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 |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
566,533
shares
|
$300 Million
3.35% of portfolio
|
Q1 2024
New holding
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
561,597
shares
|
$298 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
559,196
shares
|
$296 Million
3.42% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Sumitomo Life Insurance CO
|
Apr 26, 2024 Q1 2024 |
555,000
shares
|
$294 Million
7.02% of portfolio
|
Q1 2024
New holding
|
|
Sun Life Financial Inc
Toronto, A6 |
May 07, 2024 Q1 2024 |
551,002
shares
|
$292 Million
18.22% of portfolio
|
Q1 2024
Added 911.37%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
544,641
shares
|
$289 Million
4.61% of portfolio
|
Q1 2024
Added 3.0%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 14, 2024 Q1 2024 |
543,232
shares
|
$288 Million
10.7% of portfolio
|
Q1 2024
Added 1.17%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
521,089
shares
|
$276 Million
8.74% of portfolio
|
Q1 2024
New holding
|
|
Quotient Wealth Partners, LLC
Houston, TX |
May 14, 2024 Q1 2024 |
513,370
shares
|
$272 Million
9.64% of portfolio
|
Q1 2024
Added 5.44%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$272 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
504,514
shares
|
$267 Million
28.43% of portfolio
|
Q1 2024
Added 1.95%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
503,096
shares
|
$267 Million
3.07% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
502,317
shares
|
$266 Million
18.35% of portfolio
|
Q1 2024
Added 1.32%
|
|
Legacy Wealth Management, Inc
|
Apr 12, 2024 Q1 2024 |
486,884
shares
|
$258 Million
18.87% of portfolio
|
Q1 2024
Added 35155.9%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
486,474
shares
|
$258 Million
6.98% of portfolio
|
Q3 2023
Added 17.26%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 10, 2024 Q1 2024 |
477,467
shares
|
$253 Million
10.71% of portfolio
|
Q1 2024
Added 324.99%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
476,910
shares
|
$253 Million
12.65% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
472,458
shares
|
$250 Million
2.01% of portfolio
|
Q1 2024
Added 15.28%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
469,583
shares
|
$249 Million
16.15% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
457,078
shares
|
$242 Million
0.08% of portfolio
|
Q1 2024
Added 743.54%
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
449,532
shares
|
$238 Million
20.51% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
Ashford Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
437,245
shares
|
$232 Million
58.01% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Ams Capital Ltda
|
Apr 23, 2024 Q1 2024 |
436,273
shares
|
$231 Million
58.32% of portfolio
|
Q1 2024
Added 35.14%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
432,145
shares
|
$229 Million
0.45% of portfolio
|
Q1 2024
Added 0.24%
|
|
Soundwatch Capital LLC
New York, NY |
May 08, 2024 Q1 2024 |
428,361
shares
|
$227 Million
43.84% of portfolio
|
Q1 2024
Added 52.3%
|