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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
5,458
shares
|
$3.31 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,409
shares
|
$3.28 Million
0.21% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
5,393
shares
|
$3.27 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,391
shares
|
$3.27 Million
0.32% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
5,382
shares
|
$3.26 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,379
shares
|
$3.26 Million
0.21% of portfolio
|
Q4 2024
Added 110.28%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
5,362
shares
|
$3.25 Million
0.68% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
5,355
shares
|
$3.25 Million
0.07% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,342
shares
|
$3.24 Million
0.49% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
5,339
shares
|
$3.24 Million
1.28% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
5,336
shares
|
$3.24 Million
1.71% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
5,335
shares
|
$3.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
5,329
shares
|
$3.23 Million
1.21% of portfolio
|
Q3 2024
Added 42.79%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
5,324
shares
|
$3.23 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,313
shares
|
$3.22 Million
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
5,311
shares
|
$3.22 Million
0.62% of portfolio
|
Q4 2024
Reduced 66.57%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,300
shares
|
$3.21 Million
1.34% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,299
shares
|
$3.21 Million
0.62% of portfolio
|
Q3 2024
Reduced 62.67%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,291
shares
|
$3.21 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
5,272
shares
|
$3.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,264
shares
|
$3.19 Million
0.22% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
5,245
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2023
Added 3.49%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
5,242
shares
|
$3.18 Million
0.37% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,241
shares
|
$3.18 Million
0.73% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
5,229
shares
|
$3.17 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.46%
|