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 $485 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
575
shares
|
$340,486
0.06% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
575
shares
|
$340,486
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
573
shares
|
$339,301
0.24% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
571
shares
|
$338,117
0.17% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
570
shares
|
$337,525
0.19% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
568
shares
|
$336,341
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
568
shares
|
$336,341
0.18% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
566
shares
|
$335,156
0.16% of portfolio
|
Q3 2024
Added 50.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
566
shares
|
$335,156
0.02% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
566
shares
|
$335,156
0.1% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
563
shares
|
$333,380
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
562
shares
|
$332,788
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
560
shares
|
$331,604
0.11% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
559
shares
|
$331,011
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
558
shares
|
$330,419
0.0% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
557
shares
|
$329,827
0.28% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$329,235
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
556
shares
|
$329,235
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
555
shares
|
$328,643
5.35% of portfolio
|
Q1 2025
Added 4169.23%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
554
shares
|
$328,051
0.33% of portfolio
|
Q1 2025
Reduced 83.76%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
552
shares
|
$326,866
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
552
shares
|
$326,866
0.01% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
550
shares
|
$325,682
0.05% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
549
shares
|
$325,090
0.15% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
548
shares
|
$324,498
0.1% of portfolio
|
Q1 2025
Reduced 16.72%
|