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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
7,571
shares
|
$4.6 Million
0.08% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
7,569
shares
|
$4.6 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
7,557
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2024
Added 110.91%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
7,554
shares
|
$4.59 Million
1.9% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
7,539
shares
|
$4.59 Million
2.0% of portfolio
|
Q4 2024
Reduced 71.23%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,532
shares
|
$4.58 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
7,485
shares
|
$4.55 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,470
shares
|
$4.54 Million
3.76% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,465
shares
|
$4.54 Million
0.71% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
7,451
shares
|
$4.53 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,431
shares
|
$4.52 Million
0.08% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
7,425
shares
|
$4.52 Million
7.48% of portfolio
|
Q4 2024
Added 753.45%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
7,423
shares
|
$4.51 Million
0.74% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7,422
shares
|
$4.51 Million
0.59% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
7,418
shares
|
$4.51 Million
1.45% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
7,393
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
7,367
shares
|
$4.48 Million
0.41% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,350
shares
|
$4.47 Million
0.43% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
7,348
shares
|
$4.47 Million
0.44% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,347
shares
|
$4.47 Million
1.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,346
shares
|
$4.47 Million
1.83% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
7,338
shares
|
$4.46 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
7,338
shares
|
$4.46 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,314
shares
|
$4.45 Million
7.77% of portfolio
|
Q4 2024
Reduced 10.47%
|