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 3,789 institutions that hold shares in the stock, with a total of 736 Million shares, which have been reported (via 13F filing form) to have a value of $451 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
4,572
shares
|
$2.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,569
shares
|
$2.8 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,565
shares
|
$2.8 Million
1.11% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,555
shares
|
$2.79 Million
1.44% of portfolio
|
Q3 2024
Added 1089.3%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,553
shares
|
$2.79 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
4,552
shares
|
$2.79 Million
0.13% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,551
shares
|
$2.79 Million
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
4,538
shares
|
$2.78 Million
0.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,530
shares
|
$2.78 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,522
shares
|
$2.77 Million
1.11% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
4,517
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,502
shares
|
$2.76 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
4,496
shares
|
$2.75 Million
0.33% of portfolio
|
Q4 2024
Added 155.75%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,493
shares
|
$2.75 Million
0.85% of portfolio
|
Q2 2022
Added 10.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
4,473
shares
|
$2.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
4,466
shares
|
$2.74 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,446
shares
|
$2.72 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
4,444
shares
|
$2.72 Million
0.43% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,431
shares
|
$2.71 Million
1.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,431
shares
|
$2.71 Million
0.87% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,429
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Added 34.54%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,424
shares
|
$2.71 Million
0.18% of portfolio
|
Q3 2024
Reduced 64.64%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
4,419
shares
|
$2.71 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
4,412
shares
|
$2.7 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,407
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2024
Added 4.51%
|