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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183,590
shares
|
$109 Million
6.44% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
183,451
shares
|
$109 Million
34.73% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
182,847
shares
|
$108 Million
2.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
182,340
shares
|
$108 Million
1.4% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
181,949
shares
|
$108 Million
1.51% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
179,833
shares
|
$106 Million
36.14% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
179,671
shares
|
$106 Million
1.29% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
179,016
shares
|
$106 Million
7.39% of portfolio
|
Q1 2025
Added 34.57%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
178,000
shares
|
$105 Million
1.03% of portfolio
|
Q1 2025
Reduced 84.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
177,815
shares
|
$105 Million
5.13% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
175,381
shares
|
$104 Million
9.11% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
175,317
shares
|
$104 Million
20.69% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
174,933
shares
|
$104 Million
6.22% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
174,561
shares
|
$103 Million
0.45% of portfolio
|
Q3 2024
Added 37.33%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
174,391
shares
|
$103 Million
15.02% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
173,002
shares
|
$102 Million
16.17% of portfolio
|
Q1 2025
Added 69.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
172,571
shares
|
$102 Million
0.1% of portfolio
|
Q1 2025
Added 50.23%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
171,543
shares
|
$102 Million
6.2% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
171,515
shares
|
$102 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
169,536
shares
|
$100 Million
7.14% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
167,606
shares
|
$99.2 Million
5.99% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
167,143
shares
|
$99 Million
17.29% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Vantagepoint Investment Advisers LLC
|
Apr 09, 2025 Q1 2025 |
166,970
shares
|
$98.9 Million
10.67% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
165,413
shares
|
$97.9 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
164,849
shares
|
$97.6 Million
0.19% of portfolio
|
Q1 2025
Added 33.46%
|