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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
109,204
shares
|
$65.4 Million
7.21% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
109,024
shares
|
$65.3 Million
0.95% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
108,572
shares
|
$65 Million
5.9% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
108,509
shares
|
$65 Million
4.23% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
108,508
shares
|
$65 Million
12.61% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
108,241
shares
|
$64.8 Million
14.36% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
108,116
shares
|
$64.8 Million
17.64% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
107,037
shares
|
$64.1 Million
1.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
106,793
shares
|
$64 Million
4.06% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
106,748
shares
|
$63.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
105,287
shares
|
$63.1 Million
14.32% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
105,146
shares
|
$63 Million
9.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
104,586
shares
|
$62.6 Million
1.23% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$62.5 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
103,993
shares
|
$62.3 Million
6.42% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
103,907
shares
|
$62.2 Million
24.35% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
103,716
shares
|
$62.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 91.31%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
103,687
shares
|
$62.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$62 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
102,989
shares
|
$61.7 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
102,933
shares
|
$61.6 Million
5.34% of portfolio
|
Q1 2025
Added 60.53%
|
|
|
26 North Partners LP
New York, NY |
May 15, 2025 Q1 2025 |
102,897
shares
|
$61.6 Million
100.0% of portfolio
|
Q1 2025
Reduced 58.73%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
101,834
shares
|
$61 Million
23.98% of portfolio
|
Q1 2025
Added 142.51%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
101,828
shares
|
$61 Million
2.14% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
101,141
shares
|
$60.6 Million
24.6% of portfolio
|
Q1 2025
Reduced 0.84%
|