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 |
|---|---|---|---|---|---|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
20,438
shares
|
$12.3 Million
6.65% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20,413
shares
|
$12.3 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
20,303
shares
|
$12.3 Million
0.11% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20,243
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
20,206
shares
|
$12.2 Million
6.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
20,158
shares
|
$12.2 Million
2.45% of portfolio
|
Q1 2023
Added 119.75%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
20,129
shares
|
$12.2 Million
3.28% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,122
shares
|
$12.1 Million
0.49% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,120
shares
|
$12.1 Million
7.89% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
20,114
shares
|
$12.1 Million
7.36% of portfolio
|
Q4 2024
New holding
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$12.1 Million
6.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
19,954
shares
|
$12 Million
9.42% of portfolio
|
Q4 2024
New holding
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
19,953
shares
|
$12 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
19,929
shares
|
$12 Million
0.93% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,917
shares
|
$12 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
19,911
shares
|
$12 Million
2.39% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
19,888
shares
|
$12 Million
1.03% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
19,820
shares
|
$12 Million
8.5% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
19,806
shares
|
$12 Million
3.43% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
19,769
shares
|
$11.9 Million
7.31% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
19,729
shares
|
$11.9 Million
8.33% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,705
shares
|
$11.9 Million
0.18% of portfolio
|
Q3 2024
Added 305.2%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
19,687
shares
|
$11.9 Million
6.59% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
19,621
shares
|
$11.8 Million
3.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,614
shares
|
$11.8 Million
9.12% of portfolio
|
Q2 2022
Reduced 1.75%
|