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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,048
shares
|
$645,410
0.21% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,041
shares
|
$641,099
0.62% of portfolio
|
Q3 2022
Reduced 4.23%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1,041
shares
|
$641,099
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,040
shares
|
$640,484
0.19% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,035
shares
|
$637,404
0.18% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
1,033
shares
|
$636,173
0.27% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
1,032
shares
|
$635,557
0.14% of portfolio
|
Q4 2024
Reduced 29.26%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
1,031
shares
|
$634,941
0.27% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
1,030
shares
|
$634,325
0.45% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,029
shares
|
$633,709
0.05% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
1,023
shares
|
$630,014
0.04% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,021
shares
|
$628,782
0.3% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
1,021
shares
|
$628,782
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
1,019
shares
|
$627,551
0.32% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
1,019
shares
|
$627,551
0.39% of portfolio
|
Q4 2024
Reduced 60.73%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
1,017
shares
|
$626,319
0.16% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
1,015
shares
|
$625,087
0.02% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
1,015
shares
|
$625,087
0.15% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
1,012
shares
|
$623,240
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,008
shares
|
$620,776
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,007
shares
|
$620,160
0.33% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,006
shares
|
$619,545
0.23% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,004
shares
|
$618,313
0.65% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$615,850
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
997
shares
|
$614,002
0.1% of portfolio
|
Q4 2024
Reduced 0.3%
|