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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
700
shares
|
$397,607
0.24% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jan 30, 2025 Q4 2024 |
700
shares
|
$397,607
0.17% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
699
shares
|
$397,038
0.08% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
698
shares
|
$396,470
0.16% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
696
shares
|
$395,334
0.01% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
696
shares
|
$395,334
0.11% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
695
shares
|
$394,766
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
695
shares
|
$394,766
0.18% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
695
shares
|
$394,766
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
694
shares
|
$394,198
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
694
shares
|
$394,198
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
693
shares
|
$393,630
0.18% of portfolio
|
Q1 2024
Added 23.97%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
692
shares
|
$393,062
0.02% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
690
shares
|
$391,926
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
690
shares
|
$391,926
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
687
shares
|
$390,222
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
686
shares
|
$389,654
0.11% of portfolio
|
Q1 2024
Reduced 57.34%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
685
shares
|
$389,086
0.13% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
685
shares
|
$389,086
0.13% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
685
shares
|
$389,086
0.36% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
685
shares
|
$389,086
0.16% of portfolio
|
Q3 2022
Added 4.1%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
684
shares
|
$388,518
0.14% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
683
shares
|
$387,950
0.2% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
681
shares
|
$386,814
0.27% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
681
shares
|
$386,814
0.41% of portfolio
|
Q4 2024
New holding
|