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 3,862 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 $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
565
shares
|
$317,236
0.13% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
565
shares
|
$317,236
0.26% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
565
shares
|
$317,236
0.31% of portfolio
|
Q4 2024
Reduced 62.56%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
563
shares
|
$316,113
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
561
shares
|
$314,990
0.16% of portfolio
|
Q4 2024
Reduced 92.81%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
560
shares
|
$314,428
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
558
shares
|
$313,305
0.0% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$312,182
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
552
shares
|
$309,936
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
552
shares
|
$309,936
0.03% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
551
shares
|
$309,375
0.14% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
548
shares
|
$307,691
0.05% of portfolio
|
Q4 2023
Added 6.0%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
547
shares
|
$307,129
0.09% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
544
shares
|
$305,445
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
544
shares
|
$305,445
0.22% of portfolio
|
Q4 2024
Reduced 53.9%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
543
shares
|
$304,883
0.28% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
543
shares
|
$304,883
0.19% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
541
shares
|
$303,760
0.1% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$303,760
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Mar 06, 2025 Q4 2024 |
540
shares
|
$303,199
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
539
shares
|
$302,637
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
538
shares
|
$302,076
0.14% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
537
shares
|
$301,514
0.08% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
537
shares
|
$301,514
0.09% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
536
shares
|
$300,953
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|