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 4,075 institutions that hold shares in the stock, with a total of 746 Million shares, which have been reported (via 13F filing form) to have a value of $496 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
580,422
shares
|
$385 Million
0.94% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
564,700
shares
|
$375 Million
0.69% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
551,344
shares
|
$366 Million
1.22% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
547,398
shares
|
$363 Million
8.83% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
544,892
shares
|
$362 Million
7.23% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
544,079
shares
|
$361 Million
3.3% of portfolio
|
Q1 2025
Added 109.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
539,016
shares
|
$358 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
537,532
shares
|
$357 Million
21.19% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
532,202
shares
|
$353 Million
2.23% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
527,554
shares
|
$350 Million
3.98% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Bank Of Finland
|
Oct 10, 2025 Q3 2025 |
520,303
shares
|
$345 Million
29.24% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
513,539
shares
|
$341 Million
10.53% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$340 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
509,507
shares
|
$338 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
507,621
shares
|
$337 Million
17.26% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
507,512
shares
|
$337 Million
0.05% of portfolio
|
Q2 2025
Added 425.95%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
507,359
shares
|
$337 Million
26.74% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
501,871
shares
|
$333 Million
16.61% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Wealth Navi Inc.
|
Oct 15, 2025 Q3 2025 |
500,587
shares
|
$332 Million
3.11% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
495,372
shares
|
$329 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
493,275
shares
|
$328 Million
12.17% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
491,000
shares
|
$326 Million
13.12% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
490,952
shares
|
$326 Million
30.61% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
481,691
shares
|
$320 Million
23.32% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
477,811
shares
|
$317 Million
1.38% of portfolio
|
Q4 2024
Added 15.23%
|