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 |
|---|---|---|---|---|---|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
435
shares
|
$253,170
0.13% of portfolio
|
Q1 2025
Added 24.64%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
435
shares
|
$253,170
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$252,006
0.03% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
433
shares
|
$252,006
0.05% of portfolio
|
Q4 2023
Reduced 17.99%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
432
shares
|
$251,424
0.19% of portfolio
|
Q1 2025
Added 120.41%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
431
shares
|
$250,842
0.11% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
431
shares
|
$250,842
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
430
shares
|
$250,260
0.14% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
430
shares
|
$250,260
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
429
shares
|
$249,678
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
428
shares
|
$249,096
0.01% of portfolio
|
Q2 2024
Reduced 58.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
428
shares
|
$249,096
0.13% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
427
shares
|
$248,514
0.21% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
425
shares
|
$247,350
0.2% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
424
shares
|
$246,768
0.13% of portfolio
|
Q4 2023
Reduced 31.39%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
424
shares
|
$246,768
0.17% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
423
shares
|
$246,186
0.08% of portfolio
|
Q1 2025
Reduced 33.39%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
423
shares
|
$246,186
0.09% of portfolio
|
Q1 2025
Reduced 70.56%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
423
shares
|
$246,186
0.08% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
423
shares
|
$246,186
0.17% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
422
shares
|
$245,604
0.14% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
422
shares
|
$245,604
0.26% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
421
shares
|
$245,022
0.05% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
421
shares
|
$245,022
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
421
shares
|
$245,022
0.21% of portfolio
|
Q4 2023
New holding
|