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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,440
shares
|
$859,795
0.25% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,440
shares
|
$859,795
0.18% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,437
shares
|
$858,003
0.29% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
1,437
shares
|
$858,003
0.72% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,434
shares
|
$856,212
0.45% of portfolio
|
Q3 2023
New holding
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,434
shares
|
$856,212
0.23% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,432
shares
|
$855,018
0.73% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,431
shares
|
$854,421
0.22% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,430
shares
|
$853,824
0.02% of portfolio
|
Q3 2024
Added 95.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
1,428
shares
|
$852,630
0.27% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
1,426
shares
|
$851,436
0.08% of portfolio
|
Q4 2024
Added 287.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,425
shares
|
$850,839
0.75% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,423
shares
|
$849,644
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
1,420
shares
|
$847,853
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
1,418
shares
|
$846,659
0.21% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
1,416
shares
|
$845,465
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,413
shares
|
$843,674
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
1,410
shares
|
$841,882
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,409
shares
|
$841,285
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$840,688
0.33% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,403
shares
|
$837,703
0.35% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,399
shares
|
$835,314
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
1,397
shares
|
$834,120
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,394
shares
|
$832,329
0.26% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
1,393
shares
|
$831,732
0.04% of portfolio
|
Q3 2024
Reduced 3.06%
|