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 |
|---|---|---|---|---|---|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
17,818
shares
|
$10.8 Million
6.69% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
17,816
shares
|
$10.8 Million
3.94% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
17,800
shares
|
$10.7 Million
3.66% of portfolio
|
Q4 2024
Added 673.24%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
17,794
shares
|
$10.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
17,776
shares
|
$10.7 Million
3.03% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,759
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,696
shares
|
$10.7 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
17,580
shares
|
$10.6 Million
2.28% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
17,579
shares
|
$10.6 Million
4.5% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
17,452
shares
|
$10.5 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,375
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
17,327
shares
|
$10.5 Million
3.91% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
17,324
shares
|
$10.5 Million
9.96% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
17,299
shares
|
$10.4 Million
0.51% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
17,278
shares
|
$10.4 Million
2.97% of portfolio
|
Q4 2024
Added 87.66%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,239
shares
|
$10.4 Million
1.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
17,212
shares
|
$10.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
17,195
shares
|
$10.4 Million
9.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
17,189
shares
|
$10.4 Million
0.58% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,157
shares
|
$10.4 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
17,156
shares
|
$10.4 Million
2.53% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
17,048
shares
|
$10.3 Million
5.49% of portfolio
|
Q4 2024
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
16,881
shares
|
$10.2 Million
5.29% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,861
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 55.94%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
16,838
shares
|
$10.2 Million
9.52% of portfolio
|
Q4 2024
New holding
|