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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
96
shares
|
$56,682
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
95
shares
|
$56,091
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
95
shares
|
$56,091
0.02% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
94
shares
|
$55,501
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
94
shares
|
$55,501
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
94
shares
|
$55,501
0.02% of portfolio
|
Q3 2023
Added 154.05%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
91
shares
|
$53,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
91
shares
|
$53,730
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$50,777
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
86
shares
|
$50,777
0.03% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
82
shares
|
$48,416
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
81
shares
|
$47,825
0.04% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$47,235
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
80
shares
|
$47,235
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
79
shares
|
$46,644
0.01% of portfolio
|
Q1 2025
Added 51.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
78
shares
|
$46,054
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
69
shares
|
$40,740
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
69
shares
|
$40,740
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$39,559
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
67
shares
|
$39,559
0.03% of portfolio
|
Q1 2025
Added 353.73%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$38,378
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
59
shares
|
$34,835
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
57
shares
|
$33,655
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
56
shares
|
$33,064
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
56
shares
|
$33,064
0.07% of portfolio
|
Q4 2024
New holding
|