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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
34,351
shares
|
$20.7 Million
1.89% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
34,166
shares
|
$20.6 Million
13.54% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
34,052
shares
|
$20.5 Million
2.74% of portfolio
|
Q4 2024
Added 83.54%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
34,007
shares
|
$20.5 Million
4.83% of portfolio
|
Q4 2024
Added 50.92%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
33,903
shares
|
$20.4 Million
18.97% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
33,896
shares
|
$20.4 Million
17.41% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
33,823
shares
|
$20.4 Million
1.54% of portfolio
|
Q2 2024
Added 48.63%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
33,779
shares
|
$20.4 Million
3.72% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
33,747
shares
|
$20.3 Million
1.83% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
33,690
shares
|
$20.3 Million
14.03% of portfolio
|
Q4 2024
Added 673700.0%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
33,618
shares
|
$20.3 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
33,594
shares
|
$20.3 Million
5.21% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
33,590
shares
|
$20.3 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
33,543
shares
|
$20.2 Million
6.64% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
33,480
shares
|
$20.2 Million
4.33% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
33,372
shares
|
$20.1 Million
17.97% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
33,163
shares
|
$20 Million
6.18% of portfolio
|
Q4 2024
Added 191.01%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
32,640
shares
|
$19.7 Million
3.49% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
32,574
shares
|
$19.6 Million
3.0% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
32,558
shares
|
$19.6 Million
3.41% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
32,425
shares
|
$19.5 Million
11.17% of portfolio
|
Q4 2024
Reduced 30.61%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,403
shares
|
$19.5 Million
1.0% of portfolio
|
Q3 2022
Added 12.69%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
32,298
shares
|
$19.5 Million
4.67% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,108
shares
|
$19.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
32,024
shares
|
$19.3 Million
4.65% of portfolio
|
Q4 2024
Added 3.88%
|