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 3,600 institutions that hold shares in the stock, with a total of 701 Million shares, which have been reported (via 13F filing form) to have a value of $424 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
301
shares
|
$182,002
0.1% of portfolio
|
Q1 2024
Reduced 27.82%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
301
shares
|
$182,002
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
300
shares
|
$181,398
0.12% of portfolio
|
Q2 2024
Reduced 69.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
296
shares
|
$178,979
0.05% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
295
shares
|
$178,374
0.07% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
283
shares
|
$171,118
0.06% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
282
shares
|
$170,514
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
273
shares
|
$165,072
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
269
shares
|
$162,653
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
262
shares
|
$158,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
257
shares
|
$155,397
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
256
shares
|
$154,792
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
252
shares
|
$152,374
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$151,165
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
250
shares
|
$151,165
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
241
shares
|
$145,723
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
227
shares
|
$137,257
0.09% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
226
shares
|
$136,653
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
216
shares
|
$130,606
0.02% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
215
shares
|
$130,001
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
211
shares
|
$127,583
0.02% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
210
shares
|
$126,978
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
199
shares
|
$120,327
0.08% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
197
shares
|
$119,118
0.07% of portfolio
|
Q4 2023
Reduced 11.66%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$119,118
0.06% of portfolio
|
Q1 2024
New holding
|