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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
206,397
shares
|
$122 Million
2.68% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
205,694
shares
|
$122 Million
7.12% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Adventist Health System
Roseville, CA |
May 09, 2025 Q1 2025 |
204,550
shares
|
$121 Million
18.15% of portfolio
|
Q4 2024
Reduced 68.7%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
204,503
shares
|
$121 Million
13.03% of portfolio
|
Q1 2025
Reduced 41.66%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
201,811
shares
|
$120 Million
3.21% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
201,171
shares
|
$119 Million
0.95% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
201,002
shares
|
$119 Million
2.0% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
199,479
shares
|
$118 Million
31.4% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
199,127
shares
|
$118 Million
29.4% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
197,096
shares
|
$117 Million
32.45% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
194,633
shares
|
$115 Million
12.3% of portfolio
|
Q3 2022
Reduced 53.89%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
194,588
shares
|
$115 Million
22.81% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
194,485
shares
|
$115 Million
3.37% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
192,613
shares
|
$114 Million
23.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
189,775
shares
|
$112 Million
4.36% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
189,624
shares
|
$112 Million
2.79% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
189,448
shares
|
$112 Million
7.61% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
188,890
shares
|
$112 Million
3.14% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
186,452
shares
|
$110 Million
17.34% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
185,268
shares
|
$110 Million
14.99% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
185,201
shares
|
$110 Million
0.34% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
184,489
shares
|
$109 Million
0.16% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
184,466
shares
|
$109 Million
8.78% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
183,632
shares
|
$109 Million
1.7% of portfolio
|
Q1 2025
Reduced 4.21%
|