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 |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
725
shares
|
$411,807
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
723
shares
|
$410,671
0.06% of portfolio
|
Q4 2024
Reduced 27.41%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
721
shares
|
$409,535
0.27% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
721
shares
|
$409,535
0.62% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$408,967
0.11% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
718
shares
|
$407,831
0.04% of portfolio
|
Q4 2024
Reduced 50.21%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$407,831
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
717
shares
|
$407,263
0.15% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
715
shares
|
$406,127
0.24% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
713
shares
|
$404,991
0.14% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
712
shares
|
$404,423
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
711
shares
|
$403,855
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
710
shares
|
$403,287
0.14% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
709
shares
|
$402,719
0.07% of portfolio
|
Q4 2024
Reduced 73.83%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
708
shares
|
$402,151
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
707
shares
|
$401,583
0.17% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
706
shares
|
$401,015
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
706
shares
|
$401,015
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
705
shares
|
$400,447
0.15% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
705
shares
|
$400,447
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
704
shares
|
$399,879
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$399,311
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
702
shares
|
$398,743
0.22% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
701
shares
|
$398,175
0.04% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
700
shares
|
$397,607
0.19% of portfolio
|
Q4 2024
Reduced 8.74%
|