IVV · iShares Core S&P 500 ETF ETF

$773.92 -3.21 (-0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 25

Total Value: $24,239,444,232

Total Shares: 32,418,475

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 25 13F filers · Δ vs Mar 31, 2026

Top Holder

55.4%

−10.0 pts

Top 5

97.4%

+1.0 pts

Top 10

99.9%

+0.0 pts

HHI

3,578

Highly concentrated−1,052

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +13

Institutional value: +1714.9%

Shares held: +1485.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small MLG Wealth Management DBA Pine Grove Financial Group	+38,237	98,908
Small Range Advisory, LLC	+3,206	5,732
Small Advus Financial Partners, LLC	+293	42,193
Small TUCKER ASSET MANAGEMENT LLC	+138	1,434

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	17,943,489	$13,437,699,476
Mega Allianz Asset Management GmbH	4,777,691	$3,577,965,012
Large Corient Private Wealth LLC	4,050,717	$3,033,541,453
Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	3,431,700	$2,569,965,813
Mid Alaska Permanent Fund Corp	1,321,665	$989,781,701

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large M&T Bank Corp	1,337,071	$873,388,144
Mid Dakota Wealth Management	268,724	$175,533,204
Mid Provida Pension Fund Administrator	262,048	$171,172,374
Small BOSTON RESEARCH & MANAGEMENT INC	29,067	$18,986,855
Micro Layline Advisors, LLC	28,323	$18,500,866

Filter: New 20 Increased 4 Reduced 0 Sold out 7 Unchanged 1

Showing 27 of 27

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC IVV

$13,237,745,846

54.61%

17,676,489

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	44,416	$33,262,698	0.3%	Defined
Held directly	17,632,073	$13,204,483,148	99.7%	Defined

Allianz Asset Management GmbH IVV

$3,577,965,012

14.76%

4,777,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	4,732,791	$3,544,339,851	99.1%	Defined
Allianz Global Invesstors Taiwan Ltd.	44,900	$33,625,161	0.9%	Defined

Corient Private Wealth LLC IVV

$3,033,541,453

12.51%

4,050,717

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM IVV

$2,569,965,813

10.60%

3,431,700

Alaska Permanent Fund Corp IVV

$989,781,701

4.08%

1,321,665

Planning Project LLC IVV

$190,556,558

0.79%

254,452

HORAN Wealth, LLC IVV

$156,080,658

0.64%

208,416

Alternative Investment Advisors, LLC. IVV

$153,438,574

0.63%

204,888

CITADEL ADVISORS LLC IVV

$108,663,939

0.45%

145,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	145,100	$108,663,939	100.0%	Defined

CITADEL ADVISORS LLC IVV

$91,289,691

0.38%

121,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	121,900	$91,289,691	100.0%	Defined

MLG Wealth Management DBA Pine Grove Financial Group IVV

$74,071,212

0.31%

98,908

Advus Financial Partners, LLC IVV

$31,597,915

0.13%

42,193

Parkside Financial Bank & Trust IVV

$6,979,654

0.03%

9,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	9,042	$6,771,463	97.0%	Sole
Held directly	278	$208,191	3.0%	Defined

Range Advisory, LLC IVV

$4,292,637

0.02%

5,732

Kinetic Wealth Investment Advisors LLC IVV

$2,251,912

0.01%

3,007

TOBIAS FINANCIAL ADVISORS, INC. IVV

$1,969,580

0.01%

2,630

Second Line Capital, LLC IVV

$1,694,738

0.01%

2,263

Financial Insights, Inc. IVV

$1,464,828

0.01%

1,956

Strategic Financial Services, Inc. IVV

$1,274,610

0.01%

1,702

TUCKER ASSET MANAGEMENT LLC IVV

$1,073,908

0.00%

1,434

Cornerstone Financial Management LLC IVV

$812,545

0.00%

1,085

ANCHOR CAPITAL ADVISORS LLC IVV

$720,432

0.00%

962

Brown Financial Advisors IVV

$614,838

0.00%

821

Wellington Grp LLC IVV

$551,931

0.00%

737

BROWN, LISLE/CUMMINGS, INC. IVV

$472,549

0.00%

631

AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD IVV

$365,005

0.00%

51,800

Kingsbury Capital Investment Advisors LLC IVV

$206,693

0.00%

276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manufacturers & Traders Trust Company joint	81,424	$53,186,970	6.1%	Defined
Wilmington Trust Investment Advisors, Inc. joint	170,346	$111,271,709	12.7%	Defined
Wilmington Trust National Association joint	676,555	$441,932,491	50.6%	Defined
Wilmington Trust Company	399,817	$261,164,462	29.9%	Defined
Wilmington Trust Investment Management, LLC	8,929	$5,832,512	0.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	268,724	$175,533,204	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	262,048	$171,172,374	100.0%	Defined