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 3,789 institutions that hold shares in the stock, with a total of 736 Million shares, which have been reported (via 13F filing form) to have a value of $451 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Feb 14, 2025 Q4 2024 |
109,395
shares
|
$67 Million
4.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
108,777
shares
|
$66.6 Million
4.28% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
108,236
shares
|
$66.3 Million
2.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
108,116
shares
|
$66.2 Million
17.64% of portfolio
|
Q3 2023
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
108,072
shares
|
$66.2 Million
4.21% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
107,155
shares
|
$65.7 Million
0.97% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
106,722
shares
|
$65.4 Million
6.52% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
106,527
shares
|
$65.3 Million
8.21% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
106,179
shares
|
$65.1 Million
1.15% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
105,987
shares
|
$64.9 Million
11.52% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
105,796
shares
|
$64.8 Million
2.0% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
105,573
shares
|
$64.7 Million
4.8% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
105,440
shares
|
$64.6 Million
13.13% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
105,022
shares
|
$64.3 Million
0.05% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
104,933
shares
|
$64.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
104,665
shares
|
$64.1 Million
18.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$63.9 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
104,354
shares
|
$63.9 Million
5.23% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
104,049
shares
|
$63.7 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
103,591
shares
|
$63.5 Million
19.09% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
103,486
shares
|
$63.4 Million
15.37% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
103,465
shares
|
$63.4 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
102,904
shares
|
$63 Million
16.26% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
102,772
shares
|
$63 Million
8.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
102,567
shares
|
$62.8 Million
16.28% of portfolio
|
Q4 2024
Reduced 0.91%
|