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 |
---|---|---|---|---|---|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
461
shares
|
$268,302
0.07% of portfolio
|
Q1 2025
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
460
shares
|
$267,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
459
shares
|
$267,138
0.11% of portfolio
|
Q1 2025
Added 35.0%
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
456
shares
|
$265,392
0.03% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
456
shares
|
$265,392
0.2% of portfolio
|
Q2 2023
New holding
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
456
shares
|
$265,392
0.2% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
453
shares
|
$263,646
0.12% of portfolio
|
Q1 2025
Added 5.84%
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
453
shares
|
$263,646
0.2% of portfolio
|
Q1 2025
New holding
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
452
shares
|
$263,064
0.09% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
452
shares
|
$263,064
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
451
shares
|
$262,482
0.17% of portfolio
|
Q1 2024
Added 7.13%
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
450
shares
|
$261,900
0.03% of portfolio
|
Q1 2025
Added 13.35%
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
450
shares
|
$261,900
0.2% of portfolio
|
Q3 2024
Added 20.0%
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
449
shares
|
$261,318
0.1% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
449
shares
|
$261,318
0.21% of portfolio
|
Q1 2025
Added 0.22%
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
449
shares
|
$261,318
0.11% of portfolio
|
Q1 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
445
shares
|
$258,990
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
442
shares
|
$257,244
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
439
shares
|
$255,498
0.28% of portfolio
|
Q4 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
438
shares
|
$254,916
0.19% of portfolio
|
Q4 2024
Reduced 80.79%
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
438
shares
|
$254,916
0.13% of portfolio
|
Q1 2025
New holding
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
437
shares
|
$254,334
0.03% of portfolio
|
Q1 2025
Added 276.72%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
437
shares
|
$254,334
0.15% of portfolio
|
Q4 2024
New holding
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
436
shares
|
$253,752
0.08% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
436
shares
|
$253,752
0.18% of portfolio
|
Q1 2024
Reduced 0.68%
|