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 3,838 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
2,247
shares
|
$1.35 Million
0.82% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,245
shares
|
$1.35 Million
1.63% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Reinhart Partners, Inc.
|
Jan 13, 2025 Q4 2024 |
2,245
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
2,242
shares
|
$1.35 Million
0.71% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
2,239
shares
|
$1.35 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
2,237
shares
|
$1.35 Million
0.72% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
2,233
shares
|
$1.35 Million
0.24% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,218
shares
|
$1.34 Million
0.47% of portfolio
|
Q4 2022
Added 11.07%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
2,213
shares
|
$1.33 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
2,212
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,212
shares
|
$1.33 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
2,211
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,196
shares
|
$1.32 Million
0.58% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,191
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,184
shares
|
$1.32 Million
0.19% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,183
shares
|
$1.32 Million
0.64% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,183
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,179
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,177
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
2,173
shares
|
$1.31 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,167
shares
|
$1.31 Million
0.69% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,160
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
2,160
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,154
shares
|
$1.3 Million
0.72% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
2,154
shares
|
$1.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 9.46%
|