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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
694
shares
|
$415,657
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
694
shares
|
$415,657
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
693
shares
|
$415,058
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
691
shares
|
$413,860
0.54% of portfolio
|
Q1 2025
Added 85.25%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
690
shares
|
$413,261
0.02% of portfolio
|
Q1 2025
Reduced 30.44%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
690
shares
|
$413,261
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
689
shares
|
$412,662
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
687
shares
|
$411,464
0.27% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
686
shares
|
$410,865
0.11% of portfolio
|
Q1 2024
Reduced 57.34%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
685
shares
|
$410,267
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
685
shares
|
$410,267
0.13% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
685
shares
|
$410,267
0.18% of portfolio
|
Q3 2022
Added 4.1%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
684
shares
|
$409,668
0.14% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
684
shares
|
$409,668
0.02% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
683
shares
|
$409,069
0.02% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
682
shares
|
$408,470
0.57% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
681
shares
|
$407,871
0.27% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
680
shares
|
$407,272
0.12% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
679
shares
|
$406,673
0.06% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
679
shares
|
$406,673
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
678
shares
|
$406,074
0.17% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
675
shares
|
$404,277
0.14% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
675
shares
|
$404,277
0.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
674
shares
|
$403,678
0.03% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
674
shares
|
$403,678
0.22% of portfolio
|
Q1 2025
Reduced 0.3%
|