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 3,872 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
237,301
shares
|
$135 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%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
236,780
shares
|
$134 Million
5.76% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York
New York, NY |
Feb 13, 2025 Q4 2024 |
234,971
shares
|
$133 Million
100.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
233,720
shares
|
$133 Million
2.87% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
232,515
shares
|
$132 Million
9.54% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
231,581
shares
|
$132 Million
7.05% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
231,435
shares
|
$131 Million
40.51% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
230,840
shares
|
$131 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$130 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
228,460
shares
|
$130 Million
16.68% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
227,735
shares
|
$129 Million
11.62% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
226,883
shares
|
$129 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$128 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
224,288
shares
|
$127 Million
31.18% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
223,690
shares
|
$127 Million
4.68% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
222,077
shares
|
$126 Million
4.76% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
220,513
shares
|
$125 Million
38.67% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
220,387
shares
|
$125 Million
7.22% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
219,243
shares
|
$125 Million
3.4% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
218,432
shares
|
$124 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
218,333
shares
|
$124 Million
1.77% of portfolio
|
Q4 2024
Added 3427.19%
|
|
|
Rptc Inc.
Jackson, WY |
Feb 14, 2025 Q4 2024 |
218,303
shares
|
$124 Million
26.16% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
218,200
shares
|
$124 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
217,980
shares
|
$124 Million
48.92% of portfolio
|
Q4 2024
Added 3.53%
|