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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
39,928
shares
|
$24.1 Million
1.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
39,762
shares
|
$24 Million
2.25% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
39,685
shares
|
$23.9 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
39,625
shares
|
$23.9 Million
2.57% of portfolio
|
Q3 2022
Added 1.32%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
39,618
shares
|
$23.9 Million
6.09% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
39,610
shares
|
$23.9 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,607
shares
|
$23.9 Million
0.37% of portfolio
|
Q3 2024
Added 49.89%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
39,374
shares
|
$23.7 Million
5.69% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
39,244
shares
|
$23.7 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
39,219
shares
|
$23.6 Million
0.54% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
39,087
shares
|
$23.6 Million
12.1% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
39,079
shares
|
$23.6 Million
10.42% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
38,971
shares
|
$23.5 Million
16.9% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,946
shares
|
$23.5 Million
0.72% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
38,723
shares
|
$23.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
38,670
shares
|
$23.3 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
38,550
shares
|
$23.2 Million
2.39% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
38,540
shares
|
$23.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
38,517
shares
|
$23.2 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,497
shares
|
$23.2 Million
2.32% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
38,451
shares
|
$23.2 Million
5.96% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
38,379
shares
|
$23.1 Million
3.41% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
38,319
shares
|
$23.1 Million
13.61% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
38,296
shares
|
$23.1 Million
13.14% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
38,255
shares
|
$23.1 Million
7.98% of portfolio
|
Q4 2024
Added 2.92%
|