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 |
|---|---|---|---|---|---|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$483,396
0.19% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
783
shares
|
$479,720
0.23% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
783
shares
|
$479,720
0.21% of portfolio
|
Q4 2024
Added 107.69%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
782
shares
|
$479,107
0.31% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
781
shares
|
$478,495
0.07% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
779
shares
|
$477,269
0.09% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
778
shares
|
$476,657
0.04% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
775
shares
|
$474,819
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
773
shares
|
$473,593
0.28% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
772
shares
|
$472,981
0.18% of portfolio
|
Q4 2024
Added 87.38%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
771
shares
|
$472,368
0.09% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$471,755
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
768
shares
|
$470,530
0.33% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
768
shares
|
$470,530
0.26% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
766
shares
|
$469,305
0.01% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
765
shares
|
$468,692
0.13% of portfolio
|
Q4 2024
Added 27.93%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
765
shares
|
$468,692
0.1% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
765
shares
|
$468,692
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
763
shares
|
$467,467
0.3% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
763
shares
|
$467,467
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
761
shares
|
$466,241
0.13% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
760
shares
|
$465,629
0.06% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
760
shares
|
$465,629
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
759
shares
|
$465,016
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
759
shares
|
$465,016
0.07% of portfolio
|
Q4 2024
Added 29.97%
|