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 |
|---|---|---|---|---|---|
|
Toews Corp
|
Feb 04, 2025 Q4 2024 |
266,980
shares
|
$153 Million
94.47% of portfolio
|
Q4 2024
Added 332.85%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
266,300
shares
|
$152 Million
6.05% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
264,127
shares
|
$151 Million
1.91% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
261,516
shares
|
$149 Million
0.61% of portfolio
|
Q4 2024
Added 789.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
260,183
shares
|
$149 Million
1.61% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
259,279
shares
|
$148 Million
12.24% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
253,038
shares
|
$145 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$144 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
251,175
shares
|
$144 Million
7.68% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
249,891
shares
|
$143 Million
11.84% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
26 North Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
249,299
shares
|
$142 Million
100.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
248,667
shares
|
$142 Million
21.11% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
247,578
shares
|
$141 Million
8.53% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
245,983
shares
|
$141 Million
19.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
243,775
shares
|
$139 Million
18.55% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
243,217
shares
|
$139 Million
2.78% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
242,720
shares
|
$139 Million
4.57% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
241,093
shares
|
$138 Million
26.65% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
240,376
shares
|
$137 Million
4.12% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
239,949
shares
|
$137 Million
9.16% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
239,781
shares
|
$137 Million
29.47% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
238,362
shares
|
$136 Million
11.46% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
237,771
shares
|
$136 Million
8.79% of portfolio
|
Q4 2024
Added 356.78%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
237,301
shares
|
$136 Million
2.87% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
236,847
shares
|
$135 Million
0.04% of portfolio
|
Q4 2024
Reduced 61.62%
|