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 3,872 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
216,979
shares
|
$123 Million
6.15% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
216,289
shares
|
$123 Million
5.11% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
214,352
shares
|
$122 Million
29.06% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
212,848
shares
|
$121 Million
2.28% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
211,613
shares
|
$120 Million
7.9% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
210,208
shares
|
$119 Million
30.7% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
209,830
shares
|
$119 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
209,169
shares
|
$119 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
208,539
shares
|
$118 Million
1.53% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
207,272
shares
|
$118 Million
7.59% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
207,009
shares
|
$118 Million
2.12% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
206,891
shares
|
$118 Million
3.43% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Adventist Health System
Roseville, CA |
Feb 12, 2025 Q4 2024 |
204,550
shares
|
$116 Million
18.58% of portfolio
|
Q4 2024
Reduced 68.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
203,159
shares
|
$115 Million
1.78% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
200,134
shares
|
$114 Million
25.64% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
199,822
shares
|
$114 Million
2.96% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
196,094
shares
|
$111 Million
3.49% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
195,344
shares
|
$111 Million
9.65% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
194,825
shares
|
$111 Million
33.16% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
194,485
shares
|
$110 Million
3.37% of portfolio
|
Q1 2023
Added 3.45%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
192,613
shares
|
$109 Million
23.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
191,699
shares
|
$109 Million
1.89% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
190,926
shares
|
$108 Million
32.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
188,812
shares
|
$107 Million
7.86% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
188,496
shares
|
$107 Million
4.41% of portfolio
|
Q4 2024
Reduced 3.61%
|