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 3,922 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $485 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
293,757
shares
|
$173 Million
25.38% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
292,572
shares
|
$173 Million
6.84% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
291,550
shares
|
$172 Million
20.84% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
289,347
shares
|
$171 Million
0.1% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$170 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Monashee Investment Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
287,110
shares
|
$170 Million
22.1% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
286,112
shares
|
$169 Million
1.95% of portfolio
|
Q1 2025
Added 40.83%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
285,811
shares
|
$169 Million
23.61% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
281,719
shares
|
$166 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
281,105
shares
|
$166 Million
11.8% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
279,477
shares
|
$165 Million
38.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
276,079
shares
|
$163 Million
5.86% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$162 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
272,869
shares
|
$161 Million
1.33% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
272,580
shares
|
$161 Million
3.64% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
271,345
shares
|
$160 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
269,323
shares
|
$159 Million
23.3% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
266,955
shares
|
$158 Million
7.81% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
266,150
shares
|
$157 Million
5.92% of portfolio
|
Q1 2025
Added 66.52%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
264,917
shares
|
$156 Million
2.28% of portfolio
|
Q1 2025
Added 24.46%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
262,634
shares
|
$155 Million
2.89% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
262,303
shares
|
$155 Million
67.12% of portfolio
|
Q1 2025
Reduced 73.1%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
260,812
shares
|
$154 Million
0.29% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
259,469
shares
|
$153 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
259,279
shares
|
$153 Million
11.91% of portfolio
|
Q4 2024
Added 4.46%
|