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 3,554 institutions that hold shares in the stock, with a total of 695 Million shares, which have been reported (via 13F filing form) to have a value of $422 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
126
shares
|
$76,543
0.03% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
126
shares
|
$76,543
0.04% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$76,543
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
125
shares
|
$75,936
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
123
shares
|
$74,721
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
121
shares
|
$73,506
0.03% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
121
shares
|
$73,506
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$72,291
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
117
shares
|
$71,076
0.02% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
116
shares
|
$70,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
113
shares
|
$68,646
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$68,646
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
110
shares
|
$66,823
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$66,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
107
shares
|
$65,001
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
103
shares
|
$62,571
0.01% of portfolio
|
Q2 2024
Added 21.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$62,571
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$60,749
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$60,749
0.02% of portfolio
|
Q2 2022
Reduced 9.09%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
96
shares
|
$58,319
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
95
shares
|
$57,711
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
94
shares
|
$57,104
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
94
shares
|
$57,104
0.02% of portfolio
|
Q3 2023
Added 154.05%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
93
shares
|
$56,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$52,244
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|