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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
58,101
shares
|
$35 Million
1.3% of portfolio
|
Q3 2022
Added 8.95%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
58,100
shares
|
$35 Million
5.53% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
58,079
shares
|
$35 Million
0.54% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
58,045
shares
|
$35 Million
25.47% of portfolio
|
Q4 2024
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
57,841
shares
|
$34.9 Million
3.83% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
57,680
shares
|
$34.8 Million
5.51% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
57,666
shares
|
$34.8 Million
8.48% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
57,612
shares
|
$34.7 Million
30.7% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,423
shares
|
$34.6 Million
10.35% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
57,407
shares
|
$34.6 Million
13.59% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
57,259
shares
|
$34.5 Million
4.83% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
57,232
shares
|
$34.5 Million
13.81% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,172
shares
|
$34.5 Million
1.12% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
56,959
shares
|
$34.3 Million
3.78% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
56,927
shares
|
$34.3 Million
1.19% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
56,809
shares
|
$34.2 Million
9.39% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
56,779
shares
|
$34.2 Million
26.73% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
56,688
shares
|
$34.2 Million
3.8% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
56,657
shares
|
$34.2 Million
10.42% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
56,545
shares
|
$34.1 Million
20.97% of portfolio
|
Q4 2024
Added 46.99%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
56,142
shares
|
$33.8 Million
1.19% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
56,136
shares
|
$33.8 Million
2.11% of portfolio
|
Q4 2024
Added 64.04%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
55,957
shares
|
$33.7 Million
4.38% of portfolio
|
Q4 2024
Added 17.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
55,914
shares
|
$33.7 Million
3.47% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$33.6 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|