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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,755
shares
|
$1.06 Million
0.89% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,754
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
1,747
shares
|
$1.05 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
1,742
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,738
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
1,738
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 814.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,736
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2023
Reduced 31.06%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
1,736
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
1,730
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2024
Added 31.06%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
1,726
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,718
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
1,717
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,712
shares
|
$1.03 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
1,709
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
1,706
shares
|
$1.03 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,703
shares
|
$1.03 Million
0.63% of portfolio
|
Q4 2022
Reduced 10.18%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,703
shares
|
$1.03 Million
0.73% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,702
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
1,694
shares
|
$1.02 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
1,688
shares
|
$1.02 Million
5.6% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,688
shares
|
$1.02 Million
0.59% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
1,682
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
1,680
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
1,680
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.7%
|