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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
314
shares
|
$183,969
0.08% of portfolio
|
Q4 2024
Added 248.89%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
311
shares
|
$182,211
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
302
shares
|
$176,938
0.09% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
301
shares
|
$176,352
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
300
shares
|
$175,767
0.13% of portfolio
|
Q2 2024
Reduced 69.26%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$175,767
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
297
shares
|
$174,009
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
296
shares
|
$173,423
0.05% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
296
shares
|
$173,423
0.02% of portfolio
|
Q4 2024
Reduced 36.34%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
295
shares
|
$172,837
0.07% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
292
shares
|
$171,079
0.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
286
shares
|
$167,564
0.04% of portfolio
|
Q4 2024
Added 615.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
282
shares
|
$165,220
0.11% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
277
shares
|
$162,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
275
shares
|
$161,119
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
273
shares
|
$159,947
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
262
shares
|
$153,503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
257
shares
|
$150,573
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
256
shares
|
$149,987
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
252
shares
|
$147,644
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
251
shares
|
$147,058
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$146,472
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
250
shares
|
$146,472
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
241
shares
|
$141,199
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
241
shares
|
$141,199
0.1% of portfolio
|
Q4 2024
New holding
|