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 |
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
624,144
shares
|
$400 Million
3.5% of portfolio
|
Q1 2025
Added 6.39%
|
|
Matson Money. Inc.
|
Jul 30, 2025 Q2 2025 |
620,081
shares
|
$397 Million
13.43% of portfolio
|
Q4 2023
Added 3.08%
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
606,257
shares
|
$388 Million
15.85% of portfolio
|
Q2 2025
Added 5.67%
|
|
Main Management Fund Advisors LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
604,400
shares
|
$387 Million
49.77% of portfolio
|
Q1 2025
New holding
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
603,722
shares
|
$387 Million
29.23% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
Genworth Financial Inc
|
Jul 22, 2025 Q2 2025 |
601,470
shares
|
$385 Million
91.61% of portfolio
|
Q1 2023
Added 17.17%
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
593,205
shares
|
$380 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
580,422
shares
|
$372 Million
0.94% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
580,421
shares
|
$372 Million
10.6% of portfolio
|
Q2 2025
Added 1.76%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
559,000
shares
|
$358 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
556,570
shares
|
$356 Million
7.07% of portfolio
|
Q1 2025
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
553,894
shares
|
$355 Million
6.87% of portfolio
|
Q2 2025
Added 38.18%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
551,344
shares
|
$353 Million
1.22% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
544,079
shares
|
$348 Million
3.3% of portfolio
|
Q1 2025
Added 109.11%
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
544,079
shares
|
$348 Million
3.3% of portfolio
|
Q1 2025
Added 109.11%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
539,016
shares
|
$345 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
534,943
shares
|
$342 Million
3.29% of portfolio
|
Q1 2025
Added 38.74%
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
533,959
shares
|
$342 Million
7.45% of portfolio
|
Q2 2025
Added 50.29%
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
533,783
shares
|
$342 Million
8.44% of portfolio
|
Q2 2025
Added 9.52%
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
532,202
shares
|
$341 Million
2.23% of portfolio
|
Q2 2025
Added 13.33%
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
530,045
shares
|
$339 Million
20.48% of portfolio
|
Q2 2025
Added 4.42%
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
524,408
shares
|
$336 Million
27.56% of portfolio
|
Q2 2025
Added 0.65%
|
|
Bank Of Finland
|
Aug 11, 2025 Q2 2025 |
518,743
shares
|
$332 Million
28.91% of portfolio
|
Q2 2025
Added 0.31%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
513,539
shares
|
$329 Million
10.53% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
512,803
shares
|
$328 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|