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 3,789 institutions that hold shares in the stock, with a total of 736 Million shares, which have been reported (via 13F filing form) to have a value of $451 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,068
shares
|
$654,342
0.26% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,067
shares
|
$653,729
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,067
shares
|
$653,729
0.33% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
1,067
shares
|
$653,729
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,066
shares
|
$653,116
0.19% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,060
shares
|
$649,440
0.05% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,060
shares
|
$649,440
0.42% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
1,060
shares
|
$649,440
0.23% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$645,152
0.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,053
shares
|
$645,152
0.0% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,048
shares
|
$642,088
0.21% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,041
shares
|
$637,799
0.62% of portfolio
|
Q3 2022
Reduced 4.23%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1,041
shares
|
$637,799
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,040
shares
|
$637,187
0.19% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,035
shares
|
$634,123
0.18% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
1,033
shares
|
$632,898
0.27% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
1,032
shares
|
$632,285
0.14% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
1,031
shares
|
$631,673
0.27% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
1,030
shares
|
$631,060
0.45% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
1,029
shares
|
$630,447
0.05% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
1,023
shares
|
$626,771
0.04% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,021
shares
|
$625,546
0.3% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
1,021
shares
|
$625,546
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
1,019
shares
|
$624,320
0.32% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
1,019
shares
|
$624,320
0.39% of portfolio
|
Q4 2024
Reduced 60.73%
|