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 |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
75,052
shares
|
$46.2 Million
26.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
74,999
shares
|
$46.2 Million
0.99% of portfolio
|
Q4 2023
Added 4.52%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,862
shares
|
$46.1 Million
18.44% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
74,647
shares
|
$46 Million
1.74% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
73,206
shares
|
$45.1 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
72,865
shares
|
$44.9 Million
6.72% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
72,106
shares
|
$44.4 Million
8.45% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
72,028
shares
|
$44.4 Million
19.21% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
72,015
shares
|
$44.4 Million
3.7% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
71,896
shares
|
$44.3 Million
10.58% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
71,678
shares
|
$44.1 Million
2.89% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
71,623
shares
|
$44.1 Million
11.66% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
71,438
shares
|
$44 Million
14.73% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
71,415
shares
|
$44 Million
3.63% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
71,358
shares
|
$43.9 Million
3.78% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
71,126
shares
|
$43.8 Million
4.27% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
70,949
shares
|
$43.7 Million
18.53% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
70,802
shares
|
$43.6 Million
7.8% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
70,750
shares
|
$43.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
70,590
shares
|
$43.5 Million
15.63% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
70,373
shares
|
$43.3 Million
9.5% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
70,292
shares
|
$43.3 Million
0.24% of portfolio
|
Q4 2024
Added 316.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
70,105
shares
|
$43.2 Million
0.6% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
70,006
shares
|
$43.1 Million
20.47% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
69,891
shares
|
$43 Million
1.47% of portfolio
|
Q4 2024
Added 3.0%
|