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 3,448 institutions that hold shares in the stock, with a total of 686 Million shares, which have been reported (via 13F filing form) to have a value of $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
748,806
shares
|
$444 Million
2.88% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
747,214
shares
|
$443 Million
9.41% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
744,368
shares
|
$442 Million
22.9% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Nov 14, 2024 Q3 2024 |
741,832
shares
|
$440 Million
69.53% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
736,800
shares
|
$437 Million
9.99% of portfolio
|
Q3 2024
Added 249.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
726,483
shares
|
$431 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
717,951
shares
|
$426 Million
1.14% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
710,538
shares
|
$422 Million
2.92% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
710,040
shares
|
$421 Million
20.27% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
696,000
shares
|
$413 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
685,160
shares
|
$407 Million
47.37% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
670,398
shares
|
$398 Million
0.77% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
664,689
shares
|
$394 Million
0.62% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
656,204
shares
|
$389 Million
9.05% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
654,607
shares
|
$388 Million
8.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
654,104
shares
|
$388 Million
18.43% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Adventist Health System
Roseville, CA |
Nov 13, 2024 Q3 2024 |
653,500
shares
|
$388 Million
58.34% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
650,447
shares
|
$386 Million
2.41% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
639,855
shares
|
$380 Million
11.15% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
638,876
shares
|
$379 Million
8.88% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
635,965
shares
|
$377 Million
17.8% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
632,097
shares
|
$375 Million
9.9% of portfolio
|
Q3 2024
Added 39729.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
627,404
shares
|
$372 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Matson Money. Inc.
|
Oct 31, 2024 Q3 2024 |
620,081
shares
|
$368 Million
12.34% of portfolio
|
Q4 2023
Added 3.08%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
618,467
shares
|
$367 Million
29.5% of portfolio
|
Q3 2024
Added 0.52%
|