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 |
|---|---|---|---|---|---|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
147,131
shares
|
$87.1 Million
15.59% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
144,883
shares
|
$85.8 Million
7.31% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
144,468
shares
|
$85.5 Million
10.92% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
142,796
shares
|
$84.6 Million
6.84% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,740
shares
|
$84.5 Million
9.63% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
141,851
shares
|
$84 Million
11.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
141,056
shares
|
$83.5 Million
1.28% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
140,730
shares
|
$83.3 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
140,577
shares
|
$83.2 Million
1.85% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
140,091
shares
|
$83 Million
3.26% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
139,559
shares
|
$82.6 Million
26.73% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
139,535
shares
|
$82.6 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
138,839
shares
|
$82.2 Million
26.22% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
138,593
shares
|
$82.1 Million
24.9% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
138,310
shares
|
$81.9 Million
1.19% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
138,299
shares
|
$81.9 Million
23.51% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
136,697
shares
|
$80.9 Million
20.41% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
136,189
shares
|
$80.6 Million
0.06% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
135,063
shares
|
$80 Million
10.05% of portfolio
|
Q1 2025
Added 57.96%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
135,000
shares
|
$79.9 Million
0.62% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
134,995
shares
|
$79.9 Million
7.8% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
134,555
shares
|
$79.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$79.6 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
133,935
shares
|
$79.3 Million
45.3% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$79.1 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|