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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,407
shares
|
$2.7 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,391
shares
|
$2.69 Million
0.1% of portfolio
|
Q3 2024
Added 113.05%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
4,388
shares
|
$2.69 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,385
shares
|
$2.69 Million
1.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
4,377
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
4,373
shares
|
$2.68 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
4,373
shares
|
$2.68 Million
1.8% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
4,371
shares
|
$2.68 Million
0.66% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,366
shares
|
$2.67 Million
0.17% of portfolio
|
Q4 2022
Reduced 44.05%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,360
shares
|
$2.67 Million
2.06% of portfolio
|
Q2 2024
Added 19.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
4,346
shares
|
$2.66 Million
0.41% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,337
shares
|
$2.66 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
4,327
shares
|
$2.65 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,324
shares
|
$2.65 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,323
shares
|
$2.65 Million
2.0% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,323
shares
|
$2.65 Million
0.63% of portfolio
|
Q4 2024
Added 31.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
4,321
shares
|
$2.65 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,313
shares
|
$2.64 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,308
shares
|
$2.64 Million
0.39% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,307
shares
|
$2.64 Million
0.91% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
4,301
shares
|
$2.64 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,289
shares
|
$2.63 Million
0.7% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,288
shares
|
$2.63 Million
0.21% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
4,288
shares
|
$2.63 Million
1.76% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,284
shares
|
$2.62 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.06%
|