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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
103,465
shares
|
$62.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
102,904
shares
|
$62.1 Million
16.26% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
102,567
shares
|
$61.9 Million
16.28% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
102,097
shares
|
$61.6 Million
4.13% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
102,070
shares
|
$61.6 Million
2.16% of portfolio
|
Q4 2024
Added 119.94%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
101,995
shares
|
$61.6 Million
27.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
101,759
shares
|
$61.4 Million
26.87% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
101,285
shares
|
$61.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
101,186
shares
|
$61.1 Million
6.75% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
100,802
shares
|
$60.9 Million
2.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
100,596
shares
|
$60.7 Million
9.31% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
100,246
shares
|
$60.5 Million
19.28% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
99,824
shares
|
$60.3 Million
10.74% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
99,076
shares
|
$59.8 Million
9.51% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
98,066
shares
|
$59.2 Million
1.22% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
98,036
shares
|
$59.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
97,817
shares
|
$59.1 Million
0.08% of portfolio
|
Q3 2024
Added 161.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$59 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
97,743
shares
|
$59 Million
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
97,642
shares
|
$59 Million
7.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
97,484
shares
|
$58.9 Million
7.8% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
96,983
shares
|
$58.6 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
96,884
shares
|
$58.5 Million
11.99% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
96,772
shares
|
$58.4 Million
0.62% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
96,753
shares
|
$58.4 Million
2.88% of portfolio
|
Q4 2024
Added 18.21%
|