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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
402
shares
|
$235,527
0.13% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
402
shares
|
$235,527
0.13% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
402
shares
|
$235,527
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
400
shares
|
$234,356
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
400
shares
|
$234,356
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
400
shares
|
$234,356
0.04% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
399
shares
|
$233,770
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$233,770
0.52% of portfolio
|
Q3 2024
Added 167.79%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
398
shares
|
$233,184
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
397
shares
|
$232,598
0.03% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
397
shares
|
$232,598
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
396
shares
|
$232,012
0.1% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
396
shares
|
$232,012
0.2% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
394
shares
|
$230,840
0.15% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
393
shares
|
$230,254
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
392
shares
|
$229,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
392
shares
|
$229,668
0.07% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
392
shares
|
$229,668
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$228,497
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
390
shares
|
$228,497
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
389
shares
|
$227,911
0.11% of portfolio
|
Q4 2024
Added 235.34%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
389
shares
|
$227,911
0.05% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
388
shares
|
$227,325
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
388
shares
|
$227,325
0.06% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$227,325
0.05% of portfolio
|
Q1 2024
New holding
|