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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,051
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2024
Reduced 98.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,048
shares
|
$1.23 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,046
shares
|
$1.23 Million
1.01% of portfolio
|
Q4 2024
Added 125.08%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,040
shares
|
$1.23 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
2,036
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
2,035
shares
|
$1.23 Million
0.99% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,033
shares
|
$1.23 Million
0.97% of portfolio
|
Q3 2022
Reduced 0.1%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,032
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
2,032
shares
|
$1.23 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,029
shares
|
$1.22 Million
12.26% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,027
shares
|
$1.22 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,022
shares
|
$1.22 Million
0.74% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,016
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,009
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,008
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,006
shares
|
$1.21 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
1,998
shares
|
$1.2 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,995
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,995
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,995
shares
|
$1.2 Million
2.28% of portfolio
|
Q4 2024
Added 110.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,993
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
1,990
shares
|
$1.2 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sara Bay Financial
|
Jan 15, 2025 Q4 2024 |
1,989
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,989
shares
|
$1.2 Million
0.4% of portfolio
|
Q4 2024
New holding
|