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 |
|---|---|---|---|---|---|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
38,109
shares
|
$23 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
38,103
shares
|
$23 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
38,095
shares
|
$23 Million
5.14% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,942
shares
|
$22.9 Million
18.53% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
37,938
shares
|
$22.9 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
37,936
shares
|
$22.9 Million
0.54% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
37,884
shares
|
$22.8 Million
16.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
37,852
shares
|
$22.8 Million
6.47% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
37,852
shares
|
$22.8 Million
4.37% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
37,845
shares
|
$22.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
37,801
shares
|
$22.8 Million
3.59% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,613
shares
|
$22.7 Million
0.0% of portfolio
|
Q4 2024
Added 353.06%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
37,452
shares
|
$22.6 Million
2.79% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
37,272
shares
|
$22.5 Million
0.28% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
37,244
shares
|
$22.5 Million
3.51% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
37,221
shares
|
$22.4 Million
5.72% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
37,186
shares
|
$22.4 Million
3.07% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
37,015
shares
|
$22.3 Million
9.52% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
36,802
shares
|
$22.2 Million
11.09% of portfolio
|
Q2 2023
Reduced 47.09%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
36,634
shares
|
$22.1 Million
18.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
36,609
shares
|
$22.1 Million
6.17% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
36,586
shares
|
$22.1 Million
7.25% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
36,538
shares
|
$22 Million
2.1% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
36,508
shares
|
$22 Million
2.36% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
36,483
shares
|
$22 Million
5.67% of portfolio
|
Q4 2024
Added 4.38%
|