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 3,879 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $422 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
163,813
shares
|
$91.4 Million
11.04% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
163,326
shares
|
$91.2 Million
1.38% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
162,914
shares
|
$90.9 Million
18.03% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
161,510
shares
|
$90.1 Million
34.04% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
160,728
shares
|
$89.7 Million
3.64% of portfolio
|
Q3 2022
Reduced 2.87%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
160,639
shares
|
$89.7 Million
6.01% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
159,277
shares
|
$88.9 Million
5.12% of portfolio
|
Q4 2024
Added 1201.81%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
158,871
shares
|
$88.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
158,661
shares
|
$88.6 Million
2.32% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
157,657
shares
|
$88 Million
17.74% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
157,155
shares
|
$87.7 Million
13.5% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
156,818
shares
|
$87.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
155,161
shares
|
$86.6 Million
13.51% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
152,649
shares
|
$85.2 Million
1.04% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
152,619
shares
|
$85.2 Million
5.48% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
152,020
shares
|
$84.8 Million
2.31% of portfolio
|
Q2 2020
Reduced 21.15%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
151,364
shares
|
$84.5 Million
0.82% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
151,001
shares
|
$84.3 Million
3.13% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
149,970
shares
|
$83.7 Million
9.87% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
149,431
shares
|
$83.4 Million
11.29% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
149,400
shares
|
$83.4 Million
16.95% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
149,164
shares
|
$83.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
149,103
shares
|
$83.2 Million
2.81% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
146,565
shares
|
$81.8 Million
1.25% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
146,368
shares
|
$81.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 59.37%
|