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 |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
164,746
shares
|
$97.6 Million
20.73% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
164,213
shares
|
$97.2 Million
9.16% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
163,813
shares
|
$97 Million
11.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
163,014
shares
|
$96.5 Million
5.79% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
160,851
shares
|
$95.2 Million
4.17% of portfolio
|
Q1 2025
Added 147.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
160,728
shares
|
$95.2 Million
3.64% of portfolio
|
Q3 2022
Reduced 2.87%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
160,100
shares
|
$94.8 Million
16.58% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
159,604
shares
|
$94.5 Million
22.67% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
159,155
shares
|
$94.2 Million
2.29% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
159,117
shares
|
$94.2 Million
13.55% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Ironclad Investments LLC
Maitland, FL |
May 15, 2025 Q1 2025 |
159,114
shares
|
$94.2 Million
50.33% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
156,893
shares
|
$92.9 Million
0.98% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
156,474
shares
|
$92.7 Million
20.1% of portfolio
|
Q1 2025
Added 48.21%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
155,696
shares
|
$92.2 Million
0.1% of portfolio
|
Q1 2025
Added 150.64%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
155,579
shares
|
$92.1 Million
5.33% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
155,359
shares
|
$92 Million
4.67% of portfolio
|
Q1 2025
Added 230.99%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
155,241
shares
|
$91.9 Million
3.19% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
154,278
shares
|
$91.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
153,625
shares
|
$91 Million
3.0% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
152,859
shares
|
$90.5 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
152,619
shares
|
$90.4 Million
5.48% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
152,020
shares
|
$90 Million
2.31% of portfolio
|
Q2 2020
Reduced 21.15%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
149,240
shares
|
$88.4 Million
5.94% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
149,086
shares
|
$88.3 Million
9.3% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
147,847
shares
|
$87.5 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.84%
|