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 3,818 institutions that hold shares in the stock, with a total of 760 Million shares, which have been reported (via 13F filing form) to have a value of $466 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
951
shares
|
$584,370
0.43% of portfolio
|
Q3 2024
Added 128.06%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
951
shares
|
$584,370
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
946
shares
|
$581,298
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
945
shares
|
$580,683
0.15% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
944
shares
|
$580,069
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
941
shares
|
$578,225
0.55% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
939
shares
|
$576,996
0.07% of portfolio
|
Q4 2024
Reduced 42.0%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$575,767
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
936
shares
|
$575,153
0.15% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
935
shares
|
$574,538
0.14% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
935
shares
|
$574,538
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
934
shares
|
$573,924
0.14% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
933
shares
|
$573,309
0.13% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
931
shares
|
$572,080
0.27% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
931
shares
|
$572,080
0.19% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$570,237
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
926
shares
|
$569,008
0.25% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
925
shares
|
$568,394
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
925
shares
|
$568,394
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
924
shares
|
$567,779
0.35% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
920
shares
|
$565,321
0.08% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
917
shares
|
$563,478
0.32% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
916
shares
|
$562,863
0.43% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
910
shares
|
$559,176
0.11% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
910
shares
|
$559,176
0.17% of portfolio
|
Q3 2024
Added 157.06%
|