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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
23,912
shares
|
$14.4 Million
2.98% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,894
shares
|
$14.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
23,833
shares
|
$14.4 Million
8.3% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,734
shares
|
$14.3 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
23,666
shares
|
$14.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,663
shares
|
$14.3 Million
6.78% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
23,634
shares
|
$14.3 Million
8.85% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,615
shares
|
$14.3 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
23,492
shares
|
$14.2 Million
5.09% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,483
shares
|
$14.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
23,439
shares
|
$14.2 Million
5.76% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
23,427
shares
|
$14.1 Million
7.45% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,397
shares
|
$14.1 Million
0.83% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,254
shares
|
$14 Million
1.76% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
22,922
shares
|
$13.8 Million
4.64% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
22,884
shares
|
$13.8 Million
0.5% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,879
shares
|
$13.8 Million
0.95% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
22,818
shares
|
$13.8 Million
0.32% of portfolio
|
Q4 2024
Added 33.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
22,807
shares
|
$13.8 Million
0.13% of portfolio
|
Q2 2022
Added 4.05%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
22,687
shares
|
$13.7 Million
5.63% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
22,608
shares
|
$13.7 Million
9.26% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
22,565
shares
|
$13.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
22,545
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2023
Reduced 10.09%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
22,528
shares
|
$13.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
22,514
shares
|
$13.6 Million
1.07% of portfolio
|
Q2 2024
Added 232.06%
|