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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
60,868
shares
|
$36.7 Million
6.44% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
60,797
shares
|
$36.7 Million
14.72% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
60,765
shares
|
$36.6 Million
0.11% of portfolio
|
Q4 2024
Added 169.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
60,329
shares
|
$36.4 Million
1.67% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,158
shares
|
$36.3 Million
1.75% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jan 02, 2025 Q4 2024 |
60,131
shares
|
$36.3 Million
24.42% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
60,009
shares
|
$36.2 Million
9.01% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
59,977
shares
|
$36.2 Million
7.44% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
59,813
shares
|
$36.1 Million
6.09% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
59,813
shares
|
$36.1 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
59,780
shares
|
$36 Million
0.05% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
59,764
shares
|
$36 Million
6.49% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
59,756
shares
|
$36 Million
9.94% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
59,723
shares
|
$36 Million
6.59% of portfolio
|
Q4 2024
Added 35.15%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
59,714
shares
|
$36 Million
2.71% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
59,624
shares
|
$35.9 Million
3.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
59,553
shares
|
$35.9 Million
3.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
59,289
shares
|
$35.7 Million
5.06% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
59,266
shares
|
$35.7 Million
7.21% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
59,225
shares
|
$35.7 Million
8.11% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
58,976
shares
|
$35.6 Million
1.25% of portfolio
|
Q4 2024
Added 80.4%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
58,942
shares
|
$35.5 Million
0.68% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
58,378
shares
|
$35.2 Million
14.03% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
58,283
shares
|
$35.1 Million
1.29% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
58,114
shares
|
$35 Million
22.34% of portfolio
|
Q2 2024
Reduced 1.16%
|