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 |
|---|---|---|---|---|---|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,191
shares
|
$733,477
0.43% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
1,190
shares
|
$732,861
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
1,170
shares
|
$720,544
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,169
shares
|
$719,928
0.19% of portfolio
|
Q2 2024
Added 14.72%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,168
shares
|
$719,312
0.23% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
1,168
shares
|
$719,312
0.25% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
1,166
shares
|
$718,081
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,166
shares
|
$718,081
0.25% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,165
shares
|
$717,465
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
1,163
shares
|
$716,233
0.37% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
1,159
shares
|
$713,770
0.73% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
1,153
shares
|
$710,075
0.28% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,151
shares
|
$708,843
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
1,149
shares
|
$707,611
0.46% of portfolio
|
Q3 2020
Reduced 1.37%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,147
shares
|
$706,379
0.04% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
1,145
shares
|
$705,148
0.01% of portfolio
|
Q4 2024
Reduced 32.45%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,144
shares
|
$704,532
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,143
shares
|
$703,916
0.18% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$700,221
0.28% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,137
shares
|
$700,221
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
1,136
shares
|
$699,605
0.77% of portfolio
|
Q4 2024
Reduced 44.5%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,134
shares
|
$698,373
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
1,132
shares
|
$697,142
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,129
shares
|
$695,294
0.44% of portfolio
|
Q2 2022
Reduced 94.13%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
1,129
shares
|
$695,294
0.47% of portfolio
|
Q4 2024
New holding
|