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 |
---|---|---|---|---|---|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
427,700
shares
|
$227 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
427,653
shares
|
$227 Million
19.17% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2024 Q1 2024 |
427,041
shares
|
$226 Million
0.58% of portfolio
|
Q2 2023
Reduced 11.83%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2024 Q1 2024 |
426,196
shares
|
$226 Million
4.76% of portfolio
|
Q1 2024
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
420,850
shares
|
$223 Million
9.82% of portfolio
|
Q1 2024
Added 7.66%
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
416,537
shares
|
$221 Million
35.99% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$220 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2024 Q1 2024 |
413,920
shares
|
$219 Million
1.52% of portfolio
|
Q4 2023
Added 58.8%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
410,098
shares
|
$217 Million
3.19% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Analyst Ims Investment Management Services Ltd.
|
May 15, 2024 Q1 2024 |
405,508
shares
|
$215 Million
9.29% of portfolio
|
Q1 2024
Added 1.34%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
401,551
shares
|
$213 Million
4.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2024 Q1 2024 |
400,000
shares
|
$212 Million
21.75% of portfolio
|
Q1 2024
Added 21.21%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
398,384
shares
|
$211 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Fort Washington Investment Advisors Inc
|
May 13, 2024 Q1 2024 |
397,285
shares
|
$211 Million
1.37% of portfolio
|
Q1 2024
Added 11.56%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2024 Q1 2024 |
396,947
shares
|
$210 Million
20.71% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
May 15, 2024 Q1 2024 |
391,046
shares
|
$207 Million
21.93% of portfolio
|
Q1 2024
New holding
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
387,257
shares
|
$205 Million
12.54% of portfolio
|
Q1 2024
Added 2.87%
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
386,799
shares
|
$205 Million
35.75% of portfolio
|
Q1 2024
Added 3.08%
|
|
Taiyo Life Insurance CO
|
Apr 30, 2024 Q1 2024 |
385,475
shares
|
$204 Million
16.31% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
Ellenbecker Investment Group
|
Apr 09, 2024 Q1 2024 |
381,240
shares
|
$202 Million
42.19% of portfolio
|
Q1 2024
Added 1.02%
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 01, 2024 Q1 2024 |
380,001
shares
|
$201 Million
0.8% of portfolio
|
Q1 2024
New holding
|
|
Divergent Wealth Advisors
|
May 10, 2024 Q1 2024 |
377,762
shares
|
$200 Million
39.72% of portfolio
|
Q1 2024
Reduced 19.16%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
376,072
shares
|
$199 Million
6.73% of portfolio
|
Q1 2024
Added 1.59%
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$198 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
370,768
shares
|
$196 Million
0.04% of portfolio
|
Q1 2024
New holding
|