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 |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
978
shares
|
$583,944
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
975
shares
|
$582,153
0.24% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
974
shares
|
$581,555
0.12% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
974
shares
|
$581,555
0.41% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
973
shares
|
$580,958
0.13% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
966
shares
|
$576,779
0.02% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
965
shares
|
$576,182
0.23% of portfolio
|
Q4 2024
Added 27.65%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
962
shares
|
$574,390
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
961
shares
|
$573,793
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Feb 18, 2025 Q4 2024 |
961
shares
|
$573,793
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
957
shares
|
$571,405
0.12% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
956
shares
|
$570,808
0.07% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
953
shares
|
$569,017
0.16% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
951
shares
|
$567,823
0.43% of portfolio
|
Q3 2024
Added 128.06%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
951
shares
|
$567,823
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
946
shares
|
$564,837
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
945
shares
|
$564,240
0.15% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
944
shares
|
$563,643
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
941
shares
|
$561,852
0.55% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
939
shares
|
$560,658
0.07% of portfolio
|
Q4 2024
Reduced 42.0%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$559,463
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
936
shares
|
$558,866
0.15% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
935
shares
|
$558,269
0.14% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
935
shares
|
$558,269
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
934
shares
|
$557,672
0.14% of portfolio
|
Q4 2024
Reduced 6.69%
|