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 |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,434
shares
|
$864,515
0.23% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,432
shares
|
$863,309
0.73% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,431
shares
|
$862,706
0.22% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,430
shares
|
$862,104
0.02% of portfolio
|
Q3 2024
Added 95.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
1,428
shares
|
$860,898
0.27% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
1,426
shares
|
$859,692
0.08% of portfolio
|
Q4 2024
Added 287.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,425
shares
|
$859,089
0.75% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,423
shares
|
$857,884
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
1,420
shares
|
$856,075
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
1,418
shares
|
$854,869
0.21% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
1,416
shares
|
$853,663
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,413
shares
|
$851,855
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
1,410
shares
|
$850,046
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,409
shares
|
$849,443
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$848,840
0.33% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,403
shares
|
$845,826
0.35% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,399
shares
|
$843,415
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
1,397
shares
|
$842,209
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,394
shares
|
$840,400
0.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
1,393
shares
|
$839,797
0.04% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
1,393
shares
|
$839,797
0.42% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
1,392
shares
|
$839,195
0.12% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
1,392
shares
|
$839,195
0.47% of portfolio
|
Q1 2022
Reduced 7.32%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
1,391
shares
|
$838,592
0.24% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
1,391
shares
|
$838,592
0.18% of portfolio
|
Q2 2024
Reduced 0.43%
|