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 3,849 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 $452 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
761
shares
|
$452,049
0.13% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
760
shares
|
$451,455
0.06% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
760
shares
|
$451,455
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
759
shares
|
$450,861
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
759
shares
|
$450,861
0.07% of portfolio
|
Q4 2024
Added 29.97%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
757
shares
|
$449,673
0.53% of portfolio
|
Q3 2022
Reduced 3.44%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
756
shares
|
$449,079
0.05% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
756
shares
|
$449,079
0.06% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
755
shares
|
$448,485
0.15% of portfolio
|
Q1 2024
Added 11.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
755
shares
|
$448,485
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
755
shares
|
$448,485
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
753
shares
|
$447,297
0.24% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$446,109
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
750
shares
|
$445,515
0.14% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
750
shares
|
$445,515
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
749
shares
|
$444,920
0.15% of portfolio
|
Q4 2024
Reduced 18.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
749
shares
|
$444,920
0.03% of portfolio
|
Q4 2024
Reduced 73.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$444,326
0.19% of portfolio
|
Q2 2022
Added 619.23%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
748
shares
|
$444,326
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
745
shares
|
$442,544
0.1% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
742
shares
|
$440,762
0.04% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
741
shares
|
$440,168
0.07% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
741
shares
|
$440,168
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
740
shares
|
$439,574
0.25% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
740
shares
|
$439,574
0.49% of portfolio
|
Q4 2024
New holding
|