iShares Core S&P 500 ETFIVVETF

13F holders, Q2 2025 (June 30)
3,624holders +52
133new positions
84sold out
9famous investors
$619.06avg. 13F price*

At the end of Q2 2025, 3,624 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 52 from Q1 2025. 133 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($44.1B), Northwestern Mutual Wealth Management Co. ($20.2B) and Envestnet Asset Management Inc. ($17.6B). 9 famous investors held it, including Ray Dalio (5.8% of Bridgewater Associates's portfolio), Israel Englander (3.6% of Millennium Management's portfolio) and Joel Greenblatt (1.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions133$624.3M
Exits84$7.0B

All 13F filers, Q1 2025 → Q2 2025: 32,891,978 shares bought and 78,961,912 shares sold, net −46,069,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,624 holders

BlackRock, Inc. 0.85% Reduce -0.7% 71,087,025 $44.1B
Northwestern Mutual Wealth Management Co. 14.70% Add +3.8% 32,488,472 $20.2B
Envestnet Asset Management Inc. 5.14% Reduce -20.5% 28,368,848 $17.6B
JPMorgan Chase & Co. 1.21% Add +18.3% 28,271,587 $17.6B
Morgan Stanley 1.00% Reduce -6.1% 24,758,410 $15.4B
Creative Planning 11.79% Add +1.8% 22,229,974 $13.8B
Marshall Wace, LLP 15.94% Reduce -9.6% 21,422,379 $13.3B
Bank of America Corp. 1.07% Reduce -15.8% 21,308,219 $13.2B
Wells Fargo & Company 2.43% Reduce -0.3% 17,705,487 $11.0B
Jones Financial Companies LLLP 7.77% Add +16.2% 16,600,491 $10.3B
PNC Financial Services Group, Inc. 6.15% Add +0.7% 15,375,370 $9.5B
Bank of New York Mellon Corp 1.57% Reduce -1.0% 13,350,287 $8.3B
Royal Bank of Canada 1.61% Add +1.5% 13,311,281 $8.3B
Goldman Sachs Group Inc. 1.09% Reduce -4.4% 10,828,048 $6.7B
First Command Advisory Services, Inc. 53.47% Add +0.6% 10,004,720 $6.2B
LPL Financial LLC 1.93% Reduce -12.0% 9,316,636 $5.8B
Northern Trust Corp. 0.71% Add +3.8% 8,318,019 $5.2B
Ameriprise Financial Inc. 1.22% Add +4.8% 7,918,142 $4.9B
Capula Management Ltd 58.39% Reduce -50.2% 7,658,145 $4.8B
Nisa Investment Advisors, LLC 21.43% Add +16.1% 7,654,221 $4.8B
Squarepoint Ops LLC 10.47% Add +7.5% 7,647,923 $4.7B
CI Investments Inc. 16.96% No change 7,277,282 $4.5B
Truist Financial Corp. 6.32% Reduce -2.5% 6,942,139 $4.3B
Wealth Enhancement Advisory Services, LLC 6.72% Add +2.6% 6,456,904 $4.1B
Millennium Management 3.61% Reduce -32.5% 6,281,763 $3.9B
FMR LLC 0.21% Reduce -2.4% 5,965,861 $3.7B
US Bancorp \de 4.61% Reduce -3.4% 5,894,564 $3.7B
Wealthspire Advisors, LLC 18.17% Add +0.4% 5,206,372 $3.2B
Prudential Financial Inc. 4.08% Reduce -45.0% 5,084,700 $3.2B
Alliancebernstein L.P. 1.03% Reduce -5.5% 5,077,582 $3.2B
Mariner, LLC 4.44% Add +3.9% 4,959,031 $3.1B
Alberta Investment Management Corp 24.55% Reduce -7.6% 4,657,830 $2.9B
Alyeska Investment Group, L.P. 10.26% Add +4.7% 4,653,980 $2.9B
Raymond James Financial Inc. 0.90% Add +0.6% 4,217,885 $2.6B
National Pension Service 2.21% No change 4,119,355 $2.6B
Captrust Financial Advisors 5.38% Add +5.5% 3,878,929 $2.4B
Corient Private Wealth LP 3.20% Reduce -41.4% 3,018,571 $2.4B
National Mutual Insurance Federation of Agricultural Cooperatives 18.00% No change 3,581,847 $2.2B
Kedalion Capital Management LLP 79.77% Add +28.9% 3,296,000 $2.0B
Asset Management One Co., Ltd. 6.28% Add +0.4% 3,223,672 $2.0B
Michael & Susan Dell Foundation 84.75% Add +4.9% 3,145,697 $2.0B
BNP Paribas Financial Markets 1.54% Add +43.9% 3,128,104 $1.9B
UBS Group AG 0.40% Reduce -18.7% 3,100,486 $1.9B
Envestnet Portfolio Solutions, Inc. 6.91% Reduce -24.3% 3,024,929 $1.9B
Keybank National Association 6.90% Add +11.4% 2,986,888 $1.9B
Commonwealth Equity Services, LLC 2.34% Reduce -3.5% 2,855,635 $1.8B
Bank of Montreal 0.85% Reduce -63.8% 2,683,942 $1.7B
Choate Investment Advisors 35.81% Reduce -3.7% 2,659,916 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 3.27% Add +1.8% 2,605,215 $1.6B
HighTower Advisors, LLC 2.00% Add +0.2% 2,567,597 $1.6B
Bridgewater Associates 5.78% Add +6.2% 2,309,750 $1.4B
Pathstone Holdings, LLC 5.56% Add +7.3% 2,371,939 $1.4B
Cerity Partners LLC 2.51% Add +9.5% 2,264,625 $1.4B
AIA Group Ltd 30.23% Reduce -0.3% 2,239,117 $1.4B
MKP Capital Management, L.L.C. 69.95% Add +21.2% 2,193,357 $1.4B
Greenleaf Trust 11.26% Add +3.4% 2,051,529 $1.3B
Cresset Asset Management, LLC 6.19% Reduce -6.1% 1,991,033 $1.2B
MML Investors Services, LLC 3.55% Reduce -14.8% 1,982,044 $1.2B
Jasper Ridge Partners, L.P. 29.40% Add +25.8% 1,892,497 $1.2B
Cetera Investment Advisers 1.94% Reduce -14.6% 1,851,613 $1.1B
Avantax Advisory Services, Inc. 6.29% Reduce -1.3% 1,842,537 $1.1B
Neuberger Berman Group LLC 0.84% Add +12.8% 1,752,832 $1.1B
MAI Capital Management 7.43% Add +5.0% 1,724,153 $1.1B
Osaic Holdings, Inc. 1.90% Add +5.3% 1,721,592 $1.1B
Fifth Third Bancorp 3.62% Reduce -0.2% 1,685,482 $1.0B
Allianz SE 23.24% Add +3.4% 1,584,282 $983.7M
Barings LLC 23.44% Reduce -0.9% 1,585,258 $978.8M
Fiduciary Trust Co 12.03% Reduce -0.4% 1,574,671 $977.7M
Northwestern Mutual Investment Management Company, LLC 14.93% Reduce -4.8% 1,562,400 $970.1M
Fund Evaluation Group, LLC 36.71% Reduce -10.7% 1,529,303 $949.5M
Municipal Employees' Retirement System of Michigan 11.07% Add +2.1% 1,481,662 $920.0M
Brown Advisory Inc. 1.11% Add +6.8% 1,363,678 $846.7M
Korea Investment CORP 1.87% Add +15.5% 1,354,136 $840.8M
Alaska Permanent Fund Corp 49.65% Add +42.6% 1,318,000 $836.8M
Johnson Investment Counsel Inc. 7.49% Add +1.8% 1,342,450 $833.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -6.5% 1,328,806 $825.1M
M&T Bank Corp 2.83% Reduce -2.8% 1,326,911 $823.9M
Alesco Advisors, LLC, An ESL Co 23.64% Add +1.8% 1,323,861 $822.0M
Janney Montgomery Scott LLC 2.05% Reduce -18.5% 1,265,421 $785.7M
Nearwater Capital Markets, Ltd 12.42% Add +25.0% 1,250,000 $776.1M
National Philanthropic Trust 10.37% Add +0.4% 1,247,572 $774.6M
Cwm, LLC 2.69% Reduce -31.9% 1,228,919 $763.0M
Flputnam Investment Management Co. 12.54% Add +1.8% 1,175,676 $730.0M
Japan Science & Technology Agency 11.54% No change 1,170,800 $726.9M
Bank of Nova Scotia 1.49% Add +68.8% 1,166,227 $724.1M
Constellation Investments, Inc. 33.16% Reduce -1.7% 1,155,019 $717.2M
Provida Pension Fund Administrator 12.95% Add +47.9% 1,151,861 $715.2M
FIL Ltd 0.61% Reduce -12.6% 1,139,532 $707.5M
Regions Financial Corp. 4.81% Add +4.0% 1,124,018 $697.9M
Simplify Asset Management Inc. 41.89% Reduce -7.5% 1,113,386 $691.3M
Eisler Capital Management Ltd. 23.75% Add +34.1% 1,112,500 $690.6M
Waverly Advisors, LLC 7.53% Add +7.7% 1,105,028 $686.1M
UNC Management Company, Inc. 76.73% Reduce -19.1% 1,078,791 $669.8M
Johnson Financial Group, Inc. 30.09% Add +2.6% 1,076,986 $668.7M
Macquarie Group Ltd. 0.80% Add +351667.7% 1,044,750 $648.7M
Bessemer Group Inc. 1.01% Add +1.3% 1,005,552 $624.3M
Cambridge Investment Research Advisors, Inc. 1.88% Reduce -3.2% 997,173 $619.1M
Capstone Investment Advisors, LLC 6.17% Add +0.3% 959,240 $595.6M
Comerica Bank 2.29% Reduce -2.7% 951,625 $590.9M
Schroder Investment Management Group 0.50% Reduce -19.8% 952,899 $588.4M

"% 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 3,624 holders