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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
258,883
shares
|
$153 Million
1.99% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
257,365
shares
|
$152 Million
0.14% of portfolio
|
Q1 2025
Reduced 60.16%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
255,505
shares
|
$151 Million
2.53% of portfolio
|
Q1 2025
Added 23.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
253,632
shares
|
$150 Million
0.75% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$149 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
252,209
shares
|
$149 Million
11.41% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
250,310
shares
|
$148 Million
8.22% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
250,173
shares
|
$148 Million
19.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
249,484
shares
|
$147 Million
9.35% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
246,371
shares
|
$145 Million
4.58% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
244,566
shares
|
$144 Million
11.09% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
241,988
shares
|
$143 Million
18.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
241,147
shares
|
$142 Million
5.82% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
241,093
shares
|
$142 Million
26.65% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
240,149
shares
|
$142 Million
8.27% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
239,283
shares
|
$141 Million
0.87% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
237,748
shares
|
$140 Million
6.92% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
237,694
shares
|
$140 Million
46.68% of portfolio
|
Q1 2025
Added 37.81%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
236,962
shares
|
$140 Million
0.56% of portfolio
|
Q1 2025
Added 61.89%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
236,859
shares
|
$140 Million
0.08% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
234,620
shares
|
$139 Million
2.69% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
232,957
shares
|
$138 Million
15.93% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
232,705
shares
|
$137 Million
28.28% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
May 15, 2025 Q1 2025 |
232,096
shares
|
$137 Million
91.34% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
232,095
shares
|
$137 Million
24.43% of portfolio
|
Q1 2025
Reduced 3.21%
|