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 3,834 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
65,436
shares
|
$39.4 Million
10.45% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
65,341
shares
|
$39.4 Million
8.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
65,259
shares
|
$39.3 Million
1.8% of portfolio
|
Q4 2024
Reduced 33.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
65,029
shares
|
$39.2 Million
1.82% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
64,633
shares
|
$39 Million
2.14% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,528
shares
|
$38.9 Million
0.62% of portfolio
|
Q2 2024
Reduced 13.35%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$38.9 Million
2.0% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
64,068
shares
|
$38.6 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
63,975
shares
|
$38.6 Million
4.76% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
63,719
shares
|
$38.4 Million
26.84% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
63,555
shares
|
$38.3 Million
3.64% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
63,439
shares
|
$38.2 Million
3.32% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
63,109
shares
|
$38 Million
13.76% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,053
shares
|
$38 Million
1.24% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
63,052
shares
|
$38 Million
16.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
62,938
shares
|
$37.9 Million
6.29% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
62,804
shares
|
$37.9 Million
7.25% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
62,304
shares
|
$37.6 Million
5.78% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
62,119
shares
|
$37.4 Million
0.04% of portfolio
|
Q4 2024
Added 102.09%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
62,006
shares
|
$37.4 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
61,895
shares
|
$37.3 Million
6.24% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
61,375
shares
|
$37 Million
2.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
61,331
shares
|
$37 Million
2.38% of portfolio
|
Q4 2024
Added 30.64%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
61,190
shares
|
$36.9 Million
10.16% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
61,058
shares
|
$36.8 Million
2.1% of portfolio
|
Q4 2024
Added 37.6%
|