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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
163
shares
|
$90,947
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
159
shares
|
$88,715
0.06% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
159
shares
|
$88,715
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
157
shares
|
$87,599
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
154
shares
|
$85,925
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
152
shares
|
$84,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
147
shares
|
$82,020
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
143
shares
|
$79,788
0.01% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
140
shares
|
$78,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
139
shares
|
$77,556
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
139
shares
|
$77,556
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$70,302
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
125
shares
|
$69,745
0.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
121
shares
|
$67,513
0.03% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
121
shares
|
$67,513
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$66,397
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
113
shares
|
$63,049
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$63,049
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
110
shares
|
$61,375
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
110
shares
|
$61,375
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
107
shares
|
$59,701
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
106
shares
|
$59,143
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$57,469
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$55,796
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
100
shares
|
$55,796
0.02% of portfolio
|
Q2 2022
Reduced 9.09%
|