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 3,500 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
617,167
shares
|
$376 Million
0.09% of portfolio
|
Q3 2024
Added 1001.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
609,816
shares
|
$372 Million
2.03% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
609,318
shares
|
$371 Million
9.62% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
603,983
shares
|
$368 Million
4.19% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Genworth Financial Inc
|
Oct 29, 2024 Q3 2024 |
601,470
shares
|
$366 Million
91.25% of portfolio
|
Q1 2023
Added 17.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
596,843
shares
|
$364 Million
11.31% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
590,584
shares
|
$360 Million
11.75% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
580,422
shares
|
$354 Million
0.94% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
579,790
shares
|
$353 Million
3.38% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
567,429
shares
|
$346 Million
1.62% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
559,723
shares
|
$341 Million
5.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
555,000
shares
|
$338 Million
6.19% of portfolio
|
Q1 2024
New holding
|
|
|
Ams Capital Ltda
|
Oct 22, 2024 Q3 2024 |
546,178
shares
|
$333 Million
54.92% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
542,388
shares
|
$330 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Michael & Susan Dell Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
542,104
shares
|
$330 Million
22.28% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
535,736
shares
|
$326 Million
11.46% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
527,418
shares
|
$321 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
527,026
shares
|
$321 Million
16.96% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
524,008
shares
|
$319 Million
14.17% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
522,623
shares
|
$318 Million
18.72% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
516,284
shares
|
$315 Million
24.25% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
513,822
shares
|
$313 Million
28.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
513,576
shares
|
$313 Million
19.41% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$312 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
504,161
shares
|
$307 Million
17.02% of portfolio
|
Q3 2024
Reduced 6.62%
|