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 |
|---|---|---|---|---|---|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
2,315
shares
|
$1.4 Million
1.35% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
2,312
shares
|
$1.39 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,306
shares
|
$1.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
2,304
shares
|
$1.39 Million
0.47% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
2,298
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
2,293
shares
|
$1.38 Million
0.61% of portfolio
|
Q4 2024
Added 110.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,289
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,288
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Added 44.72%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
2,285
shares
|
$1.38 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,282
shares
|
$1.38 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
2,277
shares
|
$1.37 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
2,276
shares
|
$1.37 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
2,275
shares
|
$1.37 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,273
shares
|
$1.37 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
2,267
shares
|
$1.37 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,266
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,265
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
2,261
shares
|
$1.36 Million
0.71% of portfolio
|
Q4 2024
Reduced 16.04%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,254
shares
|
$1.36 Million
1.19% of portfolio
|
Q4 2024
Added 47.42%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,250
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2022
Reduced 11.49%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
2,247
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
2,247
shares
|
$1.35 Million
0.82% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,245
shares
|
$1.35 Million
1.63% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Reinhart Partners, Inc.
|
Jan 13, 2025 Q4 2024 |
2,245
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
2,242
shares
|
$1.35 Million
0.71% of portfolio
|
Q4 2024
Added 0.09%
|