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 3,879 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $422 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
134,995
shares
|
$75.3 Million
8.81% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
134,978
shares
|
$75.3 Million
23.91% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
134,822
shares
|
$75.2 Million
1.12% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
134,678
shares
|
$75.2 Million
8.89% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$75.1 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
133,782
shares
|
$74.7 Million
2.17% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$74.5 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
133,186
shares
|
$74.3 Million
7.96% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
133,031
shares
|
$74.2 Million
5.68% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132,863
shares
|
$74.2 Million
2.3% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
132,757
shares
|
$74.1 Million
26.34% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
131,903
shares
|
$73.6 Million
5.96% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
131,800
shares
|
$73.6 Million
37.22% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
131,499
shares
|
$73.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
130,577
shares
|
$72.9 Million
5.88% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
130,184
shares
|
$72.7 Million
9.17% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cisco Systems, Inc.
San Jose, CA |
Jan 22, 2025 Q4 2024 |
130,000
shares
|
$72.6 Million
21.64% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
129,582
shares
|
$72.3 Million
7.21% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
129,416
shares
|
$72.2 Million
22.68% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
129,319
shares
|
$72.2 Million
6.46% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
129,279
shares
|
$72.2 Million
24.97% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
129,168
shares
|
$72.1 Million
4.61% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
129,008
shares
|
$72 Million
1.45% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
128,792
shares
|
$71.9 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
128,338
shares
|
$71.6 Million
6.2% of portfolio
|
Q4 2024
Added 4.29%
|