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 3,875 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $425 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
494,879
shares
|
$276 Million
16.51% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
491,253
shares
|
$274 Million
0.17% of portfolio
|
Q4 2024
Added 37.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
490,450
shares
|
$274 Million
10.89% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
488,055
shares
|
$272 Million
30.02% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
477,366
shares
|
$266 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
474,839
shares
|
$265 Million
3.97% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
472,539
shares
|
$264 Million
16.43% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
469,194
shares
|
$262 Million
2.85% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
468,621
shares
|
$262 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
466,894
shares
|
$261 Million
23.81% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
457,672
shares
|
$255 Million
21.52% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
455,150
shares
|
$254 Million
7.25% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
454,358
shares
|
$254 Million
0.31% of portfolio
|
Q4 2024
Added 1487.0%
|
|
|
Bracebridge Capital, LLC
|
Feb 14, 2025 Q4 2024 |
449,850
shares
|
$251 Million
41.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
444,099
shares
|
$248 Million
4.06% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
442,744
shares
|
$247 Million
20.67% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
439,058
shares
|
$245 Million
2.96% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
435,580
shares
|
$243 Million
1.18% of portfolio
|
Q4 2024
Added 121.02%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
434,961
shares
|
$243 Million
1.58% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
431,207
shares
|
$241 Million
5.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
429,762
shares
|
$240 Million
30.59% of portfolio
|
Q4 2024
Added 2635.94%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
428,453
shares
|
$239 Million
58.31% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
416,797
shares
|
$233 Million
10.32% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$232 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
413,175
shares
|
$231 Million
0.86% of portfolio
|
Q4 2024
New holding
|