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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
8,022
shares
|
$4.88 Million
2.97% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,019
shares
|
$4.88 Million
1.28% of portfolio
|
Q1 2023
Reduced 18.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,001
shares
|
$4.87 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
7,996
shares
|
$4.86 Million
1.7% of portfolio
|
Q3 2024
Added 1133.95%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,978
shares
|
$4.85 Million
2.4% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
7,965
shares
|
$4.84 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,944
shares
|
$4.83 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,941
shares
|
$4.83 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
7,937
shares
|
$4.83 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
7,874
shares
|
$4.79 Million
1.98% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,853
shares
|
$4.78 Million
3.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
7,835
shares
|
$4.77 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
7,814
shares
|
$4.75 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
7,809
shares
|
$4.75 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,807
shares
|
$4.75 Million
1.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,788
shares
|
$4.74 Million
1.47% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,746
shares
|
$4.71 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
7,658
shares
|
$4.66 Million
2.98% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,657
shares
|
$4.66 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,657
shares
|
$4.66 Million
0.73% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
7,651
shares
|
$4.65 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
7,650
shares
|
$4.65 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,591
shares
|
$4.62 Million
1.52% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,589
shares
|
$4.62 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.39%
|