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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
16,565
shares
|
$10.1 Million
1.9% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,538
shares
|
$10.1 Million
4.81% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,421
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
16,411
shares
|
$10.1 Million
10.45% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
16,388
shares
|
$10 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,260
shares
|
$9.96 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16,239
shares
|
$9.95 Million
0.51% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
16,200
shares
|
$9.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
16,129
shares
|
$9.88 Million
5.19% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
16,117
shares
|
$9.87 Million
0.47% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
16,112
shares
|
$9.87 Million
3.94% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
16,092
shares
|
$9.86 Million
1.44% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
16,061
shares
|
$9.84 Million
3.69% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
16,008
shares
|
$9.81 Million
7.47% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
15,985
shares
|
$9.79 Million
0.4% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
15,940
shares
|
$9.77 Million
0.67% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
15,940
shares
|
$9.77 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
15,937
shares
|
$9.76 Million
0.86% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
15,922
shares
|
$9.76 Million
2.9% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
15,878
shares
|
$9.73 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
15,829
shares
|
$9.7 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
15,799
shares
|
$9.68 Million
2.97% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
15,798
shares
|
$9.68 Million
5.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,787
shares
|
$9.67 Million
4.85% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
15,708
shares
|
$9.62 Million
1.54% of portfolio
|
Q3 2024
Added 1.25%
|