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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
635
shares
|
$360,686
0.11% of portfolio
|
Q3 2022
Reduced 2.31%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
634
shares
|
$360,118
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
633
shares
|
$359,550
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
633
shares
|
$359,550
0.13% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
633
shares
|
$359,550
0.28% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
631
shares
|
$358,414
0.14% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
630
shares
|
$357,846
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Feb 10, 2025 Q4 2024 |
630
shares
|
$357,846
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
629
shares
|
$357,278
0.06% of portfolio
|
Q3 2020
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
628
shares
|
$356,710
0.25% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
627
shares
|
$356,142
0.28% of portfolio
|
Q2 2021
Reduced 6.0%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
626
shares
|
$355,574
0.1% of portfolio
|
Q4 2024
Added 80.92%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
626
shares
|
$355,574
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
626
shares
|
$355,574
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
625
shares
|
$355,006
0.17% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$354,438
0.13% of portfolio
|
Q4 2024
Added 100.64%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
622
shares
|
$353,302
0.6% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
621
shares
|
$352,734
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
620
shares
|
$352,166
0.19% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$351,598
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
619
shares
|
$351,598
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
617
shares
|
$350,462
0.1% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
616
shares
|
$349,894
0.33% of portfolio
|
Q2 2024
Reduced 37.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
615
shares
|
$349,326
0.17% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Carroll Investors, Inc
|
Feb 13, 2025 Q4 2024 |
614
shares
|
$348,758
0.2% of portfolio
|
Q4 2024
Reduced 3.91%
|