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 3,809 institutions that hold shares in the stock, with a total of 760 Million shares, which have been reported (via 13F filing form) to have a value of $465 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
144,562
shares
|
$88.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
144,298
shares
|
$88.4 Million
3.07% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
143,908
shares
|
$88.2 Million
22.38% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
143,300
shares
|
$87.8 Million
6.25% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
143,081
shares
|
$87.7 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
143,020
shares
|
$87.6 Million
3.04% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Feb 14, 2025 Q4 2024 |
142,195
shares
|
$87.1 Million
48.96% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
141,851
shares
|
$86.9 Million
11.09% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
141,451
shares
|
$86.7 Million
0.61% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
141,171
shares
|
$86.5 Million
2.16% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
141,159
shares
|
$86.5 Million
1.99% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
140,911
shares
|
$86.3 Million
12.44% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
140,620
shares
|
$86.2 Million
24.13% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
139,846
shares
|
$85.7 Million
1.55% of portfolio
|
Q4 2024
Added 18926.67%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
139,799
shares
|
$85.7 Million
7.39% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
139,577
shares
|
$85.5 Million
9.66% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
139,306
shares
|
$85.4 Million
1.13% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
139,144
shares
|
$85.3 Million
3.39% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
139,054
shares
|
$85.2 Million
1.84% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
138,057
shares
|
$84.6 Million
27.67% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
136,313
shares
|
$83.5 Million
17.79% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
135,032
shares
|
$82.7 Million
13.86% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
134,995
shares
|
$82.7 Million
8.81% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
134,978
shares
|
$82.7 Million
23.91% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
134,822
shares
|
$82.6 Million
1.12% of portfolio
|
Q4 2024
Added 9.86%
|