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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
237
shares
|
$132,236
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
234
shares
|
$130,562
0.05% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
227
shares
|
$126,656
0.09% of portfolio
|
Q4 2024
Reduced 69.24%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
222
shares
|
$123,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
222
shares
|
$123,867
0.03% of portfolio
|
Q1 2025
Reduced 36.57%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
215
shares
|
$119,961
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
215
shares
|
$119,961
0.06% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
212
shares
|
$118,287
0.08% of portfolio
|
Q1 2025
Reduced 83.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
210
shares
|
$117,171
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
206
shares
|
$114,939
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
206
shares
|
$114,939
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
199
shares
|
$111,034
0.08% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
199
shares
|
$111,034
0.02% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$109,918
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
196
shares
|
$109,360
0.04% of portfolio
|
Q1 2025
Added 59.35%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
196
shares
|
$109,360
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
191
shares
|
$106,570
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$104,896
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
186
shares
|
$103,780
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
176
shares
|
$98,200
0.03% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
174
shares
|
$97,085
0.02% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
171
shares
|
$95,411
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
170
shares
|
$94,853
0.06% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
167
shares
|
$93,179
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
166
shares
|
$92,621
0.09% of portfolio
|
Q4 2024
New holding
|