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 3,918 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $478 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
500
shares
|
$291,000
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
500
shares
|
$291,000
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
500
shares
|
$291,000
0.09% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
500
shares
|
$291,000
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
497
shares
|
$289,254
0.04% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
496
shares
|
$288,672
0.01% of portfolio
|
Q1 2023
Reduced 9.16%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
496
shares
|
$288,672
0.09% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
495
shares
|
$288,090
0.1% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
495
shares
|
$288,090
0.08% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
495
shares
|
$288,090
0.03% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
495
shares
|
$288,090
0.28% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
493
shares
|
$286,926
0.03% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
493
shares
|
$286,926
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
492
shares
|
$286,344
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
492
shares
|
$286,344
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
492
shares
|
$286,344
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
491
shares
|
$285,762
0.06% of portfolio
|
Q1 2025
Reduced 62.69%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
491
shares
|
$285,762
0.12% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
490
shares
|
$285,180
0.03% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
490
shares
|
$285,180
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
489
shares
|
$284,598
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
488
shares
|
$284,016
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
488
shares
|
$284,016
0.11% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
487
shares
|
$283,434
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
486
shares
|
$282,852
0.08% of portfolio
|
Q1 2025
Reduced 10.17%
|