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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
737
shares
|
$437,792
0.14% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
736
shares
|
$437,198
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
734
shares
|
$436,010
0.32% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
732
shares
|
$434,822
0.28% of portfolio
|
Q1 2024
Reduced 19.4%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
730
shares
|
$433,634
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
729
shares
|
$433,040
0.11% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
727
shares
|
$431,852
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
725
shares
|
$430,664
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
723
shares
|
$429,476
0.06% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
721
shares
|
$428,288
0.27% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
721
shares
|
$428,288
0.62% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$427,694
0.11% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
718
shares
|
$426,506
0.04% of portfolio
|
Q4 2024
Reduced 50.21%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$426,506
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
717
shares
|
$425,912
0.15% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
715
shares
|
$424,724
0.24% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
713
shares
|
$423,536
0.14% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
712
shares
|
$422,942
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
711
shares
|
$422,348
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
710
shares
|
$421,754
0.14% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
709
shares
|
$421,160
0.07% of portfolio
|
Q4 2024
Reduced 73.83%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
708
shares
|
$420,566
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
707
shares
|
$419,972
0.17% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
706
shares
|
$419,378
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
706
shares
|
$419,378
0.41% of portfolio
|
Q4 2024
New holding
|