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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
33,060
shares
|
$20 Million
3.16% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
32,692
shares
|
$19.7 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
32,574
shares
|
$19.7 Million
3.0% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
32,465
shares
|
$19.6 Million
4.4% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
32,425
shares
|
$19.6 Million
11.17% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,403
shares
|
$19.6 Million
1.0% of portfolio
|
Q3 2022
Added 12.69%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
32,144
shares
|
$19.4 Million
6.31% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,108
shares
|
$19.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
32,024
shares
|
$19.3 Million
4.65% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
32,023
shares
|
$19.3 Million
5.55% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
32,003
shares
|
$19.3 Million
12.03% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
31,910
shares
|
$19.3 Million
3.92% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
31,801
shares
|
$19.2 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,564
shares
|
$19.1 Million
1.75% of portfolio
|
Q4 2023
Reduced 1.18%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,535
shares
|
$19 Million
1.41% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,501
shares
|
$19 Million
1.03% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
31,478
shares
|
$19 Million
3.4% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
31,432
shares
|
$19 Million
1.38% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,379
shares
|
$18.9 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
31,223
shares
|
$18.9 Million
7.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
31,219
shares
|
$18.9 Million
4.41% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
31,208
shares
|
$18.8 Million
14.62% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
31,136
shares
|
$18.8 Million
9.83% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
31,068
shares
|
$18.8 Million
10.38% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
31,061
shares
|
$18.8 Million
1.35% of portfolio
|
Q4 2024
Added 12.43%
|