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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
29,033
shares
|
$17.5 Million
8.32% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,033
shares
|
$17.5 Million
9.49% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
29,005
shares
|
$17.5 Million
9.78% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,994
shares
|
$17.5 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
28,951
shares
|
$17.5 Million
1.56% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
28,856
shares
|
$17.4 Million
8.7% of portfolio
|
Q4 2024
Added 45.33%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
28,774
shares
|
$17.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
28,710
shares
|
$17.3 Million
4.77% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
28,667
shares
|
$17.3 Million
7.38% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
28,659
shares
|
$17.3 Million
10.2% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
28,652
shares
|
$17.3 Million
0.06% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
28,630
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
28,625
shares
|
$17.3 Million
4.99% of portfolio
|
Q4 2023
Reduced 34.16%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
28,429
shares
|
$17.2 Million
0.48% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
28,358
shares
|
$17.1 Million
0.76% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,265
shares
|
$17.1 Million
0.95% of portfolio
|
Q3 2022
Added 37.72%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
28,248
shares
|
$17.1 Million
5.77% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
28,244
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
28,232
shares
|
$17 Million
0.26% of portfolio
|
Q4 2024
Added 167.65%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,080
shares
|
$17 Million
11.97% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
27,966
shares
|
$16.9 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
27,961
shares
|
$16.9 Million
9.75% of portfolio
|
Q4 2024
Reduced 22.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
27,947
shares
|
$16.9 Million
2.56% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
27,862
shares
|
$16.8 Million
6.44% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,859
shares
|
$16.8 Million
2.6% of portfolio
|
Q4 2024
Added 9.23%
|