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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
313
shares
|
$174,641
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
309
shares
|
$172,409
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
302
shares
|
$168,503
0.09% of portfolio
|
Q4 2024
Added 63.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
301
shares
|
$167,945
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
300
shares
|
$167,388
0.13% of portfolio
|
Q2 2024
Reduced 69.26%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$167,388
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
297
shares
|
$165,714
0.1% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
296
shares
|
$165,156
0.05% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
296
shares
|
$165,156
0.02% of portfolio
|
Q4 2024
Reduced 36.34%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
292
shares
|
$162,924
0.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
286
shares
|
$159,576
0.04% of portfolio
|
Q4 2024
Added 615.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
282
shares
|
$157,344
0.11% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
277
shares
|
$154,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
275
shares
|
$153,439
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
273
shares
|
$152,323
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
266
shares
|
$148,417
0.03% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
257
shares
|
$143,395
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
256
shares
|
$142,837
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
252
shares
|
$140,605
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
251
shares
|
$140,047
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$139,490
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
250
shares
|
$139,490
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
241
shares
|
$134,468
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
241
shares
|
$134,468
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
239
shares
|
$133,352
0.03% of portfolio
|
Q4 2024
Reduced 30.92%
|