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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
52
shares
|
$31,397
0.0% of portfolio
|
Q4 2024
Reduced 58.4%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$30,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$28,378
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$25,963
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
40
shares
|
$24,152
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$24,152
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
40
shares
|
$24,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
36
shares
|
$21,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$19,925
0.01% of portfolio
|
Q1 2024
Added 57.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
33
shares
|
$19,925
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
32
shares
|
$19,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31
shares
|
$18,717
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
25
shares
|
$15,094
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
24
shares
|
$14,491
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$14,491
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$13,887
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
23
shares
|
$13,887
0.0% of portfolio
|
Q1 2024
Reduced 91.54%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$13,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$11,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$9,660
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14
shares
|
$8,453
0.76% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,849
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
11
shares
|
$6,641
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$6,038
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
8
shares
|
$4,830
0.0% of portfolio
|
Q4 2024
Added 700.0%
|