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 |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,139
shares
|
$1.29 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
2,134
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
2,130
shares
|
$1.28 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,128
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 336.96%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,123
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2022
Reduced 21.6%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,122
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,118
shares
|
$1.28 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
2,117
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,116
shares
|
$1.28 Million
0.28% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
2,115
shares
|
$1.28 Million
0.74% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,114
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,108
shares
|
$1.27 Million
0.37% of portfolio
|
Q4 2024
Added 68.51%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,108
shares
|
$1.27 Million
0.4% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
2,103
shares
|
$1.27 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,098
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2022
Reduced 26.33%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
2,093
shares
|
$1.26 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
2,091
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
2,078
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
2,063
shares
|
$1.24 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,062
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
2,058
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,051
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2024
Reduced 98.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,048
shares
|
$1.23 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,046
shares
|
$1.23 Million
1.01% of portfolio
|
Q4 2024
Added 125.08%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,040
shares
|
$1.23 Million
0.56% of portfolio
|
Q4 2024
New holding
|