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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
52,089
shares
|
$31.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
51,853
shares
|
$31.3 Million
5.81% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
51,768
shares
|
$31.3 Million
9.68% of portfolio
|
Q4 2023
Added 9.77%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
51,670
shares
|
$31.2 Million
7.37% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
51,612
shares
|
$31.2 Million
1.47% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
51,604
shares
|
$31.2 Million
2.01% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
51,545
shares
|
$31.1 Million
6.94% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,463
shares
|
$31.1 Million
2.73% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
51,428
shares
|
$31.1 Million
21.25% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
51,385
shares
|
$31 Million
24.97% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
51,317
shares
|
$31 Million
19.83% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
51,280
shares
|
$31 Million
4.3% of portfolio
|
Q3 2023
Reduced 3.95%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
51,202
shares
|
$30.9 Million
8.59% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
51,139
shares
|
$30.9 Million
18.74% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,934
shares
|
$30.8 Million
0.71% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
50,912
shares
|
$30.7 Million
19.37% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
50,906
shares
|
$30.7 Million
29.06% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,779
shares
|
$30.7 Million
7.71% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
50,729
shares
|
$30.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
50,504
shares
|
$30.5 Million
0.16% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
50,379
shares
|
$30.4 Million
9.76% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
50,347
shares
|
$30.4 Million
3.43% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
49,904
shares
|
$30.1 Million
5.43% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
49,903
shares
|
$30.1 Million
3.83% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
49,888
shares
|
$30.1 Million
1.27% of portfolio
|
Q4 2024
Reduced 60.63%
|