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 3,885 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
797
shares
|
$421,349
0.05% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
796
shares
|
$420,821
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
793
shares
|
$419,235
0.14% of portfolio
|
Q2 2024
Reduced 42.58%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$417,120
0.19% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
789
shares
|
$417,120
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
785
shares
|
$415,005
0.44% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
783
shares
|
$413,948
0.23% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
783
shares
|
$413,948
0.21% of portfolio
|
Q4 2024
Added 107.69%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
782
shares
|
$413,419
0.31% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
781
shares
|
$412,891
0.07% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
779
shares
|
$411,833
0.1% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
778
shares
|
$411,305
0.04% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
777
shares
|
$410,776
0.05% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
777
shares
|
$410,776
0.23% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
776
shares
|
$410,247
0.27% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
775
shares
|
$409,719
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
773
shares
|
$408,661
0.27% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
772
shares
|
$408,133
0.18% of portfolio
|
Q4 2024
Added 87.38%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
771
shares
|
$407,604
0.09% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$407,075
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
768
shares
|
$406,018
0.33% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
768
shares
|
$406,018
0.26% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
767
shares
|
$405,489
0.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
767
shares
|
$405,489
0.1% of portfolio
|
Q1 2025
Reduced 97.89%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
766
shares
|
$404,961
0.06% of portfolio
|
Q1 2025
Added 3.37%
|