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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,619
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
8,616
shares
|
$5.24 Million
0.5% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,542
shares
|
$5.2 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,538
shares
|
$5.19 Million
1.98% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
8,516
shares
|
$5.18 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,494
shares
|
$5.17 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,480
shares
|
$5.16 Million
3.15% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
8,443
shares
|
$5.14 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
8,423
shares
|
$5.12 Million
1.16% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,404
shares
|
$5.11 Million
0.64% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,374
shares
|
$5.09 Million
0.92% of portfolio
|
Q2 2022
Reduced 8.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
8,357
shares
|
$5.08 Million
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
8,353
shares
|
$5.08 Million
0.74% of portfolio
|
Q4 2024
Added 46.54%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,353
shares
|
$5.08 Million
0.79% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,353
shares
|
$5.08 Million
0.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,348
shares
|
$5.08 Million
0.64% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
8,342
shares
|
$5.07 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
8,328
shares
|
$5.07 Million
0.72% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
8,322
shares
|
$5.06 Million
2.47% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,316
shares
|
$5.06 Million
0.98% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
8,310
shares
|
$5.05 Million
0.13% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,302
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.03%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
8,292
shares
|
$5.04 Million
0.07% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,290
shares
|
$5.04 Million
0.58% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
8,286
shares
|
$5.04 Million
5.16% of portfolio
|
Q4 2024
Added 24.06%
|