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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
89,971
shares
|
$55.4 Million
5.04% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
89,875
shares
|
$55.3 Million
4.66% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
89,696
shares
|
$55.2 Million
4.17% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
89,690
shares
|
$55.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
89,593
shares
|
$55.2 Million
9.97% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
89,479
shares
|
$55.1 Million
17.2% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
89,471
shares
|
$55.1 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
89,118
shares
|
$54.9 Million
8.63% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
88,852
shares
|
$54.7 Million
3.23% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
88,670
shares
|
$54.6 Million
19.87% of portfolio
|
Q1 2023
Reduced 16.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
87,635
shares
|
$54 Million
5.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
86,138
shares
|
$53 Million
12.72% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
86,045
shares
|
$53 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
85,862
shares
|
$52.9 Million
16.91% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
85,835
shares
|
$52.9 Million
19.56% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
85,503
shares
|
$52.7 Million
6.53% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
85,448
shares
|
$52.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
84,703
shares
|
$52.2 Million
50.48% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
84,420
shares
|
$52 Million
0.4% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
83,893
shares
|
$51.7 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
83,764
shares
|
$51.6 Million
19.14% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
83,611
shares
|
$51.5 Million
20.06% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
82,899
shares
|
$51.1 Million
17.09% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
Feb 12, 2025 Q4 2024 |
82,898
shares
|
$51.1 Million
26.11% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
82,335
shares
|
$50.7 Million
0.49% of portfolio
|
Q4 2024
Added 68.85%
|