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 $486 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
633
shares
|
$374,830
0.14% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
633
shares
|
$374,830
0.08% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
632
shares
|
$374,238
0.05% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
May 09, 2025 Q1 2025 |
632
shares
|
$374,238
0.18% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
632
shares
|
$374,238
0.08% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
631
shares
|
$373,646
0.14% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
629
shares
|
$372,462
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
628
shares
|
$371,870
0.06% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
628
shares
|
$371,870
0.18% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
627
shares
|
$371,278
0.07% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
627
shares
|
$371,278
0.29% of portfolio
|
Q2 2021
Reduced 6.0%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
626
shares
|
$370,685
0.09% of portfolio
|
Q4 2024
Added 80.92%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$370,093
0.17% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
624
shares
|
$369,501
0.12% of portfolio
|
Q4 2024
Added 100.64%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
622
shares
|
$368,317
0.17% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
622
shares
|
$368,317
0.12% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
622
shares
|
$368,317
0.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
622
shares
|
$368,317
0.19% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
621
shares
|
$367,725
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
620
shares
|
$367,133
0.34% of portfolio
|
Q1 2025
Reduced 51.56%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$366,540
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
619
shares
|
$366,540
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
618
shares
|
$365,948
0.17% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
618
shares
|
$365,948
0.29% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
615
shares
|
$364,172
0.26% of portfolio
|
Q1 2025
Added 170.93%
|