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 |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
5,229
shares
|
$3.17 Million
0.18% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,228
shares
|
$3.17 Million
0.06% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
5,221
shares
|
$3.17 Million
1.42% of portfolio
|
Q4 2024
Reduced 34.27%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
5,219
shares
|
$3.16 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,193
shares
|
$3.15 Million
0.59% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
5,187
shares
|
$3.14 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,178
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
5,177
shares
|
$3.14 Million
0.64% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
5,163
shares
|
$3.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,160
shares
|
$3.13 Million
1.87% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
5,157
shares
|
$3.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
5,148
shares
|
$3.12 Million
2.32% of portfolio
|
Q4 2024
Added 23.42%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,133
shares
|
$3.11 Million
0.97% of portfolio
|
Q4 2024
Added 73.35%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
5,130
shares
|
$3.11 Million
1.97% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
5,096
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
5,090
shares
|
$3.09 Million
1.38% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,080
shares
|
$3.08 Million
1.13% of portfolio
|
Q3 2024
Added 167.51%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
5,057
shares
|
$3.07 Million
2.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,048
shares
|
$3.06 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
5,040
shares
|
$3.06 Million
1.06% of portfolio
|
Q4 2024
Reduced 29.02%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
5,011
shares
|
$3.04 Million
1.31% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
5,006
shares
|
$3.04 Million
0.09% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,999
shares
|
$3.03 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,993
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Added 50.39%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
4,986
shares
|
$3.02 Million
0.78% of portfolio
|
Q3 2024
Added 1.63%
|