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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
36,609
shares
|
$22.1 Million
6.17% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
36,586
shares
|
$22.1 Million
7.25% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
36,508
shares
|
$22 Million
2.36% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
36,483
shares
|
$22 Million
5.67% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
36,350
shares
|
$21.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
36,316
shares
|
$21.9 Million
1.62% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
36,309
shares
|
$21.9 Million
4.91% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
36,285
shares
|
$21.9 Million
15.36% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
36,183
shares
|
$21.8 Million
5.42% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
36,046
shares
|
$21.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,041
shares
|
$21.8 Million
10.36% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
36,032
shares
|
$21.8 Million
5.11% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
35,979
shares
|
$21.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 49.52%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
35,942
shares
|
$21.7 Million
12.55% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,678
shares
|
$21.5 Million
1.19% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
35,659
shares
|
$21.5 Million
15.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
35,275
shares
|
$21.3 Million
10.53% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
35,256
shares
|
$21.3 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
35,177
shares
|
$21.2 Million
9.37% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
35,035
shares
|
$21.2 Million
6.62% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
35,024
shares
|
$21.1 Million
12.23% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
34,952
shares
|
$21.1 Million
5.93% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
34,880
shares
|
$21.1 Million
26.85% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
34,737
shares
|
$21 Million
11.5% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
34,715
shares
|
$21 Million
8.06% of portfolio
|
Q3 2024
Reduced 0.88%
|