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 3,638 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $434 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
91
shares
|
$54,945
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
87
shares
|
$52,530
0.02% of portfolio
|
Q4 2024
Reduced 25.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$51,926
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
85
shares
|
$51,322
0.02% of portfolio
|
Q3 2024
Reduced 79.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
83
shares
|
$50,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
82
shares
|
$49,511
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$48,304
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
80
shares
|
$48,304
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
78
shares
|
$47,096
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
77
shares
|
$46,492
0.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
76
shares
|
$45,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
73
shares
|
$44,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
69
shares
|
$41,662
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
68
shares
|
$41,058
0.02% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$40,454
0.01% of portfolio
|
Q3 2024
Added 139.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$40,454
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$39,247
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
63
shares
|
$38,039
0.02% of portfolio
|
Q2 2024
Added 14.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
63
shares
|
$38,039
0.02% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
61
shares
|
$36,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$35,624
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
57
shares
|
$34,416
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
55
shares
|
$33,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
54
shares
|
$32,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
53
shares
|
$32,001
0.0% of portfolio
|
Q2 2021
Added 10.42%
|