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 3,826 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 |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
1,089
shares
|
$670,660
0.08% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,088
shares
|
$670,044
0.11% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,087
shares
|
$669,428
0.07% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,085
shares
|
$668,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,081
shares
|
$665,733
0.23% of portfolio
|
Q4 2024
Reduced 74.2%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,081
shares
|
$665,733
0.1% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,079
shares
|
$664,502
0.67% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
1,078
shares
|
$663,886
0.27% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
1,078
shares
|
$663,886
0.31% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,077
shares
|
$663,270
0.33% of portfolio
|
Q4 2024
Added 24.36%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,076
shares
|
$662,654
0.31% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,075
shares
|
$662,038
0.25% of portfolio
|
Q1 2023
Reduced 82.45%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
1,075
shares
|
$662,038
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,070
shares
|
$658,959
0.27% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,070
shares
|
$658,959
0.08% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,068
shares
|
$657,727
0.26% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,067
shares
|
$657,111
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,067
shares
|
$657,111
0.33% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,067
shares
|
$657,111
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,066
shares
|
$656,496
0.19% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,060
shares
|
$652,801
0.05% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,060
shares
|
$652,801
0.42% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
1,060
shares
|
$652,801
0.23% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$648,490
0.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,053
shares
|
$648,490
0.0% of portfolio
|
Q4 2024
Added 23.74%
|