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 |
|---|---|---|---|---|---|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
30,638
shares
|
$18.5 Million
6.92% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
30,475
shares
|
$18.4 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
30,460
shares
|
$18.4 Million
5.2% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
30,397
shares
|
$18.3 Million
16.66% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
30,340
shares
|
$18.3 Million
2.58% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
30,175
shares
|
$18.2 Million
4.29% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
30,090
shares
|
$18.1 Million
2.78% of portfolio
|
Q2 2024
Reduced 30.55%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
30,052
shares
|
$18.1 Million
1.97% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
29,883
shares
|
$18 Million
7.92% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
29,872
shares
|
$18 Million
6.0% of portfolio
|
Q4 2024
Added 43.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
29,701
shares
|
$17.9 Million
7.52% of portfolio
|
Q4 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
29,700
shares
|
$17.9 Million
0.18% of portfolio
|
Q4 2024
Added 196.73%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
29,699
shares
|
$17.9 Million
13.64% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
29,685
shares
|
$17.9 Million
6.05% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,649
shares
|
$17.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
29,601
shares
|
$17.8 Million
15.77% of portfolio
|
Q4 2024
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
29,581
shares
|
$17.8 Million
5.77% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
29,534
shares
|
$17.8 Million
10.86% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
29,167
shares
|
$17.6 Million
3.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
29,100
shares
|
$17.5 Million
1.64% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
29,063
shares
|
$17.5 Million
5.35% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
29,048
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,033
shares
|
$17.5 Million
9.49% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,994
shares
|
$17.5 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
28,951
shares
|
$17.5 Million
1.56% of portfolio
|
Q4 2024
Added 0.65%
|