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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
9,119
shares
|
$5.55 Million
1.15% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
9,112
shares
|
$5.54 Million
3.42% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9,108
shares
|
$5.54 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,104
shares
|
$5.54 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,099
shares
|
$5.53 Million
0.4% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,050
shares
|
$5.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,024
shares
|
$5.49 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
8,970
shares
|
$5.46 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
8,959
shares
|
$5.45 Million
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
8,944
shares
|
$5.44 Million
1.11% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,942
shares
|
$5.44 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
8,940
shares
|
$5.44 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$5.43 Million
1.89% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,886
shares
|
$5.4 Million
8.44% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
8,877
shares
|
$5.4 Million
2.63% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
8,828
shares
|
$5.37 Million
4.86% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
8,803
shares
|
$5.35 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
8,748
shares
|
$5.32 Million
1.86% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
8,746
shares
|
$5.32 Million
2.1% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,744
shares
|
$5.32 Million
4.73% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
8,726
shares
|
$5.31 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jan 27, 2025 Q4 2024 |
8,704
shares
|
$5.29 Million
10.96% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
8,700
shares
|
$5.29 Million
5.32% of portfolio
|
Q4 2023
Reduced 10.45%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
8,695
shares
|
$5.29 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
8,682
shares
|
$5.28 Million
0.55% of portfolio
|
Q4 2024
Added 17.93%
|