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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
8,253
shares
|
$5.02 Million
1.92% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,248
shares
|
$5.02 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
8,207
shares
|
$4.99 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,194
shares
|
$4.98 Million
0.58% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
8,192
shares
|
$4.98 Million
0.35% of portfolio
|
Q4 2024
Reduced 38.53%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
8,178
shares
|
$4.97 Million
3.07% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,161
shares
|
$4.96 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
8,144
shares
|
$4.95 Million
1.3% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
8,143
shares
|
$4.95 Million
2.84% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
8,138
shares
|
$4.95 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,137
shares
|
$4.95 Million
3.43% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
8,135
shares
|
$4.95 Million
0.89% of portfolio
|
Q4 2024
Added 64.34%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,132
shares
|
$4.95 Million
0.4% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,128
shares
|
$4.94 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
8,116
shares
|
$4.94 Million
4.21% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,108
shares
|
$4.93 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,097
shares
|
$4.92 Million
0.22% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,075
shares
|
$4.91 Million
0.53% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
8,072
shares
|
$4.91 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,071
shares
|
$4.91 Million
0.96% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
8,069
shares
|
$4.91 Million
3.4% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
8,060
shares
|
$4.9 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,059
shares
|
$4.9 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,046
shares
|
$4.89 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,034
shares
|
$4.89 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.06%
|