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Security record · archived quarter

IVV

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

769.64 +0.3% mkt cap $891.82B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
131Tracked holders
-1Δ holders
569.14MShares held
$370.99BReported value
+5New positions
−6Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.8% · share flow -3.3% · net new positions -0.8%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 130 +2 630.93M $471.53B +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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
2 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
9 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
10 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
11 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
12 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
13 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
14 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
15 BlackRock (passive) 85.93M +6.6% $56.13B 1.0% ▲ Add 4 SEC ↗
16 Northwestern Mutual Wealth… 34.60M +2.2% $22.60B 13.9% ▲ Add 2 SEC ↗
17 Envestnet Asset Management Inc 32.96M +25.1% $21.53B 5.8% ▲ Add 2 SEC ↗
18 Marshall Wace 26.28M -19.0% $17.17B 18.5% ▼ Trim 8 SEC ↗
19 Marshall Wace 26.28M -19.0% $17.17B 18.5% ▼ Trim 8 SEC ↗
20 Marshall Wace 26.28M -19.0% $17.17B 18.5% ▼ Trim 8 SEC ↗
21 Marshall Wace 26.28M -19.0% $17.17B 18.5% ▼ Trim 8 SEC ↗
22 Creative Planning 24.02M +4.5% $15.69B 10.6% ▲ Add 2 SEC ↗
23 Creative Planning 24.02M +4.5% $15.69B 10.6% ▲ Add 2 SEC ↗
24 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
25 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
26 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
27 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
28 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
29 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
30 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
31 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
32 Morgan Stanley 23.38M -2.7% $15.27B 0.9% ▼ Trim 3 SEC ↗
33 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
34 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
35 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
36 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
37 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
38 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
39 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
40 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
41 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
42 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
43 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
44 JPMorgan Chase 23.56M +112.4% $14.96B 1.0% ▲ Add 3 SEC ↗
45 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
46 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
47 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
48 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
49 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
50 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
51 Bank Of America Corp /De/ 20.08M -7.5% $13.12B 1.0% ▼ Trim 2 SEC ↗
52 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
53 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
54 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
55 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
56 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
57 Wells Fargo & Company/Mn 19.58M +3.9% $12.79B 2.6% ▲ Add 2 SEC ↗
58 Jones Financial Companies Lllp 18.92M +3.1% $12.06B 5.8% ▲ Add 2 SEC ↗
59 Jones Financial Companies Lllp 18.92M +3.1% $12.06B 5.8% ▲ Add 2 SEC ↗
60 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
61 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
62 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
63 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
64 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
65 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
66 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
67 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
68 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
69 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
70 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
71 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
72 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
73 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
74 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
75 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
76 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
77 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
78 Royal Bank Of Canada 18.29M -35.7% $11.95B 2.3% ▼ Trim 2 SEC ↗
79 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
80 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
81 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
82 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
83 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
84 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
85 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
86 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
87 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
88 Pnc Financial Services Group, Inc. 15.68M -0.5% $10.24B 5.9% ▼ Trim 2 SEC ↗
89 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
90 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
91 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
92 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
93 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
94 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
95 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
96 Goldman Sachs Group 13.52M -2.0% $8.83B 1.2% ▼ Trim 3 SEC ↗
97 Bank of New York Mellon Corp 13.36M -0.9% $8.73B 1.6% ▼ Trim 2 SEC ↗
98 Bank of New York Mellon Corp 13.36M -0.9% $8.73B 1.6% ▼ Trim 2 SEC ↗
99 Bank of New York Mellon Corp 13.36M -0.9% $8.73B 1.6% ▼ Trim 2 SEC ↗
100 Bank of New York Mellon Corp 13.36M -0.9% $8.73B 1.6% ▼ Trim 2 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Balyasny Asset Management L.P. $1.13B was 2.2%
D. E. Shaw & Co. $804.80M was 0.7%
Renaissance Technologies $23.58M was 0.0%
IMC-Chicago, LLC $20.99M was 0.4%
Qube Research & Technologies… $2.07M was 0.0%
Akuna Securities Llc $735,626 was 0.3%

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: Q1 2026 · Methodology · Get this via the API