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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
262
shares
|
$158,195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
257
shares
|
$155,176
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
256
shares
|
$154,572
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
252
shares
|
$152,157
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$150,950
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
250
shares
|
$150,950
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
241
shares
|
$145,515
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
227
shares
|
$137,062
0.09% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
226
shares
|
$136,458
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
216
shares
|
$130,420
0.02% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
215
shares
|
$129,816
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
210
shares
|
$126,797
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
199
shares
|
$120,156
0.08% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
199
shares
|
$120,156
0.02% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
197
shares
|
$118,948
0.07% of portfolio
|
Q4 2023
Reduced 11.66%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$118,948
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$113,514
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
171
shares
|
$103,249
0.03% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
171
shares
|
$103,249
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
163
shares
|
$98,419
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
163
shares
|
$98,419
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
159
shares
|
$96,004
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
152
shares
|
$91,777
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
147
shares
|
$88,758
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
140
shares
|
$84,532
0.0% of portfolio
|
Q2 2024
New holding
|