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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,423
shares
|
$34.7 Million
10.35% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
57,407
shares
|
$34.7 Million
13.59% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
University Of Wisconsin Foundation
Madison, WI |
Nov 13, 2024 Q3 2024 |
57,081
shares
|
$34.5 Million
21.47% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
57,065
shares
|
$34.5 Million
13.6% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
56,959
shares
|
$34.4 Million
3.78% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
56,927
shares
|
$34.4 Million
1.19% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
56,809
shares
|
$34.3 Million
9.39% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
56,779
shares
|
$34.3 Million
26.73% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
56,688
shares
|
$34.2 Million
3.8% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
56,657
shares
|
$34.2 Million
10.42% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
56,545
shares
|
$34.1 Million
20.97% of portfolio
|
Q4 2024
Added 46.99%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
56,213
shares
|
$33.9 Million
8.03% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
56,136
shares
|
$33.9 Million
2.11% of portfolio
|
Q4 2024
Added 64.04%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
55,982
shares
|
$33.8 Million
5.58% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
55,957
shares
|
$33.8 Million
4.38% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
55,871
shares
|
$33.7 Million
3.52% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$33.6 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
55,634
shares
|
$33.6 Million
9.18% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
55,563
shares
|
$33.5 Million
21.74% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
55,520
shares
|
$33.5 Million
0.96% of portfolio
|
Q3 2024
Reduced 28.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
55,512
shares
|
$33.5 Million
1.16% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
55,422
shares
|
$33.5 Million
12.07% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
55,330
shares
|
$33.4 Million
9.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
55,042
shares
|
$33.2 Million
2.97% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
55,036
shares
|
$33.2 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.85%
|