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 |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,055
shares
|
$1.87 Million
0.51% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,055
shares
|
$1.87 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,052
shares
|
$1.87 Million
0.82% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
3,048
shares
|
$1.87 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,039
shares
|
$1.86 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,034
shares
|
$1.86 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,032
shares
|
$1.86 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
3,031
shares
|
$1.86 Million
0.84% of portfolio
|
Q4 2024
Reduced 19.43%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,030
shares
|
$1.86 Million
1.59% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,025
shares
|
$1.85 Million
0.68% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
3,024
shares
|
$1.85 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,015
shares
|
$1.85 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
3,007
shares
|
$1.84 Million
1.19% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
3,001
shares
|
$1.84 Million
0.72% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$1.83 Million
0.58% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
2,993
shares
|
$1.83 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,982
shares
|
$1.83 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,970
shares
|
$1.82 Million
0.45% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
2,969
shares
|
$1.82 Million
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,960
shares
|
$1.81 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,960
shares
|
$1.81 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
2,957
shares
|
$1.81 Million
5.23% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,954
shares
|
$1.81 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,953
shares
|
$1.81 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
2,947
shares
|
$1.81 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|