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 $491 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
93,353
shares
|
$55.9 Million
4.62% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,288
shares
|
$55.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
93,198
shares
|
$55.8 Million
4.32% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
93,094
shares
|
$55.8 Million
33.51% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
92,782
shares
|
$55.6 Million
9.32% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
92,677
shares
|
$55.5 Million
0.91% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
92,636
shares
|
$55.5 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
92,433
shares
|
$55.4 Million
0.8% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
92,162
shares
|
$55.2 Million
1.98% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
92,056
shares
|
$55.1 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
91,669
shares
|
$54.9 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
91,539
shares
|
$54.8 Million
16.42% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
90,554
shares
|
$54.2 Million
9.68% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
89,947
shares
|
$53.9 Million
41.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$53.8 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
89,194
shares
|
$53.4 Million
1.8% of portfolio
|
Q1 2025
Added 58.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
88,916
shares
|
$53.3 Million
0.43% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
88,716
shares
|
$53.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
88,678
shares
|
$53.1 Million
6.24% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$53.1 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
88,566
shares
|
$53 Million
20.01% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
88,321
shares
|
$52.9 Million
17.8% of portfolio
|
Q1 2025
Added 8169.76%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
88,257
shares
|
$52.9 Million
6.64% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
88,095
shares
|
$52.8 Million
3.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
87,953
shares
|
$52.7 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.7%
|