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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,881
shares
|
$1.13 Million
0.26% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$1.13 Million
0.41% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
1,876
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
1,872
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,864
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,860
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,854
shares
|
$1.12 Million
0.73% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
1,850
shares
|
$1.12 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
1,848
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,845
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,836
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
1,832
shares
|
$1.1 Million
0.25% of portfolio
|
Q4 2023
Added 3.21%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,830
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
1,829
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2024
Added 65.52%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
1,827
shares
|
$1.1 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
1,823
shares
|
$1.1 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
1,822
shares
|
$1.1 Million
0.5% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
1,815
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
1,811
shares
|
$1.09 Million
0.15% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,810
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
1,804
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,796
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,785
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Added 6.12%
|