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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
15,192
shares
|
$9.17 Million
0.13% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
15,155
shares
|
$9.15 Million
1.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
15,132
shares
|
$9.14 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
15,130
shares
|
$9.14 Million
1.13% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
15,128
shares
|
$9.13 Million
2.88% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
15,127
shares
|
$9.13 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
15,015
shares
|
$9.07 Million
0.68% of portfolio
|
Q4 2022
Added 13.31%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
15,015
shares
|
$9.07 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
14,999
shares
|
$9.06 Million
3.71% of portfolio
|
Q4 2024
Added 102.36%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,989
shares
|
$9.05 Million
6.09% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
14,923
shares
|
$9.01 Million
7.85% of portfolio
|
Q4 2024
New holding
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
14,905
shares
|
$9 Million
6.91% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
14,878
shares
|
$8.98 Million
0.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
14,877
shares
|
$8.98 Million
3.87% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,852
shares
|
$8.97 Million
0.26% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
14,815
shares
|
$8.95 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
14,737
shares
|
$8.9 Million
0.9% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
14,723
shares
|
$8.89 Million
6.26% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
14,723
shares
|
$8.89 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,666
shares
|
$8.86 Million
0.91% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
14,647
shares
|
$8.84 Million
5.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,647
shares
|
$8.84 Million
0.15% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
14,519
shares
|
$8.77 Million
3.52% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
14,500
shares
|
$8.76 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
14,500
shares
|
$8.76 Million
8.69% of portfolio
|
Q4 2024
New holding
|