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 |
|---|---|---|---|---|---|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
82,812
shares
|
$49.6 Million
42.09% of portfolio
|
Q1 2025
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
82,498
shares
|
$49.4 Million
16.51% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
82,139
shares
|
$49.2 Million
28.4% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
82,121
shares
|
$49.2 Million
8.1% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
81,926
shares
|
$49.1 Million
6.37% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
81,193
shares
|
$48.6 Million
8.62% of portfolio
|
Q1 2025
Added 86.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
80,932
shares
|
$48.5 Million
4.69% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
80,723
shares
|
$48.3 Million
21.22% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
80,707
shares
|
$48.3 Million
5.46% of portfolio
|
Q1 2025
Added 210.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
80,545
shares
|
$48.2 Million
1.28% of portfolio
|
Q1 2025
Added 217.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
80,544
shares
|
$48.2 Million
2.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
80,536
shares
|
$48.2 Million
13.34% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
80,500
shares
|
$48.2 Million
18.1% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
80,333
shares
|
$48.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
80,294
shares
|
$48.1 Million
1.4% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
80,201
shares
|
$48 Million
7.53% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
80,159
shares
|
$48 Million
10.42% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Shelter Ins Retirement Plan
|
Apr 22, 2025 Q1 2025 |
80,061
shares
|
$48 Million
58.28% of portfolio
|
Q2 2024
Added 482.47%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
80,007
shares
|
$47.9 Million
24.6% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Apr 09, 2025 Q1 2025 |
79,711
shares
|
$47.7 Million
25.27% of portfolio
|
Q2 2024
Added 26.5%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
79,609
shares
|
$47.7 Million
7.81% of portfolio
|
Q3 2023
Added 449.56%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
79,168
shares
|
$47.4 Million
2.47% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
79,103
shares
|
$47.4 Million
1.72% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
79,101
shares
|
$47.4 Million
1.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
79,081
shares
|
$47.4 Million
1.26% of portfolio
|
Q1 2025
Added 16.49%
|