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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,008
shares
|
$601,856
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,007
shares
|
$601,259
0.33% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,006
shares
|
$600,662
0.23% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,004
shares
|
$599,468
0.65% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$597,080
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
997
shares
|
$595,288
0.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
997
shares
|
$595,288
0.09% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
996
shares
|
$594,691
0.07% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
995
shares
|
$594,094
0.44% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
992
shares
|
$592,303
0.04% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
992
shares
|
$592,303
0.5% of portfolio
|
Q4 2024
Reduced 23.52%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
991
shares
|
$591,706
0.13% of portfolio
|
Q2 2024
Added 11.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
991
shares
|
$591,706
0.37% of portfolio
|
Q4 2024
Added 65.72%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
990
shares
|
$591,109
0.21% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
987
shares
|
$589,317
0.04% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
986
shares
|
$588,720
0.15% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
986
shares
|
$588,720
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
985
shares
|
$588,123
0.17% of portfolio
|
Q4 2024
Reduced 90.34%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
984
shares
|
$587,526
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
982
shares
|
$586,332
0.04% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
982
shares
|
$586,332
0.21% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
982
shares
|
$586,332
0.16% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
980
shares
|
$585,138
0.25% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
979
shares
|
$584,541
0.14% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
978
shares
|
$583,944
0.11% of portfolio
|
Q4 2024
Added 26.03%
|