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 |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
757
shares
|
$453,390
0.53% of portfolio
|
Q3 2022
Reduced 3.44%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
756
shares
|
$452,791
0.06% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
755
shares
|
$452,192
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$449,796
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
750
shares
|
$449,197
0.13% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
750
shares
|
$449,197
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
749
shares
|
$448,598
0.25% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
749
shares
|
$448,598
0.15% of portfolio
|
Q4 2024
Reduced 18.41%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$447,999
0.19% of portfolio
|
Q2 2022
Added 619.23%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
747
shares
|
$447,400
0.11% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
745
shares
|
$446,202
0.02% of portfolio
|
Q1 2025
Added 90.05%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
745
shares
|
$446,202
0.25% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
742
shares
|
$444,406
0.11% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
741
shares
|
$443,807
0.03% of portfolio
|
Q1 2025
Reduced 27.57%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
740
shares
|
$443,208
0.29% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
740
shares
|
$443,208
0.25% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
740
shares
|
$443,208
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
736
shares
|
$440,812
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
735
shares
|
$440,213
0.29% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
734
shares
|
$439,614
0.22% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
732
shares
|
$438,416
0.22% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
731
shares
|
$437,817
0.11% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
731
shares
|
$437,817
0.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
730
shares
|
$437,218
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
730
shares
|
$437,218
0.18% of portfolio
|
Q1 2025
Reduced 11.62%
|