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 |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
38,550
shares
|
$23.3 Million
2.39% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
38,517
shares
|
$23.3 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
38,506
shares
|
$23.2 Million
1.54% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
38,451
shares
|
$23.2 Million
5.96% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
38,448
shares
|
$23.2 Million
4.19% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
38,379
shares
|
$23.2 Million
3.41% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
38,319
shares
|
$23.1 Million
13.61% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
38,296
shares
|
$23.1 Million
13.14% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
38,109
shares
|
$23 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
37,968
shares
|
$22.9 Million
2.37% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
37,938
shares
|
$22.9 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
37,936
shares
|
$22.9 Million
0.54% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
37,884
shares
|
$22.9 Million
16.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
37,852
shares
|
$22.9 Million
6.47% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
37,852
shares
|
$22.9 Million
4.37% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
37,845
shares
|
$22.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,827
shares
|
$22.8 Million
15.71% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
37,452
shares
|
$22.6 Million
2.79% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
37,244
shares
|
$22.5 Million
3.51% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
37,186
shares
|
$22.5 Million
3.07% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
37,171
shares
|
$22.4 Million
7.74% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
37,115
shares
|
$22.4 Million
0.99% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
37,015
shares
|
$22.3 Million
9.52% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
36,802
shares
|
$22.2 Million
11.09% of portfolio
|
Q2 2023
Reduced 47.09%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
36,634
shares
|
$22.1 Million
18.08% of portfolio
|
Q4 2024
New holding
|