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 |
|---|---|---|---|---|---|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
487,398
shares
|
$288 Million
7.51% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
486,168
shares
|
$287 Million
1.73% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
482,908
shares
|
$285 Million
30.19% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
472,744
shares
|
$279 Million
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
469,589
shares
|
$277 Million
1.97% of portfolio
|
Q1 2025
Added 231.98%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
469,212
shares
|
$277 Million
22.58% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
May 08, 2025 Q1 2025 |
464,479
shares
|
$274 Million
16.52% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
460,925
shares
|
$272 Million
14.59% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
455,572
shares
|
$269 Million
0.68% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
452,042
shares
|
$267 Million
20.13% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
448,980
shares
|
$265 Million
4.71% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
441,479
shares
|
$261 Million
3.94% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
438,402
shares
|
$259 Million
1.36% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
437,632
shares
|
$258 Million
19.38% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
432,042
shares
|
$255 Million
12.57% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
429,325
shares
|
$253 Million
0.47% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
427,459
shares
|
$252 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
427,281
shares
|
$252 Million
4.83% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
425,729
shares
|
$251 Million
31.33% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
418,363
shares
|
$247 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
418,013
shares
|
$247 Million
3.33% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
417,913
shares
|
$247 Million
36.25% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
417,229
shares
|
$246 Million
0.73% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$245 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
408,743
shares
|
$241 Million
20.1% of portfolio
|
Q1 2025
Reduced 10.69%
|