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 |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
488
shares
|
$288,134
0.11% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
487
shares
|
$287,544
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
486
shares
|
$286,953
0.08% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
486
shares
|
$286,953
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
485
shares
|
$286,363
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
484
shares
|
$285,772
0.24% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
483
shares
|
$285,182
0.03% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
481
shares
|
$284,001
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
481
shares
|
$284,001
0.18% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
480
shares
|
$283,411
0.03% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
480
shares
|
$283,411
0.07% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
479
shares
|
$282,820
0.05% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
478
shares
|
$282,230
0.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
476
shares
|
$281,049
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
474
shares
|
$279,868
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
471
shares
|
$278,097
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
470
shares
|
$277,506
0.16% of portfolio
|
Q1 2025
Reduced 65.99%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
470
shares
|
$277,506
0.21% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Apr 22, 2025 Q1 2025 |
469
shares
|
$276,916
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
468
shares
|
$276,325
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
468
shares
|
$276,325
0.31% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
466
shares
|
$275,145
0.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
466
shares
|
$275,145
0.13% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
466
shares
|
$275,145
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
465
shares
|
$274,554
0.09% of portfolio
|
Q1 2025
Added 6.9%
|