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 3,863 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $428 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
603,616
shares
|
$339 Million
11.62% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Genworth Financial Inc
|
Jan 30, 2025 Q4 2024 |
601,470
shares
|
$338 Million
91.58% of portfolio
|
Q1 2023
Added 17.17%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
600,566
shares
|
$337 Million
18.12% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
597,817
shares
|
$336 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
586,668
shares
|
$329 Million
3.43% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
583,450
shares
|
$328 Million
1.98% of portfolio
|
Q4 2024
Added 58.88%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
580,422
shares
|
$326 Million
0.94% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
563,278
shares
|
$316 Million
22.57% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
560,462
shares
|
$315 Million
15.31% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
560,100
shares
|
$314 Million
0.79% of portfolio
|
Q4 2024
Added 119.3%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
559,723
shares
|
$314 Million
5.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
555,000
shares
|
$312 Million
6.19% of portfolio
|
Q1 2024
New holding
|
|
|
Goldentree Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
545,000
shares
|
$306 Million
24.24% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
542,500
shares
|
$305 Million
7.13% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
542,382
shares
|
$305 Million
1.11% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
539,016
shares
|
$303 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
535,736
shares
|
$301 Million
11.46% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
527,026
shares
|
$296 Million
17.3% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
522,942
shares
|
$294 Million
18.97% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
516,284
shares
|
$290 Million
24.25% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Bank Of Finland
|
Jan 31, 2025 Q4 2024 |
515,523
shares
|
$289 Million
21.64% of portfolio
|
Q4 2024
Reduced 33.87%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
513,822
shares
|
$289 Million
28.16% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
513,576
shares
|
$288 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
|
$288 Million
3.64% of portfolio
|
Q3 2022
Added 2189.81%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
504,903
shares
|
$283 Million
16.56% of portfolio
|
Q4 2024
Added 0.19%
|