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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,871
shares
|
$2.37 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,870
shares
|
$2.37 Million
2.51% of portfolio
|
Q2 2022
Reduced 22.74%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,866
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 58.9%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,860
shares
|
$2.36 Million
0.87% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,860
shares
|
$2.36 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
3,851
shares
|
$2.36 Million
4.81% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
3,849
shares
|
$2.36 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
3,849
shares
|
$2.36 Million
0.39% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,849
shares
|
$2.36 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,848
shares
|
$2.36 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,846
shares
|
$2.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,837
shares
|
$2.35 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,837
shares
|
$2.35 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
3,833
shares
|
$2.35 Million
2.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,833
shares
|
$2.35 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
3,832
shares
|
$2.35 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
3,831
shares
|
$2.35 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,812
shares
|
$2.34 Million
1.9% of portfolio
|
Q4 2024
Added 107.4%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,801
shares
|
$2.33 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$2.33 Million
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,796
shares
|
$2.33 Million
0.31% of portfolio
|
Q4 2022
Reduced 10.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,796
shares
|
$2.33 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,795
shares
|
$2.33 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,782
shares
|
$2.32 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,782
shares
|
$2.32 Million
0.1% of portfolio
|
Q2 2022
Added 11.43%
|