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 |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
10,979
shares
|
$6.68 Million
5.89% of portfolio
|
Q4 2024
Added 43.57%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
10,951
shares
|
$6.66 Million
2.79% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,917
shares
|
$6.64 Million
4.27% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
10,852
shares
|
$6.6 Million
2.4% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
10,849
shares
|
$6.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,824
shares
|
$6.58 Million
0.66% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,818
shares
|
$6.58 Million
0.92% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,753
shares
|
$6.54 Million
1.8% of portfolio
|
Q3 2022
Added 4.13%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
10,738
shares
|
$6.53 Million
3.71% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,729
shares
|
$6.53 Million
2.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
10,724
shares
|
$6.52 Million
1.38% of portfolio
|
Q4 2024
Added 1059.35%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
10,717
shares
|
$6.52 Million
5.6% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
10,709
shares
|
$6.51 Million
5.26% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,669
shares
|
$6.49 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
10,613
shares
|
$6.46 Million
0.81% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
10,574
shares
|
$6.43 Million
3.51% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,570
shares
|
$6.43 Million
0.33% of portfolio
|
Q4 2023
Reduced 18.69%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,560
shares
|
$6.42 Million
1.29% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
10,546
shares
|
$6.41 Million
0.15% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,532
shares
|
$6.41 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
10,500
shares
|
$6.39 Million
2.64% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
10,489
shares
|
$6.38 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
10,489
shares
|
$6.38 Million
1.55% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
10,481
shares
|
$6.37 Million
0.72% of portfolio
|
Q4 2022
Added 51.33%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
10,481
shares
|
$6.37 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.34%
|