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 3,569 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $421 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
209,830
shares
|
$127 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
207,341
shares
|
$125 Million
0.61% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
207,272
shares
|
$125 Million
7.59% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
207,009
shares
|
$125 Million
2.12% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
205,408
shares
|
$124 Million
1.49% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
205,338
shares
|
$124 Million
3.37% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
200,134
shares
|
$121 Million
25.64% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
199,822
shares
|
$121 Million
2.96% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
199,084
shares
|
$120 Million
8.43% of portfolio
|
Q3 2024
Added 826.62%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
197,264
shares
|
$119 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
197,076
shares
|
$119 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
196,178
shares
|
$119 Million
12.14% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
196,094
shares
|
$119 Million
3.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
194,825
shares
|
$118 Million
33.16% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
194,485
shares
|
$118 Million
3.37% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
193,896
shares
|
$117 Million
23.19% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
191,699
shares
|
$116 Million
1.89% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
188,496
shares
|
$114 Million
4.41% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
187,372
shares
|
$113 Million
2.78% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
184,752
shares
|
$112 Million
8.19% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
183,773
shares
|
$111 Million
34.18% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
183,590
shares
|
$111 Million
6.44% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
183,144
shares
|
$111 Million
6.74% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
182,340
shares
|
$110 Million
1.4% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
Nov 14, 2024 Q3 2024 |
180,651
shares
|
$109 Million
44.1% of portfolio
|
Q3 2024
New holding
|