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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
46,954
shares
|
$28.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
46,950
shares
|
$28.3 Million
14.26% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
46,938
shares
|
$28.3 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
46,914
shares
|
$28.3 Million
14.23% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
46,804
shares
|
$28.3 Million
3.36% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
46,797
shares
|
$28.3 Million
14.96% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
46,748
shares
|
$28.2 Million
13.78% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
46,634
shares
|
$28.2 Million
2.61% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
46,595
shares
|
$28.1 Million
24.82% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
46,591
shares
|
$28.1 Million
0.4% of portfolio
|
Q3 2024
Added 2882.78%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
46,552
shares
|
$28.1 Million
11.72% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
46,244
shares
|
$27.9 Million
13.93% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
46,233
shares
|
$27.9 Million
27.82% of portfolio
|
Q4 2024
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
46,186
shares
|
$27.9 Million
12.34% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Verger Capital Management LLC
|
Feb 03, 2025 Q4 2024 |
45,995
shares
|
$27.8 Million
13.49% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
45,873
shares
|
$27.7 Million
29.22% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
45,001
shares
|
$27.2 Million
14.57% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
44,930
shares
|
$27.1 Million
2.56% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
44,918
shares
|
$27.1 Million
12.48% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
44,802
shares
|
$27.1 Million
1.68% of portfolio
|
Q3 2024
Added 934.69%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
44,659
shares
|
$27 Million
14.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
44,617
shares
|
$26.9 Million
10.89% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
44,562
shares
|
$26.9 Million
5.68% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
44,362
shares
|
$26.8 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
44,259
shares
|
$26.7 Million
13.71% of portfolio
|
Q4 2024
Reduced 0.53%
|