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 3,569 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $421 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
361,572
shares
|
$219 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
360,213
shares
|
$218 Million
0.96% of portfolio
|
Q3 2024
Added 35.94%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
358,946
shares
|
$217 Million
14.55% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
357,129
shares
|
$216 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
356,729
shares
|
$216 Million
6.24% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
355,369
shares
|
$215 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$214 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$214 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
354,347
shares
|
$214 Million
13.93% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
351,796
shares
|
$213 Million
27.03% of portfolio
|
Q4 2023
Added 28.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
350,079
shares
|
$212 Million
5.2% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
347,913
shares
|
$210 Million
1.97% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
342,473
shares
|
$207 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
335,240
shares
|
$203 Million
17.31% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
334,058
shares
|
$202 Million
5.98% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
332,104
shares
|
$201 Million
12.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
330,366
shares
|
$200 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
327,374
shares
|
$198 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
326,271
shares
|
$197 Million
17.19% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
322,846
shares
|
$195 Million
9.27% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
322,636
shares
|
$195 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
315,893
shares
|
$191 Million
1.87% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
313,899
shares
|
$190 Million
17.36% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
307,000
shares
|
$186 Million
29.66% of portfolio
|
Q4 2023
New holding
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
303,577
shares
|
$184 Million
0.42% of portfolio
|
Q3 2024
Reduced 28.91%
|