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 3,922 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $491 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
778
shares
|
$465,967
0.05% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
777
shares
|
$465,368
0.05% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
777
shares
|
$465,368
0.23% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
776
shares
|
$464,769
0.27% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
775
shares
|
$464,170
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
775
shares
|
$464,170
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
773
shares
|
$462,972
0.27% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
772
shares
|
$462,373
0.03% of portfolio
|
Q1 2025
Added 79.53%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
772
shares
|
$462,373
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
771
shares
|
$461,775
0.36% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$461,176
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
769
shares
|
$460,577
0.25% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
767
shares
|
$459,379
0.12% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
767
shares
|
$459,379
0.1% of portfolio
|
Q1 2025
Reduced 97.89%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
767
shares
|
$459,379
0.11% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
766
shares
|
$458,780
0.06% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
766
shares
|
$458,780
0.01% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
765
shares
|
$458,181
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
764
shares
|
$457,582
0.09% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
764
shares
|
$457,582
0.22% of portfolio
|
Q1 2025
Added 58.18%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
764
shares
|
$457,582
0.43% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
761
shares
|
$455,785
0.05% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
760
shares
|
$455,186
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
759
shares
|
$454,587
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
758
shares
|
$453,988
0.19% of portfolio
|
Q1 2025
Reduced 5.37%
|