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 3,849 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 $446 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
547
shares
|
$320,481
0.09% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
544
shares
|
$318,724
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
544
shares
|
$318,724
0.22% of portfolio
|
Q4 2024
Reduced 53.9%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
543
shares
|
$318,138
0.28% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
543
shares
|
$318,138
0.19% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
541
shares
|
$316,966
0.1% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$316,966
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Mar 06, 2025 Q4 2024 |
540
shares
|
$316,380
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
539
shares
|
$315,794
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
538
shares
|
$315,208
0.14% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
537
shares
|
$314,622
0.08% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
537
shares
|
$314,622
0.09% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$314,037
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
535
shares
|
$313,451
0.2% of portfolio
|
Q4 2024
Reduced 27.11%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
535
shares
|
$313,451
0.04% of portfolio
|
Q2 2024
Reduced 31.06%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
534
shares
|
$312,865
0.15% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
533
shares
|
$312,279
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
531
shares
|
$311,107
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
529
shares
|
$309,935
0.04% of portfolio
|
Q4 2024
Reduced 12.85%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
529
shares
|
$309,935
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
526
shares
|
$308,178
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
525
shares
|
$307,592
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
524
shares
|
$307,006
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
523
shares
|
$306,420
0.08% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
523
shares
|
$306,420
0.04% of portfolio
|
Q4 2024
Reduced 6.61%
|