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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
125
shares
|
$75,586
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
123
shares
|
$74,376
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
121
shares
|
$73,167
0.03% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
121
shares
|
$73,167
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$71,958
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
117
shares
|
$70,748
0.02% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
116
shares
|
$70,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
113
shares
|
$68,329
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$68,329
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
110
shares
|
$66,515
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$66,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
107
shares
|
$64,701
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
103
shares
|
$62,283
0.01% of portfolio
|
Q2 2024
Added 21.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$62,283
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$60,469
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$60,469
0.02% of portfolio
|
Q2 2022
Reduced 9.09%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
96
shares
|
$58,050
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
95
shares
|
$57,445
0.03% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
94
shares
|
$56,840
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
94
shares
|
$56,840
0.02% of portfolio
|
Q3 2023
Added 154.05%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
93
shares
|
$56,236
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
91
shares
|
$55,026
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$52,003
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
85
shares
|
$51,398
0.02% of portfolio
|
Q3 2024
Reduced 79.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
83
shares
|
$50,189
0.01% of portfolio
|
Q3 2024
New holding
|