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 3,920 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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
405
shares
|
$239,128
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
405
shares
|
$239,128
0.04% of portfolio
|
Q1 2025
Reduced 99.4%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
405
shares
|
$239,128
0.28% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
404
shares
|
$238,537
0.13% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
403
shares
|
$237,947
0.05% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
402
shares
|
$237,356
0.13% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
402
shares
|
$237,356
0.13% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
400
shares
|
$236,176
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
400
shares
|
$236,176
0.04% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
399
shares
|
$235,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
399
shares
|
$235,585
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$235,585
0.52% of portfolio
|
Q3 2024
Added 167.79%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
397
shares
|
$234,404
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
397
shares
|
$234,404
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
397
shares
|
$234,404
0.17% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
397
shares
|
$234,404
0.2% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
395
shares
|
$233,223
0.0% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
395
shares
|
$233,223
0.27% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
394
shares
|
$232,633
0.14% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
393
shares
|
$232,042
0.07% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
393
shares
|
$232,042
0.1% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
392
shares
|
$231,452
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$230,271
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
389
shares
|
$229,681
0.11% of portfolio
|
Q4 2024
Added 235.34%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
388
shares
|
$229,090
0.06% of portfolio
|
Q4 2024
New holding
|