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 |
|---|---|---|---|---|---|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
350
shares
|
$205,061
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
350
shares
|
$205,061
0.05% of portfolio
|
Q4 2024
Added 44.03%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
349
shares
|
$204,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$204,475
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
349
shares
|
$204,475
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
348
shares
|
$203,889
0.13% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
347
shares
|
$203,303
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
346
shares
|
$202,717
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
345
shares
|
$202,132
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
345
shares
|
$202,132
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
344
shares
|
$201,546
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
344
shares
|
$201,546
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
343
shares
|
$200,960
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
342
shares
|
$200,374
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
341
shares
|
$199,788
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
341
shares
|
$199,788
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
341
shares
|
$199,788
0.06% of portfolio
|
Q4 2023
Reduced 9.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
340
shares
|
$199,202
0.08% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
340
shares
|
$199,202
0.07% of portfolio
|
Q1 2024
Reduced 41.88%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
333
shares
|
$195,101
0.1% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
331
shares
|
$193,929
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
328
shares
|
$192,171
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$190,414
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
320
shares
|
$187,484
0.0% of portfolio
|
Q4 2024
Added 190.91%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
315
shares
|
$184,555
0.03% of portfolio
|
Q3 2024
Reduced 37.0%
|