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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,304
shares
|
$4.44 Million
0.5% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
7,298
shares
|
$4.44 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,294
shares
|
$4.44 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,286
shares
|
$4.43 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
7,262
shares
|
$4.42 Million
0.32% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,262
shares
|
$4.42 Million
1.26% of portfolio
|
Q4 2022
Added 47.21%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,244
shares
|
$4.41 Million
0.37% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
7,224
shares
|
$4.39 Million
0.58% of portfolio
|
Q4 2024
Added 51.19%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,205
shares
|
$4.38 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
7,170
shares
|
$4.36 Million
0.9% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
7,159
shares
|
$4.35 Million
0.18% of portfolio
|
Q4 2024
Reduced 50.47%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,154
shares
|
$4.35 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
7,148
shares
|
$4.35 Million
9.4% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
7,131
shares
|
$4.34 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,127
shares
|
$4.33 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
7,106
shares
|
$4.32 Million
0.09% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,101
shares
|
$4.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,101
shares
|
$4.32 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
7,095
shares
|
$4.32 Million
3.63% of portfolio
|
Q3 2024
Added 613.07%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,085
shares
|
$4.31 Million
0.75% of portfolio
|
Q4 2024
Added 26.13%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
7,085
shares
|
$4.31 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
7,084
shares
|
$4.31 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
7,078
shares
|
$4.31 Million
1.47% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
7,066
shares
|
$4.3 Million
2.43% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,064
shares
|
$4.3 Million
3.18% of portfolio
|
Q4 2024
Added 8.84%
|