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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
15,937
shares
|
$9.62 Million
0.86% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
15,922
shares
|
$9.61 Million
2.9% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
15,878
shares
|
$9.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
15,829
shares
|
$9.56 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
15,799
shares
|
$9.54 Million
2.97% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
15,798
shares
|
$9.54 Million
4.65% of portfolio
|
Q3 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,787
shares
|
$9.53 Million
4.85% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
15,778
shares
|
$9.53 Million
0.4% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
15,766
shares
|
$9.52 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
15,708
shares
|
$9.48 Million
1.54% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,699
shares
|
$9.48 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
15,688
shares
|
$9.47 Million
11.59% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
15,647
shares
|
$9.45 Million
3.91% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,632
shares
|
$9.44 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
15,597
shares
|
$9.42 Million
4.93% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
15,586
shares
|
$9.41 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
15,563
shares
|
$9.4 Million
2.63% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
15,482
shares
|
$9.35 Million
2.89% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,470
shares
|
$9.34 Million
1.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
15,402
shares
|
$9.3 Million
1.37% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
15,358
shares
|
$9.27 Million
1.08% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
15,357
shares
|
$9.27 Million
6.24% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
15,346
shares
|
$9.27 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
15,321
shares
|
$9.25 Million
3.93% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
15,218
shares
|
$9.19 Million
11.88% of portfolio
|
Q4 2024
Reduced 1.28%
|