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 |
|---|---|---|---|---|---|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
1,968
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
1,967
shares
|
$1.19 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
1,966
shares
|
$1.19 Million
0.53% of portfolio
|
Q4 2022
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
1,966
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
1,952
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2024
Reduced 29.58%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,952
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,942
shares
|
$1.17 Million
0.23% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
1,934
shares
|
$1.17 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,932
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
1,924
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Added 49.38%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
1,922
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
1,917
shares
|
$1.16 Million
0.49% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
1,911
shares
|
$1.15 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
1,908
shares
|
$1.15 Million
0.32% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,907
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
1,904
shares
|
$1.15 Million
0.75% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
1,900
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
1,899
shares
|
$1.14 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,899
shares
|
$1.14 Million
0.46% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,893
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Added 37.77%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,881
shares
|
$1.13 Million
0.26% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$1.13 Million
0.41% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,876
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.35%
|