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 3,751 institutions that hold shares in the stock, with a total of 730 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
56,142
shares
|
$34.4 Million
1.19% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
56,136
shares
|
$34.4 Million
2.11% of portfolio
|
Q4 2024
Added 64.04%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
55,957
shares
|
$34.3 Million
4.38% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
55,914
shares
|
$34.3 Million
3.47% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$34.1 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
55,634
shares
|
$34.1 Million
9.18% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
55,563
shares
|
$34 Million
21.74% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
55,520
shares
|
$34 Million
0.96% of portfolio
|
Q3 2024
Reduced 28.14%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
55,422
shares
|
$34 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
|
$33.9 Million
9.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
55,042
shares
|
$33.7 Million
2.97% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
55,036
shares
|
$33.7 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
54,808
shares
|
$33.6 Million
3.39% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
54,801
shares
|
$33.6 Million
3.42% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
54,423
shares
|
$33.3 Million
13.64% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
54,296
shares
|
$33.3 Million
9.79% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
54,181
shares
|
$33.2 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
54,165
shares
|
$33.2 Million
5.37% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
53,918
shares
|
$33 Million
20.47% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
53,674
shares
|
$32.9 Million
10.04% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
53,535
shares
|
$32.8 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
53,512
shares
|
$32.8 Million
18.55% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
53,243
shares
|
$32.6 Million
8.99% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
53,057
shares
|
$32.5 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
52,917
shares
|
$32.4 Million
6.76% of portfolio
|
Q4 2024
Reduced 33.49%
|