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 3,875 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $425 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
1,162,809
shares
|
$649 Million
0.95% of portfolio
|
Q4 2024
Added 1380.34%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
1,136,789
shares
|
$634 Million
30.46% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
1,088,541
shares
|
$608 Million
0.64% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,084,836
shares
|
$605 Million
10.87% of portfolio
|
Q3 2022
Added 30.67%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,079,870
shares
|
$603 Million
19.01% of portfolio
|
Q4 2024
Reduced 44.22%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,078,509
shares
|
$602 Million
12.01% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,055,637
shares
|
$589 Million
4.6% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
1,052,193
shares
|
$587 Million
0.91% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Feb 13, 2025 Q4 2024 |
1,052,000
shares
|
$587 Million
17.68% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
1,051,105
shares
|
$587 Million
11.56% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,048,044
shares
|
$585 Million
2.06% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,017,793
shares
|
$568 Million
29.21% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
996,226
shares
|
$556 Million
0.96% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
993,143
shares
|
$554 Million
2.39% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
987,258
shares
|
$551 Million
33.11% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
974,950
shares
|
$544 Million
60.69% of portfolio
|
Q4 2024
Added 106.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
970,299
shares
|
$542 Million
4.89% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
936,589
shares
|
$523 Million
2.3% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
927,575
shares
|
$518 Million
0.16% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
918,204
shares
|
$512 Million
8.5% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 25, 2025 Q4 2024 |
840,000
shares
|
$469 Million
7.97% of portfolio
|
Q4 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
825,799
shares
|
$461 Million
8.39% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
822,886
shares
|
$459 Million
3.03% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
822,264
shares
|
$459 Million
5.33% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
814,862
shares
|
$455 Million
3.53% of portfolio
|
Q4 2024
Added 14.68%
|