iShares Core S&P 500 ETFIVVETF

13F holders, Q1 2025 (March 31)
3,572holders −38
106new positions
115sold out
6famous investors
$560.89avg. 13F price*

At the end of Q1 2025, 3,572 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, down 38 from Q4 2024. 106 opened new positions and 115 sold out. The largest holders were BlackRock, Inc. ($40.2B), Envestnet Asset Management Inc. ($20.1B) and Northwestern Mutual Wealth Management Co. ($17.6B). 6 famous investors held it, including Ray Dalio (5.7% of Bridgewater Associates's portfolio), Israel Englander (5.3% of Millennium Management's portfolio) and Joel Greenblatt (1.3% of Gotham Asset Management's portfolio).

Company
iShares Core S&P 500 ETF
CUSIP
464287200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,085Q1 2024Q2 2024: 3,122Q2 2024Q3 2024: 3,209Q3 2024Q4 2024: 3,610Q4 2024Q1 2025: 3,572Q1 2025Q2 2025: 3,624Q2 2025Q3 2025: 3,682Q3 2025Q4 2025: 4,021Q4 2025Q1 2026: 4,007Q1 2026Q2 2026: 4,120Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions106$12.4B
Exits115$7.0B

All 13F filers, Q4 2024 → Q1 2025: 91,460,266 shares bought and 48,900,362 shares sold, net +42,559,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,572 holders

BlackRock, Inc. 0.85% Add +6.8% 71,586,997 $40.2B
Envestnet Asset Management Inc. 6.47% Add +6.4% 35,694,204 $20.1B
Northwestern Mutual Wealth Management Co. 14.38% Add +2.5% 31,297,509 $17.6B
Morgan Stanley 1.06% Reduce -5.4% 26,376,526 $14.8B
Bank of America Corp. 1.26% Add +42.5% 25,314,493 $14.2B
JPMorgan Chase & Co. 1.02% Add +31.4% 23,892,610 $13.4B
Marshall Wace, LLP 17.94% Add +0.4% 23,692,208 $13.3B
Creative Planning 11.54% Add +0.8% 21,831,744 $12.3B
Wells Fargo & Company 2.41% Reduce -0.5% 17,756,732 $10.0B
Capula Management Ltd 63.83% New 15,379,127 $8.6B
PNC Financial Services Group, Inc. 4.49% Add +1.0% 15,270,271 $8.6B
Jones Financial Companies LLLP 7.14% Add +18.5% 14,282,483 $8.0B
Bank of New York Mellon Corp 1.50% Reduce -3.0% 13,486,662 $7.6B
Royal Bank of Canada 1.65% Reduce -7.3% 13,112,141 $7.4B
Goldman Sachs Group Inc. 1.21% Add +16.0% 11,330,337 $6.4B
LPL Financial LLC 2.32% Add +3.9% 10,584,897 $5.9B
First Command Advisory Services, Inc. 53.54% Add +12.1% 9,941,646 $5.6B
Millennium Management 5.25% Add +67.7% 9,308,270 $5.2B
Prudential Financial Inc. 7.40% Reduce -20.4% 9,246,218 $5.2B
Northern Trust Corp. 0.67% Add +19.7% 8,013,004 $4.5B
Ameriprise Financial Inc. 1.15% Reduce -6.7% 7,556,057 $4.2B
Bank of Montreal 2.23% Add +347.8% 7,413,268 $4.2B
CI Investments Inc. 17.28% Reduce -12.0% 7,277,282 $4.1B
Truist Financial Corp. 6.42% Reduce -2.1% 7,121,685 $4.0B
Squarepoint Ops LLC 9.79% Add +34.4% 7,112,279 $4.0B
Nisa Investment Advisors, LLC 18.52% Reduce -33.3% 6,590,130 $3.7B
Wealth Enhancement Advisory Services, LLC 6.77% Reduce -3.4% 6,294,293 $3.5B
FMR LLC 0.22% Reduce -11.0% 6,112,086 $3.4B
US Bancorp \de 4.58% Add +2.3% 6,104,330 $3.4B
Alliancebernstein L.P. 1.09% Add +7.3% 5,374,402 $3.0B
Wealthspire Advisors, LLC 17.40% Add +102.8% 5,183,932 $2.9B
Corient Private Wealth LP 4.72% Add +120.0% 5,148,392 $2.9B
Alberta Investment Management Corp 20.37% Reduce -10.9% 5,043,206 $2.8B
Mariner, LLC 4.46% Add +5.2% 4,772,190 $2.7B
Alyeska Investment Group, L.P. 9.98% Reduce -25.0% 4,443,426 $2.5B
Schonfeld Strategic Advisors LLC 16.28% Reduce -15.7% 4,309,253 $2.4B
Raymond James Financial Inc. 0.89% Add +1.7% 4,193,467 $2.4B
National Pension Service 2.22% No change 4,119,355 $2.3B
Envestnet Portfolio Solutions, Inc. 8.59% Reduce -14.3% 3,994,075 $2.2B
UBS Group AG 0.47% Reduce -1.6% 3,814,168 $2.1B
Captrust Financial Advisors 5.19% Add +7.3% 3,677,320 $2.1B
National Mutual Insurance Federation of Agricultural Cooperatives 18.08% No change 3,581,847 $2.0B
Asset Management One Co., Ltd. 6.24% Add +0.2% 3,211,650 $1.8B
Michael & Susan Dell Foundation 86.19% Add +51.3% 2,998,597 $1.7B
Commonwealth Equity Services, LLC 2.35% Add +5.7% 2,959,199 $1.7B
Choate Investment Advisors 38.57% Reduce -2.0% 2,762,389 $1.6B
Keybank National Association 6.04% Add +0.8% 2,681,759 $1.5B
Teacher Retirement System of Texas 6.07% Reduce -0.3% 2,589,638 $1.5B
HighTower Advisors, LLC 1.96% Add +10.7% 2,562,155 $1.4B
Healthcare of Ontario Pension Plan Trust Fund 3.21% Add +0.3% 2,560,091 $1.4B
Kedalion Capital Management LLP 57.65% New 2,556,700 $1.4B
SG Americas Securities, LLC 4.84% Add +11329.6% 2,500,000 $1.4B
MML Investors Services, LLC 4.35% Add +3.3% 2,325,039 $1.3B
Jain Global LLC 26.86% Add +93.8% 2,306,450 $1.3B
AIA Group Ltd 30.99% Add +19.8% 2,245,086 $1.3B
Principal Financial Group Inc. 0.71% Add +3.1% 2,243,736 $1.3B
Pathstone Holdings, LLC 5.38% Reduce -1.8% 2,210,758 $1.2B
Bridgewater Associates 5.67% Add +6.7% 2,175,206 $1.2B
BNP Paribas Financial Markets 0.95% Add +54.0% 2,174,209 $1.2B
Cetera Investment Advisers 2.36% Add +3.6% 2,166,906 $1.2B
Cresset Asset Management, LLC 5.98% Add +2.8% 2,121,068 $1.2B
Partners Capital Investment Group, LLP 19.82% Add +93.3% 2,087,173 $1.2B
Verition Fund Management LLC 6.91% Reduce -23.6% 2,079,976 $1.2B
Cerity Partners LLC 2.39% Add +4.1% 2,068,242 $1.2B
Greenleaf Trust 10.17% Add +5.3% 1,984,859 $1.1B
Public Employees Retirement System of Ohio 3.96% Add +369.8% 1,941,000 $1.1B
Avantax Advisory Services, Inc. 6.37% Add +4.2% 1,866,910 $1.0B
MKP Capital Management, L.L.C. 62.83% Reduce -32.1% 1,809,274 $1.0B
Cwm, LLC 4.04% Reduce -6.5% 1,803,506 $1.0B
Fund Evaluation Group, LLC 41.58% Add +9.5% 1,711,523 $961.7M
Fifth Third Bancorp 3.61% Reduce -1.0% 1,689,117 $949.1M
MAI Capital Management 6.99% Add +1.6% 1,642,402 $922.9M
Northwestern Mutual Investment Management Company, LLC 14.64% Add +202.6% 1,641,700 $922.5M
Osaic Holdings, Inc. 2.05% Reduce -7.2% 1,635,286 $919.6M
Barings LLC 22.87% Reduce -16.0% 1,599,221 $898.6M
Fiduciary Trust Co 11.64% Add +1.1% 1,581,384 $888.6M
Neuberger Berman Group LLC 0.73% Add +0.8% 1,554,663 $873.6M
Janney Montgomery Scott LLC 2.48% Reduce -9.8% 1,553,407 $872.9M
Allianz SE 22.96% Add +5.5% 1,531,687 $860.7M
Jasper Ridge Partners, L.P. 27.17% Reduce -1.8% 1,504,510 $845.4M
Municipal Employees' Retirement System of Michigan 10.32% Add +0.8% 1,450,762 $815.2M
Park Avenue Securities LLC 10.01% Reduce -6.6% 1,449,283 $814.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Add +15.5% 1,420,607 $798.2M
Thrivent Financial for Lutherans 1.73% Add +0.2% 1,298,472 $769.9M
M&T Bank Corp 2.79% Add +0.8% 1,364,549 $766.7M
UNC Management Company, Inc. 80.32% Reduce -2.2% 1,333,345 $749.2M
Johnson Investment Counsel Inc. 7.16% Add +0.3% 1,319,410 $741.4M
FIL Ltd 0.70% Reduce -6.4% 1,303,101 $732.2M
Alesco Advisors, LLC, An ESL Co 22.93% Add +0.3% 1,300,429 $730.7M
Brown Advisory Inc. 1.03% Reduce -2.2% 1,277,502 $717.8M
Adventist Health System Sunbelt Healthcare Corp. 28.47% Reduce -45.8% 1,277,136 $717.6M
National Philanthropic Trust 11.28% Add +7.0% 1,242,610 $698.2M
Simplify Asset Management Inc. 31.56% Add +21.9% 1,203,395 $676.2M
Schroder Investment Management Group 0.67% Add +9.2% 1,188,226 $663.2M
Constellation Investments, Inc. 31.36% Add +3.3% 1,174,789 $660.1M
Korea Investment CORP 1.60% Add +256.8% 1,172,070 $658.6M
Japan Science & Technology Agency 10.12% New 1,170,800 $657.9M
Flputnam Investment Management Co. 12.17% Add +9.8% 1,154,594 $648.8M
Regions Financial Corp. 4.52% Add +2.4% 1,080,429 $607.1M
Meiji Yasuda Life Insurance Co 12.10% No change 1,078,509 $606.0M

"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.

Show all 3,572 holders