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 |
|---|---|---|---|---|---|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,657
shares
|
$1.64 Million
1.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,656
shares
|
$1.64 Million
0.22% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,655
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,651
shares
|
$1.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,634
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
2,627
shares
|
$1.62 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
2,626
shares
|
$1.62 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,622
shares
|
$1.61 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,621
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
2,620
shares
|
$1.61 Million
0.62% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,619
shares
|
$1.61 Million
1.1% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,615
shares
|
$1.61 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,612
shares
|
$1.61 Million
0.24% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,611
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
2,609
shares
|
$1.61 Million
0.92% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
2,608
shares
|
$1.61 Million
1.08% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,606
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
2,602
shares
|
$1.6 Million
0.98% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
2,598
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,597
shares
|
$1.6 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
2,595
shares
|
$1.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 26.4%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,594
shares
|
$1.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,585
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,581
shares
|
$1.59 Million
1.38% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,577
shares
|
$1.59 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.41%
|