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 |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
125,542
shares
|
$75.2 Million
36.48% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
125,197
shares
|
$75 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
125,192
shares
|
$75 Million
35.9% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
124,929
shares
|
$74.8 Million
30.43% of portfolio
|
Q1 2025
Added 2335.26%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
124,898
shares
|
$74.8 Million
34.98% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
124,718
shares
|
$74.7 Million
4.62% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
124,158
shares
|
$74.4 Million
12.23% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
123,620
shares
|
$74 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
123,035
shares
|
$73.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
123,028
shares
|
$73.7 Million
7.86% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
122,592
shares
|
$73.4 Million
3.09% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
121,290
shares
|
$72.6 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
121,275
shares
|
$72.6 Million
16.55% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
120,866
shares
|
$72.4 Million
24.76% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
120,798
shares
|
$72.3 Million
8.58% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
120,630
shares
|
$72.2 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
120,235
shares
|
$72 Million
0.18% of portfolio
|
Q1 2025
Added 203.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
119,684
shares
|
$71.7 Million
2.39% of portfolio
|
Q4 2024
Reduced 41.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
119,455
shares
|
$71.5 Million
2.66% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
119,298
shares
|
$71.5 Million
1.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
119,171
shares
|
$71.4 Million
18.47% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
118,852
shares
|
$71.2 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
118,347
shares
|
$70.9 Million
16.23% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
118,064
shares
|
$70.7 Million
7.84% of portfolio
|
Q1 2025
Reduced 95.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
117,636
shares
|
$70.5 Million
0.85% of portfolio
|
Q1 2025
New holding
|