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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
21,383
shares
|
$12.9 Million
1.13% of portfolio
|
Q4 2024
Added 64.67%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,297
shares
|
$12.9 Million
6.41% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
21,276
shares
|
$12.8 Million
7.53% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
21,255
shares
|
$12.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
21,245
shares
|
$12.8 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
21,118
shares
|
$12.8 Million
3.21% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
21,049
shares
|
$12.7 Million
5.43% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,043
shares
|
$12.7 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
21,022
shares
|
$12.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
21,011
shares
|
$12.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
20,953
shares
|
$12.7 Million
10.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
20,946
shares
|
$12.6 Million
3.73% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
20,888
shares
|
$12.6 Million
1.74% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
20,882
shares
|
$12.6 Million
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
20,782
shares
|
$12.5 Million
1.02% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
20,778
shares
|
$12.5 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
20,761
shares
|
$12.5 Million
4.93% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
20,745
shares
|
$12.5 Million
0.04% of portfolio
|
Q4 2022
Added 5.87%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
20,723
shares
|
$12.5 Million
5.51% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
20,635
shares
|
$12.5 Million
2.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
20,545
shares
|
$12.4 Million
4.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
20,529
shares
|
$12.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
20,507
shares
|
$12.4 Million
9.41% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,453
shares
|
$12.3 Million
4.94% of portfolio
|
Q2 2022
Reduced 1.28%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
20,442
shares
|
$12.3 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.57%
|