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 |
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
792,729
shares
|
$508 Million
0.89% of portfolio
|
Q1 2025
Added 3.64%
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
759,132
shares
|
$486 Million
34.31% of portfolio
|
Q2 2025
Added 859.69%
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
743,974
shares
|
$476 Million
7.72% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
737,774
shares
|
$472 Million
7.81% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
736,967
shares
|
$472 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
734,631
shares
|
$470 Million
9.03% of portfolio
|
Q1 2025
Added 7.69%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
731,911
shares
|
$469 Million
9.33% of portfolio
|
Q2 2025
Added 4.57%
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
727,636
shares
|
$466 Million
21.71% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
702,828
shares
|
$450 Million
2.95% of portfolio
|
Q1 2025
Added 3435.17%
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
690,834
shares
|
$442 Million
0.91% of portfolio
|
Q1 2025
Reduced 49.04%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
681,053
shares
|
$436 Million
3.66% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
667,694
shares
|
$427 Million
47.66% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
667,000
shares
|
$427 Million
1.49% of portfolio
|
Q1 2025
Added 103.98%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
661,367
shares
|
$423 Million
6.56% of portfolio
|
Q2 2025
Added 7.89%
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
657,292
shares
|
$421 Million
22.9% of portfolio
|
Q2 2025
Added 2.47%
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
657,131
shares
|
$421 Million
20.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
655,987
shares
|
$420 Million
2.07% of portfolio
|
Q2 2025
Added 8638.34%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
652,262
shares
|
$418 Million
13.86% of portfolio
|
Q2 2025
Added 2.82%
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
650,447
shares
|
$416 Million
2.43% of portfolio
|
Q3 2024
Added 57.14%
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
648,367
shares
|
$415 Million
10.29% of portfolio
|
Q2 2025
Added 3.42%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
646,928
shares
|
$414 Million
1.05% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
642,945
shares
|
$412 Million
9.13% of portfolio
|
Q2 2025
Added 2.06%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
631,455
shares
|
$404 Million
0.83% of portfolio
|
Q1 2025
Added 5.63%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
628,358
shares
|
$402 Million
1.8% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
624,720
shares
|
$400 Million
12.49% of portfolio
|
Q2 2025
Added 6.98%
|