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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
23,666
shares
|
$14.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,663
shares
|
$14.3 Million
6.78% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
23,634
shares
|
$14.2 Million
8.85% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,615
shares
|
$14.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
23,589
shares
|
$14.2 Million
2.1% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
23,492
shares
|
$14.2 Million
5.09% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
23,483
shares
|
$14.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
23,439
shares
|
$14.1 Million
5.76% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
23,427
shares
|
$14.1 Million
7.45% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,397
shares
|
$14.1 Million
0.83% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
23,135
shares
|
$13.9 Million
9.77% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$13.8 Million
2.28% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
22,922
shares
|
$13.8 Million
4.64% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
22,884
shares
|
$13.8 Million
0.5% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,879
shares
|
$13.8 Million
0.95% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
22,818
shares
|
$13.8 Million
0.32% of portfolio
|
Q4 2024
Added 33.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
22,807
shares
|
$13.7 Million
0.13% of portfolio
|
Q2 2022
Added 4.05%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
22,687
shares
|
$13.7 Million
5.63% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
22,528
shares
|
$13.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
22,514
shares
|
$13.6 Million
1.15% of portfolio
|
Q2 2024
Added 232.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
22,490
shares
|
$13.6 Million
1.12% of portfolio
|
Q4 2024
Added 2768.62%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
22,465
shares
|
$13.5 Million
3.07% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
22,267
shares
|
$13.4 Million
2.88% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
22,221
shares
|
$13.4 Million
1.39% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
22,205
shares
|
$13.4 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.74%
|