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 $435 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
410,742
shares
|
$235 Million
0.72% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
408,087
shares
|
$233 Million
37.19% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
407,896
shares
|
$233 Million
13.03% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
407,841
shares
|
$233 Million
27.6% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
406,480
shares
|
$232 Million
5.13% of portfolio
|
Q4 2024
Added 49.83%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
406,117
shares
|
$232 Million
7.7% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
397,085
shares
|
$227 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
385,585
shares
|
$220 Million
2.82% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Taiyo Life Insurance CO
|
Feb 03, 2025 Q4 2024 |
385,475
shares
|
$220 Million
18.4% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
381,870
shares
|
$218 Million
20.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
380,306
shares
|
$217 Million
7.11% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
380,009
shares
|
$217 Million
17.66% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
376,180
shares
|
$215 Million
36.53% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$213 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
372,252
shares
|
$213 Million
0.53% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
372,164
shares
|
$213 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$212 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
368,902
shares
|
$211 Million
7.95% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
368,797
shares
|
$211 Million
11.3% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
365,639
shares
|
$209 Million
12.95% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
365,113
shares
|
$209 Million
1.95% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
365,026
shares
|
$209 Million
39.73% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
362,793
shares
|
$207 Million
2.62% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
358,946
shares
|
$205 Million
14.55% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
356,729
shares
|
$204 Million
6.24% of portfolio
|
Q4 2024
Added 2.62%
|