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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,550
shares
|
$934,448
0.44% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,549
shares
|
$933,845
0.04% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,549
shares
|
$933,845
0.4% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,540
shares
|
$928,419
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,530
shares
|
$922,391
0.51% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,529
shares
|
$921,788
0.11% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
1,529
shares
|
$921,788
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
1,529
shares
|
$921,788
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
1,525
shares
|
$919,376
0.51% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
1,516
shares
|
$913,950
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,513
shares
|
$912,142
0.25% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,512
shares
|
$911,539
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
1,502
shares
|
$905,510
0.42% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$904,305
0.01% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,498
shares
|
$903,099
0.27% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
1,498
shares
|
$903,099
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,496
shares
|
$901,893
0.07% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
1,496
shares
|
$901,893
0.03% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
1,496
shares
|
$901,893
0.25% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
1,496
shares
|
$901,893
0.53% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,494
shares
|
$900,687
0.08% of portfolio
|
Q4 2024
Added 125.68%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,493
shares
|
$900,084
0.12% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,491
shares
|
$898,879
0.38% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
1,490
shares
|
$898,276
0.3% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
1,487
shares
|
$896,467
0.63% of portfolio
|
Q4 2024
New holding
|