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 $486 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
133,526
shares
|
$80 Million
7.26% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
133,494
shares
|
$80 Million
13.34% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
133,213
shares
|
$79.8 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132,863
shares
|
$79.6 Million
2.3% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
132,601
shares
|
$79.4 Million
5.85% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
132,197
shares
|
$79.2 Million
8.12% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
132,168
shares
|
$79.2 Million
10.13% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
131,919
shares
|
$79 Million
0.49% of portfolio
|
Q1 2025
Added 60.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
131,864
shares
|
$79 Million
0.43% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
131,862
shares
|
$79 Million
11.33% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
131,800
shares
|
$78.9 Million
36.84% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
131,375
shares
|
$78.7 Million
17.57% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
131,043
shares
|
$78.5 Million
7.45% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
130,899
shares
|
$78.4 Million
24.54% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
130,756
shares
|
$78.3 Million
6.05% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
130,152
shares
|
$78 Million
0.71% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
129,884
shares
|
$77.8 Million
1.47% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
129,561
shares
|
$77.6 Million
11.13% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
128,917
shares
|
$77.2 Million
0.04% of portfolio
|
Q1 2025
Added 36.63%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
128,458
shares
|
$76.9 Million
4.49% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
127,508
shares
|
$76.4 Million
2.23% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
127,445
shares
|
$76.3 Million
38.65% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
125,902
shares
|
$75.4 Million
26.13% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
125,704
shares
|
$75.3 Million
2.25% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
125,544
shares
|
$75.2 Million
1.26% of portfolio
|
Q1 2025
Added 1.93%
|