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 3,809 institutions that hold shares in the stock, with a total of 760 Million shares, which have been reported (via 13F filing form) to have a value of $465 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$28,795
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
43
shares
|
$26,345
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
40
shares
|
$24,507
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$24,507
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
37
shares
|
$22,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
36
shares
|
$22,056
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$20,218
0.01% of portfolio
|
Q1 2024
Added 57.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
33
shares
|
$20,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
32
shares
|
$19,605
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
31
shares
|
$18,993
0.01% of portfolio
|
Q4 2024
Reduced 61.25%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
28
shares
|
$17,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
26
shares
|
$15,929
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
24
shares
|
$14,704
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
24
shares
|
$14,704
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
24
shares
|
$14,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$14,091
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$13,478
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
22
shares
|
$13,478
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$11,640
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$9,802
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14
shares
|
$8,577
0.76% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,964
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
13
shares
|
$7,964
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$7,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
11
shares
|
$6,739
0.0% of portfolio
|
Q1 2023
New holding
|