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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$229,090
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
388
shares
|
$229,090
0.12% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
387
shares
|
$228,500
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
386
shares
|
$227,909
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
385
shares
|
$227,319
0.09% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
384
shares
|
$226,728
0.02% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
382
shares
|
$225,548
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$225,548
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
381
shares
|
$224,957
0.07% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
381
shares
|
$224,957
0.06% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
380
shares
|
$224,367
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
380
shares
|
$224,367
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
377
shares
|
$222,595
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
376
shares
|
$222,005
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
375
shares
|
$221,415
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
373
shares
|
$220,234
0.06% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
372
shares
|
$219,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
371
shares
|
$219,053
0.09% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
369
shares
|
$217,872
0.12% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$217,872
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
368
shares
|
$217,281
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
368
shares
|
$217,281
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
368
shares
|
$217,281
0.29% of portfolio
|
Q4 2024
Reduced 29.5%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
367
shares
|
$216,691
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
367
shares
|
$216,691
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|