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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
859
shares
|
$512,891
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
859
shares
|
$512,891
0.25% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
858
shares
|
$512,294
0.18% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
854
shares
|
$509,906
0.11% of portfolio
|
Q4 2024
Reduced 37.21%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
853
shares
|
$509,309
0.31% of portfolio
|
Q4 2024
Added 182.45%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
853
shares
|
$509,309
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
852
shares
|
$508,712
0.24% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
851
shares
|
$508,115
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
850
shares
|
$507,518
0.36% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
850
shares
|
$507,518
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
848
shares
|
$506,323
0.2% of portfolio
|
Q4 2022
Added 4.56%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
847
shares
|
$505,726
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
845
shares
|
$504,532
0.06% of portfolio
|
Q3 2024
Added 27.26%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
845
shares
|
$504,532
0.07% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
844
shares
|
$503,935
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
844
shares
|
$503,935
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
843
shares
|
$503,338
0.44% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
842
shares
|
$502,741
0.4% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
841
shares
|
$502,144
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
839
shares
|
$500,950
0.41% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
837
shares
|
$499,755
0.22% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
833
shares
|
$497,367
0.03% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
833
shares
|
$497,367
0.39% of portfolio
|
Q4 2024
Added 66.6%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
830
shares
|
$495,576
0.1% of portfolio
|
Q4 2024
Added 30.91%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
829
shares
|
$494,979
0.08% of portfolio
|
Q3 2024
Reduced 45.24%
|