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 4,078 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $495 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
160,728
shares
|
$107 Million
3.64% of portfolio
|
Q3 2022
Reduced 2.87%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Aug 15, 2025 Q2 2025 |
159,114
shares
|
$106 Million
50.33% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
158,346
shares
|
$105 Million
21.85% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
158,091
shares
|
$105 Million
1.43% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
155,973
shares
|
$104 Million
2.27% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
155,695
shares
|
$103 Million
1.77% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
154,664
shares
|
$103 Million
10.32% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
154,565
shares
|
$103 Million
1.79% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
152,619
shares
|
$101 Million
5.48% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
152,020
shares
|
$101 Million
2.31% of portfolio
|
Q2 2020
Reduced 21.15%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
151,239
shares
|
$100 Million
17.32% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
150,973
shares
|
$100 Million
7.13% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
150,509
shares
|
$99.9 Million
1.85% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
150,300
shares
|
$99.8 Million
34.09% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
150,148
shares
|
$99.7 Million
6.1% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
149,935
shares
|
$99.6 Million
0.59% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
149,690
shares
|
$99.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
149,510
shares
|
$99.3 Million
9.46% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
147,527
shares
|
$98 Million
27.14% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
147,133
shares
|
$97.7 Million
28.35% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
146,604
shares
|
$97.3 Million
13.3% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
146,497
shares
|
$97.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
146,479
shares
|
$97.3 Million
2.31% of portfolio
|
Q2 2025
Added 270.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
145,842
shares
|
$96.8 Million
2.3% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
145,325
shares
|
$96.5 Million
7.6% of portfolio
|
Q3 2025
Reduced 57.03%
|