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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
43,159
shares
|
$26 Million
12.26% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
43,080
shares
|
$26 Million
0.28% of portfolio
|
Q4 2024
Added 118.62%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
43,043
shares
|
$25.9 Million
8.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
43,035
shares
|
$25.9 Million
4.89% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
42,903
shares
|
$25.9 Million
5.36% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
42,775
shares
|
$25.8 Million
2.08% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
42,732
shares
|
$25.8 Million
12.38% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
42,562
shares
|
$25.7 Million
2.25% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
42,338
shares
|
$25.5 Million
21.9% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
42,150
shares
|
$25.4 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
42,117
shares
|
$25.4 Million
10.32% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,096
shares
|
$25.4 Million
0.36% of portfolio
|
Q4 2024
Added 105.83%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
42,084
shares
|
$25.4 Million
0.82% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
41,991
shares
|
$25.3 Million
10.25% of portfolio
|
Q4 2024
Reduced 55.88%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
41,650
shares
|
$25.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
41,619
shares
|
$25.1 Million
1.35% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
41,352
shares
|
$24.9 Million
4.48% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
41,270
shares
|
$24.9 Million
0.86% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
41,135
shares
|
$24.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
41,124
shares
|
$24.8 Million
13.89% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
40,906
shares
|
$24.7 Million
1.16% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
40,869
shares
|
$24.6 Million
13.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
40,754
shares
|
$24.6 Million
15.65% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
40,543
shares
|
$24.4 Million
10.5% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
39,998
shares
|
$24.1 Million
11.09% of portfolio
|
Q4 2024
Added 1.85%
|