Follow-The-Filings

Security

IVV

Ishares Tr · CORE S&P500 ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 4 exits max 17.1% (Marshall Wace - Marshall ...)

grid → activity → earnings →
owners 16
max % 17.1%
tracked value $34.7B
qoq A 8 R 6 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Marshall Wace - Marshall Wace, LLP 2026 Q1 17.1% Reduce -3.14 pp 26,281,933 $17.2B hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 7.8% Reduce -2.64 pp 2,679,084 $1.8B hist
Israel Englander - Millennium Management LLC 2026 Q1 3.5% Reduce -0.64 pp 12,985,806 $8.5B hist
Ancora Advisors LLC 2026 Q1 1.2% Reduce -0.07 pp 87,628 $57M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.9% Add -0.15 pp 435,384 $284M hist
Hillman Capital Management, Inc. 2026 Q1 0.6% Add +0.13 pp 1,250 $817M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.4% Add +0.42 pp 4,060,750 $2.7B hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.38 pp 392,760 $269M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.2% Add +0.01 pp 3,342 $2.5B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.01 pp 523,500 $342M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 120,246 $79M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% — 270 $202M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 6,461 $4M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.0% Reduce -0.14 pp 116 $76M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 31,602 $22M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 11,921 $8M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 1.4% Exit -1.44 pp 1,653,813 $1.1B hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.4% Exit -0.44 pp 1,175,000 $805M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 34,420 $24M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 13,669 $9M hist

16 current · 4 exited last period · options excluded

ownership over time

filing count by report period · click a bar for that quarter’s holders