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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
16,838
shares
|
$10.2 Million
9.52% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
16,831
shares
|
$10.2 Million
7.26% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,809
shares
|
$10.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
16,783
shares
|
$10.1 Million
6.4% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
16,752
shares
|
$10.1 Million
0.07% of portfolio
|
Q4 2024
Added 2341.98%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
16,741
shares
|
$10.1 Million
3.79% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
16,671
shares
|
$10.1 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,644
shares
|
$10 Million
0.62% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
16,625
shares
|
$10 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
16,606
shares
|
$10 Million
6.51% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,575
shares
|
$10 Million
3.87% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
16,565
shares
|
$10 Million
1.9% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,538
shares
|
$9.99 Million
4.81% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,421
shares
|
$9.91 Million
0.06% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
16,411
shares
|
$9.91 Million
10.45% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
16,400
shares
|
$9.9 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
16,388
shares
|
$9.9 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16,239
shares
|
$9.81 Million
0.51% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
16,129
shares
|
$9.74 Million
5.19% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
16,117
shares
|
$9.73 Million
0.47% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
16,112
shares
|
$9.73 Million
3.94% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
16,092
shares
|
$9.72 Million
1.44% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
16,061
shares
|
$9.7 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
16,008
shares
|
$9.67 Million
7.47% of portfolio
|
Q4 2024
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
15,940
shares
|
$9.62 Million
6.91% of portfolio
|
Q4 2024
New holding
|