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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
123,035
shares
|
$81.3 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
122,837
shares
|
$81.2 Million
4.7% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
122,829
shares
|
$81.2 Million
26.94% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
122,631
shares
|
$81 Million
8.84% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
122,574
shares
|
$81 Million
16.46% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
122,339
shares
|
$80.8 Million
3.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
122,196
shares
|
$80.7 Million
4.52% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
121,539
shares
|
$80.3 Million
7.3% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
121,194
shares
|
$80.1 Million
0.69% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
120,944
shares
|
$79.9 Million
1.04% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
120,347
shares
|
$79.5 Million
3.66% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
120,345
shares
|
$79.5 Million
0.37% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
120,080
shares
|
$79.3 Million
1.93% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
119,894
shares
|
$79.2 Million
1.13% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
119,522
shares
|
$79 Million
2.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
119,074
shares
|
$78.7 Million
20.44% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
119,012
shares
|
$78.6 Million
8.15% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
118,734
shares
|
$78.4 Million
15.16% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
118,122
shares
|
$78 Million
2.99% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
118,041
shares
|
$78 Million
2.22% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
117,291
shares
|
$77.5 Million
5.71% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
116,751
shares
|
$77.1 Million
13.46% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
116,201
shares
|
$76.8 Million
17.34% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
116,139
shares
|
$76.7 Million
2.73% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
116,004
shares
|
$76.6 Million
1.57% of portfolio
|
Q2 2025
Added 66.19%
|