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 3,830 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 $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
2,577
shares
|
$1.59 Million
1.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,576
shares
|
$1.59 Million
0.42% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
2,568
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2024
Added 41.25%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,567
shares
|
$1.58 Million
0.65% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,566
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
2,561
shares
|
$1.58 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
2,550
shares
|
$1.57 Million
0.3% of portfolio
|
Q4 2024
Added 141.71%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
2,549
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,548
shares
|
$1.57 Million
13.4% of portfolio
|
Q2 2022
Added 11.31%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,541
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Reduced 67.01%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,536
shares
|
$1.56 Million
1.52% of portfolio
|
Q3 2024
Added 50.5%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
2,532
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
2,530
shares
|
$1.56 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,525
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
2,524
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
2,524
shares
|
$1.55 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
2,519
shares
|
$1.55 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Karani Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,513
shares
|
$1.55 Million
1.38% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,510
shares
|
$1.55 Million
1.53% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,504
shares
|
$1.54 Million
0.96% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
2,504
shares
|
$1.54 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
2,503
shares
|
$1.54 Million
0.44% of portfolio
|
Q4 2024
Added 87.35%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
2,495
shares
|
$1.54 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,493
shares
|
$1.54 Million
0.46% of portfolio
|
Q4 2024
Reduced 93.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,490
shares
|
$1.53 Million
0.25% of portfolio
|
Q4 2022
Reduced 0.52%
|