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 3,830 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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
78,758
shares
|
$48.5 Million
2.5% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
78,469
shares
|
$48.3 Million
8.82% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
77,991
shares
|
$48 Million
2.64% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
77,913
shares
|
$48 Million
2.18% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
77,896
shares
|
$48 Million
5.7% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
77,845
shares
|
$47.9 Million
23.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
77,681
shares
|
$47.8 Million
17.83% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
77,572
shares
|
$47.8 Million
20.05% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
77,458
shares
|
$47.7 Million
14.39% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
77,388
shares
|
$47.7 Million
19.06% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
77,011
shares
|
$47.4 Million
1.88% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
76,994
shares
|
$47.4 Million
2.65% of portfolio
|
Q3 2022
Added 13.61%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
76,657
shares
|
$47.2 Million
7.02% of portfolio
|
Q4 2022
Reduced 7.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
76,597
shares
|
$47.2 Million
9.41% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
76,525
shares
|
$47.1 Million
2.44% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
76,459
shares
|
$47.1 Million
19.2% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
76,410
shares
|
$47.1 Million
10.25% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
76,374
shares
|
$47 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
76,193
shares
|
$46.9 Million
26.69% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
76,125
shares
|
$46.9 Million
25.54% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
76,047
shares
|
$46.8 Million
6.36% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
76,039
shares
|
$46.8 Million
16.59% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
75,961
shares
|
$46.8 Million
10.59% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
75,300
shares
|
$46.4 Million
5.55% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
75,215
shares
|
$46.3 Million
22.79% of portfolio
|
Q4 2024
Added 1.92%
|