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 3,500 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
297,487
shares
|
$181 Million
6.44% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
292,357
shares
|
$178 Million
14.37% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
291,286
shares
|
$177 Million
26.73% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$176 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
280,767
shares
|
$171 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
279,889
shares
|
$171 Million
23.65% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
277,492
shares
|
$169 Million
0.37% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
276,747
shares
|
$169 Million
13.68% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
274,712
shares
|
$167 Million
2.1% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
274,502
shares
|
$167 Million
38.53% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
273,796
shares
|
$167 Million
3.2% of portfolio
|
Q4 2022
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
272,628
shares
|
$166 Million
21.56% of portfolio
|
Q1 2024
Added 4062.9%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
272,295
shares
|
$166 Million
3.78% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
271,290
shares
|
$165 Million
3.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
270,757
shares
|
$165 Million
3.08% of portfolio
|
Q3 2024
Added 102.35%
|
|
|
Monashee Investment Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
267,610
shares
|
$163 Million
19.93% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
264,985
shares
|
$161 Million
21.86% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
259,745
shares
|
$158 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
259,279
shares
|
$158 Million
12.24% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
258,575
shares
|
$158 Million
1.91% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
256,800
shares
|
$156 Million
0.36% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
255,400
shares
|
$156 Million
0.35% of portfolio
|
Q3 2024
Reduced 37.65%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
254,849
shares
|
$155 Million
7.76% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$154 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
26 North Partners LP
New York, NY |
Nov 14, 2024 Q3 2024 |
249,076
shares
|
$152 Million
100.0% of portfolio
|
Q3 2024
Added 0.1%
|