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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
26,049
shares
|
$15.7 Million
3.47% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
26,028
shares
|
$15.7 Million
1.85% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
26,014
shares
|
$15.7 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,984
shares
|
$15.7 Million
3.79% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
25,933
shares
|
$15.7 Million
2.24% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
25,879
shares
|
$15.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
25,827
shares
|
$15.6 Million
1.65% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,811
shares
|
$15.6 Million
2.77% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
25,793
shares
|
$15.6 Million
4.89% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
25,735
shares
|
$15.5 Million
2.48% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
25,609
shares
|
$15.5 Million
2.53% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
25,595
shares
|
$15.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
25,589
shares
|
$15.5 Million
2.63% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
25,488
shares
|
$15.4 Million
0.97% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
25,455
shares
|
$15.4 Million
0.88% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
25,349
shares
|
$15.3 Million
4.06% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
25,339
shares
|
$15.3 Million
0.57% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
25,274
shares
|
$15.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
25,228
shares
|
$15.2 Million
4.27% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
24,990
shares
|
$15.1 Million
12.11% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
24,974
shares
|
$15.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
24,962
shares
|
$15.1 Million
2.95% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
24,871
shares
|
$15 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
24,828
shares
|
$15 Million
5.95% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
24,813
shares
|
$15 Million
1.18% of portfolio
|
Q4 2024
Added 0.21%
|