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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
96,580
shares
|
$58.3 Million
7.01% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
96,253
shares
|
$58.1 Million
23.22% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
95,433
shares
|
$57.6 Million
7.44% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
95,320
shares
|
$57.6 Million
2.18% of portfolio
|
Q4 2024
Added 138.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
95,043
shares
|
$57.4 Million
23.11% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
94,916
shares
|
$57.3 Million
19.35% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
94,886
shares
|
$57.3 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
94,850
shares
|
$57.3 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
94,147
shares
|
$56.8 Million
11.74% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
93,803
shares
|
$56.6 Million
21.21% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
93,739
shares
|
$56.6 Million
18.36% of portfolio
|
Q1 2024
Reduced 14.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
93,374
shares
|
$56.4 Million
1.48% of portfolio
|
Q4 2024
Added 18.47%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
93,157
shares
|
$56.2 Million
31.66% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
93,015
shares
|
$56.2 Million
2.19% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
92,962
shares
|
$56.1 Million
4.82% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
92,842
shares
|
$56.1 Million
3.17% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
92,798
shares
|
$56 Million
16.62% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
92,355
shares
|
$55.8 Million
6.82% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
91,683
shares
|
$55.4 Million
8.09% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
91,461
shares
|
$55.2 Million
21.42% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
91,047
shares
|
$55 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
90,800
shares
|
$54.8 Million
0.94% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
90,159
shares
|
$54.4 Million
41.76% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$54.3 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
89,710
shares
|
$54.2 Million
3.29% of portfolio
|
Q3 2024
Added 1.11%
|