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 3,830 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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,921
shares
|
$1.76 Million
0.29% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
2,905
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
2,903
shares
|
$1.75 Million
1.13% of portfolio
|
Q4 2024
Reduced 75.55%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
2,903
shares
|
$1.75 Million
0.28% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,901
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$1.75 Million
0.63% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,894
shares
|
$1.74 Million
1.19% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
2,894
shares
|
$1.74 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,866
shares
|
$1.73 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,859
shares
|
$1.72 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,857
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
2,850
shares
|
$1.72 Million
0.46% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
2,848
shares
|
$1.72 Million
0.81% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
2,834
shares
|
$1.71 Million
0.32% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
2,832
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 82.04%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,830
shares
|
$1.71 Million
2.99% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
2,828
shares
|
$1.7 Million
1.2% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
2,825
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,818
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,804
shares
|
$1.69 Million
0.75% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
2,798
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,796
shares
|
$1.69 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
2,796
shares
|
$1.69 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
2,794
shares
|
$1.68 Million
0.74% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,794
shares
|
$1.68 Million
0.6% of portfolio
|
Q4 2024
Reduced 10.39%
|