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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
14,483
shares
|
$8.74 Million
0.57% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
14,465
shares
|
$8.73 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
14,439
shares
|
$8.72 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
14,437
shares
|
$8.72 Million
7.6% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
14,400
shares
|
$8.69 Million
2.05% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
14,364
shares
|
$8.67 Million
1.8% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
14,356
shares
|
$8.67 Million
3.09% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,353
shares
|
$8.67 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
14,319
shares
|
$8.65 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
14,278
shares
|
$8.62 Million
1.05% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
14,276
shares
|
$8.62 Million
0.16% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,225
shares
|
$8.59 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
14,192
shares
|
$8.57 Million
0.48% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,144
shares
|
$8.54 Million
3.33% of portfolio
|
Q4 2024
Reduced 45.47%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,110
shares
|
$8.52 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
14,110
shares
|
$8.52 Million
4.3% of portfolio
|
Q4 2024
Added 70.97%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
14,082
shares
|
$8.5 Million
5.64% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
14,075
shares
|
$8.5 Million
4.34% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
14,064
shares
|
$8.49 Million
6.1% of portfolio
|
Q4 2024
Reduced 31.04%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,001
shares
|
$8.45 Million
2.7% of portfolio
|
Q3 2024
Added 685.25%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
13,991
shares
|
$8.45 Million
2.44% of portfolio
|
Q1 2022
Reduced 0.51%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
13,976
shares
|
$8.44 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
13,954
shares
|
$8.43 Million
1.69% of portfolio
|
Q4 2024
Reduced 20.34%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
13,946
shares
|
$8.42 Million
6.54% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
13,931
shares
|
$8.41 Million
1.87% of portfolio
|
Q4 2024
Reduced 4.82%
|