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 |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
366
shares
|
$216,101
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
365
shares
|
$215,510
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
364
shares
|
$214,920
0.03% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
364
shares
|
$214,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
363
shares
|
$214,329
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
362
shares
|
$213,739
0.18% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
360
shares
|
$212,558
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
360
shares
|
$212,558
0.05% of portfolio
|
Q4 2024
Reduced 54.89%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 08, 2025 Q1 2025 |
360
shares
|
$212,558
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
360
shares
|
$212,558
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
359
shares
|
$211,967
0.1% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
358
shares
|
$211,377
0.05% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
357
shares
|
$210,787
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
357
shares
|
$210,787
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
357
shares
|
$210,787
0.08% of portfolio
|
Q1 2025
Reduced 41.28%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
357
shares
|
$210,787
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
357
shares
|
$210,787
0.21% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$210,787
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
356
shares
|
$210,196
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
356
shares
|
$210,196
0.06% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
356
shares
|
$210,196
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
355
shares
|
$209,606
0.0% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$206,063
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
349
shares
|
$206,063
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
340
shares
|
$200,749
0.07% of portfolio
|
Q1 2024
Reduced 41.88%
|