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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
69,027
shares
|
$41.7 Million
15.74% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
68,779
shares
|
$41.5 Million
32.79% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
68,746
shares
|
$41.5 Million
2.42% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,616
shares
|
$41.4 Million
0.59% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
68,445
shares
|
$41.3 Million
4.54% of portfolio
|
Q4 2024
Added 59.3%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
68,402
shares
|
$41.3 Million
10.26% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
68,067
shares
|
$41.1 Million
0.83% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
68,049
shares
|
$41.1 Million
3.29% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
67,880
shares
|
$41 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
67,858
shares
|
$41 Million
3.75% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
67,854
shares
|
$41 Million
1.45% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
67,162
shares
|
$40.6 Million
4.62% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
67,090
shares
|
$40.5 Million
4.71% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
67,083
shares
|
$40.5 Million
26.68% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
66,931
shares
|
$40.4 Million
5.37% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
66,809
shares
|
$40.3 Million
3.37% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
66,757
shares
|
$40.3 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
66,387
shares
|
$40.1 Million
27.81% of portfolio
|
Q4 2022
Added 4.38%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
66,180
shares
|
$40 Million
8.92% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
66,161
shares
|
$39.9 Million
30.79% of portfolio
|
Q4 2024
Added 1531.99%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
66,105
shares
|
$39.9 Million
12.04% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
65,341
shares
|
$39.5 Million
8.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
65,029
shares
|
$39.3 Million
1.82% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
64,633
shares
|
$39 Million
2.14% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,528
shares
|
$39 Million
0.62% of portfolio
|
Q2 2024
Reduced 13.35%
|