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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,207
shares
|
$720,675
0.06% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,206
shares
|
$720,078
0.35% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
1,206
shares
|
$720,078
0.66% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,204
shares
|
$718,884
0.12% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
1,204
shares
|
$718,884
0.32% of portfolio
|
Q4 2024
Added 67.45%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,191
shares
|
$711,122
0.43% of portfolio
|
Q4 2024
Added 41.95%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
1,190
shares
|
$710,525
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
1,170
shares
|
$698,583
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,169
shares
|
$697,986
0.19% of portfolio
|
Q2 2024
Added 14.72%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,168
shares
|
$697,389
0.23% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
1,168
shares
|
$697,389
0.25% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
1,166
shares
|
$696,195
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,166
shares
|
$696,195
0.25% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,165
shares
|
$695,598
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
1,163
shares
|
$694,404
0.37% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
1,159
shares
|
$692,015
0.73% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
1,153
shares
|
$688,433
0.28% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,151
shares
|
$687,239
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
1,149
shares
|
$686,044
0.46% of portfolio
|
Q3 2020
Reduced 1.37%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,147
shares
|
$684,850
0.04% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
1,145
shares
|
$683,656
0.01% of portfolio
|
Q4 2024
Reduced 32.45%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,144
shares
|
$683,059
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,143
shares
|
$682,462
0.18% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$678,879
0.28% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,137
shares
|
$678,879
0.65% of portfolio
|
Q4 2024
New holding
|