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Security record

IVV

iShares Core S&P 500 ETF · Financial Services · Asset Management - Global

781.97 +0.6% mkt cap $906.11B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
130Tracked holders
+2Δ holders
630.91MShares held
$471.52BReported value
+5New positions
−3Exits
Rising Conviction score 54/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.6% · share flow +11.7% · net new positions +1.5% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 130 +2 630.91M $471.52B +5 −3
Q1 2026 131 -1 569.14M $370.99B +5 −6
Q4 2025 131 +2 587.42M $393.14B +2 —
Q3 2025 19 -1 200.97M $134.51B — −1
Q2 2025 17 +3 109.17M $67.78B +3 —
Q1 2025 11 -3 37.20M $20.90B — −3
Q4 2024 14 -1 34.82M $20.50B — −1
Q3 2024 14 +3 31.69M $18.28B +3 —
Q2 2024 11 — 32.21M $17.63B — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 87.92M +2.3% $65.84B 1.0% ▲ Add 5 SEC ↗ ×15
2 Envestnet Asset Management Inc 41.39M +25.6% $31.00B 7.3% ▲ Add 3 SEC ↗
3 Marshall Wace ✦ 39.83M +51.5% $29.83B 25.3% ▲ Add 9 SEC ↗ ×4
4 Northwestern Mutual Wealth… 35.02M +1.2% $26.23B 14.0% ▲ Add 3 SEC ↗
5 Morgan Stanley ✦ 24.67M +5.5% $18.48B 1.0% ▲ Add 4 SEC ↗ ×9
6 Creative Planning 24.61M +2.5% $18.43B 10.8% ▲ Add 3 SEC ↗ ×2
7 Bank Of America Corp /De/ 22.15M +10.3% $16.59B 1.1% ▲ Add 3 SEC ↗ ×7
8 Wells Fargo & Company/Mn 20.42M +4.3% $15.29B 2.7% ▲ Add 3 SEC ↗ ×6
9 JPMorgan Chase ✦ 20.54M -12.8% $15.28B 0.9% ▼ Trim 4 SEC ↗ ×14
10 Jones Financial Companies Lllp 19.41M +2.6% $14.17B 5.7% ▲ Add 3 SEC ↗ ×2
11 Citadel Advisors ✦ 17.68M +335.3% $13.24B 7.7% ▲ Add 5 SEC ↗ ×2
12 Royal Bank Of Canada 15.51M -15.2% $11.61B 2.0% ▼ Trim 3 SEC ↗ ×18
13 Pnc Financial Services Group, Inc. 15.41M -1.7% $11.54B 5.7% ▼ Trim 3 SEC ↗ ×10
14 California Public Employees… 15.18M +1097.6% $11.37B 6.4% ▲ Add 2 SEC ↗
15 LPL Financial LLC 14.78M +27.6% $11.07B 2.5% ▲ Add 3 SEC ↗
16 Millennium Management ✦ 14.50M +11.7% $10.86B 7.6% ▲ Add 9 SEC ↗
17 Bank of New York Mellon Corp 13.63M +2.0% $10.21B 1.7% ▲ Add 3 SEC ↗ ×12
18 Goldman Sachs Group ✦ 11.80M -12.7% $8.84B 0.9% ▼ Trim 4 SEC ↗ ×9
19 Northern Trust Corp 9.28M 0.0% $6.95B 0.8% ▼ Trim 3 SEC ↗ ×3
20 Prudential Financial Inc 8.27M +4.8% $6.19B 6.7% ▲ Add 3 SEC ↗ ×6
21 Squarepoint Ops LLC 8.00M -34.2% $5.99B 11.8% ▼ Trim 3 SEC ↗
22 Ameriprise Financial Inc 7.22M +15.1% $5.41B 1.1% ▲ Add 3 SEC ↗ ×4
23 Truist Financial Corp 7.15M +2.3% $5.35B 6.4% ▲ Add 3 SEC ↗ ×3
24 Us Bancorp \De\ 6.58M +13.1% $4.93B 5.4% ▲ Add 3 SEC ↗ ×4
25 Fidelity (FMR) ✦ 6.01M -0.3% $4.50B 0.2% ▼ Trim 5 SEC ↗ ×5
26 Mariner, LLC 5.57M +1.8% $4.17B 4.4% ▲ Add 3 SEC ↗ ×3
27 Alliancebernstein L.P. 5.64M +5.9% $3.69B 1.2% ▲ Add 3 SEC ↗
28 Wealth Enhancement Advisory… 4.79M +6.9% $3.62B 6.1% ▲ Add 3 SEC ↗
29 Allianz Asset Management GmbH 4.78M +386.6% $3.58B 3.3% ▲ Add 3 SEC ↗ ×2
30 Cetera Investment Advisers 4.76M +11.6% $3.56B 3.2% ▲ Add 3 SEC ↗
31 Raymond James Financial Inc 4.74M +4.2% $3.55B 1.0% ▲ Add 3 SEC ↗ ×5
32 Corient Private Wealth LP 4.73M +3.5% $3.54B 4.6% ▲ Add 3 SEC ↗ ×2
33 Captrust Financial Advisors 4.65M +8.2% $3.48B 5.3% ▲ Add 3 SEC ↗
34 Alyeska Investment Group, L.P. 4.53M +7.4% $3.40B 8.8% ▲ Add 3 SEC ↗
35 Korea Investment CORP 4.33M +7.9% $3.25B 6.2% ▲ Add 3 SEC ↗
36 National Pension Service 4.12M 0.0% $3.08B 2.0% Held 3 SEC ↗
37 UBS Group AG 3.65M -22.0% $2.74B 0.4% ▼ Trim 3 SEC ↗ ×6
38 HighTower Advisors, LLC 3.27M +2.7% $2.45B 2.4% ▲ Add 3 SEC ↗
39 Asset Management One Co., Ltd. 3.25M +0.8% $2.44B 6.3% ▲ Add 3 SEC ↗
40 Fifth Third Bancorp 3.24M +14.4% $2.42B 3.9% ▲ Add 3 SEC ↗
41 Bridgewater Associates ✦ 3.00M +12.1% $2.25B 9.2% ▲ Add 9 SEC ↗
42 Mml Investors Services, Llc 2.83M +55.3% $2.12B 4.3% ▲ Add 3 SEC ↗
43 Cerity Partners LLC 2.80M +5.3% $2.10B 2.5% ▲ Add 3 SEC ↗ ×5
44 Bank Of Nova Scotia 2.70M +45.4% $2.02B 3.1% ▲ Add 3 SEC ↗ ×5
45 Neuberger Berman Group LLC 2.69M +17.0% $2.01B 1.3% ▲ Add 3 SEC ↗ ×2
46 Healthcare Of Ontario Pension Plan… 2.68M +1.2% $2.01B 2.9% ▲ Add 3 SEC ↗
47 Commonwealth Equity Services, Llc 2.67M +1.0% $2.00B 2.5% ▲ Add 3 SEC ↗
48 Principal Financial Group Inc 2.42M -1.2% $1.81B 0.9% ▼ Trim 3 SEC ↗ ×4
49 Focus Partners Wealth 2.41M +9.5% $1.81B 1.9% ▲ Add 3 SEC ↗
50 Bank Of Montreal /Can/ 2.32M -15.7% $1.74B 0.6% ▼ Trim 3 SEC ↗ ×8
51 Brown Advisory Inc 2.01M +16.9% $1.51B 2.3% ▲ Add 3 SEC ↗ ×3
52 Osaic Holdings, Inc. 1.92M +16.7% $1.44B 1.7% ▲ Add 3 SEC ↗ ×4
53 LMR Partners LLP 1.91M +88.0% $1.43B 12.5% ▲ Add 3 SEC ↗
54 Tudor Investment Corp Et Al 1.62M +730.4% $1.21B 5.0% ▲ Add 3 SEC ↗
55 Capstone Investment Advisors, Llc 1.56M +0.3% $1.17B 10.7% ▲ Add 3 SEC ↗
56 Toronto Dominion Bank 1.45M +0.3% $1.08B 1.8% ▲ Add 3 SEC ↗ ×2
57 Mercer Global Advisors Inc /Adv 1.27M +65.0% $954.73M 1.2% ▲ Add 3 SEC ↗
58 Rockefeller Capital Management L.P. 1.20M +4.8% $901.21M 1.4% ▲ Add 3 SEC ↗ ×7
59 Susquehanna International Group, Llp 1.12M +50.8% $835.42M 0.7% ▲ Add 3 SEC ↗
60 Schroder Investment Management Group 959.16K +6.1% $713.80M 0.5% ▲ Add 2 SEC ↗ ×6
61 Stifel Financial Corp 903.15K +25.6% $676.39M 0.6% ▲ Add 3 SEC ↗ ×5
62 Baird Financial Group, Inc. 881.64K +2.1% $660.26M 0.9% ▲ Add 3 SEC ↗ ×2
63 Franklin Resources Inc 859.86K +3.2% $644.11M 0.1% ▲ Add 3 SEC ↗ ×9
64 Assetmark, Inc 750.26K +42.2% $561.86M 1.0% ▲ Add 3 SEC ↗
65 1832 Asset Management L.P. 742.16K -3.9% $555.80M 0.7% ▼ Trim 3 SEC ↗
66 FIL Ltd 737.60K -3.3% $552.38M 0.4% ▼ Trim 3 SEC ↗ ×2
67 Balyasny Asset Management L.P. 710.48K New $532.07M 1.0% New 1 SEC ↗
68 Hsbc Holdings Plc 625.21K +261.0% $468.25M 0.2% ▲ Add 3 SEC ↗ ×6
69 AQR Capital Management ✦ 622.89K +19.0% $466.48M 0.2% ▲ Add 9 SEC ↗ ×4
70 Quantinno Capital Management LP 558.24K +29.6% $418.06M 0.5% ▲ Add 3 SEC ↗
71 CIBC Bancorp USA Inc. 501.52K +9.2% $375.56M 0.5% ▲ Add 2 SEC ↗ ×3
72 State Street Global Advisors ✦ (passive) 499.63K -6.2% $374.17M 0.0% ▼ Trim 7 SEC ↗
73 Blair William & Co/Il 484.70K -0.2% $362.99M 0.9% ▼ Trim 3 SEC ↗
74 Gotham Asset Management ✦ 445.22K +2.3% $333.42M 0.8% ▲ Add 9 SEC ↗
75 Bnp Paribas Financial Markets 401.38K -49.0% $300.59M 0.2% ▼ Trim 3 SEC ↗
76 Allspring Global Investments… 397.72K -7.9% $297.94M 0.5% ▼ Trim 3 SEC ↗ ×3
77 Lido Advisors, LLC 374.93K -10.8% $280.78M 1.0% ▼ Trim 3 SEC ↗ ×4
78 Daiwa Securities Group Inc. 364.06K +32.1% $272.64M 0.6% ▲ Add 3 SEC ↗ ×2
79 Mirae Asset Global Investments Co.… 336.65K -17.0% $252.12M 0.5% ▼ Trim 3 SEC ↗ ×2
80 Wellington Management ✦ 334.33K -9.3% $250.37M 0.0% ▼ Trim 9 SEC ↗ ×3
81 Mitsubishi UFJ Trust & Banking Corp 330.35K +8.2% $247.39M 0.5% ▲ Add 3 SEC ↗
82 Holocene Advisors, LP 326.00K New $244.14M 0.6% New 1 SEC ↗
83 Tidal Investments LLC 311.15K -3.4% $233.02M 0.6% ▼ Trim 3 SEC ↗ ×2
84 Kayne Anderson Rudnick Investment… 295.82K -0.8% $222.05M 0.7% ▼ Trim 3 SEC ↗
85 Lazard Asset Management Llc 280.55K -3.6% $210.10M 0.3% ▼ Trim 3 SEC ↗
86 Sumitomo Mitsui Trust Group, Inc. 273.03K +13.5% $204.47M 0.1% ▲ Add 3 SEC ↗
87 Hrt Financial Lp 249.85K +349.9% $187.11M 0.3% ▲ Add 2 SEC ↗
88 Manufacturers Life Insurance… 233.32K +281.8% $174.48M 0.1% ▲ Add 3 SEC ↗
89 Arrowstreet Capital ✦ 229.68K -29.3% $172.00M 0.1% ▼ Trim 9 SEC ↗
90 Mackenzie Financial Corp 210.71K +5.8% $157.80M 0.2% ▲ Add 3 SEC ↗
91 Financial Engines Advisors L.L.C. 199.25K -3.9% $149.22M 0.3% ▼ Trim 3 SEC ↗
92 Chevy Chase Trust Holdings, LLC 162.53K +6.2% $121.72M 0.3% ▲ Add 3 SEC ↗ ×2
93 Cibc World Market Inc. 156.26K +12.5% $117.02M 0.2% ▲ Add 3 SEC ↗
94 Victory Capital Management Inc 122.10K -18.1% $91.44M 0.1% ▼ Trim 3 SEC ↗
95 Citigroup Inc 113.41K +28.9% $84.93M 0.0% ▲ Add 3 SEC ↗ ×3
96 Deutsche Bank Ag\ 110.72K -5.9% $82.92M 0.0% ▼ Trim 3 SEC ↗ ×6
97 National Bank Of Canada /Fi/ 106.16K +49.1% $79.53M 0.1% ▲ Add 3 SEC ↗ ×3
98 TD Waterhouse Canada Inc. 106.12K +9.5% $79.50M 0.2% ▲ Add 3 SEC ↗
99 UBS AM, a distinct business unit of… 92.60K +1.7% $69.35M 0.0% ▲ Add 3 SEC ↗ ×2
100 Rakuten Investment Management, Inc. 91.86K -56.0% $68.36M 0.2% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Td Asset Management Inc $2.82M was 0.0%
Boston Partners $523,221 was 0.0%
Legal & General Group Plc $65,317 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,943 holders, 821.14M shares, $525.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API