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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
9,434
shares
|
$5.74 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
9,424
shares
|
$5.73 Million
2.77% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
9,407
shares
|
$5.72 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
9,402
shares
|
$5.72 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
9,400
shares
|
$5.72 Million
4.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,399
shares
|
$5.72 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,396
shares
|
$5.71 Million
1.59% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,383
shares
|
$5.71 Million
0.38% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
9,382
shares
|
$5.71 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,366
shares
|
$5.7 Million
2.37% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
9,365
shares
|
$5.7 Million
1.74% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
9,347
shares
|
$5.69 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
9,312
shares
|
$5.66 Million
1.82% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,247
shares
|
$5.62 Million
2.15% of portfolio
|
Q4 2022
Reduced 38.8%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
9,230
shares
|
$5.61 Million
1.41% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,229
shares
|
$5.61 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
9,209
shares
|
$5.6 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
9,203
shares
|
$5.6 Million
2.51% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,175
shares
|
$5.58 Million
1.51% of portfolio
|
Q4 2024
Added 370.75%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,169
shares
|
$5.58 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
9,148
shares
|
$5.56 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,141
shares
|
$5.56 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,140
shares
|
$5.56 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
9,131
shares
|
$5.55 Million
1.06% of portfolio
|
Q4 2024
Added 2.29%
|