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 3,840 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 $454 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,494
shares
|
$892,037
0.08% of portfolio
|
Q4 2024
Added 125.68%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,493
shares
|
$891,440
0.12% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,491
shares
|
$890,246
0.38% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
1,490
shares
|
$889,649
0.3% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
1,487
shares
|
$887,857
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,483
shares
|
$885,469
0.38% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
1,483
shares
|
$885,469
0.25% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,480
shares
|
$883,678
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,477
shares
|
$881,887
0.45% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,475
shares
|
$880,693
0.06% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,471
shares
|
$878,304
0.24% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
1,471
shares
|
$878,304
0.68% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
1,470
shares
|
$877,707
0.28% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,469
shares
|
$877,110
0.62% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,466
shares
|
$875,319
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,459
shares
|
$871,139
0.23% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
1,457
shares
|
$869,945
0.2% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
1,457
shares
|
$869,945
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,454
shares
|
$868,154
0.44% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,452
shares
|
$866,960
0.07% of portfolio
|
Q2 2022
Reduced 14.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$866,960
0.31% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
1,450
shares
|
$865,766
0.14% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
1,450
shares
|
$865,766
0.21% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
1,449
shares
|
$865,168
0.31% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
1,442
shares
|
$860,989
0.58% of portfolio
|
Q1 2024
Reduced 0.41%
|