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 |
|---|---|---|---|---|---|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
10,480
shares
|
$6.37 Million
2.42% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,431
shares
|
$6.34 Million
0.96% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,426
shares
|
$6.34 Million
5.64% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
10,415
shares
|
$6.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,412
shares
|
$6.33 Million
1.55% of portfolio
|
Q2 2022
Added 5.8%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
10,401
shares
|
$6.33 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
10,398
shares
|
$6.32 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,382
shares
|
$6.31 Million
3.73% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
10,342
shares
|
$6.29 Million
3.15% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
10,328
shares
|
$6.28 Million
0.63% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
10,299
shares
|
$6.26 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$6.26 Million
1.95% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
10,294
shares
|
$6.26 Million
0.77% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,262
shares
|
$6.24 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$6.24 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
10,244
shares
|
$6.23 Million
0.41% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
10,215
shares
|
$6.21 Million
0.72% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,177
shares
|
$6.19 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
10,140
shares
|
$6.17 Million
0.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
10,137
shares
|
$6.17 Million
3.19% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,131
shares
|
$6.16 Million
1.0% of portfolio
|
Q1 2024
Added 87.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,122
shares
|
$6.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
10,121
shares
|
$6.16 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,115
shares
|
$6.15 Million
1.6% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
10,049
shares
|
$6.11 Million
0.48% of portfolio
|
Q4 2024
Reduced 82.54%
|