% of shares outstanding is not shown for IVV: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for IVV in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 85,931,32585.9M | $56.1B | — | ADD 7% |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34,597,70034.6M | $22.6B | — | ADD 2% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 32,959,64333.0M | $21.5B | — | ADD 25% |
| 4 | MARSHALL WACE, LLP | 26,281,93326.3M | $17.2B | — | TRIM -19% |
| 5 | Creative Planning | 24,018,49624.0M | $15.7B | — | ADD 4% |
| 6 | MORGAN STANLEY | 23,381,86623.4M | $15.3B | — | TRIM -3% |
| 7 | JPMORGAN CHASE & CO | 23,561,82123.6M | $15.0B | — | ADD 112% |
| 8 | BANK OF AMERICA CORP /DE/ | 20,079,10420.1M | $13.1B | — | TRIM -7% |
| 9 | WELLS FARGO & COMPANY/MN | 19,577,15219.6M | $12.8B | — | ADD 4% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 18,924,91818.9M | $12.1B | — | ADD 3% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | +12,467,700 | $8.1B | ADD |
| Capula Management Ltd | +8,478,226 | $5.5B | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +6,617,317 | $4.3B | ADD |
| BlackRock, Inc. | +5,327,026 | $3.5B | ADD |
| CITADEL ADVISORS LLC | +3,986,430 | $2.6B | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −16,915,186 | $11.0B | TRIM |
| ROYAL BANK OF CANADA | −10,143,591 | $6.6B | TRIM |
| Allianz Asset Management GmbH | −7,342,143 | $4.8B | TRIM |
| MARSHALL WACE, LLP | −6,170,967 | $4.0B | TRIM |
| Schonfeld Strategic Advisors LLC | −5,276,386 | $3.4B | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 67.0M | 71.6M | 71.1M | 71.3M | 80.6M | 85.9M | $56.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.5M | 31.3M | 32.5M | 33.4M | 33.8M | 34.6M | $22.6B |
| ENVESTNET ASSET MANAGEMENT INC | 33.5M | 35.7M | 28.4M | 28.6M | 26.3M | 33.0M | $21.5B |
| MARSHALL WACE, LLP | 23.6M | 23.7M | 21.4M | 27.5M | 32.5M | 26.3M | $17.2B |
| Creative Planning | 21.7M | 21.8M | 22.2M | 22.7M | 23.0M | 24.0M | $15.7B |
| MORGAN STANLEY | 27.9M | 26.4M | 24.8M | 24.3M | 24.0M | 23.4M | $15.3B |
| JPMORGAN CHASE & CO | 18.2M | 23.9M | 28.3M | 44.2M | 11.1M | 23.6M | $15.0B |
| BANK OF AMERICA CORP /DE/ | 17.8M | 25.3M | 21.3M | 17.0M | 21.7M | 20.1M | $13.1B |
| WELLS FARGO & COMPANY/MN | 17.9M | 17.8M | 17.7M | 18.7M | 18.9M | 19.6M | $12.8B |
| JONES FINANCIAL COMPANIES LLLP | 12.1M | 14.3M | 16.6M | 17.2M | 18.3M | 18.9M | $12.1B |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
