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Security record · archived quarter

IVV

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

774.82 +0.2% mkt cap $889.03B quote delayed (FMP) · as of Oct 15 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
131Tracked holders
+2Δ holders
587.42MShares held
$393.14BReported value
+2New positions
−0Exits
Stable Conviction score 61/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.6% · share flow -1.8% · net new positions +1.5% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 129 +2 627.64M $469.07B +5 −4
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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 80.60M +13.1% $55.21B 0.9% ▲ Add 3 SEC ↗ ×14
2 Northwestern Mutual Wealth… 33.84M — $23.18B 14.7% n/c 1 SEC ↗
3 Marshall Wace ✦ 32.45M +17.9% $22.23B 21.6% ▲ Add 7 SEC ↗ ×4
4 Royal Bank Of Canada 28.44M — $19.48B 3.4% n/c 1 SEC ↗ ×19
5 Envestnet Asset Management Inc 26.34M — $18.04B 5.4% n/c 1 SEC ↗
6 Morgan Stanley ✦ 24.03M -1.2% $16.46B 1.0% ▼ Trim 2 SEC ↗ ×8
7 Creative Planning 22.99M — $15.75B 11.3% n/c 1 SEC ↗ ×3
8 Bank Of America Corp /De/ 21.70M — $14.86B 1.1% n/c 1 SEC ↗ ×7
9 Wells Fargo & Company/Mn 18.85M — $12.91B 2.5% n/c 1 SEC ↗ ×6
10 Jones Financial Companies Lllp 18.35M — $12.57B 7.7% n/c 1 SEC ↗ ×2
11 Pnc Financial Services Group, Inc. 15.76M — $10.80B 5.9% n/c 1 SEC ↗ ×10
12 Millennium Management ✦ 14.49M +93.3% $9.93B 7.4% ▲ Add 7 SEC ↗
13 Goldman Sachs Group ✦ 13.79M +0.9% $9.44B 1.3% ▲ Add 2 SEC ↗ ×9
14 Bank of New York Mellon Corp 13.48M — $9.23B 1.6% n/c 1 SEC ↗ ×12
15 JPMorgan Chase ✦ 11.09M -74.9% $7.60B 0.5% ▼ Trim 2 SEC ↗ ×12
16 LPL Financial LLC 10.48M — $7.18B 2.0% n/c 1 SEC ↗
17 Squarepoint Ops LLC 10.48M — $7.18B 14.5% n/c 1 SEC ↗
18 Northern Trust Corp 9.24M — $6.33B 0.8% n/c 1 SEC ↗ ×3
19 Allianz Asset Management GmbH 8.32M — $5.70B 6.5% n/c 1 SEC ↗ ×3
20 Corient Private Wealth LP 21.48M — $5.41B 3.6% n/c 1 SEC ↗ ×5
21 Ameriprise Financial Inc 7.89M — $5.40B 1.2% n/c 1 SEC ↗ ×4
22 Prudential Financial Inc 7.65M — $5.24B 6.3% n/c 1 SEC ↗ ×6
23 Truist Financial Corp 7.01M — $4.80B 6.4% n/c 1 SEC ↗ ×3
24 Wealth Enhancement Advisory… 6.54M — $4.54B 6.2% n/c 1 SEC ↗
25 Alyeska Investment Group, L.P. 6.27M — $4.29B 12.1% n/c 1 SEC ↗
26 Fidelity (FMR) ✦ 6.02M +0.1% $4.13B 0.2% ▲ Add 3 SEC ↗ ×5
27 Us Bancorp \De\ 5.73M — $3.92B 4.6% n/c 1 SEC ↗ ×5
28 Mariner, LLC 5.43M — $3.72B 4.4% n/c 1 SEC ↗ ×4
29 Alliancebernstein L.P. 5.26M — $3.60B 1.1% n/c 1 SEC ↗
30 Raymond James Financial Inc 4.37M — $2.99B 0.9% n/c 1 SEC ↗ ×5
31 Bridgewater Associates ✦ 4.19M +3.4% $2.87B 10.5% ▲ Add 7 SEC ↗
32 National Pension Service 4.12M — $2.82B 2.1% n/c 1 SEC ↗
33 Captrust Financial Advisors 4.10M — $2.81B 5.3% n/c 1 SEC ↗
34 Cetera Investment Advisers 4.05M — $2.77B 3.0% n/c 1 SEC ↗
35 Hsbc Holdings Plc 3.74M — $2.57B 0.7% n/c 1 SEC ↗ ×20
36 Korea Investment CORP 3.65M — $2.50B 4.9% n/c 1 SEC ↗
37 Bank Of Nova Scotia 3.35M — $2.29B 3.4% n/c 1 SEC ↗ ×3
38 Asset Management One Co., Ltd. 3.24M — $2.24B 6.2% n/c 1 SEC ↗
39 UBS Group AG 3.25M — $2.23B 0.4% n/c 1 SEC ↗ ×3
40 California State Teachers… 2.96M — $2.03B 2.0% n/c 1 SEC ↗
41 Bank Of Montreal /Can/ 2.76M — $1.89B 0.8% n/c 1 SEC ↗ ×8
42 Commonwealth Equity Services, Llc 2.73M — $1.87B 2.5% n/c 1 SEC ↗
43 HighTower Advisors, LLC 2.69M — $1.84B 2.0% n/c 1 SEC ↗
44 Healthcare Of Ontario Pension Plan… 2.65M — $1.81B 3.1% n/c 1 SEC ↗
45 Cerity Partners LLC 2.55M — $1.75B 2.5% n/c 1 SEC ↗ ×3
46 Focus Partners Wealth 2.10M — $1.44B 1.6% n/c 1 SEC ↗
47 Mml Investors Services, Llc 1.85M — $1.27B 3.1% n/c 1 SEC ↗
48 Principal Financial Group Inc 1.79M — $1.23B 0.6% n/c 1 SEC ↗ ×4
49 Capstone Investment Advisors, Llc 1.78M — $1.22B 12.4% n/c 1 SEC ↗
50 Neuberger Berman Group LLC 1.78M — $1.22B 0.9% n/c 1 SEC ↗ ×2
51 Fifth Third Bancorp 1.70M — $1.17B 3.7% n/c 1 SEC ↗
52 Balyasny Asset Management L.P. 1.65M — $1.13B 2.2% n/c 1 SEC ↗
53 Osaic Holdings, Inc. 1.60M — $1.10B 1.6% n/c 1 SEC ↗ ×4
54 Cwm, Llc 1.44M — $983.43M 2.7% n/c 1 SEC ↗
55 Brown Advisory Inc 1.42M — $973.16M 1.4% n/c 1 SEC ↗ ×4
56 Tudor Investment Corp Et Al 1.40M — $956.72M 5.4% n/c 1 SEC ↗
57 D. E. Shaw & Co. ✦ 1.18M New $804.80M 0.7% New 1 SEC ↗
58 Rockefeller Capital Management L.P. 1.08M — $741.07M 1.3% n/c 1 SEC ↗ ×4
59 LMR Partners LLP 1.04M — $712.34M 8.8% n/c 1 SEC ↗
60 Assetmark, Inc 988.05K — $676.75M 1.4% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 943.72K — $646.39M 1.0% n/c 1 SEC ↗ ×2
62 Franklin Resources Inc 920.57K — $630.66M 0.2% n/c 1 SEC ↗ ×9
63 Bnp Paribas Financial Markets 824.93K — $565.03M 0.4% n/c 1 SEC ↗
64 FIL Ltd 807.63K — $553.18M 0.4% n/c 1 SEC ↗ ×2
65 Mercer Global Advisors Inc /Adv 713.16K — $489.19M 0.7% n/c 1 SEC ↗
66 Tidal Investments LLC 703.37K — $481.76M 2.0% n/c 1 SEC ↗ ×2
67 Stifel Financial Corp 683.93K — $468.47M 0.4% n/c 1 SEC ↗ ×5
68 Man Group plc 540.87K — $370.46M 0.7% n/c 1 SEC ↗
69 State Street Global Advisors ✦ (passive) 527.03K -3.6% $360.98M 0.0% ▼ Trim 5 SEC ↗
70 Susquehanna International Group, Llp 509.84K — $349.21M 0.5% n/c 1 SEC ↗
71 Mirae Asset Global Investments Co.… 491.07K — $336.35M 0.9% n/c 1 SEC ↗ ×2
72 Blair William & Co/Il 488.42K — $334.54M 0.9% n/c 1 SEC ↗
73 Lido Advisors, LLC 452.59K — $307.21M 1.2% n/c 1 SEC ↗ ×4
74 Toronto Dominion Bank 442.05K — $302.77M 0.5% n/c 1 SEC ↗ ×2
75 Manufacturers Life Insurance… 440.47K — $301.73M 0.2% n/c 1 SEC ↗
76 AQR Capital Management ✦ 418.15K +48.6% $286.41M 0.1% ▲ Add 7 SEC ↗ ×4
77 Gotham Asset Management ✦ 407.70K +6.5% $279.25M 1.0% ▲ Add 7 SEC ↗
78 Mitsubishi UFJ Trust & Banking Corp 403.91K — $276.66M 0.7% n/c 1 SEC ↗
79 Two Sigma Investments ✦ 392.76K -21.6% $269.02M 0.4% ▼ Trim 7 SEC ↗
80 Wellington Management ✦ 358.71K +0.8% $245.69M 0.0% ▲ Add 7 SEC ↗ ×2
81 Quantinno Capital Management LP 353.01K — $241.79M 0.5% n/c 1 SEC ↗
82 Allspring Global Investments… 327.97K — $225.05M 0.4% n/c 1 SEC ↗ ×3
83 Lazard Asset Management Llc 325.68K — $223.07M 0.4% n/c 1 SEC ↗ ×2
84 Sumitomo Mitsui Trust Group, Inc. 312.94K — $214.35M 0.1% n/c 1 SEC ↗
85 Kayne Anderson Rudnick Investment… 295.38K — $202.28M 0.5% n/c 1 SEC ↗
86 Daiwa Securities Group Inc. 262.88K — $180.06M 0.6% n/c 1 SEC ↗ ×2
87 Arrowstreet Capital ✦ 249.75K +63.5% $171.07M 0.1% ▲ Add 7 SEC ↗
88 Victory Capital Management Inc 220.48K — $151.02M 0.1% n/c 1 SEC ↗
89 Financial Engines Advisors L.L.C. 218.74K — $149.82M 0.3% n/c 1 SEC ↗
90 Mackenzie Financial Corp 190.27K — $131.01M 0.2% n/c 1 SEC ↗
91 Janus Henderson Group Plc 182.53K — $125.02M 0.1% n/c 1 SEC ↗
92 State Of Wisconsin Investment Board 158.11K — $108.30M 0.2% n/c 1 SEC ↗
93 Cibc World Market Inc. 122.31K — $83.77M 0.1% n/c 1 SEC ↗
94 Deutsche Bank Ag\ 118.10K — $80.89M 0.0% n/c 1 SEC ↗ ×6
95 Chevy Chase Trust Holdings, LLC 114.96K — $78.74M 0.2% n/c 1 SEC ↗ ×2
96 Rakuten Investment Management, Inc. 104.29K — $69.53M 0.2% n/c 1 SEC ↗
97 Barclays Plc 92.89K — $63.63M 0.0% n/c 1 SEC ↗ ×3
98 TD Waterhouse Canada Inc. 92.20K — $63.15M 0.4% n/c 1 SEC ↗
99 Citigroup Inc 84.92K — $58.16M 0.0% n/c 1 SEC ↗ ×2
100 1832 Asset Management L.P. 82.78K — $56.70M 0.1% n/c 1 SEC ↗

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

New buyers

D. E. Shaw & Co. $804.80M 0.7%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API