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 |
|---|---|---|---|---|---|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
52,533
shares
|
$31.7 Million
17.28% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
52,357
shares
|
$31.6 Million
2.17% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
52,315
shares
|
$31.5 Million
1.96% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
52,227
shares
|
$31.5 Million
0.91% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
52,128
shares
|
$31.4 Million
5.12% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
52,089
shares
|
$31.4 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,023
shares
|
$31.4 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
51,768
shares
|
$31.2 Million
9.68% of portfolio
|
Q4 2023
Added 9.77%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
51,670
shares
|
$31.2 Million
7.37% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
51,612
shares
|
$31.1 Million
1.47% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
51,603
shares
|
$31.1 Million
1.48% of portfolio
|
Q4 2024
Added 344.28%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
51,545
shares
|
$31.1 Million
6.94% of portfolio
|
Q4 2024
Reduced 17.95%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,463
shares
|
$31 Million
2.73% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
51,385
shares
|
$31 Million
24.97% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
51,381
shares
|
$31 Million
21.6% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
51,324
shares
|
$30.9 Million
20.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
51,317
shares
|
$30.9 Million
19.83% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
51,281
shares
|
$30.9 Million
3.55% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
51,280
shares
|
$30.9 Million
4.3% of portfolio
|
Q3 2023
Reduced 3.95%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
51,202
shares
|
$30.9 Million
8.59% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
51,139
shares
|
$30.8 Million
18.74% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
50,906
shares
|
$30.7 Million
29.06% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
50,848
shares
|
$30.7 Million
23.52% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,779
shares
|
$30.6 Million
7.71% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
50,379
shares
|
$30.4 Million
9.76% of portfolio
|
Q4 2024
Added 0.41%
|