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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,678
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,678
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2020
Added 17.34%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,677
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 103.27%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,677
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,677
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,676
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,672
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Added 94.19%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,670
shares
|
$1.01 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
1,667
shares
|
$1 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
1,654
shares
|
$997,146
0.33% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,650
shares
|
$994,735
0.47% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
1,646
shares
|
$992,324
0.42% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,646
shares
|
$992,324
0.11% of portfolio
|
Q4 2024
Reduced 41.88%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,645
shares
|
$991,721
0.17% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
1,639
shares
|
$988,103
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
1,638
shares
|
$987,501
0.71% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
1,632
shares
|
$983,883
0.14% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,629
shares
|
$982,075
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
1,628
shares
|
$981,472
0.89% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
1,627
shares
|
$980,869
0.67% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,627
shares
|
$980,869
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
1,625
shares
|
$979,663
0.57% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,625
shares
|
$979,663
0.35% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,624
shares
|
$979,060
0.54% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,623
shares
|
$978,458
0.15% of portfolio
|
Q4 2024
Reduced 25.1%
|