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 3,826 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
102,567
shares
|
$63.2 Million
16.28% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
102,097
shares
|
$62.9 Million
4.13% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
102,070
shares
|
$62.9 Million
2.16% of portfolio
|
Q4 2024
Added 119.94%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
101,995
shares
|
$62.8 Million
27.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
101,988
shares
|
$62.8 Million
9.68% of portfolio
|
Q4 2024
Added 69.87%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
101,586
shares
|
$62.6 Million
15.41% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
101,488
shares
|
$62.5 Million
8.92% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
101,186
shares
|
$62.3 Million
6.75% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
101,150
shares
|
$62.3 Million
2.53% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
100,596
shares
|
$62 Million
9.31% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
100,246
shares
|
$61.7 Million
19.28% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
99,590
shares
|
$61.3 Million
28.56% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
99,076
shares
|
$61 Million
9.51% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
98,066
shares
|
$60.4 Million
1.22% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
98,036
shares
|
$60.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$60.2 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
97,611
shares
|
$60.1 Million
7.45% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
97,196
shares
|
$59.9 Million
8.12% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
96,884
shares
|
$59.7 Million
11.99% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
96,772
shares
|
$59.6 Million
0.62% of portfolio
|
Q3 2023
Reduced 0.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
96,753
shares
|
$59.6 Million
2.88% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
96,580
shares
|
$59.5 Million
7.01% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
96,253
shares
|
$59.3 Million
23.22% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
95,433
shares
|
$58.8 Million
7.44% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
95,320
shares
|
$58.7 Million
2.18% of portfolio
|
Q4 2024
Added 138.79%
|