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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
109,014
shares
|
$65.8 Million
1.84% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
108,933
shares
|
$65.8 Million
6.08% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
108,777
shares
|
$65.7 Million
4.28% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
108,709
shares
|
$65.6 Million
1.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
108,116
shares
|
$65.3 Million
17.64% of portfolio
|
Q3 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
108,072
shares
|
$65.3 Million
4.21% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
107,155
shares
|
$64.7 Million
0.97% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
106,916
shares
|
$64.6 Million
2.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
106,722
shares
|
$64.4 Million
6.52% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
106,527
shares
|
$64.3 Million
8.21% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
106,179
shares
|
$64.1 Million
1.15% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
105,573
shares
|
$63.7 Million
4.8% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
105,440
shares
|
$63.7 Million
13.13% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
105,265
shares
|
$63.6 Million
9.1% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
104,933
shares
|
$63.4 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
104,737
shares
|
$63.2 Million
15.1% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
104,665
shares
|
$63.2 Million
18.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$63 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
104,354
shares
|
$63 Million
5.23% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
104,166
shares
|
$62.9 Million
6.94% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
104,160
shares
|
$62.9 Million
0.53% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
104,049
shares
|
$62.8 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
103,725
shares
|
$62.6 Million
14.85% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$62.5 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
103,465
shares
|
$62.5 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.63%
|