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 3,834 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
2,489
shares
|
$1.5 Million
0.68% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,485
shares
|
$1.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
2,475
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
2,467
shares
|
$1.49 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,462
shares
|
$1.48 Million
0.31% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
2,457
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
2,445
shares
|
$1.47 Million
0.28% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
2,444
shares
|
$1.47 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,441
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
2,431
shares
|
$1.47 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,423
shares
|
$1.46 Million
0.96% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
2,418
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,415
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,410
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
2,403
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 233.29%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,400
shares
|
$1.45 Million
0.17% of portfolio
|
Q2 2023
Added 3.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,397
shares
|
$1.45 Million
0.49% of portfolio
|
Q1 2023
Reduced 5.33%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,394
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,391
shares
|
$1.44 Million
1.43% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
2,387
shares
|
$1.44 Million
0.39% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
2,387
shares
|
$1.44 Million
0.98% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,387
shares
|
$1.44 Million
0.92% of portfolio
|
Q4 2024
Reduced 91.32%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,384
shares
|
$1.44 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
2,383
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,382
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|