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 |
|---|---|---|---|---|---|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
49,783
shares
|
$30.1 Million
16.19% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
49,531
shares
|
$29.9 Million
3.64% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
49,193
shares
|
$29.7 Million
1.97% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
49,172
shares
|
$29.7 Million
2.5% of portfolio
|
Q2 2024
Added 97.8%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
49,000
shares
|
$29.6 Million
3.82% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,935
shares
|
$29.5 Million
0.85% of portfolio
|
Q3 2023
Added 506.38%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
48,767
shares
|
$29.4 Million
1.25% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
48,762
shares
|
$29.4 Million
0.37% of portfolio
|
Q3 2024
Added 67.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
48,659
shares
|
$29.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
48,655
shares
|
$29.4 Million
6.19% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
48,582
shares
|
$29.3 Million
14.73% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
48,362
shares
|
$29.2 Million
33.66% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
48,295
shares
|
$29.2 Million
4.35% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
48,288
shares
|
$29.2 Million
10.14% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
48,274
shares
|
$29.1 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
48,224
shares
|
$29.1 Million
2.24% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
48,094
shares
|
$29 Million
15.52% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
48,066
shares
|
$29 Million
3.16% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
47,821
shares
|
$28.9 Million
4.06% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
47,705
shares
|
$28.8 Million
4.72% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
47,494
shares
|
$28.7 Million
11.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
47,460
shares
|
$28.7 Million
2.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
47,361
shares
|
$28.6 Million
14.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,041
shares
|
$28.4 Million
1.74% of portfolio
|
Q4 2023
Added 11.86%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
47,040
shares
|
$28.4 Million
0.78% of portfolio
|
Q4 2024
Added 23.99%
|