IVV
IVV is the iShares Core S&P 500 ETF, and its ownership breakdown reflects exactly what you'd expect from a product designed to be a market in a box.
The income-defensive cohort at 9.3% is worth a brief mention. These are typically investors prioritizing capital preservation and dividends, and their presence in IVV makes sense given the S&P 500's blend of yield and relative stability compared to more speculative corners of the market. Systematic quant at 5.0% and quality compounder at 4.2% round out the notable holders. The near-total absence of growth-momentum and deep-value investors (both at 0.0%) is telling — this isn't a stock-picker's vehicle, it's infrastructure. The institutional pressure score of 0.00 and market regime score of 0.01 are essentially flat-line readings, suggesting no meaningful directional signal from the institutional behavior data. For an ETF tracking 500 companies, that's not surprising — the aggregation effect tends to wash out any edge a behavioral ownership analysis might provide for individual equities. As always, 13F filings are 45 to 90 days stale by the time they're public, and short interest data updates only biweekly. For a product as liquid and structurally unique as IVV, historical ownership patterns indicate very little about near-term price behavior — this data is a rearview mirror, not a windshield.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | — | P/S | — |
| EV/EBITDA | — | P/B | — |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | — | Buybacks 1Y | — |
IVV is the iShares Core S&P 500 ETF, and its ownership breakdown reflects exactly what you'd expect from a product designed to be a market in a box. The largest chunk — 52.2% — sits in the "unclassified" bucket, which for a product like this largely represents individual investors, retirement accounts, and wrap programs that don't file 13Fs in a way that maps cleanly to institutional behavior styles. Dealer and bank ownership at 17.6% reflects the mechanics of ETF creation and market-making, not a directional bet. Passive index investors clock in at 9.1%, which is almost ironic given that IVV *is* a passive index product — these are essentially index funds holding an index fund.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33.8M | 7.3% | +1% |
| BlackRock, Inc. | 31.5M | 0.4% | +383% |
| ENVESTNET ASSET MANAGEMENT INC | 26.3M | 5.4% | −8% |
| Creative Planning | 22.7M | 11.1% | — |
| JONES FINANCIAL COMPANIES LLLP | 18.3M | 7.6% | +7% |
| Royal Bank of Canada | 18.1M | 2.0% | — |
Top institutional owners for IVV as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
No Form 4 filings on record for IVV in the last 180 days.