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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
51
shares
|
$28,455
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
50
shares
|
$27,898
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
49
shares
|
$27,340
1.08% of portfolio
|
Q1 2025
Reduced 98.51%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$26,782
0.01% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$26,224
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
43
shares
|
$23,992
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
40
shares
|
$22,318
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
38
shares
|
$21,202
0.01% of portfolio
|
Q1 2025
Reduced 69.84%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
37
shares
|
$20,644
0.01% of portfolio
|
Q1 2025
Reduced 41.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
37
shares
|
$20,644
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
33
shares
|
$18,412
0.01% of portfolio
|
Q1 2024
Added 57.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
33
shares
|
$18,412
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
32
shares
|
$17,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
31
shares
|
$17,296
0.01% of portfolio
|
Q4 2024
Reduced 61.25%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
30
shares
|
$16,738
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
28
shares
|
$15,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
26
shares
|
$14,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$13,391
0.01% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
24
shares
|
$13,391
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
24
shares
|
$13,391
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$12,833
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$12,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
22
shares
|
$12,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
20
shares
|
$11,159
0.0% of portfolio
|
Q1 2025
Reduced 90.74%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$10,601
0.0% of portfolio
|
Q4 2024
New holding
|