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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
10,009
shares
|
$6.09 Million
3.04% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
10,003
shares
|
$6.08 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,986
shares
|
$6.07 Million
0.37% of portfolio
|
Q4 2024
Added 285.71%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
9,943
shares
|
$6.05 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,935
shares
|
$6.04 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
9,928
shares
|
$6.04 Million
1.8% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,866
shares
|
$6 Million
0.89% of portfolio
|
Q4 2022
Added 53.75%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
9,866
shares
|
$6 Million
0.41% of portfolio
|
Q2 2024
Added 16.56%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
9,857
shares
|
$6 Million
3.89% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
9,835
shares
|
$5.98 Million
3.52% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,833
shares
|
$5.98 Million
0.25% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
9,818
shares
|
$5.97 Million
3.83% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,816
shares
|
$5.97 Million
1.95% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,777
shares
|
$5.95 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
9,704
shares
|
$5.9 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
9,674
shares
|
$5.88 Million
2.23% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,661
shares
|
$5.88 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
9,657
shares
|
$5.87 Million
1.92% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,656
shares
|
$5.87 Million
0.06% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
9,606
shares
|
$5.84 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
9,590
shares
|
$5.83 Million
3.23% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,571
shares
|
$5.82 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
9,478
shares
|
$5.76 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
9,462
shares
|
$5.76 Million
1.87% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
9,462
shares
|
$5.76 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.21%
|