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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,672
shares
|
$2.83 Million
0.38% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
4,670
shares
|
$2.83 Million
0.1% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
4,669
shares
|
$2.83 Million
3.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,667
shares
|
$2.83 Million
0.72% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,666
shares
|
$2.83 Million
1.13% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,665
shares
|
$2.83 Million
0.62% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,656
shares
|
$2.82 Million
0.51% of portfolio
|
Q3 2019
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,644
shares
|
$2.82 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,642
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.6%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
4,627
shares
|
$2.81 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,624
shares
|
$2.8 Million
0.48% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
4,622
shares
|
$2.8 Million
1.93% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,584
shares
|
$2.78 Million
0.37% of portfolio
|
Q3 2024
Added 142.54%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
4,582
shares
|
$2.78 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
4,582
shares
|
$2.78 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,581
shares
|
$2.78 Million
0.14% of portfolio
|
Q3 2022
Added 17.92%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
4,572
shares
|
$2.77 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,572
shares
|
$2.77 Million
0.87% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,569
shares
|
$2.77 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,565
shares
|
$2.77 Million
1.11% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,559
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,555
shares
|
$2.76 Million
1.44% of portfolio
|
Q3 2024
Added 1089.3%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,553
shares
|
$2.76 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
4,552
shares
|
$2.76 Million
0.13% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
4,538
shares
|
$2.75 Million
0.1% of portfolio
|
Q4 2024
Added 0.62%
|