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 |
|---|---|---|---|---|---|
|
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%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,715
shares
|
$4.08 Million
3.97% of portfolio
|
Q4 2022
Reduced 14.91%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,715
shares
|
$4.08 Million
1.29% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
6,713
shares
|
$4.08 Million
1.43% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,712
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2024
Added 43.33%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,705
shares
|
$4.08 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
6,656
shares
|
$4.05 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,641
shares
|
$4.04 Million
1.62% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
6,637
shares
|
$4.04 Million
1.72% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
6,630
shares
|
$4.03 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
6,624
shares
|
$4.03 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
6,617
shares
|
$4.02 Million
0.79% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
6,593
shares
|
$4.01 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
6,586
shares
|
$4.01 Million
0.1% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,577
shares
|
$4 Million
1.48% of portfolio
|
Q1 2024
Added 184.84%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,575
shares
|
$4 Million
1.44% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
6,570
shares
|
$4 Million
1.19% of portfolio
|
Q4 2021
Reduced 1.18%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
6,555
shares
|
$3.99 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
6,553
shares
|
$3.99 Million
0.37% of portfolio
|
Q3 2024
Added 90.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
6,535
shares
|
$3.97 Million
1.29% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
6,512
shares
|
$3.96 Million
0.2% of portfolio
|
Q4 2024
Added 69.5%
|