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 $485 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
812,087
shares
|
$479 Million
1.2% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
792,729
shares
|
$468 Million
0.89% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
766,794
shares
|
$453 Million
30.53% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
766,539
shares
|
$453 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
764,615
shares
|
$451 Million
9.26% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Nationwide Fund Advisors
|
Apr 23, 2025 Q1 2025 |
761,109
shares
|
$449 Million
36.49% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
745,694
shares
|
$440 Million
22.17% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
736,967
shares
|
$435 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
734,631
shares
|
$434 Million
9.03% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
702,828
shares
|
$415 Million
2.95% of portfolio
|
Q1 2025
Added 3435.17%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
699,904
shares
|
$413 Million
9.07% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
690,834
shares
|
$408 Million
0.97% of portfolio
|
Q1 2025
Reduced 49.04%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
681,053
shares
|
$402 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
671,159
shares
|
$396 Million
47.29% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
667,000
shares
|
$394 Million
1.49% of portfolio
|
Q1 2025
Added 103.98%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
664,726
shares
|
$392 Million
19.52% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
650,447
shares
|
$384 Million
2.43% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
648,037
shares
|
$383 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
641,467
shares
|
$379 Million
22.42% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
634,377
shares
|
$375 Million
13.4% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
631,455
shares
|
$373 Million
0.83% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
629,942
shares
|
$372 Million
9.24% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
628,358
shares
|
$371 Million
1.8% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
626,901
shares
|
$370 Million
9.81% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
626,840
shares
|
$370 Million
29.21% of portfolio
|
Q1 2025
Added 0.93%
|