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 3,860 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
273
shares
|
$157,960
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
262
shares
|
$151,595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
257
shares
|
$148,702
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
256
shares
|
$148,124
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
252
shares
|
$145,809
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
251
shares
|
$145,231
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$144,652
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
250
shares
|
$144,652
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
241
shares
|
$139,445
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
241
shares
|
$139,445
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
239
shares
|
$138,287
0.03% of portfolio
|
Q4 2024
Reduced 30.92%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
227
shares
|
$131,344
0.09% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
226
shares
|
$130,765
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
222
shares
|
$128,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
216
shares
|
$124,979
0.02% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
215
shares
|
$124,401
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
210
shares
|
$121,508
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
206
shares
|
$119,193
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
206
shares
|
$119,193
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
199
shares
|
$115,143
0.08% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
199
shares
|
$115,143
0.02% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$113,986
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
196
shares
|
$113,407
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
191
shares
|
$110,514
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$108,778
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|