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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,371,939
shares
|
$1.57 Billion
5.83% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
2,309,750
shares
|
$1.53 Billion
6.15% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,280,752
shares
|
$1.51 Billion
6.29% of portfolio
|
Q2 2023
Reduced 54.65%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,264,625
shares
|
$1.5 Billion
2.55% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
2,239,117
shares
|
$1.48 Billion
32.88% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
Aug 05, 2025 Q2 2025 |
2,193,357
shares
|
$1.45 Billion
69.95% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,151,759
shares
|
$1.42 Billion
6.83% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,051,529
shares
|
$1.36 Billion
11.34% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,982,044
shares
|
$1.31 Billion
3.55% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
1,892,497
shares
|
$1.25 Billion
29.49% of portfolio
|
Q2 2025
Added 25.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,851,613
shares
|
$1.22 Billion
2.06% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,842,537
shares
|
$1.22 Billion
6.5% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
1,752,832
shares
|
$1.16 Billion
0.88% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,721,592
shares
|
$1.14 Billion
2.03% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,685,482
shares
|
$1.11 Billion
3.7% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,642,402
shares
|
$1.09 Billion
7.09% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
1,585,258
shares
|
$1.05 Billion
24.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
1,584,282
shares
|
$1.05 Billion
23.24% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,574,671
shares
|
$1.04 Billion
12.44% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
1,562,400
shares
|
$1.03 Billion
15.05% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
1,529,303
shares
|
$1.01 Billion
36.71% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,507,952
shares
|
$996 Million
28.53% of portfolio
|
Q2 2025
Added 474.89%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
1,481,662
shares
|
$979 Million
11.07% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,474,326
shares
|
$974 Million
0.53% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
1,363,678
shares
|
$901 Million
1.18% of portfolio
|
Q2 2025
Added 6.75%
|