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 3,872 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
756
shares
|
$429,415
0.06% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
755
shares
|
$428,847
0.15% of portfolio
|
Q1 2024
Added 11.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
755
shares
|
$428,847
0.2% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
755
shares
|
$428,847
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
753
shares
|
$427,711
0.24% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$426,575
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
750
shares
|
$426,007
0.14% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
750
shares
|
$426,007
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
749
shares
|
$425,439
0.15% of portfolio
|
Q4 2024
Reduced 18.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
749
shares
|
$425,439
0.03% of portfolio
|
Q4 2024
Reduced 73.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$424,871
0.19% of portfolio
|
Q2 2022
Added 619.23%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
748
shares
|
$424,871
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
745
shares
|
$423,167
0.1% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
742
shares
|
$421,463
0.04% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
741
shares
|
$420,895
0.07% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
741
shares
|
$420,895
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
740
shares
|
$420,327
0.25% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
740
shares
|
$420,327
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
737
shares
|
$418,623
0.14% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
736
shares
|
$418,055
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
734
shares
|
$416,919
0.32% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
732
shares
|
$415,783
0.28% of portfolio
|
Q1 2024
Reduced 19.4%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
730
shares
|
$414,647
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
729
shares
|
$414,079
0.11% of portfolio
|
Q4 2024
Reduced 9.1%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
727
shares
|
$412,943
0.24% of portfolio
|
Q4 2024
New holding
|