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 3,875 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $435 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
306,013
shares
|
$175 Million
1.74% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
304,061
shares
|
$174 Million
3.4% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
302,356
shares
|
$173 Million
25.56% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
301,268
shares
|
$172 Million
0.91% of portfolio
|
Q4 2024
Added 45.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
300,657
shares
|
$172 Million
4.2% of portfolio
|
Q4 2024
Added 33.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$171 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
299,960
shares
|
$171 Million
11.78% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
293,515
shares
|
$168 Million
27.4% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
291,804
shares
|
$167 Million
0.41% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
290,439
shares
|
$166 Million
5.13% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$165 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
287,750
shares
|
$164 Million
21.93% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
286,548
shares
|
$164 Million
1.9% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Wealth Navi Inc.
|
Feb 06, 2025 Q4 2024 |
283,584
shares
|
$162 Million
1.94% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
281,080
shares
|
$161 Million
38.94% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
280,510
shares
|
$160 Million
24.53% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
279,889
shares
|
$160 Million
23.65% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
276,747
shares
|
$158 Million
13.68% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
275,946
shares
|
$158 Million
33.41% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$156 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
272,295
shares
|
$156 Million
3.78% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
270,999
shares
|
$155 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
268,744
shares
|
$154 Million
0.09% of portfolio
|
Q4 2024
Added 429.76%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
268,175
shares
|
$153 Million
16.28% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
267,429
shares
|
$153 Million
22.3% of portfolio
|
Q4 2024
Added 0.92%
|