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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,483
shares
|
$894,056
0.38% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
1,483
shares
|
$894,056
0.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,480
shares
|
$892,247
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,477
shares
|
$890,438
0.45% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,475
shares
|
$889,233
0.06% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,471
shares
|
$886,821
0.24% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
1,471
shares
|
$886,821
0.68% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
1,470
shares
|
$886,218
0.28% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,469
shares
|
$885,616
0.62% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,466
shares
|
$883,807
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,459
shares
|
$879,587
0.23% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
1,457
shares
|
$878,381
0.2% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
1,457
shares
|
$878,381
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,454
shares
|
$876,572
0.44% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,452
shares
|
$875,367
0.07% of portfolio
|
Q2 2022
Reduced 14.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$875,367
0.31% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
1,450
shares
|
$874,161
0.14% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
1,450
shares
|
$874,161
0.21% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
1,449
shares
|
$873,558
0.31% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
1,442
shares
|
$869,338
0.58% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,440
shares
|
$868,132
0.25% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,440
shares
|
$868,132
0.18% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,437
shares
|
$866,324
0.29% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
1,437
shares
|
$866,324
0.72% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,434
shares
|
$864,515
0.45% of portfolio
|
Q3 2023
New holding
|