ISHARES CORE S&P 500 ETF (IVV) Institutional Ownership
IVV is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.52M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $62.86M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IVV position is now estimated to be worth approximately $70.93M, representing an estimated gain of +12.85% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Mairs & Power Growth Fund, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 99% of the total disclosed value among the investors covered in this analysis.
This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES CORE S&P 500 ETF (IVV).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 7 | $71,521,540 | 110,029 |
| Q4 2025 | 8 | $105,643,007 | 154,211 |
| Q3 2025 | 6 | $68,178,006 | 96,750 |
| Q2 2025 | 8 | $62,954,752 | 101,392 |
| Q1 2025 | 6 | $55,948,389 | 99,569 |
| Q4 2024 | 7 | $72,501,462 | 123,159 |
| Q3 2024 | 8 | $66,076,771 | 114,553 |
| Q2 2024 | 6 | $57,144,355 | 104,426 |
| Q1 2024 | 6 | $56,004,605 | 106,531 |
| Q4 2023 | 5 | $55,122,715 | 115,409 |
| Q3 2023 | 6 | $43,991,506 | 114,388 |
| Q2 2023 | 5 | $42,352,783 | 95,023 |
Related IVV Institutional Insights:
- IVV Institutional Ownership & Insiders Activity
- IVV Institutional Ownership & 13F Activity
- IVV Top Institutional Shareholders
- IVV Institutional Buying Activity
- IVV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IVV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings