# ISHARES TR (IVV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVV/

- Reporting holders: 239
- Reported value: $6.1B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $725.5M | 947,354 | 5.1% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $532.2M | 694,158 | 14.8% | 30 |
| [Bank of Finland](https://holderbook.com/funds/1844891-bank-of-finland/) | $291.4M | 380,526 | 21.1% | 24 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $247.9M | 323,682 | 13.6% | 32 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $244.6M | 319,321 | 14.7% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $194.2M | 337,847 | 4.1% | 32 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $191.7M | 250,359 | 35.0% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $178.6M | 233,220 | 2.7% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $170.7M | 222,871 | 13.0% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $169.8M | 221,720 | 2.0% | 32 |
| [Stairway Partners, LLC](https://holderbook.com/funds/1454138-stairway-partners-llc/) | $162.4M | 212,083 | 7.7% | 9 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $118.7M | 153,570 | 22.0% | 12 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $117.2M | 153,036 | 12.8% | 20 |
| [HWG Holdings LP](https://holderbook.com/funds/1599390-hwg-holdings-lp/) | $97.5M | 127,281 | 22.5% | 28 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $88.5M | 115,550 | 9.3% | 11 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $86.5M | 112,983 | 17.6% | 32 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $78.4M | 102,393 | 23.4% | 24 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $77.9M | 101,747 | 18.3% | 24 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $75.6M | 98,759 | 5.5% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $73.5M | 96,036 | 1.8% | 14 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $70.8M | 92,473 | 16.7% | 28 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $70.4M | 91,104 | 10.1% | 24 |
| [MKD WEALTH COACHES, LLC](https://holderbook.com/funds/1536549-mkd-wealth-coaches-llc/) | $67.9M | 88,628 | 56.1% | 21 |
| [GoalFusion Wealth Management, LLC](https://holderbook.com/funds/1895678-goalfusion-wealth-management-llc/) | $64.1M | 83,672 | 25.6% | 20 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $62.5M | 81,443 | 14.2% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 239 | $6.1B |
| Q2 2026 | 4,116 | $771.4B |
| Q1 2026 | 3,985 | $574.6B |
| Q4 2025 | 4,017 | $593.5B |
| Q3 2025 | 3,682 | $545.4B |
| Q2 2025 | 3,627 | $476.9B |
| Q1 2025 | 3,575 | $458.0B |
| Q4 2024 | 3,614 | $446.7B |
| Q3 2024 | 3,213 | $409.8B |
| Q2 2024 | 3,125 | $378.7B |
| Q1 2024 | 3,092 | $365.2B |
| Q4 2023 | 3,023 | $301.6B |