ISHARES TR (IVV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
239
Reporting holders
$6.1B
Reported value
0.0%
Calls
0.0%
Puts
-3,877
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $725.5M | 947,354 | 5.12% | 16q | +3.7%+$25.6M |
| Avidian Wealth Enterprises, LLC | $532.2M | 694,158 | 14.83% | 30q | -0.9%-$4.7M |
| Bank of Finland | $291.4M | 380,526 | 21.10% | 24q | -27.5%-$110.6M |
| Legacy Private Trust Co. | $247.9M | 323,682 | 13.56% | 32q | -0.8%-$2.0M |
| ARMSTRONG ADVISORY GROUP, INC | $244.6M | 319,321 | 14.72% | 16q | +4.9%+$11.5M |
| Valeo Financial Advisors, LLC | $194.2M | 337,847 | 4.09% | 32q | +2.8%+$5.4M |
| Leverty Financial Group, LLC | $191.7M | 250,359 | 34.96% | 20q | -3.0%-$6.0M |
| EASTERN BANK | $178.6M | 233,220 | 2.71% | 32q | +7.0%+$11.7M |
| Bangor Savings Bank | $170.7M | 222,871 | 13.00% | 32q | -11.2%-$21.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $169.8M | 221,720 | 2.03% | 32q | +0.9%+$1.6M |
| Stairway Partners, LLC | $162.4M | 212,083 | 7.67% | 9q | +2.6%+$4.1M |
| Wealth Group Ltd | $118.7M | 153,570 | 21.99% | 12q | -1.9%-$2.3M |
| RTD Financial Advisors, Inc. | $117.2M | 153,036 | 12.82% | 20q | +0.9%+$994.1K |
| HWG Holdings LP | $97.5M | 127,281 | 22.47% | 28q | +24.9%+$19.4M |
| Central Pacific Bank - Trust Division | $88.5M | 115,550 | 9.30% | 11q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $86.5M | 112,983 | 17.56% | 32q | +3.2%+$2.7M |
| Roth Financial Partners LLC | $78.4M | 102,393 | 23.43% | 24q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $77.9M | 101,747 | 18.25% | 24q | +7.7%+$5.6M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $75.6M | 98,759 | 5.46% | 32q | +5.2%+$3.7M |
| SigFig Wealth Management, LLC | $73.5M | 96,036 | 1.84% | 14q | +1.4%+$1.0M |
| KFA Private Wealth Group, LLC | $70.8M | 92,473 | 16.66% | 28q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $70.4M | 91,104 | 10.14% | 24q | -1.1%-$761.5K |
| MKD WEALTH COACHES, LLC | $67.9M | 88,628 | 56.14% | 21q | +2.1%+$1.4M |
| GoalFusion Wealth Management, LLC | $64.1M | 83,672 | 25.62% | 20q | +0.6%+$372.2K |
| Apeiron RIA LLC | $62.5M | 81,443 | 14.20% | 20q | +57.4%+$22.8M |
| Capital Advisors Wealth Management, LLC | $53.5M | 69,880 | 6.03% | 23q | +5.5%+$2.8M |
| Apella Capital, LLC | $53.1M | 68,054 | 0.67% | 26q | +714.5%+$46.6M |
| RFG - Bristol Wealth Advisors, LLC | $51.5M | 67,230 | 12.26% | 8q | +2.9%+$1.4M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $50.2M | 65,570 | 27.17% | 16q | -1.7%-$873.8K |
| Adirondack Capital Advisors, LLC | $49.1M | 64,099 | 25.35% | 4q | +2.3%+$1.1M |
| Capital Planning LLC | $46.9M | 61,281 | 12.48% | 24q | -1.4%-$644.1K |
| CoreCap Advisors, LLC | $45.8M | 59,764 | 1.32% | 9q | +6.6%+$2.8M |
| David J Yvars Group | $45.5M | 59,441 | 20.92% | 24q | +0.7%+$304.8K |
| ZynergyRetirementPlanningLLC | $44.5M | 58,112 | 23.77% | 10q | -2.4%-$1.1M |
| Coastline Trust Co | $43.5M | 56,833 | 4.06% | 18q | -7.5%-$3.6M |
| CYPRESS FINANCIAL PLANNING LLC | $42.4M | 55,415 | 11.36% | 18q | +0.6%+$233.6K |
| Gradient Investments LLC | $41.6M | 54,326 | 0.59% | 32q | -7.4%-$3.3M |
| Lee, Kelleher & Klein Wealth Management | $39.0M | 50,890 | 20.05% | 8q | +3.2%+$1.2M |
| Ballew Advisors, Inc | $38.5M | 49,824 | 19.14% | 32q | -2.2%-$875.1K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $37.3M | 48,742 | 24.95% | 12q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $35.1M | 45,789 | 9.42% | 12q | -16.1%-$6.7M |
| Silverleafe Capital Partners, LLC | $34.8M | 45,432 | 9.90% | 27q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $34.7M | 45,306 | 10.08% | 32q | HELD |
| Venture Visionary Partners LLC | $33.7M | 44,046 | 0.88% | 28q | +56.4%+$12.2M |
| MOODY NATIONAL BANK TRUST DIVISION | $33.7M | 43,985 | 2.78% | 32q | HELD |
| Buska Wealth Management, LLC | $32.7M | 42,664 | 11.25% | 11q | -12.3%-$4.6M |
| Grove Bank & Trust | $32.4M | 42,281 | 3.22% | 32q | -4.1%-$1.4M |
| Emergent Wealth Advisors, LLC | $25.7M | 33,622 | 13.47% | 12q | -6.1%-$1.7M |
| YHB Investment Advisors, Inc. | $25.1M | 32,743 | 1.58% | 25q | +6.1%+$1.4M |
| Wealth Enhancement Trust Services, Inc. | $25.0M | 32,685 | 2.67% | 4q | -8.8%-$2.4M |
| Bank of New Hampshire | $24.2M | 31,620 | 5.23% | 22q | +1.7%+$407.4K |
| AVAII WEALTH MANAGEMENT, LLC | $24.1M | 31,186 | 6.92% | 20q | -0.9%-$217.2K |
| Retirement Wealth Solutions LLC | $23.7M | 31,007 | 12.55% | 8q | +2.1%+$494.7K |
| Taylor & Morgan Wealth Management, LLC | $22.9M | 29,947 | 11.03% | 20q | +3.2%+$716.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $21.6M | 28,237 | 3.08% | 32q | -2.0%-$438.1K |
| Acropolis Investment Management, LLC | $20.4M | 26,598 | 0.82% | 32q | -51.1%-$21.3M |
| Worth Asset Management, LLC | $20.0M | 26,117 | 5.83% | 19q | +1364.8%+$18.6M |
| American National Bank of Texas | $19.8M | 25,818 | 18.06% | 5q | +1.9%+$376.0K |
| Box Hill Private Wealth LLC | $19.7M | 25,738 | 14.33% | 4q | +12.0%+$2.1M |
| Montecito Bank & Trust | $19.7M | 25,725 | 2.98% | 31q | HELD |
| Breakwater Capital Group | $19.6M | 25,609 | 2.32% | 16q | HELD |
| Baring Financial LLC | $19.0M | 24,806 | 10.15% | 8q | +2.7%+$491.7K |
| Sound Income Strategies, LLC | $18.5M | 23,760 | 0.82% | 32q | +3.6%+$633.5K |
| SAPIENT CAPITAL LLC | $18.0M | 23,556 | 0.24% | 12q | -63.2%-$31.0M |
| Gerald Baker Financial Group LLC | $17.8M | 23,303 | 5.04% | 3q | +2.6%+$448.0K |
| MassMutual Private Wealth & Trust, FSB | $17.5M | 22,912 | 0.46% | 32q | -9.8%-$1.9M |
| Balefire, LLC | $16.7M | 21,828 | 2.63% | 16q | +24.0%+$3.2M |
| PARK NATIONAL CORP /OH/ | $16.5M | 21,562 | 0.45% | 32q | -2.0%-$340.0K |
| Post Resch Tallon Group Inc. | $16.2M | 21,133 | 11.11% | 8q | +5.6%+$863.9K |
| Peterson Wealth Advisors, LLC | $15.8M | 20,576 | 1.83% | 32q | -1.8%-$281.8K |
| Shulman DeMeo Asset Management LLC | $15.1M | 19,397 | 2.99% | 21q | HELD |
| DOLIVER ADVISORS, LP | $15.0M | 19,527 | 3.26% | 19q | -8.9%-$1.5M |
| Wedmont Private Capital | $14.8M | 18,986 | 0.35% | 20q | +11.2%+$1.5M |
| AMERICAN NATIONAL BANK & TRUST | $13.4M | 17,471 | 1.23% | 32q | HELD |
| jvl associates llc | $12.6M | 16,423 | 3.62% | 36q | -5.6%-$749.8K |
| First Heartland Consultants, Inc. | $11.8M | 15,353 | 0.78% | 32q | -12.8%-$1.7M |
| CHAPIN DAVIS, INC. | $11.6M | 15,207 | 2.24% | 16q | +1.4%+$165.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $11.5M | 14,961 | 0.74% | 15q | +8.0%+$848.6K |
| Successful Portfolios LLC | $11.1M | 14,305 | 5.13% | 32q | HELD |
| Mendota Financial Group, LLC | $10.0M | 13,109 | 6.23% | 16q | -0.7%-$66.6K |
| Gallagher Capital Advisors, LLC | $9.9M | 12,914 | 5.30% | 2q | HELD |
| Asempa Wealth Advisors | $8.8M | 11,414 | 6.69% | 4q | HELD |
| MRA Advisory Group | $8.7M | 11,372 | 3.26% | 17q | -1.1%-$101.1K |
| DKM Wealth Management, Inc. | $8.7M | 11,297 | 5.48% | 8q | HELD |
| Cassilly Financial Group LLC | $8.4M | 10,995 | 5.66% | 4q | -24.9%-$2.8M |
| Galvin, Gaustad & Stein, LLC | $8.3M | 10,787 | 0.62% | 24q | HELD |
| Aletheian Wealth Advisors LLC | $8.3M | 10,785 | 3.32% | 19q | -1.3%-$112.6K |
| STEPH & CO | $7.6M | 9,930 | 1.94% | 28q | -14.5%-$1.3M |
| Graves Light Lenhart Wealth, Inc. | $7.2M | 9,385 | 0.67% | 32q | -1.2%-$87.3K |
| Trust Co | $6.9M | 9,053 | 0.60% | 32q | -0.8%-$59.0K |
| Sunburst Financial Group, LLC | $6.7M | 8,764 | 1.06% | 28q | -2.7%-$187.6K |
| Cooper Financial Group | $6.7M | 8,729 | 0.53% | 32q | HELD |
| KWMG, LLC | $6.5M | 8,543 | 0.47% | 32q | +0.9%+$56.7K |
| Cadent Capital Advisors, LLC | $6.3M | 8,175 | 1.34% | 16q | -28.2%-$2.5M |
| Sprinkle Financial Consultants LLC | $6.2M | 8,146 | 2.44% | 12q | HELD |
| GAMMA Investing LLC | $6.2M | 8,106 | 0.21% | 12q | +3.1%+$189.2K |
| Atlas Brown,Inc. | $6.1M | 8,002 | 1.62% | 32q | +5.4%+$313.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | $5.7M | 7,464 | 1.46% | 22q | +0.8%+$46.7K |
| DAVIDSON TRUST CO | $5.7M | 7,400 | 2.24% | 26q | +1.7%+$93.4K |
| ROCKLAND TRUST CO | $5.3M | 6,970 | 0.20% | 32q | HELD |
Showing the largest 100 of 246 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 239 | $6.1B | 8,085,611 | 6 | 82 | 69 | 0.0% |
| Q2 2026 | 4,116 | $771.4B | 1,024,916,158 | 186 | 1,605 | 1,261 | 0.6% |
| Q1 2026 | 3,985 | $574.6B | 874,933,966 | 107 | 1,547 | 1,357 | 0.7% |
| Q4 2025 | 4,017 | $593.5B | 872,928,118 | 127 | 1,454 | 1,216 | 0.8% |
| Q3 2025 | 3,682 | $545.4B | 809,546,168 | 120 | 1,322 | 1,211 | 0.7% |
| Q2 2025 | 3,627 | $476.9B | 761,690,108 | 133 | 1,314 | 1,329 | 1.0% |
| Q1 2025 | 3,575 | $458.0B | 796,082,633 | 105 | 1,319 | 1,331 | 2.5% |
| Q4 2024 | 3,614 | $446.7B | 754,339,801 | 145 | 1,231 | 1,096 | 0.6% |
| Q3 2024 | 3,213 | $409.8B | 708,016,942 | 129 | 1,177 | 1,085 | 0.4% |
| Q2 2024 | 3,125 | $378.7B | 685,398,758 | 117 | 1,146 | 1,076 | 0.2% |
| Q1 2024 | 3,092 | $365.2B | 693,251,654 | 149 | 1,162 | 1,108 | 0.2% |
| Q4 2023 | 3,023 | $301.6B | 633,853,356 | 127 | 1,143 | 957 | 0.3% |
| Q3 2023 | 2,749 | $250.2B | 580,609,025 | 93 | 1,090 | 897 | 0.2% |
| Q2 2023 | 2,723 | $244.0B | 543,490,899 | 111 | 986 | 959 | 0.3% |
| Q1 2023 | 2,677 | $221.1B | 537,642,517 | 109 | 910 | 1,021 | 0.2% |
| Q4 2022 | 2,684 | $214.2B | 557,317,242 | 126 | 1,006 | 849 | 0.2% |
| Q3 2022 | 2,507 | $189.9B | 528,279,623 | 73 | 988 | 817 | 0.2% |
| Q2 2022 | 2,529 | $199.9B | 525,334,440 | 77 | 1,007 | 861 | 0.3% |
| Q1 2022 | 2,590 | $240.9B | 527,574,277 | 85 | 1,034 | 889 | 0.8% |
| Q4 2021 | 2,616 | $246.0B | 513,748,253 | 131 | 1,019 | 656 | 0.6% |
| Q3 2021 | 2,263 | $203.7B | 470,670,688 | 73 | 895 | 692 | 0.3% |
| Q2 2021 | 2,256 | $204.9B | 476,349,878 | 97 | 879 | 755 | 0.2% |
| Q1 2021 | 2,211 | $188.0B | 472,224,350 | 87 | 814 | 837 | 0.1% |
| Q4 2020 | 2,174 | $167.5B | 445,545,151 | 98 | 764 | 656 | 0.1% |
| Q3 2020 | 1,943 | $145.5B | 431,918,910 | 91 | 608 | 789 | 0.2% |
| Q2 2020 | 1,900 | $128.2B | 412,824,807 | 123 | 641 | 803 | 0.2% |
| Q1 2020 | 1,836 | $107.3B | 415,068,599 | 67 | 777 | 706 | 0.2% |
| Q4 2019 | 1,916 | $134.7B | 415,787,614 | 94 | 690 | 527 | 0.1% |
| Q3 2019 | 1,669 | $125.2B | 418,119,825 | 72 | 646 | 544 | 0.1% |
| Q2 2019 | 1,633 | $116.5B | 393,385,514 | 79 | 679 | 523 | 0.3% |
| Q1 2019 | 1,606 | $114.7B | 402,143,908 | 83 | 653 | 563 | 0.1% |
| Q4 2018 | 1,606 | $100.2B | 397,078,998 | 11 | 37 | 18 | 0.1% |