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 4,137 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
998,515
shares
|
$674 Million
3.32% of portfolio
|
Q3 2025
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
993,803
shares
|
$671 Million
37.49% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
991,156
shares
|
$669 Million
3.4% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
964,773
shares
|
$652 Million
4.12% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
962,339
shares
|
$650 Million
1.26% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
928,398
shares
|
$627 Million
1.22% of portfolio
|
Q3 2025
Added 225.2%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
925,421
shares
|
$625 Million
0.53% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
906,856
shares
|
$612 Million
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
906,088
shares
|
$612 Million
8.1% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
Nationwide Fund Advisors
|
Oct 24, 2025 Q3 2025 |
892,451
shares
|
$603 Million
33.68% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
872,931
shares
|
$589 Million
4.56% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
864,700
shares
|
$584 Million
1.91% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
854,333
shares
|
$577 Million
0.47% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
854,136
shares
|
$577 Million
4.25% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
833,310
shares
|
$563 Million
1.16% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
826,375
shares
|
$558 Million
5.62% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
818,542
shares
|
$553 Million
10.38% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
798,319
shares
|
$539 Million
0.91% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
795,829
shares
|
$537 Million
23.56% of portfolio
|
Q3 2025
Added 76.05%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
794,964
shares
|
$537 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 10, 2025 Q3 2025 |
787,236
shares
|
$532 Million
23.4% of portfolio
|
Q3 2025
Added 76.81%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
769,341
shares
|
$520 Million
21.21% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
757,543
shares
|
$512 Million
9.91% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
750,533
shares
|
$507 Million
7.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
726,609
shares
|
$491 Million
22.3% of portfolio
|
Q3 2025
Reduced 0.14%
|
|