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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
11,381
shares
|
$6.92 Million
1.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
11,379
shares
|
$6.92 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
11,377
shares
|
$6.92 Million
1.21% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
11,374
shares
|
$6.92 Million
2.71% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,366
shares
|
$6.91 Million
0.37% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
11,360
shares
|
$6.91 Million
4.4% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,340
shares
|
$6.9 Million
1.1% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
11,329
shares
|
$6.89 Million
6.34% of portfolio
|
Q4 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
11,186
shares
|
$6.8 Million
2.27% of portfolio
|
Q4 2022
Reduced 4.04%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,165
shares
|
$6.79 Million
0.91% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
11,164
shares
|
$6.79 Million
3.59% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
11,113
shares
|
$6.76 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
11,095
shares
|
$6.75 Million
0.5% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
11,084
shares
|
$6.74 Million
0.07% of portfolio
|
Q4 2024
Added 46.44%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,075
shares
|
$6.74 Million
0.65% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
11,075
shares
|
$6.74 Million
0.22% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
11,073
shares
|
$6.73 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
11,065
shares
|
$6.73 Million
0.09% of portfolio
|
Q4 2024
Added 270.69%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
11,051
shares
|
$6.72 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
11,039
shares
|
$6.71 Million
1.93% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
11,006
shares
|
$6.69 Million
3.32% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
10,985
shares
|
$6.68 Million
3.38% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
10,980
shares
|
$6.68 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.04%
|