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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
89,696
shares
|
$54.2 Million
4.17% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
89,690
shares
|
$54.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
89,593
shares
|
$54.1 Million
9.97% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
89,479
shares
|
$54 Million
17.2% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
89,471
shares
|
$54 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
89,118
shares
|
$53.8 Million
8.63% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$53.5 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
87,635
shares
|
$52.9 Million
5.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
87,635
shares
|
$52.9 Million
5.55% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
87,415
shares
|
$52.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
86,396
shares
|
$52.2 Million
0.75% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
85,862
shares
|
$51.8 Million
16.91% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
85,503
shares
|
$51.6 Million
6.53% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
85,448
shares
|
$51.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
85,430
shares
|
$51.6 Million
13.12% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
84,703
shares
|
$51.1 Million
50.48% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
84,388
shares
|
$51 Million
1.2% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
83,764
shares
|
$50.6 Million
19.14% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
83,692
shares
|
$50.5 Million
2.26% of portfolio
|
Q3 2024
Added 338.73%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
83,611
shares
|
$50.5 Million
20.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
82,899
shares
|
$50.1 Million
17.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Oct 23, 2024 Q3 2024 |
82,898
shares
|
$50.1 Million
20.74% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
82,570
shares
|
$49.9 Million
24.3% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
81,980
shares
|
$49.5 Million
18.49% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
81,472
shares
|
$49.2 Million
16.49% of portfolio
|
Q4 2024
Added 19674.76%
|