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 |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
3,001
shares
|
$1.85 Million
0.72% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$1.84 Million
0.58% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$1.84 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,982
shares
|
$1.84 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,970
shares
|
$1.83 Million
0.45% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
2,969
shares
|
$1.83 Million
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,960
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,960
shares
|
$1.82 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
2,957
shares
|
$1.82 Million
5.23% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,954
shares
|
$1.82 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,953
shares
|
$1.82 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
2,947
shares
|
$1.81 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,946
shares
|
$1.81 Million
0.46% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
2,944
shares
|
$1.81 Million
0.83% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
2,943
shares
|
$1.81 Million
0.97% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
2,938
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
2,936
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
2,935
shares
|
$1.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,932
shares
|
$1.81 Million
0.36% of portfolio
|
Q4 2024
Added 45.36%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
2,932
shares
|
$1.81 Million
0.57% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,925
shares
|
$1.8 Million
0.58% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,925
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Added 31.76%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
2,925
shares
|
$1.8 Million
0.18% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
2,924
shares
|
$1.8 Million
0.18% of portfolio
|
Q1 2022
Reduced 97.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,921
shares
|
$1.8 Million
0.29% of portfolio
|
Q4 2024
Added 18.16%
|