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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
997,173
shares
|
$659 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
959,240
shares
|
$634 Million
1.57% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
952,899
shares
|
$630 Million
0.53% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
951,625
shares
|
$629 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Nationwide Fund Advisors
|
Jul 24, 2025 Q2 2025 |
946,508
shares
|
$625 Million
33.32% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
927,199
shares
|
$613 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
917,058
shares
|
$606 Million
30.47% of portfolio
|
Q2 2025
Added 39668.34%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
907,365
shares
|
$600 Million
1.35% of portfolio
|
Q2 2025
Added 774.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
906,504
shares
|
$599 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
863,217
shares
|
$570 Million
58.93% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
856,197
shares
|
$566 Million
4.39% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
851,043
shares
|
$562 Million
4.86% of portfolio
|
Q2 2025
Reduced 41.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
831,454
shares
|
$549 Million
0.29% of portfolio
|
Q2 2025
Reduced 62.94%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
826,375
shares
|
$546 Million
5.62% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
825,900
shares
|
$546 Million
2.13% of portfolio
|
Q2 2025
Reduced 66.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
819,186
shares
|
$541 Million
1.2% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
815,096
shares
|
$539 Million
20.88% of portfolio
|
Q2 2025
Reduced 60.95%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
809,800
shares
|
$535 Million
1.75% of portfolio
|
Q2 2025
Reduced 58.28%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
799,991
shares
|
$529 Million
0.66% of portfolio
|
Q2 2025
Added 995.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
788,969
shares
|
$521 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
759,132
shares
|
$502 Million
34.31% of portfolio
|
Q2 2025
Added 859.69%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
743,974
shares
|
$492 Million
7.72% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
737,774
shares
|
$487 Million
7.81% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
734,726
shares
|
$485 Million
9.95% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
733,125
shares
|
$484 Million
2.4% of portfolio
|
Q2 2025
Added 16.67%
|