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 |
|---|---|---|---|---|---|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
357
shares
|
$199,191
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
357
shares
|
$199,191
0.21% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
357
shares
|
$199,191
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
356
shares
|
$198,633
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
356
shares
|
$198,633
0.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
356
shares
|
$198,633
0.06% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
355
shares
|
$198,075
0.14% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
352
shares
|
$196,401
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
352
shares
|
$196,401
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
349
shares
|
$194,728
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
349
shares
|
$194,728
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
348
shares
|
$194,170
0.13% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
347
shares
|
$193,612
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
346
shares
|
$193,054
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
344
shares
|
$191,938
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
344
shares
|
$191,938
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
343
shares
|
$191,380
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
342
shares
|
$190,822
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
340
shares
|
$189,706
0.07% of portfolio
|
Q1 2024
Reduced 41.88%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
333
shares
|
$185,800
0.1% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
331
shares
|
$184,684
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
328
shares
|
$183,010
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$181,337
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
320
shares
|
$178,547
0.0% of portfolio
|
Q4 2024
Added 190.91%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
315
shares
|
$175,757
0.03% of portfolio
|
Q3 2024
Reduced 37.0%
|