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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
933
shares
|
$557,075
0.13% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
931
shares
|
$555,881
0.27% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
931
shares
|
$555,881
0.19% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$554,090
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
926
shares
|
$552,896
0.25% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
925
shares
|
$552,299
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
925
shares
|
$552,299
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
924
shares
|
$551,701
0.35% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
920
shares
|
$549,313
0.08% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
917
shares
|
$547,522
0.32% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
916
shares
|
$546,925
0.43% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
910
shares
|
$543,342
0.11% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
910
shares
|
$543,342
0.17% of portfolio
|
Q3 2024
Added 157.06%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
910
shares
|
$543,342
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
908
shares
|
$542,148
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
903
shares
|
$539,163
0.06% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
903
shares
|
$539,163
0.3% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
902
shares
|
$538,566
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
901
shares
|
$537,969
0.48% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
901
shares
|
$537,969
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
901
shares
|
$537,969
0.59% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
900
shares
|
$537,372
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
900
shares
|
$537,372
0.11% of portfolio
|
Q4 2024
New holding
|