iShares Core S&P 500 ETFIVVETF

13F holders, Q3 2025 (September 30)
3,682holders +58
120new positions
49sold out
8famous investors
$668.35avg. 13F price*

At the end of Q3 2025, 3,682 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 58 from Q2 2025. 120 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($47.7B), Northwestern Mutual Wealth Management Co. ($22.4B) and Envestnet Asset Management Inc. ($19.1B). 8 famous investors held it, including Ray Dalio (10.6% of Bridgewater Associates's portfolio), Israel Englander (4.1% of Millennium Management's portfolio) and Joel Greenblatt (1.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions120$4.0B
Exits49$682.2M

All 13F filers, Q2 2025 → Q3 2025: 69,302,561 shares bought and 26,887,605 shares sold, net +42,414,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,682 holders

BlackRock, Inc. 0.84% Add +0.3% 71,298,133 $47.7B
Northwestern Mutual Wealth Management Co. 14.91% Add +2.9% 33,427,901 $22.4B
Envestnet Asset Management Inc. 5.50% Add +0.7% 28,570,831 $19.1B
Marshall Wace, LLP 20.40% Add +28.5% 27,524,315 $18.4B
Morgan Stanley 0.99% Reduce -1.8% 24,311,648 $16.3B
Creative Planning 11.63% Add +2.3% 22,735,267 $15.2B
JPMorgan Chase & Co. 0.94% Reduce -21.8% 22,105,313 $14.8B
Royal Bank of Canada 2.46% Add +55.0% 20,629,192 $13.8B
Wells Fargo & Company 2.57% Add +5.9% 18,747,397 $12.5B
Jones Financial Companies LLLP 7.79% Add +3.6% 17,201,745 $11.4B
Bank of America Corp. 0.85% Reduce -20.3% 16,987,863 $11.4B
PNC Financial Services Group, Inc. 6.27% Add +0.5% 15,453,057 $10.3B
Goldman Sachs Group Inc. 1.32% Add +26.2% 13,666,907 $9.1B
Bank of New York Mellon Corp 1.61% Add +0.7% 13,440,510 $9.0B
Nisa Investment Advisors, LLC 30.88% Add +56.2% 11,955,236 $8.0B
Capula Management Ltd 52.04% Add +36.3% 10,434,370 $7.0B
LPL Financial LLC 1.97% Add +8.4% 10,097,239 $6.8B
First Command Advisory Services, Inc. 44.75% Reduce -7.8% 9,226,747 $6.2B
Northern Trust Corp. 0.75% Add +4.8% 8,717,550 $5.8B
Squarepoint Ops LLC 11.76% Add +7.7% 8,236,884 $5.5B
Ameriprise Financial Inc. 1.22% Add +0.0% 7,918,929 $5.3B
Millennium Management 4.12% Add +19.4% 7,499,133 $5.0B
CI Investments Inc. 17.71% No change 7,277,282 $4.9B
Truist Financial Corp. 6.29% Reduce -0.2% 6,929,394 $4.6B
Wealth Enhancement Advisory Services, LLC 6.62% Add +0.7% 6,502,855 $4.4B
Prudential Financial Inc. 5.14% Add +27.2% 6,467,131 $4.3B
Alyeska Investment Group, L.P. 12.50% Add +32.2% 6,154,511 $4.1B
US Bancorp \de 4.78% Add +2.2% 6,023,396 $4.0B
FMR LLC 0.21% Add +0.9% 6,020,258 $4.0B
Wealthspire Advisors, LLC 18.40% Add +1.0% 5,257,772 $3.5B
Alberta Investment Management Corp 28.38% Add +12.8% 5,251,658 $3.5B
Alliancebernstein L.P. 1.09% Add +2.2% 5,189,297 $3.5B
Mariner, LLC 4.45% Add +3.7% 5,140,687 $3.4B
Eisler Capital Management Ltd. 74.05% Add +346.1% 4,963,000 $3.3B
UBS Group AG 0.62% Add +53.9% 4,772,201 $3.2B
Bank of Montreal 1.24% Add +62.2% 4,353,330 $2.9B
National Pension Service 2.14% No change 4,119,355 $2.8B
Bridgewater Associates 10.62% Add +75.3% 4,049,300 $2.7B
Raymond James Financial Inc. 0.87% Reduce -4.6% 4,025,265 $2.7B
Captrust Financial Advisors 5.44% Add +2.8% 3,985,784 $2.7B
Cetera Investment Advisers 3.04% Add +111.1% 3,909,105 $2.6B
National Mutual Insurance Federation of Agricultural Cooperatives 18.18% No change 3,581,847 $2.4B
Asset Management One Co., Ltd. 6.28% Add +0.4% 3,236,841 $2.2B
BNP Paribas Financial Markets 1.69% Add +1.9% 3,189,043 $2.1B
Michael & Susan Dell Foundation 85.83% No change 3,145,697 $2.1B
Corient Private Wealth LP 3.29% Add +15.3% 3,479,224 $2.1B
Keybank National Association 7.33% Add +4.3% 3,116,790 $2.1B
Envestnet Portfolio Solutions, Inc. 7.56% Add +1.3% 3,065,138 $2.1B
Commonwealth Equity Services, LLC 2.47% Reduce -0.3% 2,846,025 $1.9B
HighTower Advisors, LLC 1.99% Add +1.9% 2,615,857 $1.8B
Healthcare of Ontario Pension Plan Trust Fund 3.26% Add +0.2% 2,611,443 $1.7B
Choate Investment Advisors 36.07% Reduce -2.0% 2,605,419 $1.7B
Allianz Asset Management GmbH 2.00% Add +203.5% 2,428,267 $1.6B
Kedalion Capital Management LLP 59.95% Reduce -27.6% 2,385,000 $1.6B
AIA Group Ltd 27.83% Add +5.1% 2,352,523 $1.6B
Cerity Partners LLC 2.51% Add +2.0% 2,309,968 $1.5B
Pathstone Holdings, LLC 5.71% Reduce -5.8% 2,234,087 $1.5B
Cresset Asset Management, LLC 6.57% Add +12.0% 2,230,271 $1.5B
Korea Investment CORP 3.02% Add +62.3% 2,197,094 $1.5B
Bank of Nova Scotia 2.43% Add +74.4% 2,034,092 $1.4B
Greenleaf Trust 12.37% Reduce -0.9% 2,033,275 $1.4B
MKP Capital Management, L.L.C. 52.03% Reduce -11.6% 1,939,406 $1.3B
MML Investors Services, LLC 3.18% Reduce -10.2% 1,779,473 $1.2B
Neuberger Berman Group LLC 0.87% Add +0.9% 1,768,216 $1.2B
MAI Capital Management 7.26% Add +0.5% 1,732,964 $1.2B
Fifth Third Bancorp 3.69% Add +2.3% 1,723,778 $1.2B
Macquarie Group Ltd. 1.32% Add +61.7% 1,689,368 $1.1B
Osaic Holdings, Inc. 1.58% Reduce -0.7% 1,708,934 $1.1B
Focus Partners Wealth 1.80% Add +108.5% 1,663,883 $1.1B
Balyasny Asset Management L.P. 2.29% Add +3098.0% 1,646,961 $1.1B
Allianz SE 23.34% Add +3.6% 1,640,740 $1.1B
Jasper Ridge Partners, L.P. 24.56% Reduce -13.9% 1,629,454 $1.1B
Barings LLC 20.93% Add +1.1% 1,603,253 $1.1B
Fiduciary Trust Co 11.96% Add +0.2% 1,577,352 $1.1B
Fund Evaluation Group, LLC 36.94% Reduce -0.3% 1,524,740 $1.0B
Verition Fund Management LLC 6.01% New 1,504,518 $1.0B
Municipal Employees' Retirement System of Michigan 11.48% No change 1,481,662 $991.7M
Northwestern Mutual Investment Management Company, LLC 13.62% Reduce -9.9% 1,406,900 $941.6M
Johnson Investment Counsel Inc. 7.66% Add +1.8% 1,366,550 $914.6M
Cwm, LLC 2.73% Add +10.2% 1,353,920 $906.2M
Alaska Permanent Fund Corp 54.14% No change 1,318,000 $903.1M
M&T Bank Corp 2.92% Reduce -2.2% 1,298,278 $868.9M
Alesco Advisors, LLC, An ESL Co 23.47% Reduce -2.2% 1,294,326 $866.3M
Brown Advisory Inc. 1.10% Reduce -7.2% 1,265,755 $847.2M
Nearwater Capital Markets, Ltd 11.19% No change 1,250,000 $836.6M
Johnson Financial Group, Inc. 31.28% Add +15.7% 1,245,615 $833.7M
National Philanthropic Trust 9.24% Reduce -1.0% 1,234,913 $826.5M
Flputnam Investment Management Co. 12.10% Add +2.8% 1,208,988 $809.2M
Janney Montgomery Scott LLC 1.90% Reduce -5.3% 1,198,993 $802.5M
Japan Science & Technology Agency 13.95% No change 1,170,800 $783.6M
Waverly Advisors, LLC 7.62% Add +3.3% 1,141,094 $763.7M
Regions Financial Corp. 4.90% Add +0.0% 1,124,371 $752.5M
Bessemer Group Inc. 1.05% Add +2.3% 1,029,054 $688.7M
Comerica Bank 2.55% Add +6.5% 1,013,373 $678.3M
UNC Management Company, Inc. 76.27% Reduce -6.1% 1,013,057 $678.0M
Constellation Investments, Inc. 31.60% Reduce -12.5% 1,010,372 $676.2M
Cambridge Investment Research Advisors, Inc. 1.85% Add +1.1% 1,007,977 $674.6M
USS Investment Management Ltd 3.21% New 998,515 $668.3M
Simplify Asset Management Inc. 13.48% Reduce -10.7% 993,803 $665.2M
Jain Global LLC 9.23% New 991,156 $663.4M

"% 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 3,682 holders