# iShares Core S&P 500 ETF (IVV) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287200
Page URL: https://superinvestorclub.com/stock/IVV
Last updated: 2026-08-29T13:47:29.479Z

## Summary

As of the most recent 13F filing period, iShares Core S&P 500 ETF (IVV) is held by 7 tracked superinvestors with an aggregate position value of $2.27B representing 03002286106549061369333421589900 shares.

## Top institutional holders (7)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 3002286 | $2.25B | 9.22% | 2026-06-30 |
| 2 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 10654 | $8.0M | 0.07% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 9061 | $6.8M | 0.28% | 2026-06-30 |
| 4 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 3693 | $2.8M | 0.07% | 2026-06-30 |
| 5 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 3342 | $2.5M | 0.20% | 2026-06-30 |
| 6 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 1589 | $1.2M | 0.86% | 2026-06-30 |
| 7 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 900 | $674,210 | 0.24% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $2.0M aggregate, 04463 shares
- 2023-09-30: 2 holders, $2.9M aggregate, 045972090 shares
- 2023-12-31: 2 holders, $3.2M aggregate, 045442101 shares
- 2024-03-31: 3 holders, $1.11B aggregate, 0209697242312109 shares
- 2024-06-30: 3 holders, $1.15B aggregate, 0210153444882126 shares
- 2024-09-30: 4 holders, $1.29B aggregate, 02222834488145593254 shares
- 2024-12-31: 6 holders, $1.21B aggregate, 020393434651462732662410926 shares
- 2025-03-31: 7 holders, $1.23B aggregate, 021752064636388734293143927732 shares
- 2025-06-30: 8 holders, $1.45B aggregate, 023097505120434633523237900732355 shares
- 2025-09-30: 7 holders, $2.72B aggregate, 040493004753880327732181277903 shares
- 2025-12-31: 8 holders, $2.89B aggregate, 041855891366964813919327831871022900 shares
- 2026-03-31: 7 holders, $1.76B aggregate, 0267908464614707374432891250900 shares

## Recent congressional trades (8)

- 2026-01-23: John Boozman (Republican-AR) purchase $1,001 - $15,000
- 2025-11-21: John Boozman (Republican-AR) sale $1,001 - $15,000
- 2025-10-14: Scott Franklin (Republican-FL) purchase $1,001 - $15,000
- 2025-10-14: Scott Franklin (Republican-FL) purchase $50,001 - $100,000
- 2025-10-14: Scott Scott Franklin (R-FL) purchase $1,001 - $15,000
- 2025-10-14: Scott Scott Franklin (R-FL) purchase $50,001 - $100,000
- 2025-08-01: John Boozman (Republican-AR) sale $1,001 - $15,000
- 2024-10-06: John Boozman (Republican-AR) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "iShares Core S&P 500 ETF (IVV) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/IVV), aggregating SEC 13F, Form 4, and congressional disclosures."