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 3,988 institutions that hold shares in the stock, with a total of 797 Million shares, which have been reported (via 13F filing form) to have a value of $510 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,049,898
shares
|
$672 Million
29.28% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,025,848
shares
|
$657 Million
7.21% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,005,552
shares
|
$644 Million
1.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
1,000,000
shares
|
$640 Million
15.99% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
997,173
shares
|
$638 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
977,700
shares
|
$626 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
956,191
shares
|
$612 Million
1.52% of portfolio
|
Q1 2025
Reduced 50.53%
|
|
|
Nationwide Fund Advisors
|
Jul 24, 2025 Q2 2025 |
946,508
shares
|
$606 Million
33.32% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
927,199
shares
|
$594 Million
3.89% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
924,000
shares
|
$592 Million
7.24% of portfolio
|
Q1 2025
Reduced 53.68%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
917,058
shares
|
$587 Million
30.47% of portfolio
|
Q2 2025
Added 39668.34%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
913,424
shares
|
$585 Million
0.89% of portfolio
|
Q1 2025
Added 1655.81%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
907,365
shares
|
$581 Million
1.35% of portfolio
|
Q2 2025
Added 774.86%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
906,504
shares
|
$580 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
863,217
shares
|
$553 Million
58.93% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
856,197
shares
|
$548 Million
4.39% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
851,043
shares
|
$545 Million
4.86% of portfolio
|
Q2 2025
Reduced 41.28%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
849,656
shares
|
$544 Million
15.27% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
831,454
shares
|
$532 Million
0.29% of portfolio
|
Q2 2025
Reduced 62.94%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
826,375
shares
|
$529 Million
5.62% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
825,900
shares
|
$529 Million
2.13% of portfolio
|
Q2 2025
Reduced 66.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
819,186
shares
|
$524 Million
1.38% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
816,279
shares
|
$523 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
809,800
shares
|
$518 Million
1.75% of portfolio
|
Q2 2025
Reduced 58.28%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
799,991
shares
|
$512 Million
0.66% of portfolio
|
Q2 2025
Added 995.1%
|