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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
41,650
shares
|
$25.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
41,619
shares
|
$25.1 Million
1.35% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
41,352
shares
|
$25 Million
4.48% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
41,270
shares
|
$24.9 Million
0.86% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
41,135
shares
|
$24.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
41,124
shares
|
$24.8 Million
13.89% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
40,906
shares
|
$24.7 Million
1.16% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
40,869
shares
|
$24.7 Million
13.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
40,754
shares
|
$24.6 Million
15.65% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
40,543
shares
|
$24.5 Million
10.5% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
39,998
shares
|
$24.2 Million
11.09% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
39,940
shares
|
$24.1 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
39,762
shares
|
$24 Million
2.25% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
39,685
shares
|
$24 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
39,625
shares
|
$23.9 Million
2.57% of portfolio
|
Q3 2022
Added 1.32%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
39,618
shares
|
$23.9 Million
6.09% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,607
shares
|
$23.9 Million
0.37% of portfolio
|
Q3 2024
Added 49.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
39,244
shares
|
$23.7 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,219
shares
|
$23.7 Million
0.54% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
39,087
shares
|
$23.6 Million
12.1% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
39,079
shares
|
$23.6 Million
10.42% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
38,947
shares
|
$23.5 Million
5.28% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,946
shares
|
$23.5 Million
0.72% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
38,723
shares
|
$23.4 Million
2.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
38,670
shares
|
$23.3 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.63%
|