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 3,826 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
24
shares
|
$14,780
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
24
shares
|
$14,780
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$14,164
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$13,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
22
shares
|
$13,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$11,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$9,853
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14
shares
|
$8,621
0.76% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
13
shares
|
$8,006
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
13
shares
|
$8,006
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$7,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
11
shares
|
$6,774
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$6,158
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
8
shares
|
$4,926
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
7
shares
|
$4,310
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
4
shares
|
$2,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$1,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
2
shares
|
$1,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2
shares
|
$1,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank Of Brazil
Brasilia Df, D5 |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Deere & CO
Moline, IL |
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q4 2024
New holding
|