Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,561 institutions that hold shares in the stock, with a total of 695 Million shares, which have been reported (via 13F filing form) to have a value of $422 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
302,324
shares
|
$184 Million
3.4% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
301,168
shares
|
$183 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
300,657
shares
|
$183 Million
4.2% of portfolio
|
Q4 2024
Added 33.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$182 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
299,960
shares
|
$182 Million
11.78% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
297,487
shares
|
$181 Million
6.44% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
293,515
shares
|
$178 Million
27.4% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
292,357
shares
|
$178 Million
14.37% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$175 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
280,767
shares
|
$171 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
279,889
shares
|
$170 Million
23.65% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
277,492
shares
|
$169 Million
0.37% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
276,747
shares
|
$168 Million
13.68% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
274,712
shares
|
$167 Million
2.1% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
274,502
shares
|
$167 Million
38.53% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$166 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
272,628
shares
|
$166 Million
21.56% of portfolio
|
Q1 2024
Added 4062.9%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
272,295
shares
|
$166 Million
3.78% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
271,290
shares
|
$165 Million
3.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
270,757
shares
|
$165 Million
3.08% of portfolio
|
Q3 2024
Added 102.35%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
268,175
shares
|
$163 Million
16.28% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
267,610
shares
|
$163 Million
19.93% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
267,429
shares
|
$163 Million
22.3% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
259,745
shares
|
$158 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
259,279
shares
|
$158 Million
12.24% of portfolio
|
Q4 2024
Added 4.46%
|