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 |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
614
shares
|
$363,580
0.14% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
612
shares
|
$362,395
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
609
shares
|
$360,619
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
609
shares
|
$360,619
0.14% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
609
shares
|
$360,619
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
607
shares
|
$359,435
0.31% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
605
shares
|
$358,250
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
605
shares
|
$358,250
0.11% of portfolio
|
Q2 2024
Added 9.01%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
605
shares
|
$358,250
0.14% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
605
shares
|
$358,250
0.3% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
604
shares
|
$357,658
0.17% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
604
shares
|
$357,658
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
603
shares
|
$357,066
0.14% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
602
shares
|
$356,474
0.13% of portfolio
|
Q2 2023
Reduced 4.14%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
601
shares
|
$355,882
0.33% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$355,290
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
600
shares
|
$355,290
0.19% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
600
shares
|
$355,290
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
600
shares
|
$355,290
0.28% of portfolio
|
Q3 2020
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
600
shares
|
$355,290
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
599
shares
|
$354,697
0.11% of portfolio
|
Q4 2024
Added 43.65%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
597
shares
|
$353,513
0.02% of portfolio
|
Q3 2022
Reduced 33.22%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
597
shares
|
$353,513
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
596
shares
|
$352,921
0.28% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
594
shares
|
$351,737
0.1% of portfolio
|
Q1 2025
Reduced 2.3%
|