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 3,638 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $434 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$40,454
0.01% of portfolio
|
Q3 2024
Added 139.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$40,454
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$39,247
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
63
shares
|
$38,039
0.02% of portfolio
|
Q2 2024
Added 14.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
63
shares
|
$38,039
0.02% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
61
shares
|
$36,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$35,624
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
57
shares
|
$34,416
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
55
shares
|
$33,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
54
shares
|
$32,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
53
shares
|
$32,001
0.0% of portfolio
|
Q2 2021
Added 10.42%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
52
shares
|
$31,397
0.0% of portfolio
|
Q4 2024
Reduced 58.4%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
51
shares
|
$30,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$28,378
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$25,963
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
40
shares
|
$24,152
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$24,152
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
40
shares
|
$24,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
36
shares
|
$21,736
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$19,925
0.01% of portfolio
|
Q1 2024
Added 57.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
33
shares
|
$19,925
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
32
shares
|
$19,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31
shares
|
$18,717
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
25
shares
|
$15,094
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
24
shares
|
$14,491
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|