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 3,659 institutions that hold shares in the stock, with a total of 719 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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$39 Million
2.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
64,436
shares
|
$38.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.32%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
64,233
shares
|
$38.8 Million
4.67% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
64,068
shares
|
$38.7 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
63,719
shares
|
$38.5 Million
26.84% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
63,549
shares
|
$38.4 Million
3.55% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
63,504
shares
|
$38.3 Million
0.53% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
63,439
shares
|
$38.3 Million
3.32% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
63,109
shares
|
$38.1 Million
13.76% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
63,052
shares
|
$38.1 Million
16.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
62,938
shares
|
$38 Million
6.29% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
62,804
shares
|
$37.9 Million
7.25% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
62,304
shares
|
$37.6 Million
5.78% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
62,119
shares
|
$37.5 Million
0.04% of portfolio
|
Q4 2024
Added 102.09%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
62,006
shares
|
$37.4 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
61,506
shares
|
$37.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
61,375
shares
|
$37.1 Million
2.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
61,331
shares
|
$37 Million
2.38% of portfolio
|
Q4 2024
Added 30.64%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2024 Q3 2024 |
61,314
shares
|
$37 Million
19.05% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
61,224
shares
|
$37 Million
1.02% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
61,190
shares
|
$36.9 Million
10.16% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
61,058
shares
|
$36.9 Million
2.1% of portfolio
|
Q4 2024
Added 37.6%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
60,868
shares
|
$36.8 Million
6.44% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
60,797
shares
|
$36.7 Million
14.72% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
60,240
shares
|
$36.4 Million
0.94% of portfolio
|
Q3 2024
Added 125400.0%
|