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 |
|---|---|---|---|---|---|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
706
shares
|
$373,241
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
706
shares
|
$373,241
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
705
shares
|
$372,712
0.15% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
705
shares
|
$372,712
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
704
shares
|
$372,183
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$371,655
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
703
shares
|
$371,655
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
702
shares
|
$371,126
0.22% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
701
shares
|
$370,597
0.04% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
700
shares
|
$370,069
0.19% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
700
shares
|
$370,069
0.24% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
699
shares
|
$369,540
0.08% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
697
shares
|
$368,482
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
697
shares
|
$368,482
0.21% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
696
shares
|
$367,954
0.01% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
696
shares
|
$367,954
0.11% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
695
shares
|
$367,425
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
695
shares
|
$367,425
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
694
shares
|
$366,896
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
694
shares
|
$366,896
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
693
shares
|
$366,368
0.18% of portfolio
|
Q1 2024
Added 23.97%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
692
shares
|
$365,839
0.02% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
690
shares
|
$364,782
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
690
shares
|
$364,782
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
689
shares
|
$364,253
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|