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 |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
725
shares
|
$434,224
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
724
shares
|
$433,625
0.25% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
723
shares
|
$433,026
0.06% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
720
shares
|
$431,229
0.06% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
720
shares
|
$431,229
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$430,031
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
717
shares
|
$429,432
0.14% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
715
shares
|
$428,234
0.17% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
714
shares
|
$427,636
0.22% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
713
shares
|
$427,037
0.14% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
712
shares
|
$426,438
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
711
shares
|
$425,839
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
709
shares
|
$424,641
0.07% of portfolio
|
Q4 2024
Reduced 73.83%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
709
shares
|
$424,641
0.04% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
709
shares
|
$424,641
0.18% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
707
shares
|
$423,443
0.18% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
707
shares
|
$423,443
0.29% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
706
shares
|
$422,844
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$421,047
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
703
shares
|
$421,047
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
700
shares
|
$419,250
0.34% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
697
shares
|
$417,454
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
697
shares
|
$417,454
0.21% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
696
shares
|
$416,855
0.04% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
695
shares
|
$416,256
0.07% of portfolio
|
Q4 2024
New holding
|