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 |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
2,382
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,377
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2024
Reduced 31.62%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,377
shares
|
$1.43 Million
1.06% of portfolio
|
Q4 2024
Added 100.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
2,375
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
2,372
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
2,367
shares
|
$1.43 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,365
shares
|
$1.43 Million
0.52% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
2,363
shares
|
$1.42 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,362
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
2,362
shares
|
$1.42 Million
0.45% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
2,356
shares
|
$1.42 Million
0.32% of portfolio
|
Q4 2024
Reduced 16.48%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,355
shares
|
$1.42 Million
0.24% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,354
shares
|
$1.42 Million
0.66% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,351
shares
|
$1.42 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.54%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
2,349
shares
|
$1.42 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,348
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,345
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
2,342
shares
|
$1.41 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
2,341
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 514.44%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
2,339
shares
|
$1.41 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,329
shares
|
$1.4 Million
1.12% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,327
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,325
shares
|
$1.4 Million
0.84% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,317
shares
|
$1.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,315
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.84%
|