Who Owns IVV?
iShares Core S&P 500 ETF — institutional ownership across 7 tracked superinvestors.
Last updated · Full stock page →
7
Institutional Holders
$2.27B
Total Value Held
1000.00T
Total Shares
iShares Core S&P 500 ETF (IVV) is held by 7 tracked superinvestors with a combined position of $2.27B across 1000.00T shares. The largest holder is Ray Dalio (Bridgewater Associates) with $2.25B (9.22% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Ray Dalio | Bridgewater Associates | 3002286 | $2.25B | 9.22% | 2026-06-30 |
| 2 | Mairs & Power | Mairs & Power | 10654 | $8.0M | 0.07% | 2026-06-30 |
| 3 | Wally Obermeyer | Obermeyer Wealth Partners | 9061 | $6.8M | 0.28% | 2026-06-30 |
| 4 | FPA Queens Road | Bragg Financial Advisors | 3693 | $2.8M | 0.07% | 2026-06-30 |
| 5 | David Katz | Matrix Asset Advisors | 3342 | $2.5M | 0.20% | 2026-06-30 |
| 6 | Hillman Value Fund | Hillman Capital Management | 1589 | $1.2M | 0.86% | 2026-06-30 |
| 7 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 900 | $674K | 0.24% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $2.0M | 4,463 |
| 2023-09-30 | 2 | $2.9M | 46.0M |
| 2023-12-31 | 2 | $3.2M | 45.4M |
| 2024-03-31 | 3 | $1.11B | 209.70T |
| 2024-06-30 | 3 | $1.15B | 210.15T |
| 2024-09-30 | 4 | $1.29B | 1000.00T |
| 2024-12-31 | 6 | $1.21B | 1000.00T |
| 2025-03-31 | 7 | $1.23B | 1000.00T |
| 2025-06-30 | 8 | $1.45B | 1000.00T |
| 2025-09-30 | 7 | $2.72B | 1000.00T |
| 2025-12-31 | 8 | $2.89B | 1000.00T |
| 2026-03-31 | 7 | $1.76B | 1000.00T |