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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
624,144
shares
|
$369 Million
3.5% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Matson Money. Inc.
|
May 02, 2025 Q1 2025 |
620,081
shares
|
$366 Million
12.68% of portfolio
|
Q4 2023
Added 3.08%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
613,017
shares
|
$362 Million
5.78% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
604,400
shares
|
$357 Million
49.77% of portfolio
|
Q1 2025
New holding
|
|
|
Genworth Financial Inc
|
Apr 23, 2025 Q1 2025 |
601,470
shares
|
$355 Million
90.64% of portfolio
|
Q1 2023
Added 17.17%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
583,935
shares
|
$345 Million
11.46% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
580,422
shares
|
$343 Million
0.94% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
573,740
shares
|
$339 Million
14.78% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
570,383
shares
|
$337 Million
10.24% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
559,000
shares
|
$330 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
556,570
shares
|
$329 Million
7.07% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
544,079
shares
|
$321 Million
3.3% of portfolio
|
Q1 2025
Added 109.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
539,016
shares
|
$318 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
534,943
shares
|
$316 Million
3.29% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
528,936
shares
|
$312 Million
18.24% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
524,358
shares
|
$310 Million
10.4% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
521,033
shares
|
$308 Million
26.77% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Bank Of Finland
|
May 12, 2025 Q1 2025 |
517,115
shares
|
$305 Million
29.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
513,020
shares
|
$303 Million
6.6% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$303 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
511,508
shares
|
$302 Million
44.31% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
507,597
shares
|
$300 Million
19.01% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
500,000
shares
|
$295 Million
12.09% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
498,733
shares
|
$294 Million
15.93% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
495,663
shares
|
$293 Million
3.89% of portfolio
|
Q1 2025
Added 4.39%
|