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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,794
shares
|
$1.72 Million
0.91% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,785
shares
|
$1.72 Million
1.18% of portfolio
|
Q2 2024
Added 160.28%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
2,782
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,779
shares
|
$1.71 Million
0.54% of portfolio
|
Q4 2024
Reduced 61.87%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,776
shares
|
$1.71 Million
0.38% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
2,769
shares
|
$1.71 Million
0.51% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,762
shares
|
$1.7 Million
0.13% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
2,758
shares
|
$1.7 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,750
shares
|
$1.69 Million
1.81% of portfolio
|
Q1 2023
Reduced 34.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,748
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
2,742
shares
|
$1.69 Million
0.17% of portfolio
|
Q4 2024
Added 37.72%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
2,741
shares
|
$1.69 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
2,738
shares
|
$1.69 Million
0.35% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
2,724
shares
|
$1.68 Million
0.17% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,722
shares
|
$1.68 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
2,718
shares
|
$1.67 Million
0.3% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,709
shares
|
$1.67 Million
0.68% of portfolio
|
Q4 2024
Added 101.11%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,699
shares
|
$1.66 Million
0.34% of portfolio
|
Q2 2022
Reduced 3.95%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,679
shares
|
$1.65 Million
0.72% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,679
shares
|
$1.65 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,674
shares
|
$1.65 Million
0.59% of portfolio
|
Q4 2024
Added 101.81%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
2,670
shares
|
$1.64 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,661
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2024
Reduced 46.4%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,659
shares
|
$1.64 Million
0.49% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,658
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Reduced 16.81%
|