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 |
|---|---|---|---|---|---|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
594
shares
|
$351,737
0.12% of portfolio
|
Q4 2024
Reduced 96.07%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
593
shares
|
$351,144
0.26% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
593
shares
|
$351,144
0.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
593
shares
|
$351,144
0.21% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
593
shares
|
$351,144
0.25% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
590
shares
|
$349,368
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
589
shares
|
$348,776
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
589
shares
|
$348,776
0.09% of portfolio
|
Q2 2024
Added 10.09%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
589
shares
|
$348,776
0.11% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
589
shares
|
$348,776
0.13% of portfolio
|
Q1 2025
Added 47.99%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
589
shares
|
$348,776
0.21% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
588
shares
|
$348,184
0.07% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
587
shares
|
$347,592
0.18% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
586
shares
|
$346,999
0.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
585
shares
|
$346,407
0.04% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
584
shares
|
$345,815
0.1% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
584
shares
|
$345,815
0.06% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
582
shares
|
$344,631
0.04% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
582
shares
|
$344,631
0.15% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
580
shares
|
$343,447
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
580
shares
|
$343,447
0.14% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
579
shares
|
$342,854
0.33% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
578
shares
|
$342,262
0.04% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
578
shares
|
$342,262
0.09% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
575
shares
|
$340,486
0.31% of portfolio
|
Q4 2021
New holding
|