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 3,876 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,280,752
shares
|
$1.27 Billion
6.29% of portfolio
|
Q2 2023
Reduced 54.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,251,408
shares
|
$1.26 Billion
5.97% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,250,208
shares
|
$1.26 Billion
4.57% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,177,162
shares
|
$1.22 Billion
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
2,171,290
shares
|
$1.21 Billion
42.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,092,010
shares
|
$1.17 Billion
2.68% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,062,905
shares
|
$1.15 Billion
7.03% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
2,048,157
shares
|
$1.14 Billion
1.15% of portfolio
|
Q4 2024
Reduced 99.47%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
2,039,343
shares
|
$1.14 Billion
5.69% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,995,000
shares
|
$1.11 Billion
17.54% of portfolio
|
Q4 2024
Added 40.78%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,987,322
shares
|
$1.11 Billion
2.57% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Michael & Susan Dell Foundation
New York, NY |
Feb 14, 2025 Q4 2024 |
1,981,429
shares
|
$1.11 Billion
62.55% of portfolio
|
Q4 2024
Added 265.51%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,933,022
shares
|
$1.08 Billion
2.92% of portfolio
|
Q4 2024
Added 324.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,928,796
shares
|
$1.08 Billion
4.71% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,903,284
shares
|
$1.06 Billion
27.7% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,884,111
shares
|
$1.05 Billion
10.15% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
1,873,863
shares
|
$1.05 Billion
28.61% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,791,134
shares
|
$1 Billion
6.77% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
1,775,350
shares
|
$991 Million
4.99% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,721,823
shares
|
$961 Million
2.81% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,705,415
shares
|
$952 Million
3.7% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,655,472
shares
|
$924 Million
0.48% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,616,083
shares
|
$902 Million
0.78% of portfolio
|
Q4 2024
Added 1141.92%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,616,043
shares
|
$902 Million
7.19% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,598,110
shares
|
$892 Million
2.37% of portfolio
|
Q4 2024
Added 4.76%
|