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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
45,693
shares
|
$28 Million
0.76% of portfolio
|
Q4 2024
Added 37.23%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
45,001
shares
|
$27.6 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
|
$27.5 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
|
$27.5 Million
12.48% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
44,802
shares
|
$27.4 Million
1.68% of portfolio
|
Q3 2024
Added 934.69%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
44,690
shares
|
$27.4 Million
1.13% of portfolio
|
Q4 2024
Added 165.87%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
44,659
shares
|
$27.4 Million
14.29% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
44,617
shares
|
$27.3 Million
10.89% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
44,562
shares
|
$27.3 Million
5.68% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
44,362
shares
|
$27.2 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
|
$27.1 Million
13.71% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
44,257
shares
|
$27.1 Million
14.79% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
44,202
shares
|
$27.1 Million
26.72% of portfolio
|
Q4 2024
Reduced 33.42%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
44,184
shares
|
$27.1 Million
8.58% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
44,127
shares
|
$27 Million
9.57% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
43,928
shares
|
$26.9 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
43,871
shares
|
$26.9 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
43,854
shares
|
$26.9 Million
21.09% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
43,783
shares
|
$26.8 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
43,670
shares
|
$26.8 Million
0.81% of portfolio
|
Q4 2024
Added 103.34%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
43,651
shares
|
$26.7 Million
5.34% of portfolio
|
Q4 2024
Added 67.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
43,579
shares
|
$26.7 Million
2.22% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
43,550
shares
|
$26.7 Million
1.79% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
43,513
shares
|
$26.7 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
43,290
shares
|
$26.5 Million
7.35% of portfolio
|
Q4 2024
Added 5.89%
|