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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
27,650
shares
|
$16.7 Million
3.21% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
27,536
shares
|
$16.6 Million
9.87% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
27,453
shares
|
$16.6 Million
7.92% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
27,450
shares
|
$16.5 Million
1.36% of portfolio
|
Q4 2024
Reduced 99.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
27,359
shares
|
$16.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
27,324
shares
|
$16.5 Million
1.03% of portfolio
|
Q4 2024
Added 43.03%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
27,322
shares
|
$16.5 Million
12.37% of portfolio
|
Q4 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
27,150
shares
|
$16.4 Million
4.4% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
27,042
shares
|
$16.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 19.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
27,000
shares
|
$16.3 Million
0.03% of portfolio
|
Q4 2024
Added 309.09%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
27,000
shares
|
$16.3 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
26,826
shares
|
$16.2 Million
4.05% of portfolio
|
Q4 2024
Added 6124.13%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
26,795
shares
|
$16.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
26,782
shares
|
$16.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
26,742
shares
|
$16.1 Million
9.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
26,627
shares
|
$16.1 Million
1.32% of portfolio
|
Q4 2024
Added 68.71%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
26,540
shares
|
$16 Million
0.35% of portfolio
|
Q1 2024
Reduced 16.71%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,345
shares
|
$15.9 Million
0.26% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
26,325
shares
|
$15.9 Million
6.96% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
26,293
shares
|
$15.9 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
26,049
shares
|
$15.7 Million
3.47% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
26,028
shares
|
$15.7 Million
1.85% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
26,014
shares
|
$15.7 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,984
shares
|
$15.7 Million
3.79% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
25,933
shares
|
$15.6 Million
2.24% of portfolio
|
Q4 2024
Reduced 3.64%
|