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 3,244 institutions that hold shares in the stock, with a total of 624 Million shares, which have been reported (via 13F filing form) to have a value of $330 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
1,196,979
shares
|
$634 Million
5.23% of portfolio
|
Q1 2024
Reduced 20.56%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
1,173,351
shares
|
$622 Million
4.69% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
1,169,590
shares
|
$620 Million
1.3% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,164,835
shares
|
$617 Million
1.23% of portfolio
|
Q1 2024
Reduced 7.19%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
1,104,706
shares
|
$585 Million
36.35% of portfolio
|
Q1 2024
Added 5.95%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
1,104,410
shares
|
$585 Million
1.05% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,098,374
shares
|
$582 Million
1.28% of portfolio
|
Q2 2023
Added 18019.0%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,084,836
shares
|
$575 Million
10.87% of portfolio
|
Q3 2022
Added 30.67%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,045,286
shares
|
$554 Million
2.39% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,022,325
shares
|
$542 Million
2.07% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2024 Q1 2024 |
989,480
shares
|
$524 Million
33.13% of portfolio
|
Q1 2024
Added 63.6%
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 29, 2024 Q1 2024 |
942,677
shares
|
$500 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
880,979
shares
|
$467 Million
0.15% of portfolio
|
Q1 2024
Added 2.89%
|
|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
840,314
shares
|
$445 Million
9.59% of portfolio
|
Q1 2024
Added 13.27%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
834,961
shares
|
$442 Million
0.81% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
811,354
shares
|
$430 Million
5.34% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
807,281
shares
|
$428 Million
1.3% of portfolio
|
Q1 2024
Added 3.71%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
806,384
shares
|
$427 Million
16.0% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
783,235
shares
|
$415 Million
0.48% of portfolio
|
Q1 2024
Reduced 10.83%
|
|
Bank Of Finland
|
Apr 30, 2024 Q1 2024 |
774,204
shares
|
$410 Million
26.68% of portfolio
|
Q1 2024
Added 0.32%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
762,469
shares
|
$404 Million
0.64% of portfolio
|
Q1 2024
Added 2.18%
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 06, 2024 Q1 2024 |
757,555
shares
|
$401 Million
39.41% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
746,383
shares
|
$396 Million
9.31% of portfolio
|
Q1 2024
Added 22.33%
|
|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
738,097
shares
|
$391 Million
19.6% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
731,027
shares
|
$387 Million
1.26% of portfolio
|
Q1 2024
Added 416.67%
|