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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
85
shares
|
$51,636
0.02% of portfolio
|
Q3 2024
Reduced 79.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
83
shares
|
$50,421
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
82
shares
|
$49,814
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
81
shares
|
$49,206
0.02% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$48,599
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
80
shares
|
$48,599
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
78
shares
|
$47,384
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
77
shares
|
$46,776
0.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
76
shares
|
$46,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
73
shares
|
$44,346
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
69
shares
|
$41,916
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$40,701
0.01% of portfolio
|
Q3 2024
Added 139.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$40,701
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$39,486
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
63
shares
|
$38,271
0.02% of portfolio
|
Q2 2024
Added 14.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
63
shares
|
$38,271
0.02% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$35,841
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
57
shares
|
$34,626
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
55
shares
|
$33,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
54
shares
|
$32,804
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
53
shares
|
$32,196
0.0% of portfolio
|
Q2 2021
Added 10.42%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
52
shares
|
$31,589
0.0% of portfolio
|
Q4 2024
Reduced 58.4%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$30,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$30,374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$28,552
0.01% of portfolio
|
Q2 2023
New holding
|