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 4,078 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $495 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
285,456
shares
|
$190 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
283,481
shares
|
$188 Million
14.67% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
279,172
shares
|
$185 Million
3.26% of portfolio
|
Q3 2025
Added 277.62%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
275,190
shares
|
$183 Million
24.85% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$182 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
273,661
shares
|
$182 Million
20.24% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
272,479
shares
|
$181 Million
8.67% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
272,313
shares
|
$181 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
270,258
shares
|
$179 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
269,665
shares
|
$179 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
266,592
shares
|
$177 Million
0.61% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
265,802
shares
|
$176 Million
14.87% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
265,210
shares
|
$176 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
264,876
shares
|
$176 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
264,002
shares
|
$175 Million
1.84% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
260,814
shares
|
$173 Million
0.76% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
260,812
shares
|
$173 Million
0.29% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
260,301
shares
|
$173 Million
3.85% of portfolio
|
Q2 2025
Added 1924.11%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
259,802
shares
|
$173 Million
7.91% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
258,633
shares
|
$172 Million
6.59% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
258,153
shares
|
$171 Million
38.86% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
257,785
shares
|
$171 Million
9.2% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
257,321
shares
|
$171 Million
9.46% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
255,149
shares
|
$169 Million
4.34% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
253,307
shares
|
$168 Million
11.73% of portfolio
|
Q3 2025
Added 2.76%
|