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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
129,008
shares
|
$78.2 Million
1.45% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
128,792
shares
|
$78.1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
128,338
shares
|
$77.8 Million
6.2% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
127,445
shares
|
$77.3 Million
38.65% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
126,580
shares
|
$76.7 Million
44.4% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
125,833
shares
|
$76.3 Million
5.76% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
125,803
shares
|
$76.3 Million
21.87% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
125,197
shares
|
$75.9 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
124,387
shares
|
$75.4 Million
2.31% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
124,362
shares
|
$75.4 Million
12.81% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
123,879
shares
|
$75.1 Million
0.59% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
123,635
shares
|
$75 Million
36.81% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
123,208
shares
|
$74.7 Million
1.41% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
123,053
shares
|
$74.6 Million
8.76% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
122,726
shares
|
$74.4 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
121,859
shares
|
$73.9 Million
35.78% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
121,467
shares
|
$73.6 Million
4.96% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
121,409
shares
|
$73.6 Million
16.47% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
120,962
shares
|
$73.3 Million
1.24% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
120,930
shares
|
$73.3 Million
22.76% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
120,770
shares
|
$73.2 Million
4.3% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
120,758
shares
|
$73.2 Million
14.6% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
119,928
shares
|
$72.7 Million
0.7% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
119,571
shares
|
$72.5 Million
0.41% of portfolio
|
Q4 2024
Added 29.52%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
119,288
shares
|
$72.3 Million
1.93% of portfolio
|
Q4 2024
Added 6.06%
|