Management, LLC29,947$22.9M11.03%+93613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…28,237$21.6M3.08%-57213F-HRTimeline
Acropolis Investment Management, LLC26,598$20.4M0.82%-20513F-HRTimeline
Worth Asset Management, LLC26,117$20M5.83%+24,33413F-HRTimeline
American National Bank of Texas25,818$19.8M18.06%+49113F-HRTimeline
Box Hill Private Wealth LLC25,738$19.7M14.33%+2,75013F-HRTimeline
Montecito Bank & Trust25,725$19.7M2.98%-4513F-HRTimeline
Breakwater Capital Group25,609$19.6M2.33%+12213F-HRTimeline
Baring Financial LLC24,806$19M10.25%+64213F-HRTimeline
Sound Income Strategies, LLC23,760$18.5M0.82%+81513F-HRTimeline
SAPIENT CAPITAL LLC23,556$18M0.24%-8,45513F-HRTimeline
Gerald Baker Financial Group LLC23,303$17.8M5.04%+58513F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,912$17.5M0.46%-2,48013F-HRTimeline
Balefire, LLC21,828$16.7M2.63%+4,22013F-HRTimeline
PARK NATIONAL CORP /OH/21,562$16.5M0.45%-44413F-HRTimeline
Post Resch Tallon Group Inc.21,133$16.2M11.11%+1,12813F-HRTimeline
Peterson Wealth Advisors, LLC20,576$15.8M1.83%-36813F-HRTimeline
Shulman DeMeo Asset Management LLC19,397$15.1M2.99%-1313F-HRTimeline
DOLIVER ADVISORS, LP19,527$15M3.29%-1,91813F-HRTimeline
Wedmont Private Capital18,986$14.8M0.35%+1,90813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST17,471$13.4M1.23%+2013F-HRTimeline
jvl associates llc16,423$12.6M3.62%-97913F-HRTimeline
First Heartland Consultants, Inc.15,353$11.8M0.78%-2,24913F-HRTimeline
CHAPIN DAVIS, INC.15,207$11.6M2.24%+21613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,961$11.5M0.74%+1,10813F-HRTimeline
Successful Portfolios LLC14,305$11.1M5.13%-413F-HRTimeline
Mendota Financial Group, LLC13,109$10M6.23%-8713F-HRTimeline
Gallagher Capital Advisors, LLC12,914$9.89M5.3%-5313F-HRTimeline
Asempa Wealth Advisors11,414$8.76M6.83%+2713F-HRTimeline
MRA Advisory Group11,372$8.71M3.26%-13213F-HRTimeline
DKM Wealth Management, Inc.11,297$8.65M5.48%-1213F-HRTimeline
Cassilly Financial Group LLC10,995$8.42M5.66%+3,67313F-HRTimeline
Galvin, Gaustad & Stein, LLC10,787$8.26M0.62%+1113F-HRTimeline
Aletheian Wealth Advisors LLC10,785$8.26M3.32%-14713F-HRTimeline
STEPH & CO9,930$7.6M1.94%-1,68613F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,385$7.19M0.67%-11413F-HRTimeline
Trust Co9,053$6.93M0.6%-7713F-HRTimeline
Sunburst Financial Group, LLC8,764$6.71M1.1%-24513F-HRTimeline
Cooper Financial Group8,729$6.69M0.53%-1013F-HRTimeline
KWMG, LLC8,543$6.54M0.47%+7413F-HRTimeline
Cadent Capital Advisors, LLC8,175$6.26M1.34%-3,21313F-HRTimeline
Sprinkle Financial Consultants LLC8,146$6.24M2.44%-513F-HRTimeline
GAMMA Investing LLC8,106$6.21M0.21%+24713F-HRTimeline
Atlas Brown,Inc.8,002$6.13M1.62%+40913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC7,464$5.72M1.46%+6113F-HRTimeline
DAVIDSON TRUST CO7,400$5.67M2.24%+12213F-HRTimeline
ROCKLAND TRUST CO6,970$5.34M0.2%-3413F-HRTimeline
McNaughton Wealth Management, LLC6,933$5.31M1.86%-2413F-HRTimeline
Investors Research Corp6,859$5.25M0.92%+87513F-HRTimeline
BOS Asset Management, LLC6,723$5.15M1.2%013F-HRTimeline
Weaver Consulting Group6,717$5.14M1%-2713F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,543$5.01M0.87%-3013F-HRTimeline
Ayalon Insurance Comp Ltd.6,372$4.88M0.41%+11213F-HRTimeline
O'Keefe Stevens Advisory, Inc.6,240$4.78M0.98%-1713F-HRTimeline
Everhart Financial Group, Inc.6,088$4.66M0.29%-1213F-HRTimeline
McAlister, Sweet & Associates, Inc.6,042$4.63M2.92%-14513F-HRTimeline
Kaydan Wealth Management, Inc.5,951$4.56M1.56%-57213F-HRTimeline
Bath Savings Trust Co5,916$4.53M0.47%+1,30013F-HRTimeline
Roxbury Financial LLC5,784$4.43M3.41%+15413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,300$4.06M2.74%-12313F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…5,143$3.94M2.58%-11213F-HRTimeline
Lincoln Capital LLC4,898$3.75M0.66%+7713F-HRTimeline
Pacifica Partners Inc.4,716$3.62M1.09%+50413F-HRTimeline
Athena Wealth Management, LLC4,686$3.59M2.58%-3813F-HRTimeline
CENTRAL BANK & TRUST CO4,649$3.56M0.51%+2113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,351$3.33M0.29%-7813F-HRTimelineGroup
Factor Wealth Management LTD4,281$3.28M0.5%+10313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC4,275$3.27M1.97%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,250$3.25M0.19%+1613F-HRTimelineGroup
CapWealth Advisors, LLC4,128$3.16M0.24%-713F-HRTimeline
Delta Wealth Advisors LLC4,119$3.15M2.17%-11013F-HRTimeline
Decker Wealth Management LLC3,897$2.98M0.61%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,810$2.92M0.21%013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC3,808$2.92M0.58%-6813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,754$2.88M0.29%+11813F-HRTimeline
Plan A Wealth LLC3,644$2.79M1%+30913F-HRTimeline
Versant Capital Management, Inc3,499$2.68M0.23%013F-HRTimeline
Financial Symmetry Inc3,452$2.64M0.84%+113F-HRTimeline
EPIQ PARTNERS, LLC3,423$2.62M1.13%+29613F-HRTimeline
Iowa State Bank3,273$2.51M0.42%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,123$2.39M0.49%+3413F-HRTimeline
Arbor Wealth Advisors LLC3,095$2.37M1.48%+913F-HRTimeline
Intelligence Driven Advisers, LLC3,058$2.34M0.4%-1113F-HRTimeline
Roan Capital Partners3,042$2.33M1.71%-2913F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,904$2.22M0.28%-713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,891$2.21M0.27%+13913F-HRTimelineGroup
FIRST COMMUNITY TRUST NA2,775$2.13M0.71%-1013F-HRTimeline
Hummer Financial Advisory Services Inc2,774$2.12M1.39%013F-HRTimeline
Violich Capital Management, Inc.2,604$1.99M0.22%+16013F-HRTimeline
Veracity Capital LLC2,595$1.99M0.53%-2013F-HRTimeline
Hardin Capital Partners, LLC2,494$1.91M0.93%+74013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,436$1.87M0.21%+113F-HRTimeline
LAWOOD & CO2,419$1.85M1.28%-1613F-HRTimeline
Montz Harcus Wealth Management LLC2,379$1.82M0.64%+70413F-HRTimeline
Hickory Point Bank & Trust2,374$1.82M1.09%-513F-HRTimeline
ATWOOD & PALMER INC2,276$1.74M0.09%+55113F-HRTimeline
REINHART PARTNERS, LLC.2,245$1.72M0.04%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,114$1.62M0.83%+6913F-HRTimeline
Insight Wealth Strategies, LLC2,101$1.61M0.16%-28013F-HRTimeline
TrueWealth Advisors, LLC1,864$1.43M0.32%+813F-HRTimeline
SACKS & ASSOCIATES, LLC1,852$1.42M0.99%-3113F-HRTimeline
Hamilton Capital, LLC1,847$1.41M0.08%-9613F-HRTimeline
Trinity Financial Advisors LLC1,790$1.37M0.35%-69113F-HRTimeline
Prosperity Planning, Inc.1,780$1.36M0.3%+13213F-HRTimeline
Aventus Investment Advisors, Inc.1,768$1.35M0.99%013F-HRTimeline
Councilor Wealth, LLC1,763$1.35M0.56%+113F-HRTimeline
Bill Few Associates, Inc.1,720$1.32M0.27%+1813F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,695$1.3M0.22%013F-HRTimeline
Sincerus Advisory, LLC1,656$1.27M0.83%-5413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC1,545$1.18M0.66%+4813F-HRTimeline
Lake Hills Wealth Management, LLC1,520$1.16M0.53%013F-HRTimeline
Vilga Financial Planning LLC1,517$1.16M0.69%+213F-HRTimeline
Towneley Capital Management, Inc / DE1,483$1.14M0.23%-513F-HRTimeline
Monument Capital Management1,479$1.13M0.24%+11013F-HRTimeline
Pathway Financial Advisors LLC1,456$1.11M0.12%013F-HRTimeline
Green Ridge Wealth Planning LLC1,447$1.11M0.44%013F-HRTimeline
LEGACY SOLUTIONS, LLC1,432$1.1M0.84%+113F-HRTimeline
HALL LAURIE J TRUSTEE1,369$1.05M0.33%013F-HRTimeline
Great Waters Wealth Management1,349$1.03M0.09%+113F-HRTimeline
Planning Strategies Inc.1,332$1.02M0.61%-1413F-HRTimeline
Heartwood Wealth Advisors LLC1,320$1.01M0.08%013F-HRTimeline
M.E. ALLISON & CO., INC.1,282$982K0.55%+613F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,244$953K0.03%+7513F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.1,237$947K0.49%+2513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,220$934K0.01%+26213F-HRTimeline
Horizons Wealth Management1,220$934K0.59%13F-HRTimeline
Noble Wealth Management PBC1,210$927K0.43%-4113F-HRTimeline
GK Wealth Management LLC1,120$858K0.48%-35913F-HRTimeline
Castle Rock Wealth Management, LLC1,096$857K0.16%-2513F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,090$835K0.1%-5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MJT & Associates Financial Advisory Gro…1,085$830K0.54%013F-HRTimeline
Exchange Bank1,068$818K0.51%+9913F-HRTimeline
Greenfield Savings Bank994$761K0.29%+14213F-HRTimeline
Global Wealth Strategies & Associates922$706K0.13%+10713F-HRTimeline
Davis Capital Management906$694K0.41%+5713F-HRTimeline
Fenimore Asset Management Inc900$689K0.02%013F-HRTimeline
Williams & Novak Wealth Management, LLC885$678K0.41%+23313F-HRTimeline
Adelphi Trust Co823$630K0.41%-1,09313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …819$627K0.04%013F-HRTimeline
Family Legacy Financial Solutions, LLC792$607K0.35%013F-HRTimeline
Longview Financial Advisors, Inc.790$605K0.35%013F-HRTimeline
GoalVest Advisory LLC790$605K0.1%+14913F-HRTimeline
RVW Wealth, LLC784$601K0.04%-3113F-HRTimeline
First Citizens Financial Corp767$587K0.25%013F-HRTimeline
Castleview Partners, LLC752$576K0.25%-3213F-HRTimeline