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 3,705 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
627
shares
|
$380,150
0.11% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
626
shares
|
$379,543
0.1% of portfolio
|
Q4 2024
Added 80.92%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
626
shares
|
$379,543
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
626
shares
|
$379,543
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$378,331
0.13% of portfolio
|
Q4 2024
Added 100.64%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
622
shares
|
$377,118
0.6% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
621
shares
|
$376,512
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
620
shares
|
$375,906
0.19% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$375,299
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
619
shares
|
$375,299
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
617
shares
|
$374,087
0.1% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
616
shares
|
$373,480
0.33% of portfolio
|
Q2 2024
Reduced 37.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
615
shares
|
$372,874
0.17% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
614
shares
|
$372,268
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
613
shares
|
$371,661
0.07% of portfolio
|
Q2 2024
Reduced 34.86%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
612
shares
|
$371,055
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
610
shares
|
$369,843
0.0% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
609
shares
|
$369,236
0.12% of portfolio
|
Q4 2024
Added 60.69%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
609
shares
|
$369,236
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
608
shares
|
$368,630
0.07% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
608
shares
|
$368,630
0.11% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
608
shares
|
$368,630
0.13% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
608
shares
|
$368,630
0.11% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
608
shares
|
$368,630
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
607
shares
|
$368,024
0.05% of portfolio
|
Q3 2024
Added 42.49%
|