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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,511
shares
|
$3.96 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,501
shares
|
$3.95 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,498
shares
|
$3.95 Million
0.31% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
6,490
shares
|
$3.95 Million
2.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
6,479
shares
|
$3.94 Million
0.9% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,471
shares
|
$3.94 Million
1.42% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
6,468
shares
|
$3.93 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
6,465
shares
|
$3.93 Million
0.16% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
6,463
shares
|
$3.93 Million
1.16% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,460
shares
|
$3.93 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,452
shares
|
$3.92 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,449
shares
|
$3.92 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,443
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2022
Added 40.4%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,442
shares
|
$3.92 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
6,430
shares
|
$3.91 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,404
shares
|
$3.9 Million
0.79% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
6,400
shares
|
$3.89 Million
1.64% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
6,362
shares
|
$3.87 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
6,361
shares
|
$3.87 Million
2.96% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,352
shares
|
$3.86 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
6,351
shares
|
$3.86 Million
0.14% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,337
shares
|
$3.85 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
6,317
shares
|
$3.84 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,314
shares
|
$3.84 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,308
shares
|
$3.84 Million
0.3% of portfolio
|
Q4 2024
Added 6.5%
|