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 3,705 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
5,645
shares
|
$3.42 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
5,638
shares
|
$3.42 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
5,609
shares
|
$3.4 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,607
shares
|
$3.4 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,596
shares
|
$3.39 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
5,593
shares
|
$3.39 Million
2.44% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
5,589
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
5,586
shares
|
$3.39 Million
0.41% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,584
shares
|
$3.39 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,581
shares
|
$3.38 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
5,570
shares
|
$3.38 Million
0.17% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,558
shares
|
$3.37 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,558
shares
|
$3.37 Million
1.89% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,551
shares
|
$3.37 Million
2.83% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,539
shares
|
$3.36 Million
0.57% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
5,529
shares
|
$3.35 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,528
shares
|
$3.35 Million
0.4% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,526
shares
|
$3.35 Million
0.12% of portfolio
|
Q3 2023
Added 7.24%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
5,520
shares
|
$3.35 Million
0.81% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,517
shares
|
$3.34 Million
0.65% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
5,498
shares
|
$3.33 Million
0.05% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,492
shares
|
$3.33 Million
0.34% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,484
shares
|
$3.32 Million
1.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
5,463
shares
|
$3.31 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,463
shares
|
$3.31 Million
0.45% of portfolio
|
Q1 2023
Reduced 5.73%
|