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 3,826 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
3,130
shares
|
$1.93 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,127
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
3,111
shares
|
$1.92 Million
0.83% of portfolio
|
Q4 2024
Added 107.26%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,108
shares
|
$1.91 Million
0.09% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
3,106
shares
|
$1.91 Million
0.32% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
3,105
shares
|
$1.91 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
3,100
shares
|
$1.91 Million
0.18% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,087
shares
|
$1.9 Million
0.35% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
3,076
shares
|
$1.89 Million
1.08% of portfolio
|
Q4 2024
Added 96.55%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,066
shares
|
$1.89 Million
0.91% of portfolio
|
Q4 2024
Reduced 40.06%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
3,062
shares
|
$1.89 Million
0.6% of portfolio
|
Q2 2023
Added 31.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,058
shares
|
$1.88 Million
0.39% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$1.88 Million
0.51% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,055
shares
|
$1.88 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,052
shares
|
$1.88 Million
0.82% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
3,048
shares
|
$1.88 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,039
shares
|
$1.87 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,034
shares
|
$1.87 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,032
shares
|
$1.87 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
3,031
shares
|
$1.87 Million
0.84% of portfolio
|
Q4 2024
Reduced 19.43%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,030
shares
|
$1.87 Million
1.59% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,025
shares
|
$1.86 Million
0.68% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
3,024
shares
|
$1.86 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,015
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
3,007
shares
|
$1.85 Million
1.19% of portfolio
|
Q2 2024
Reduced 0.07%
|