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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
898
shares
|
$536,177
0.11% of portfolio
|
Q3 2022
Reduced 18.44%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
897
shares
|
$535,580
0.12% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
895
shares
|
$534,386
0.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
889
shares
|
$530,804
0.12% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
888
shares
|
$530,207
0.3% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
887
shares
|
$529,609
0.26% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
885
shares
|
$528,415
0.21% of portfolio
|
Q1 2024
Added 38.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
884
shares
|
$527,818
0.03% of portfolio
|
Q3 2023
Reduced 1.56%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
882
shares
|
$526,624
0.32% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
881
shares
|
$526,027
0.29% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Sustainable Growth Advisers, LP
Stamford, CT |
Feb 10, 2025 Q4 2024 |
881
shares
|
$526,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
881
shares
|
$526,027
0.3% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
879
shares
|
$524,833
0.14% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
878
shares
|
$524,236
0.43% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
875
shares
|
$522,445
0.16% of portfolio
|
Q1 2020
Reduced 27.08%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
874
shares
|
$521,847
0.04% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
872
shares
|
$520,653
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
871
shares
|
$520,056
0.25% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
870
shares
|
$519,459
0.2% of portfolio
|
Q4 2024
Reduced 42.46%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
869
shares
|
$518,862
0.04% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
869
shares
|
$518,862
0.17% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
866
shares
|
$517,071
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
864
shares
|
$515,877
0.14% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
863
shares
|
$515,280
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
860
shares
|
$513,488
0.07% of portfolio
|
Q4 2024
Reduced 0.69%
|