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 3,818 institutions that hold shares in the stock, with a total of 760 Million shares, which have been reported (via 13F filing form) to have a value of $466 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Teramo Advisors, LLC
Naples, FL |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$2.15 Million
0.64% of portfolio
|
Q2 2024
Reduced 96.05%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,496
shares
|
$2.15 Million
0.19% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3,490
shares
|
$2.14 Million
0.53% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,489
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,474
shares
|
$2.13 Million
0.61% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,472
shares
|
$2.13 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
3,468
shares
|
$2.13 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
3,467
shares
|
$2.13 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,465
shares
|
$2.13 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,459
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,450
shares
|
$2.12 Million
0.28% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,447
shares
|
$2.12 Million
0.08% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,442
shares
|
$2.12 Million
0.14% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,433
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2023
Added 12.15%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,426
shares
|
$2.11 Million
0.24% of portfolio
|
Q4 2024
Added 29.82%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,421
shares
|
$2.1 Million
0.41% of portfolio
|
Q1 2024
Reduced 26.64%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
3,414
shares
|
$2.1 Million
0.4% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
3,413
shares
|
$2.1 Million
1.15% of portfolio
|
Q2 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
3,411
shares
|
$2.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,411
shares
|
$2.1 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
3,398
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,389
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,386
shares
|
$2.08 Million
0.52% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
3,376
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
3,367
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.02%
|