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 |
|---|---|---|---|---|---|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
547
shares
|
$327,614
0.2% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
545
shares
|
$326,416
0.16% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
545
shares
|
$326,416
0.27% of portfolio
|
Q1 2025
Reduced 31.62%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
544
shares
|
$325,817
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
544
shares
|
$325,817
0.14% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
543
shares
|
$325,218
0.27% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
543
shares
|
$325,218
0.18% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
542
shares
|
$324,620
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$324,021
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
541
shares
|
$324,021
0.25% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
540
shares
|
$323,422
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
540
shares
|
$323,422
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
539
shares
|
$322,823
0.09% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
539
shares
|
$322,823
0.2% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
538
shares
|
$322,224
0.16% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
538
shares
|
$322,224
0.08% of portfolio
|
Q1 2025
Reduced 97.33%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
537
shares
|
$321,625
0.09% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$321,026
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
534
shares
|
$319,828
0.16% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Northstar Asset Management Inc
Boston, MA |
May 13, 2025 Q1 2025 |
533
shares
|
$319,229
0.1% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
533
shares
|
$319,229
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Soros Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
532
shares
|
$318,630
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
530
shares
|
$317,432
0.02% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
530
shares
|
$317,432
0.19% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
530
shares
|
$317,432
0.26% of portfolio
|
Q1 2025
Reduced 30.54%
|