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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,837
shares
|
$2.93 Million
0.38% of portfolio
|
Q3 2024
Added 236.6%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,821
shares
|
$2.92 Million
0.4% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
4,813
shares
|
$2.92 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
4,802
shares
|
$2.91 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,802
shares
|
$2.91 Million
0.13% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
4,797
shares
|
$2.91 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,792
shares
|
$2.91 Million
0.96% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,790
shares
|
$2.9 Million
1.15% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,788
shares
|
$2.9 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
4,774
shares
|
$2.89 Million
1.81% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,771
shares
|
$2.89 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
4,758
shares
|
$2.88 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
4,749
shares
|
$2.88 Million
4.43% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
4,748
shares
|
$2.88 Million
0.43% of portfolio
|
Q4 2024
Added 46.68%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,748
shares
|
$2.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,742
shares
|
$2.88 Million
0.23% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
4,731
shares
|
$2.87 Million
0.66% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,729
shares
|
$2.87 Million
0.44% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
4,725
shares
|
$2.86 Million
2.63% of portfolio
|
Q4 2024
Reduced 69.21%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
4,718
shares
|
$2.86 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
4,716
shares
|
$2.86 Million
0.3% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,702
shares
|
$2.85 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
4,690
shares
|
$2.84 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,678
shares
|
$2.84 Million
0.93% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
4,677
shares
|
$2.84 Million
2.27% of portfolio
|
Q3 2022
Reduced 16.66%
|