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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
229,888
shares
|
$136 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$135 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
227,933
shares
|
$135 Million
6.51% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$133 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
225,656
shares
|
$133 Million
1.29% of portfolio
|
Q1 2025
Added 27.06%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
225,089
shares
|
$133 Million
37.6% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
224,831
shares
|
$133 Million
7.3% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
224,772
shares
|
$133 Million
17.22% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
224,703
shares
|
$133 Million
10.84% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
224,619
shares
|
$133 Million
47.98% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
223,777
shares
|
$132 Million
4.69% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
223,649
shares
|
$132 Million
26.83% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
223,051
shares
|
$132 Million
4.67% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
221,930
shares
|
$131 Million
3.92% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
221,167
shares
|
$131 Million
12.94% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
219,262
shares
|
$129 Million
28.92% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
219,243
shares
|
$129 Million
3.4% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
217,416
shares
|
$128 Million
4.3% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
216,252
shares
|
$128 Million
37.41% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Rptc Inc.
Jackson, WY |
May 14, 2025 Q1 2025 |
215,496
shares
|
$127 Million
24.4% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
214,439
shares
|
$127 Million
2.41% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
212,110
shares
|
$125 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
212,099
shares
|
$125 Million
7.64% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
211,613
shares
|
$125 Million
7.9% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
209,830
shares
|
$124 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.54%
|