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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
7,046
shares
|
$4.29 Million
1.44% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
7,042
shares
|
$4.28 Million
2.15% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
7,029
shares
|
$4.28 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
7,026
shares
|
$4.27 Million
0.29% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,995
shares
|
$4.25 Million
2.34% of portfolio
|
Q2 2024
Reduced 69.28%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,989
shares
|
$4.25 Million
0.56% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,979
shares
|
$4.24 Million
1.15% of portfolio
|
Q4 2022
Reduced 19.88%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,960
shares
|
$4.23 Million
1.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
6,954
shares
|
$4.23 Million
0.81% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,948
shares
|
$4.23 Million
0.19% of portfolio
|
Q2 2022
Added 244.3%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
6,889
shares
|
$4.19 Million
0.62% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
6,880
shares
|
$4.18 Million
1.02% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
6,870
shares
|
$4.18 Million
0.77% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,866
shares
|
$4.18 Million
0.87% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
6,864
shares
|
$4.17 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
6,856
shares
|
$4.17 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,826
shares
|
$4.15 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
6,820
shares
|
$4.15 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,804
shares
|
$4.14 Million
1.41% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
6,794
shares
|
$4.13 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
6,773
shares
|
$4.12 Million
0.51% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
6,769
shares
|
$4.12 Million
2.48% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
6,747
shares
|
$4.1 Million
1.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
6,746
shares
|
$4.1 Million
1.35% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
6,718
shares
|
$4.09 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.6%
|