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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
482
shares
|
$282,398
0.04% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
480
shares
|
$281,227
0.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
479
shares
|
$280,641
0.14% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
479
shares
|
$280,641
0.05% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
477
shares
|
$279,469
0.23% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
477
shares
|
$279,469
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
476
shares
|
$278,883
0.1% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
476
shares
|
$278,883
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
474
shares
|
$277,711
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
469
shares
|
$274,782
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
468
shares
|
$274,196
0.12% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
468
shares
|
$274,196
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
468
shares
|
$274,196
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
465
shares
|
$272,438
0.12% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
464
shares
|
$271,852
0.17% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
463
shares
|
$271,267
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
460
shares
|
$269,509
0.13% of portfolio
|
Q1 2024
Reduced 41.4%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
460
shares
|
$269,509
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
458
shares
|
$268,337
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
456
shares
|
$267,165
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
455
shares
|
$266,579
0.09% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
455
shares
|
$266,579
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
454
shares
|
$265,994
0.01% of portfolio
|
Q4 2024
Reduced 34.01%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
452
shares
|
$264,822
0.04% of portfolio
|
Q1 2024
Reduced 18.71%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
452
shares
|
$264,822
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|