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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
25,879
shares
|
$15.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
25,827
shares
|
$15.6 Million
1.65% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,811
shares
|
$15.6 Million
2.77% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
25,793
shares
|
$15.5 Million
4.89% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
25,614
shares
|
$15.4 Million
1.12% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
25,595
shares
|
$15.4 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
25,589
shares
|
$15.4 Million
2.63% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
25,488
shares
|
$15.4 Million
0.97% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
25,455
shares
|
$15.3 Million
0.88% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
25,349
shares
|
$15.3 Million
4.06% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
25,339
shares
|
$15.3 Million
0.57% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
25,290
shares
|
$15.2 Million
14.94% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
25,228
shares
|
$15.2 Million
4.27% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
24,990
shares
|
$15.1 Million
12.11% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
24,974
shares
|
$15.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
24,871
shares
|
$15 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
24,828
shares
|
$15 Million
5.95% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
24,813
shares
|
$15 Million
1.18% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
24,792
shares
|
$14.9 Million
3.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
24,781
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
24,717
shares
|
$14.9 Million
1.76% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
24,705
shares
|
$14.9 Million
3.22% of portfolio
|
Q2 2023
Reduced 5.45%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
24,704
shares
|
$14.9 Million
0.65% of portfolio
|
Q4 2024
Added 40.1%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
24,700
shares
|
$14.9 Million
10.47% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
24,666
shares
|
$14.9 Million
7.55% of portfolio
|
Q4 2024
Reduced 0.43%
|