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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
11,887
shares
|
$7.23 Million
3.02% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
11,877
shares
|
$7.22 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,869
shares
|
$7.22 Million
1.63% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
11,793
shares
|
$7.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
11,785
shares
|
$7.17 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
11,741
shares
|
$7.14 Million
1.48% of portfolio
|
Q3 2022
Reduced 4.33%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
11,679
shares
|
$7.1 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
11,668
shares
|
$7.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
11,645
shares
|
$7.08 Million
3.62% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,635
shares
|
$7.08 Million
0.42% of portfolio
|
Q3 2024
Added 177.09%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
11,634
shares
|
$7.08 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,615
shares
|
$7.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
11,613
shares
|
$7.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,587
shares
|
$7.05 Million
2.51% of portfolio
|
Q4 2023
Added 174.12%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
11,582
shares
|
$7.04 Million
13.68% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
11,580
shares
|
$7.04 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,578
shares
|
$7.04 Million
0.68% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,516
shares
|
$7 Million
0.84% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
11,503
shares
|
$7 Million
2.06% of portfolio
|
Q1 2023
Reduced 10.2%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$6.98 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
11,479
shares
|
$6.98 Million
4.23% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
11,429
shares
|
$6.95 Million
1.27% of portfolio
|
Q3 2024
Added 30.44%
|