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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
781,944
shares
|
$436 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Feb 14, 2025 Q4 2024 |
773,136
shares
|
$432 Million
33.46% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
764,905
shares
|
$427 Million
0.89% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
752,248
shares
|
$420 Million
9.54% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
740,418
shares
|
$413 Million
0.47% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
738,566
shares
|
$412 Million
1.21% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
712,144
shares
|
$397 Million
21.05% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
686,748
shares
|
$383 Million
3.75% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
682,336
shares
|
$381 Million
9.25% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
682,193
shares
|
$381 Million
8.53% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
677,332
shares
|
$378 Million
2.32% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
676,484
shares
|
$378 Million
0.67% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
673,780
shares
|
$376 Million
48.81% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
658,787
shares
|
$368 Million
22.97% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
654,086
shares
|
$365 Million
9.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
650,447
shares
|
$363 Million
2.42% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
645,926
shares
|
$361 Million
0.35% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
640,000
shares
|
$357 Million
12.88% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
634,886
shares
|
$354 Million
2.5% of portfolio
|
Q4 2024
Added 6151.95%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
622,628
shares
|
$348 Million
10.2% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
621,045
shares
|
$347 Million
30.33% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Matson Money. Inc.
|
Jan 27, 2025 Q4 2024 |
620,081
shares
|
$346 Million
13.09% of portfolio
|
Q4 2023
Added 3.08%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
608,695
shares
|
$340 Million
9.79% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
604,015
shares
|
$337 Million
12.39% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
603,616
shares
|
$337 Million
11.62% of portfolio
|
Q4 2024
Added 1.13%
|