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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,289
shares
|
$3.83 Million
0.32% of portfolio
|
Q4 2024
Added 33.1%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,288
shares
|
$3.82 Million
0.65% of portfolio
|
Q3 2024
Added 345.64%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
6,280
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,273
shares
|
$3.82 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,239
shares
|
$3.79 Million
2.83% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,220
shares
|
$3.78 Million
0.25% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
6,215
shares
|
$3.78 Million
2.2% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,185
shares
|
$3.76 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,151
shares
|
$3.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
6,144
shares
|
$3.74 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
6,127
shares
|
$3.73 Million
1.6% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
6,110
shares
|
$3.72 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,101
shares
|
$3.71 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
6,082
shares
|
$3.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
6,067
shares
|
$3.69 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,048
shares
|
$3.68 Million
0.61% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,024
shares
|
$3.66 Million
1.98% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
6,021
shares
|
$3.66 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
6,015
shares
|
$3.66 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,009
shares
|
$3.65 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
5,977
shares
|
$3.64 Million
2.0% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
5,964
shares
|
$3.63 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,921
shares
|
$3.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
5,907
shares
|
$3.59 Million
0.23% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
5,898
shares
|
$3.59 Million
0.18% of portfolio
|
Q4 2024
Added 6.71%
|