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 3,638 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $434 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
149,164
shares
|
$90.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
149,005
shares
|
$90 Million
13.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
146,565
shares
|
$88.5 Million
1.25% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
146,368
shares
|
$88.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 59.37%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
145,779
shares
|
$88 Million
17.89% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
144,872
shares
|
$87.5 Million
1.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
144,562
shares
|
$87.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
143,908
shares
|
$86.9 Million
48.23% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Ironclad Investments LLC
Maitland, FL |
Nov 14, 2024 Q3 2024 |
143,775
shares
|
$86.8 Million
49.25% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
143,300
shares
|
$86.5 Million
6.25% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
143,020
shares
|
$86.4 Million
3.04% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
141,171
shares
|
$85.2 Million
2.16% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
141,159
shares
|
$85.2 Million
1.99% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
140,911
shares
|
$85.1 Million
12.44% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
140,620
shares
|
$84.9 Million
24.13% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
139,846
shares
|
$84.4 Million
1.55% of portfolio
|
Q4 2024
Added 18926.67%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
139,577
shares
|
$84.3 Million
9.66% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
139,144
shares
|
$84 Million
3.39% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
139,054
shares
|
$84 Million
1.84% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
138,517
shares
|
$83.6 Million
14.54% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
138,242
shares
|
$83.5 Million
9.23% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
138,082
shares
|
$83.4 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
138,057
shares
|
$83.4 Million
27.67% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
136,796
shares
|
$82.6 Million
7.17% of portfolio
|
Q3 2024
Added 26.64%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
136,313
shares
|
$82.3 Million
17.79% of portfolio
|
Q4 2024
Reduced 6.14%
|