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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,251
shares
|
$770,428
0.1% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,247
shares
|
$767,964
0.0% of portfolio
|
Q4 2024
Added 192.04%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,245
shares
|
$766,733
0.02% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,244
shares
|
$766,117
0.3% of portfolio
|
Q1 2023
Reduced 4.09%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
1,243
shares
|
$765,501
0.47% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,239
shares
|
$763,038
0.27% of portfolio
|
Q3 2022
Reduced 8.22%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
1,239
shares
|
$763,038
0.13% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,236
shares
|
$761,190
0.07% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,231
shares
|
$758,111
0.14% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
1,230
shares
|
$757,495
0.12% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,227
shares
|
$755,647
0.1% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,224
shares
|
$753,800
0.36% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
1,220
shares
|
$751,337
0.14% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,217
shares
|
$749,489
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,215
shares
|
$748,257
0.26% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,215
shares
|
$748,257
0.55% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,215
shares
|
$748,257
0.07% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Feb 13, 2025 Q4 2024 |
1,215
shares
|
$748,257
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
1,211
shares
|
$745,794
0.42% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,210
shares
|
$745,178
0.18% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,207
shares
|
$743,330
0.06% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,206
shares
|
$742,715
0.35% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
1,206
shares
|
$742,715
0.66% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,204
shares
|
$741,483
0.12% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
1,204
shares
|
$741,483
0.32% of portfolio
|
Q4 2024
Added 67.45%
|