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 3,638 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $434 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
476
shares
|
$287,408
0.1% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
474
shares
|
$286,201
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
469
shares
|
$283,182
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
468
shares
|
$282,578
0.12% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
468
shares
|
$282,578
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
465
shares
|
$280,767
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
465
shares
|
$280,767
0.12% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
464
shares
|
$280,163
0.17% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
464
shares
|
$280,163
0.08% of portfolio
|
Q4 2023
Reduced 8.66%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
463
shares
|
$279,559
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
460
shares
|
$277,748
0.13% of portfolio
|
Q1 2024
Reduced 41.4%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
458
shares
|
$276,540
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
456
shares
|
$275,332
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
454
shares
|
$274,125
0.01% of portfolio
|
Q4 2024
Reduced 34.01%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
453
shares
|
$273,521
0.12% of portfolio
|
Q3 2024
Reduced 24.5%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
452
shares
|
$272,917
0.04% of portfolio
|
Q1 2024
Reduced 18.71%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
451
shares
|
$272,313
0.18% of portfolio
|
Q1 2024
Added 7.13%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
450
shares
|
$271,710
0.21% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
450
shares
|
$271,710
0.19% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
449
shares
|
$271,106
0.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
449
shares
|
$271,106
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
448
shares
|
$270,502
0.21% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
445
shares
|
$268,691
0.19% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
443
shares
|
$267,483
0.06% of portfolio
|
Q3 2024
Reduced 57.93%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
442
shares
|
$266,879
0.07% of portfolio
|
Q3 2024
Reduced 14.01%
|