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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
24,792
shares
|
$15 Million
3.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
24,781
shares
|
$15 Million
0.05% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
24,772
shares
|
$15 Million
7.77% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
24,705
shares
|
$14.9 Million
3.22% of portfolio
|
Q2 2023
Reduced 5.45%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
24,704
shares
|
$14.9 Million
0.65% of portfolio
|
Q4 2024
Added 40.1%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
24,700
shares
|
$14.9 Million
10.47% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,641
shares
|
$14.9 Million
0.36% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
24,559
shares
|
$14.8 Million
1.09% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
24,550
shares
|
$14.8 Million
8.95% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
24,418
shares
|
$14.7 Million
1.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
24,382
shares
|
$14.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 87.57%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
24,335
shares
|
$14.7 Million
18.2% of portfolio
|
Q4 2024
Reduced 24.69%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
24,334
shares
|
$14.7 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
24,313
shares
|
$14.7 Million
6.2% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
24,257
shares
|
$14.6 Million
0.83% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
24,233
shares
|
$14.6 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24,204
shares
|
$14.6 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,103
shares
|
$14.6 Million
3.58% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
24,078
shares
|
$14.5 Million
3.67% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,005
shares
|
$14.5 Million
3.2% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
23,994
shares
|
$14.5 Million
0.63% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,959
shares
|
$14.5 Million
7.73% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,944
shares
|
$14.5 Million
6.64% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,917
shares
|
$14.4 Million
7.67% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
23,916
shares
|
$14.4 Million
6.79% of portfolio
|
Q4 2024
Reduced 0.14%
|