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 3,789 institutions that hold shares in the stock, with a total of 736 Million shares, which have been reported (via 13F filing form) to have a value of $451 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
826
shares
|
$506,065
0.29% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
820
shares
|
$502,389
0.22% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
820
shares
|
$502,389
0.33% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
819
shares
|
$501,776
0.82% of portfolio
|
Q4 2022
Reduced 44.89%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
818
shares
|
$501,164
0.38% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
817
shares
|
$500,551
0.38% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
815
shares
|
$499,326
0.11% of portfolio
|
Q4 2024
Added 41.25%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
814
shares
|
$498,713
0.1% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
814
shares
|
$498,713
0.08% of portfolio
|
Q3 2024
Reduced 45.81%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
810
shares
|
$496,262
0.14% of portfolio
|
Q2 2023
Added 22.73%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
809
shares
|
$495,650
0.31% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
807
shares
|
$494,424
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
805
shares
|
$493,199
0.44% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
804
shares
|
$492,586
0.2% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
803
shares
|
$491,974
0.11% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
802
shares
|
$491,361
0.08% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
801
shares
|
$490,748
0.24% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
801
shares
|
$490,748
0.04% of portfolio
|
Q2 2024
Added 19.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
800
shares
|
$490,135
0.05% of portfolio
|
Q4 2024
Added 80.59%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
800
shares
|
$490,135
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
797
shares
|
$488,297
0.34% of portfolio
|
Q4 2024
Added 55.97%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
797
shares
|
$488,297
0.05% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
796
shares
|
$487,685
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
794
shares
|
$486,459
0.05% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
793
shares
|
$485,847
0.14% of portfolio
|
Q2 2024
Reduced 42.58%
|