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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
27,859
shares
|
$16.8 Million
2.6% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
27,810
shares
|
$16.8 Million
2.38% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
27,780
shares
|
$16.8 Million
13.12% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
27,780
shares
|
$16.8 Million
0.83% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
27,744
shares
|
$16.8 Million
6.36% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
27,650
shares
|
$16.7 Million
3.21% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
27,572
shares
|
$16.6 Million
2.24% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,487
shares
|
$16.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
27,453
shares
|
$16.6 Million
7.92% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
27,450
shares
|
$16.6 Million
1.36% of portfolio
|
Q4 2024
Reduced 99.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
27,359
shares
|
$16.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
27,324
shares
|
$16.5 Million
1.03% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
27,226
shares
|
$16.4 Million
0.36% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
27,150
shares
|
$16.4 Million
4.4% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
27,042
shares
|
$16.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
27,000
shares
|
$16.3 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
26,899
shares
|
$16.2 Million
1.04% of portfolio
|
Q3 2024
Added 101.35%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
26,795
shares
|
$16.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
26,782
shares
|
$16.2 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
26,742
shares
|
$16.1 Million
9.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
26,627
shares
|
$16.1 Million
1.32% of portfolio
|
Q4 2024
Added 68.71%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
26,540
shares
|
$16 Million
0.35% of portfolio
|
Q1 2024
Reduced 16.71%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,345
shares
|
$15.9 Million
0.26% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
26,325
shares
|
$15.9 Million
6.96% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
26,293
shares
|
$15.9 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.02%
|