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 3,600 institutions that hold shares in the stock, with a total of 701 Million shares, which have been reported (via 13F filing form) to have a value of $424 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sun Life Financial Inc
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
527,026
shares
|
$320 Million
16.96% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
522,942
shares
|
$318 Million
18.97% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
516,284
shares
|
$313 Million
24.25% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Bank Of Finland
|
Jan 31, 2025 Q4 2024 |
515,523
shares
|
$313 Million
21.64% of portfolio
|
Q4 2024
Reduced 33.87%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
513,822
shares
|
$312 Million
28.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
513,576
shares
|
$312 Million
19.41% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$311 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
504,903
shares
|
$307 Million
16.56% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
499,499
shares
|
$303 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
494,879
shares
|
$300 Million
16.51% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
493,804
shares
|
$300 Million
49.87% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
490,450
shares
|
$298 Million
10.89% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
483,646
shares
|
$294 Million
0.52% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
471,821
shares
|
$286 Million
42.92% of portfolio
|
Q3 2024
Added 4520.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
465,913
shares
|
$283 Million
2.91% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
458,257
shares
|
$278 Million
23.43% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
457,672
shares
|
$278 Million
21.52% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
456,555
shares
|
$277 Million
6.09% of portfolio
|
Q3 2024
Added 51.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
455,571
shares
|
$277 Million
0.87% of portfolio
|
Q2 2024
Added 19.89%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
455,150
shares
|
$276 Million
7.25% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
451,080
shares
|
$274 Million
10.56% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
444,533
shares
|
$270 Million
4.07% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
442,744
shares
|
$269 Million
20.67% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
439,700
shares
|
$267 Million
1.69% of portfolio
|
Q3 2024
Added 47.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
439,058
shares
|
$267 Million
2.96% of portfolio
|
Q4 2024
Reduced 6.62%
|