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 3,918 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $478 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
13
shares
|
$7,721
0.01% of portfolio
|
Q4 2022
New holding
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
11
shares
|
$6,533
0.0% of portfolio
|
Q1 2023
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
11
shares
|
$6,533
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$5,939
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
10
shares
|
$5,939
0.01% of portfolio
|
Q1 2025
New holding
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7
shares
|
$4,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
4
shares
|
$2,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4
shares
|
$2,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
3
shares
|
$1,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
2
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$593
0.0% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$593
0.01% of portfolio
|
Q1 2025
Reduced 96.43%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Central Bank Of Brazil
Brasilia Df, D5 |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
Deere & CO
Moline, IL |
Apr 22, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|