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 3,898 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $423 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
395
shares
|
$220,394
0.27% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
394
shares
|
$219,836
0.14% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
393
shares
|
$219,278
0.07% of portfolio
|
Q1 2025
Reduced 28.15%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
393
shares
|
$219,278
0.1% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
392
shares
|
$218,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
392
shares
|
$218,720
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
390
shares
|
$217,604
0.11% of portfolio
|
Q1 2022
Added 0.26%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
389
shares
|
$217,046
0.11% of portfolio
|
Q4 2024
Added 235.34%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
389
shares
|
$217,046
0.05% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
388
shares
|
$216,488
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
388
shares
|
$216,488
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
388
shares
|
$216,488
0.12% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
387
shares
|
$215,930
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
386
shares
|
$215,372
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
385
shares
|
$214,814
0.09% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
384
shares
|
$214,256
0.04% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
382
shares
|
$213,140
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$213,140
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
381
shares
|
$212,582
0.07% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
381
shares
|
$212,582
0.06% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
380
shares
|
$212,024
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
377
shares
|
$210,350
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
376
shares
|
$209,792
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
375
shares
|
$209,235
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
375
shares
|
$209,235
0.02% of portfolio
|
Q4 2024
Added 1.35%
|