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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
655
shares
|
$346,278
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
650
shares
|
$343,635
0.06% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
649
shares
|
$343,106
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
648
shares
|
$342,578
0.21% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
642
shares
|
$339,406
0.54% of portfolio
|
Q4 2021
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
642
shares
|
$339,406
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
642
shares
|
$339,406
0.25% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
641
shares
|
$338,877
0.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
641
shares
|
$338,877
0.28% of portfolio
|
Q4 2024
Reduced 50.88%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
636
shares
|
$336,234
0.02% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
635
shares
|
$335,705
0.14% of portfolio
|
Q4 2023
Reduced 7.3%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
635
shares
|
$335,705
0.22% of portfolio
|
Q2 2024
Added 43.02%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
635
shares
|
$335,705
0.11% of portfolio
|
Q3 2022
Reduced 2.31%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
634
shares
|
$335,176
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
633
shares
|
$334,648
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
633
shares
|
$334,648
0.13% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
633
shares
|
$334,648
0.28% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
632
shares
|
$334,119
0.05% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
631
shares
|
$333,590
0.14% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
630
shares
|
$333,062
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
629
shares
|
$332,533
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
628
shares
|
$332,004
0.25% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
627
shares
|
$331,476
0.07% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
627
shares
|
$331,476
0.28% of portfolio
|
Q2 2021
Reduced 6.0%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
626
shares
|
$330,947
0.1% of portfolio
|
Q4 2024
Added 80.92%
|