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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,451
shares
|
$7.57 Million
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
12,445
shares
|
$7.57 Million
0.78% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
12,400
shares
|
$7.54 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
12,346
shares
|
$7.51 Million
0.26% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
12,336
shares
|
$7.5 Million
1.41% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
12,332
shares
|
$7.5 Million
2.39% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,327
shares
|
$7.5 Million
0.61% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,325
shares
|
$7.5 Million
0.29% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
12,282
shares
|
$7.47 Million
1.17% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
12,172
shares
|
$7.4 Million
3.61% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
12,135
shares
|
$7.38 Million
4.28% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
12,111
shares
|
$7.37 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
12,080
shares
|
$7.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
12,045
shares
|
$7.33 Million
2.99% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
12,042
shares
|
$7.32 Million
1.83% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
12,041
shares
|
$7.32 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
12,040
shares
|
$7.32 Million
0.8% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
12,027
shares
|
$7.32 Million
5.16% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
12,003
shares
|
$7.3 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
11,991
shares
|
$7.29 Million
0.82% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
11,985
shares
|
$7.29 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
11,978
shares
|
$7.29 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,971
shares
|
$7.28 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
11,952
shares
|
$7.27 Million
0.05% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,913
shares
|
$7.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|