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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,158
shares
|
$36.3 Million
1.75% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
60,131
shares
|
$36.3 Million
24.42% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
60,016
shares
|
$36.2 Million
6.82% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
60,009
shares
|
$36.2 Million
9.01% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
59,977
shares
|
$36.2 Million
7.44% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
59,813
shares
|
$36.1 Million
6.09% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
59,756
shares
|
$36.1 Million
9.94% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
59,714
shares
|
$36.1 Million
2.71% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
59,624
shares
|
$36 Million
3.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
59,541
shares
|
$36 Million
1.35% of portfolio
|
Q3 2024
Added 39.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
59,289
shares
|
$35.8 Million
5.06% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
59,225
shares
|
$35.8 Million
8.11% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
58,942
shares
|
$35.6 Million
0.68% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
58,711
shares
|
$35.4 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
58,706
shares
|
$35.4 Million
2.92% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
58,283
shares
|
$35.2 Million
1.29% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
58,114
shares
|
$35.1 Million
22.34% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
58,101
shares
|
$35.1 Million
1.3% of portfolio
|
Q3 2022
Added 8.95%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
58,100
shares
|
$35.1 Million
5.53% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
58,079
shares
|
$35.1 Million
0.54% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
58,045
shares
|
$35 Million
25.47% of portfolio
|
Q4 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
57,680
shares
|
$34.8 Million
5.51% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
57,666
shares
|
$34.8 Million
8.48% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
57,633
shares
|
$34.8 Million
3.98% of portfolio
|
Q3 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
57,612
shares
|
$34.8 Million
30.7% of portfolio
|
Q4 2024
Added 2.84%
|