ISHARES TR (IVV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3,962
Reporting holders
$705.6B
Reported value
0.6%
Held as options
+119
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $66.8B | 87,920,842 | 0.99% | 8q | +2.3%+$1.5B |
| ENVESTNET ASSET MANAGEMENT INC | $31.0B | 41,391,871 | 7.32% | 31q | +25.6%+$6.3B |
| MARSHALL WACE, LLP | $30.0B | 39,828,525 | 23.65% | 13q | +51.5%+$10.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.2B | 35,018,846 | 14.01% | 31q | +1.2%+$315.4M |
| MORGAN STANLEY | $18.5B | 24,670,794 | 0.98% | 35q | +5.5%+$965.3M |
| Creative Planning | $18.4B | 24,609,695 | 10.77% | 31q | +2.5%+$442.7M |
| BANK OF AMERICA CORP /DE/ | $16.6B | 22,154,893 | 1.07% | 31q | +10.3%+$1.6B |
| WELLS FARGO & COMPANY/MN | $15.3B | 20,418,578 | 2.48% | 31q | -47.9%-$14.0B |
| JPMORGAN CHASE & CO | $15.3B | 20,535,841 | 0.85% | 31q | -12.8%-$2.3B |
| Capula Management Ltd | $15.0B | 20,051,540 | 53.66% | 6q | +120.5%+$8.2B |
| JONES FINANCIAL COMPANIES LLLP | $14.2B | 19,409,670 | 5.67% | 31q | +2.6%+$354.0M |
| NISA INVESTMENT ADVISORS, LLC | $13.7B | 18,254,441 | 42.76% | 7q | +13.3%+$1.6B |
| CITADEL ADVISORS LLC | $13.4B | 17,676,489 | 1.54% | 27q | +335.3%+$10.4B |
| ROYAL BANK OF CANADA | $11.6B | 15,507,803 | 1.73% | 31q | -15.2%-$2.1B |
| PNC Financial Services Group, Inc. | $11.5B | 15,414,622 | 5.72% | 31q | -1.7%-$198.3M |
| California Public Employees Retirement System | $11.4B | 15,179,345 | 6.41% | 2q | +1097.6%+$10.4B |
| LPL Financial LLC | $11.1B | 14,782,609 | 2.49% | 31q | +27.6%+$2.4B |
| MILLENNIUM MANAGEMENT LLC | $10.9B | 14,503,932 | 3.93% | 29q | +11.7%+$1.1B |
| Bank of New York Mellon Corp | $10.2B | 13,633,768 | 1.68% | 31q | +2.1%+$205.3M |
| GOLDMAN SACHS GROUP INC | $9.0B | 11,800,876 | 0.78% | 31q | -12.7%-$1.3B |
| Corient Private Wealth LP | $7.1B | 9,452,231 | 4.54% | 15q | +107.0%+$3.7B |
| NORTHERN TRUST CORP | $6.9B | 9,279,474 | 0.81% | 31q | HELD |
| First Command Advisory Services, Inc. | $6.5B | 8,712,032 | 38.79% | 31q | HELD |
| PRUDENTIAL FINANCIAL INC | $6.2B | 8,269,900 | 6.75% | 33q | +4.8%+$283.8M |
| Squarepoint Ops LLC | $6.0B | 8,003,931 | 6.62% | 11q | -34.2%-$3.1B |
| AMERIPRISE FINANCIAL INC | $5.4B | 7,224,629 | 1.09% | 31q | -42.5%-$4.0B |
| TRUIST FINANCIAL CORP | $5.4B | 7,147,705 | 6.40% | 31q | +2.3%+$118.9M |
| US BANCORP \DE\ | $4.9B | 6,582,164 | 5.38% | 31q | +13.1%+$570.3M |
| Walleye Capital LLC | $4.8B | 6,358,980 | 17.02% | 3q | +16.1%+$660.2M |
| FMR LLC | $4.5B | 6,009,148 | 0.20% | 31q | HELD |
| Mariner, LLC | $4.2B | 5,571,768 | 4.38% | 31q | +1.8%+$74.0M |
| AIA Group Ltd | $4.0B | 5,325,146 | 25.08% | 22q | +127.8%+$2.2B |
| Alberta Investment Management Corp | $4.0B | 5,291,151 | 22.19% | 11q | -8.9%-$385.0M |
| ALLIANCEBERNSTEIN L.P. | $3.7B | 5,643,389 | 1.22% | 31q | +5.9%+$206.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6B | 4,791,453 | 6.05% | 31q | +6.9%+$232.5M |
| Allianz Asset Management GmbH | $3.6B | 4,796,091 | 3.20% | 13q | +388.4%+$2.9B |
| Cetera Investment Advisers | $3.6B | 4,755,509 | 3.24% | 31q | +11.6%+$370.4M |
| RAYMOND JAMES FINANCIAL INC | $3.6B | 4,742,179 | 0.96% | 7q | +4.2%+$143.0M |
| CAPTRUST FINANCIAL ADVISORS | $3.5B | 4,652,450 | 5.32% | 9q | +8.2%+$262.9M |
| Alyeska Investment Group, L.P. | $3.4B | 4,533,470 | 8.76% | 7q | +7.4%+$233.6M |
| Korea Investment CORP | $3.2B | 4,334,448 | 6.16% | 22q | +7.9%+$238.5M |
| National Pension Service | $3.1B | 4,119,355 | 1.99% | 31q | HELD |
| Schonfeld Strategic Advisors LLC | $2.9B | 3,831,918 | 10.29% | 4q | +32.8%+$708.7M |
| Verition Fund Management LLC | $2.8B | 3,743,708 | 7.13% | 4q | +892.1%+$2.5B |
| UBS Group AG | $2.7B | 3,653,598 | 0.35% | 31q | -22.0%-$770.2M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $2.7B | 3,581,847 | 17.55% | 31q | HELD |
| POTOMAC FUND MANAGEMENT INC /ADV | $2.7B | 3,546,980 | 66.88% | 7q | +17.6%+$398.0M |
| HighTower Advisors, LLC | $2.5B | 3,272,035 | 2.37% | 31q | +2.7%+$65.3M |
| Asset Management One Co., Ltd. | $2.4B | 3,253,020 | 6.25% | 31q | +0.8%+$20.4M |
| FIFTH THIRD BANCORP | $2.4B | 3,236,397 | 3.93% | 31q | +14.4%+$304.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $2.4B | 3,201,466 | 7.89% | 31q | +0.6%+$14.5M |
| Michael & Susan Dell Foundation | $2.4B | 3,187,927 | 62.96% | 8q | HELD |
| Bridgewater Associates, LP | $2.2B | 3,002,286 | 9.22% | 31q | +12.1%+$242.0M |
| JANE STREET GROUP, LLC | $2.2B | 4,820 | 0.18% | 31q | +329.2%+$1.7B |
| Wealthspire Advisors, LLC | $2.1B | 2,868,273 | 11.83% | 31q | +7.4%+$148.5M |
| MML INVESTORS SERVICES, LLC | $2.1B | 2,831,023 | 4.33% | 31q | +55.3%+$755.3M |
| Cerity Partners LLC | $2.1B | 2,803,692 | 2.54% | 31q | +5.3%+$106.4M |
| MACQUARIE GROUP LTD | $2.0B | 2,703,730 | 8.75% | 8q | +48.0%+$656.2M |
| BANK OF NOVA SCOTIA | $2.0B | 2,703,092 | 3.06% | 31q | +45.4%+$632.1M |
| NEUBERGER BERMAN GROUP LLC | $2.0B | 2,690,124 | 1.34% | 31q | +17.0%+$293.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $2.0B | 2,678,964 | 2.82% | 7q | +1.2%+$24.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0B | 2,667,178 | 2.51% | 31q | +1.0%+$20.1M |
| Choate Investment Advisors | $1.9B | 2,567,736 | 33.79% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9B | 2,545,938 | 1.18% | 30q | +229.5%+$1.3B |
| BROWN BROTHERS HARRIMAN & CO | $1.9B | 2,471,912 | 8.12% | 31q | +42.2%+$549.8M |
| MAI Capital Management | $1.9B | 2,471,229 | 6.96% | 31q | +42.9%+$555.3M |
| PRINCIPAL FINANCIAL GROUP INC | $1.8B | 2,423,361 | 0.89% | 31q | -1.2%-$22.3M |
| Focus Partners Wealth | $1.8B | 2,413,265 | 1.85% | 11q | +9.5%+$156.9M |
| Pathstone Holdings, LLC | $1.8B | 2,401,692 | 5.24% | 11q | +4.4%+$76.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8B | 1,115,544 | 0.14% | 31q | +50.8%+$601.9M |
| Cresset Asset Management, LLC | $1.8B | 2,366,720 | 6.41% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $1.7B | 2,320,347 | 0.57% | 31q | -15.7%-$322.4M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.6B | 2,157,500 | 4.75% | 7q | +107.1%+$835.5M |
| BROWN ADVISORY INC | $1.5B | 2,013,013 | 2.33% | 31q | +17.0%+$218.5M |
| Envestnet Portfolio Solutions, Inc. | $1.5B | 2,008,278 | 7.21% | 12q | +66.1%+$598.5M |
| OSAIC HOLDINGS, INC. | $1.4B | 1,915,267 | 1.69% | 26q | +16.7%+$205.1M |
| LMR Partners LLP | $1.4B | 1,911,286 | 5.34% | 4q | +88.0%+$670.2M |
| Jasper Ridge Partners, L.P. | $1.4B | 1,876,118 | 14.98% | 31q | +31.6%+$337.2M |
| SUMITOMO LIFE INSURANCE CO | $1.4B | 1,850,000 | 22.65% | 4q | +79.8%+$614.8M |
| Allianz SE | $1.4B | 1,824,479 | 14.41% | 10q | +3.3%+$43.0M |
| BANK OF KOREA | $1.3B | 1,752,811 | 33.78% | 3q | -22.7%-$385.9M |
| BARINGS LLC | $1.3B | 1,744,190 | 23.17% | 31q | +4.2%+$52.8M |
| TUDOR INVESTMENT CORP ET AL | $1.2B | 1,615,654 | 1.72% | 11q | +730.4%+$1.1B |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1.2B | 1,562,108 | 2.16% | 10q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.2B | 1,541,045 | 6.36% | 31q | +13.4%+$135.9M |
| National Philanthropic Trust | $1.1B | 1,524,853 | 16.51% | 10q | -0.6%-$7.1M |
| Fiduciary Trust Co | $1.1B | 1,507,059 | 12.28% | 31q | -0.7%-$7.9M |
| Kedalion Capital Management LLP | $1.1B | 1,492,000 | 26.54% | 6q | -50.8%-$1.2B |
| JOHNSON INVESTMENT COUNSEL INC | $1.1B | 1,473,438 | 8.06% | 31q | +3.5%+$37.8M |
| Fund Evaluation Group, LLC | $1.1B | 1,456,901 | 29.46% | 31q | -14.4%-$183.5M |
| TORONTO DOMINION BANK | $1.1B | 1,447,093 | 1.25% | 28q | HELD |
| Freestone Grove Partners LP | $1.1B | 1,413,000 | 6.79% | 4q | +43.3%+$319.8M |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | $1.1B | 1,405,896 | 12.34% | 31q | +17.2%+$154.5M |
| M&T Bank Corp | $1.0B | 1,367,395 | 3.00% | 26q | +8.7%+$81.9M |
| Nationwide Fund Advisors | $1.0B | 1,361,434 | 42.12% | 8q | +56.7%+$369.1M |
| GREENLEAF TRUST | $1.0B | 1,344,843 | 9.69% | 31q | -3.8%-$39.4M |
| Alaska Permanent Fund Corp | $992.5M | 1,162,621,665 | 68.72% | 13q | +87777.7%+$991.3M |
| SWISS RE LTD | $985.5M | 1,312,957 | 89.71% | 3q | +2917582.2%+$985.5M |
| Waverly Advisors, LLC | $972.0M | 1,297,944 | 5.64% | 31q | +3.9%+$36.6M |
| USS Investment Management Ltd | $962.7M | 1,283,922 | 3.46% | 4q | -57.7%-$1.3B |
Showing the largest 100 of 4,097 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,962 | $705.6B | 937,833,916 | 179 | 1,539 | 1,226 | 0.6% |
| Q1 2026 | 3,843 | $563.1B | 857,113,219 | 105 | 1,501 | 1,310 | 0.7% |
| Q4 2025 | 3,870 | $581.5B | 855,945,532 | 123 | 1,408 | 1,167 | 0.8% |
| Q3 2025 | 3,542 | $528.2B | 783,955,539 | 118 | 1,277 | 1,156 | 0.8% |
| Q2 2025 | 3,449 | $458.7B | 732,439,372 | 125 | 1,256 | 1,263 | 1.0% |
| Q1 2025 | 3,393 | $438.8B | 761,972,107 | 96 | 1,257 | 1,275 | 2.6% |
| Q4 2024 | 3,413 | $425.0B | 717,676,009 | 129 | 1,170 | 1,042 | 0.6% |
| Q3 2024 | 3,013 | $389.1B | 672,130,339 | 110 | 1,116 | 1,027 | 0.4% |
| Q2 2024 | 2,934 | $355.2B | 647,716,484 | 104 | 1,083 | 1,007 | 0.3% |
| Q1 2024 | 2,888 | $346.4B | 657,389,362 | 140 | 1,094 | 1,037 | 0.2% |
| Q4 2023 | 2,810 | $286.4B | 603,086,068 | 116 | 1,067 | 881 | 0.3% |
| Q3 2023 | 2,525 | $236.9B | 550,696,588 | 70 | 1,012 | 833 | 0.3% |
| Q2 2023 | 2,490 | $228.7B | 514,225,045 | 97 | 903 | 889 | 0.3% |
| Q1 2023 | 2,409 | $206.5B | 502,061,832 | 89 | 838 | 916 | 0.2% |
| Q4 2022 | 2,267 | $180.6B | 470,047,778 | 111 | 860 | 716 | 0.2% |
| Q3 2022 | 2,504 | $189.8B | 528,105,793 | 73 | 986 | 817 | 0.2% |
| Q2 2022 | 2,526 | $199.8B | 525,166,194 | 77 | 1,006 | 859 | 0.3% |
| Q1 2022 | 2,586 | $240.7B | 527,100,427 | 85 | 1,031 | 889 | 0.8% |
| Q4 2021 | 2,613 | $245.9B | 513,590,931 | 131 | 1,020 | 654 | 0.6% |
| Q3 2021 | 2,261 | $203.7B | 470,553,902 | 73 | 894 | 691 | 0.3% |
| Q2 2021 | 2,254 | $204.9B | 476,211,777 | 97 | 878 | 755 | 0.2% |
| Q1 2021 | 2,210 | $188.0B | 472,221,249 | 87 | 814 | 836 | 0.1% |
| Q4 2020 | 2,173 | $167.5B | 445,541,815 | 98 | 763 | 656 | 0.1% |
| Q3 2020 | 1,942 | $145.5B | 431,915,761 | 91 | 608 | 788 | 0.2% |
| Q2 2020 | 1,899 | $128.2B | 412,821,167 | 123 | 641 | 802 | 0.2% |
| Q1 2020 | 1,835 | $107.3B | 415,063,880 | 67 | 776 | 706 | 0.2% |
| Q4 2019 | 1,915 | $134.7B | 415,783,142 | 94 | 690 | 527 | 0.1% |
| Q3 2019 | 1,668 | $125.2B | 418,115,353 | 72 | 646 | 544 | 0.1% |
| Q2 2019 | 1,633 | $116.5B | 393,385,514 | 79 | 679 | 523 | 0.3% |
| Q1 2019 | 1,606 | $114.7B | 402,143,908 | 83 | 653 | 563 | 0.1% |
| Q4 2018 | 1,606 | $100.2B | 397,078,998 | 11 | 37 | 18 | 0.1% |