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 |
|---|---|---|---|---|---|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,873
shares
|
$3.57 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
5,870
shares
|
$3.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,868
shares
|
$3.57 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,867
shares
|
$3.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,864
shares
|
$3.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
5,839
shares
|
$3.55 Million
0.77% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
5,803
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,797
shares
|
$3.53 Million
1.32% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,789
shares
|
$3.52 Million
0.63% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
5,780
shares
|
$3.52 Million
2.92% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,779
shares
|
$3.51 Million
1.33% of portfolio
|
Q1 2023
Reduced 0.05%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,767
shares
|
$3.51 Million
1.5% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
5,767
shares
|
$3.51 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$3.48 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
5,721
shares
|
$3.48 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,720
shares
|
$3.48 Million
0.6% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
5,702
shares
|
$3.47 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,684
shares
|
$3.46 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
5,682
shares
|
$3.46 Million
0.8% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
5,682
shares
|
$3.46 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,681
shares
|
$3.46 Million
0.3% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
5,677
shares
|
$3.45 Million
1.44% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,670
shares
|
$3.45 Million
1.91% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
5,649
shares
|
$3.44 Million
0.72% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
5,645
shares
|
$3.43 Million
0.25% of portfolio
|
Q4 2024
Added 30.76%
|