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 3,675 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $439 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
19,560
shares
|
$11.8 Million
1.06% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
19,545
shares
|
$11.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,532
shares
|
$11.8 Million
2.96% of portfolio
|
Q4 2024
Added 34.24%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
19,520
shares
|
$11.8 Million
2.0% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
19,456
shares
|
$11.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,397
shares
|
$11.7 Million
3.27% of portfolio
|
Q1 2023
Added 1.36%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,316
shares
|
$11.7 Million
2.99% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
19,279
shares
|
$11.6 Million
0.3% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,255
shares
|
$11.6 Million
7.38% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,107
shares
|
$11.5 Million
7.46% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
19,047
shares
|
$11.5 Million
7.4% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
19,034
shares
|
$11.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
19,011
shares
|
$11.5 Million
0.53% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19,005
shares
|
$11.5 Million
4.68% of portfolio
|
Q1 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
18,952
shares
|
$11.4 Million
9.1% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,938
shares
|
$11.4 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
18,916
shares
|
$11.4 Million
0.72% of portfolio
|
Q4 2022
Added 3.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
18,837
shares
|
$11.4 Million
4.85% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,811
shares
|
$11.4 Million
1.3% of portfolio
|
Q3 2024
Added 102.6%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
18,775
shares
|
$11.3 Million
0.97% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
18,768
shares
|
$11.3 Million
3.43% of portfolio
|
Q4 2024
Added 45.2%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
18,759
shares
|
$11.3 Million
3.64% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
18,736
shares
|
$11.3 Million
2.39% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
18,723
shares
|
$11.3 Million
0.57% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,712
shares
|
$11.3 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.91%
|