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 3,863 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $428 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183,590
shares
|
$103 Million
6.44% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
183,556
shares
|
$103 Million
35.87% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
183,144
shares
|
$103 Million
6.74% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
182,340
shares
|
$102 Million
1.4% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
Feb 14, 2025 Q4 2024 |
180,651
shares
|
$101 Million
74.37% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
180,239
shares
|
$101 Million
14.97% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
179,983
shares
|
$101 Million
18.49% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
179,954
shares
|
$101 Million
1.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
179,926
shares
|
$101 Million
2.09% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
177,597
shares
|
$99.7 Million
1.12% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
177,445
shares
|
$99.6 Million
15.46% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
176,793
shares
|
$99.3 Million
35.86% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
175,733
shares
|
$98.7 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
173,340
shares
|
$97.3 Million
6.15% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
172,483
shares
|
$96.8 Million
37.04% of portfolio
|
Q4 2024
Added 29.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
171,999
shares
|
$96.6 Million
4.94% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
171,654
shares
|
$96.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
171,543
shares
|
$96.3 Million
6.2% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
169,777
shares
|
$95.3 Million
22.88% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
167,547
shares
|
$94.1 Million
24.62% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
167,479
shares
|
$94 Million
9.01% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
166,982
shares
|
$93.8 Million
6.35% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Vantagepoint Investment Advisers LLC
|
Jan 17, 2025 Q4 2024 |
166,970
shares
|
$93.8 Million
15.75% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
166,582
shares
|
$93.5 Million
1.53% of portfolio
|
Q4 2024
Added 37.18%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
165,969
shares
|
$93.2 Million
10.71% of portfolio
|
Q4 2024
Reduced 21.2%
|