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 3,569 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $421 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$295,074
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
488
shares
|
$295,074
0.17% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
488
shares
|
$295,074
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
487
shares
|
$294,469
0.0% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
486
shares
|
$293,864
0.08% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
485
shares
|
$293,260
0.06% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
483
shares
|
$292,050
0.03% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
482
shares
|
$291,446
0.04% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
479
shares
|
$289,632
0.14% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
479
shares
|
$289,632
0.05% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
478
shares
|
$289,027
0.07% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
478
shares
|
$289,027
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
477
shares
|
$288,422
0.06% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
477
shares
|
$288,422
0.23% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
477
shares
|
$288,422
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
476
shares
|
$287,818
0.1% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
474
shares
|
$286,608
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
469
shares
|
$283,585
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
468
shares
|
$282,980
0.12% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
468
shares
|
$282,980
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
466
shares
|
$281,771
0.18% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
465
shares
|
$281,166
0.04% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
465
shares
|
$281,166
0.12% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
464
shares
|
$280,562
0.08% of portfolio
|
Q4 2023
Reduced 8.66%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
463
shares
|
$279,957
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|