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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$191,893
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
315
shares
|
$185,988
0.03% of portfolio
|
Q3 2024
Reduced 37.0%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
313
shares
|
$184,807
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
309
shares
|
$182,445
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
302
shares
|
$178,312
0.09% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
301
shares
|
$177,722
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$177,132
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
297
shares
|
$175,360
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
295
shares
|
$174,179
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
292
shares
|
$172,408
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
289
shares
|
$170,637
0.11% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
282
shares
|
$166,504
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
273
shares
|
$161,190
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
270
shares
|
$159,418
0.04% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
266
shares
|
$157,057
0.03% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
257
shares
|
$151,743
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
256
shares
|
$151,152
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
254
shares
|
$149,971
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
252
shares
|
$148,790
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$147,610
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
250
shares
|
$147,610
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
241
shares
|
$142,296
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
241
shares
|
$142,296
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
237
shares
|
$139,934
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
234
shares
|
$138,162
0.05% of portfolio
|
Q1 2025
Added 84.25%
|