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 3,830 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 $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
1,292
shares
|
$778,908
0.35% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
1,287
shares
|
$775,893
0.2% of portfolio
|
Q4 2024
Reduced 30.62%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
1,286
shares
|
$775,290
0.32% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
1,284
shares
|
$774,085
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,282
shares
|
$772,879
0.16% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
1,280
shares
|
$771,673
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
1,280
shares
|
$771,673
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
1,278
shares
|
$770,467
0.35% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,278
shares
|
$770,467
0.3% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,277
shares
|
$769,864
0.38% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,272
shares
|
$766,850
0.05% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
1,270
shares
|
$765,644
0.49% of portfolio
|
Q4 2024
Added 586.49%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
1,269
shares
|
$765,042
0.18% of portfolio
|
Q2 2024
Added 17.94%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$765,042
0.35% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,268
shares
|
$764,439
0.87% of portfolio
|
Q3 2023
Reduced 34.03%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,264
shares
|
$762,027
0.37% of portfolio
|
Q4 2024
Added 42.34%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,263
shares
|
$761,424
0.43% of portfolio
|
Q4 2024
Added 25.92%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,260
shares
|
$759,616
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
1,257
shares
|
$757,807
0.02% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,256
shares
|
$757,204
0.15% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
1,256
shares
|
$757,204
0.29% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
1,255
shares
|
$756,601
0.6% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
1,254
shares
|
$755,998
0.05% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$755,998
1.37% of portfolio
|
Q4 2024
Reduced 61.26%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,251
shares
|
$754,190
2.45% of portfolio
|
Q3 2023
Reduced 5.66%
|