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 4,019 institutions that hold shares in the stock, with a total of 744 Million shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
286,044
shares
|
$189 Million
24.43% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
285,486
shares
|
$189 Million
0.39% of portfolio
|
Q2 2025
Reduced 78.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
285,456
shares
|
$189 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
275,190
shares
|
$182 Million
24.85% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$181 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
272,313
shares
|
$180 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
270,469
shares
|
$179 Million
14.44% of portfolio
|
Q2 2025
Added 38.96%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
269,950
shares
|
$178 Million
19.62% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
269,665
shares
|
$178 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
269,566
shares
|
$178 Million
2.12% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
266,592
shares
|
$176 Million
0.61% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
265,936
shares
|
$176 Million
14.81% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
264,876
shares
|
$175 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
260,814
shares
|
$172 Million
0.76% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
260,812
shares
|
$172 Million
0.29% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
260,430
shares
|
$172 Million
19.24% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
260,301
shares
|
$172 Million
3.85% of portfolio
|
Q2 2025
Added 1924.11%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
258,153
shares
|
$171 Million
38.86% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
257,785
shares
|
$170 Million
9.2% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
256,906
shares
|
$170 Million
9.05% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
256,082
shares
|
$169 Million
7.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
253,955
shares
|
$168 Million
1.88% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$167 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
251,153
shares
|
$166 Million
8.12% of portfolio
|
Q2 2025
Reduced 45.51%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
248,249
shares
|
$164 Million
7.37% of portfolio
|
Q2 2025
Added 4.42%
|