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 3,569 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $421 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
2,048,157
shares
|
$1.24 Billion
1.15% of portfolio
|
Q4 2024
Reduced 99.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,031,242
shares
|
$1.23 Billion
2.65% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,009,809
shares
|
$1.22 Billion
4.99% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,995,000
shares
|
$1.21 Billion
17.54% of portfolio
|
Q4 2024
Added 40.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,884,111
shares
|
$1.14 Billion
10.15% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
1,859,065
shares
|
$1.12 Billion
26.4% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,843,551
shares
|
$1.11 Billion
2.38% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,778,905
shares
|
$1.08 Billion
6.87% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,744,165
shares
|
$1.05 Billion
46.39% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,721,823
shares
|
$1.04 Billion
2.81% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,705,415
shares
|
$1.03 Billion
3.7% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,641,517
shares
|
$993 Million
27.02% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,631,696
shares
|
$987 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,552,135
shares
|
$939 Million
9.4% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,548,785
shares
|
$936 Million
0.72% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,547,344
shares
|
$936 Million
12.79% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,540,937
shares
|
$932 Million
0.23% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,525,479
shares
|
$922 Million
2.09% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
1,496,172
shares
|
$905 Million
8.52% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,474,326
shares
|
$891 Million
0.53% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
1,438,577
shares
|
$870 Million
10.94% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,415,334
shares
|
$856 Million
2.71% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,395,777
shares
|
$844 Million
1.7% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
1,390,415
shares
|
$841 Million
21.86% of portfolio
|
Q3 2024
Reduced 25.59%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,348,595
shares
|
$815 Million
0.7% of portfolio
|
Q1 2024
Added 0.3%
|