IVV
iShares Core S&P 500 ETF
Listed by 29 members on their latest annual reports (54 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Scott H. Peters CA-50 | Spouse | iShares Core S&P 500 ETF (IVV) EF | Spouse/DC Over $1,000,000 | August 12, 2026 filing 10076386, p. 3 |
| Scott H. Peters CA-50 | Member | iShares Core S&P 500 ETF (IVV) EF | $1,000,001 - $5,000,000 | August 12, 2026 filing 10076386, p. 3 |
| Lloyd Doggett TX-37 | Member | iShares Core S&P 500 ETF (IVV) EF | $500,001 - $1,000,000 | July 13, 2026 filing 10074933, p. 3 |
| Kelly Morrison MN-3 | Spouse | Trust 8 ⇒ iShares Core S&P 500 ETF (IVV) EF | $500,001 - $1,000,000 | August 12, 2026 filing 10075173, p. 18 |
| Diana DeGette CO-1 | Spouse | Spouse IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | August 5, 2026 filing 10075330, p. 2 |
| Neal P. Dunn FL-2 | Member | IRA #3 ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | August 13, 2026 filing 10076120, p. 4 |
| Greg Landsman OH-1 | Spouse | Sarah Landsman Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | April 20, 2026 filing 10074384, p. 8 |
| Lisa C. McClain MI-9 | Spouse | Charles Schwab Brokerage Account 595 ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | August 13, 2026 filing 10076052, p. 4 |
| Kelly Morrison MN-3 | Member | Trust 1 ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | August 12, 2026 filing 10075173, p. 6 |
| Kelly Morrison MN-3 | Spouse | Trust 2 ⇒ iShares Core S&P 500 ETF (IVV) EF | $250,001 - $500,000 | August 12, 2026 filing 10075173, p. 10 |
| Gilbert Ray Cisneros, Jr. CA-31 | Member | 150 Main Street Trust ⇒ Bank of America ⇒ iShares Core S&P 500 ETF (IVV) EF | $100,001 - $250,000 | August 13, 2026 filing 10074952, p. 19 |
| Neal P. Dunn FL-2 | Member | NP Dunn Tst Cadence Pldg ⇒ iShares Core S&P 500 ETF (IVV) EF | $100,001 - $250,000 | August 13, 2026 filing 10076120, p. 6 |
| Greg Landsman OH-1 | Joint | Rockefeller Capital Management (1) ⇒ iShares Core S&P 500 ETF (IVV) EF | $100,001 - $250,000 | April 20, 2026 filing 10074384, p. 4 |
| Derek Schmidt KS-2 | Member | Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $100,001 - $250,000 | August 13, 2026 filing 10076041, p. 8 |
| Don Bacon NE-2 | Spouse | Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | September 9, 2026 filing 10081069, p. 2 |
| Troy Downing MT-2 | Member | Charles Schwab Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 13, 2026 filing 10078011, p. 2 |
| Troy Downing MT-2 | Member | Charles Schwab IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 13, 2026 filing 10078011, p. 2 |
| Neal P. Dunn FL-2 | Member | NP Dunn TLF Pledge ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 13, 2026 filing 10076120, p. 5 |
| Scott Franklin FL-18 | Member | Fidelity Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 10, 2026 filing 10077449, p. 9 |
| Clay Fuller GA-14 | Joint | Northwestern Mutual Joint Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | May 19, 2026 filing 10078339, p. 5 |
| Kelly Morrison MN-3 | Spouse | Retirement Account 3 (IRA) ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 12, 2026 filing 10075173, p. 3 |
| Derek Schmidt KS-2 | Member | Wealth Alliance ⇒ IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 13, 2026 filing 10076041, p. 6 |
| Derek Schmidt KS-2 | Spouse | Wealth Alliance ⇒ Roth IRA - Spouse ⇒ iShares Core S&P 500 ETF (IVV) EF | $50,001 - $100,000 | August 13, 2026 filing 10076041, p. 10 |
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | September 9, 2026 filing 10081069, p. 2 |
| Eric Burlison MO-7 | Member | Ameriprise Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | April 1, 2026 filing 10074953, p. 1 |
| Eric Burlison MO-7 | Spouse | Ameriprise Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | April 1, 2026 filing 10074953, p. 2 |
| Joe Courtney CT-2 | Spouse | Inherited Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | May 14, 2026 filing 10076814, p. 2 |
| Neal P. Dunn FL-2 | Spouse | IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 13, 2026 filing 10076120, p. 1 |
| Lizzie Fletcher TX-7 | Member | Filer Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 9, 2026 filing 10076222, p. 5 |
| Lizzie Fletcher TX-7 | Spouse | Spouse Brokerage TOD Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 9, 2026 filing 10076222, p. 12 |
| Josh Gottheimer NJ-5 | Joint | Morgan Stanley - Select UMA Account # 1 ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 10, 2026 filing 10074410, p. 16 |
| Harriet M. Hageman WY | Member | RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 13, 2026 filing 10076067, p. 13 |
| Rick Larsen WA-2 | Member | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | May 13, 2026 filing 10075151, p. 9 |
| Mary Gay Scanlon PA-5 | Spouse | Northwestern Mutual IRA # 2 ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | May 7, 2026 filing 10075774, p. 5 |
| Derek Schmidt KS-2 | Joint | Fidelity - Wealth Alliance ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 13, 2026 filing 10076041, p. 2 |
| Greg Stanton AZ-4 | Spouse | Charles Schwab Rollover IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | July 27, 2026 filing 10077484, p. 2 |
| Eugene Simon Vindman VA-7 | Joint | Fidelity brokerage account ⇒ iShares Core S&P 500 ETF (IVV) EF | $15,001 - $50,000 | August 13, 2026 filing 10074947, p. 1 |
| Jake Auchincloss MA-4 | Dependent child | Merrill Lynch Individual Acct - DC3 ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | April 9, 2026 filing 10073339, p. 7 |
| Don Bacon NE-2 | Spouse | Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 2 |
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 2 |
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 2 |
| Kat Cammack FL-3 | Member | RobinHood IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10081635, p. 3 |
| Jason Crow CO-6 | Member | Morgan Stanley Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10075265, p. 2 |
| Neal P. Dunn FL-2 | Member | IRA #2 ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076120, p. 2 |
| Scott Franklin FL-18 | Member | Fidelity Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 10, 2026 filing 10077449, p. 5 |
| Scott Franklin FL-18 | Spouse | Fidelity Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 10, 2026 filing 10077449, p. 5 |
| Julia Letlow LA-5 | Member | Merrill Lynch Investment Account #821 ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076014, p. 9 |
| Julia Letlow LA-5 | Member | Merrill Lynch Usufruct Account #404 - Child 1 ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076014, p. 12 |
| Julia Letlow LA-5 | Member | Merrill Lynch Usufruct Account #405 - Child 2 ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076014, p. 13 |
| Christian D. Menefee TX-18 | Joint | Schwab Brokerage Account ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | May 11, 2026 filing 10075931, p. 3 |
| Grace Meng NY-6 | Dependent child | Apex Clearing - BK ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | June 22, 2026 filing 10075835, p. 2 |
| Patrick Ryan NY-18 | Member | Edward Jones IRA (1) ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10074808, p. 4 |
| Derek Schmidt KS-2 | Member | Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076041, p. 5 |
| Derek Schmidt KS-2 | Member | Wealth Alliance ⇒ Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | $1,001 - $15,000 | August 13, 2026 filing 10076041, p. 9 |
Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Susie Lee.
How the count is made: see Most held.