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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,093
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
22,015
shares
|
$13.3 Million
3.21% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
21,985
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
21,874
shares
|
$13.2 Million
5.44% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
21,873
shares
|
$13.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 94.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
21,872
shares
|
$13.2 Million
1.1% of portfolio
|
Q4 2024
Added 136.99%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
21,722
shares
|
$13.1 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
21,700
shares
|
$13.1 Million
2.03% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
21,669
shares
|
$13.1 Million
3.34% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
21,664
shares
|
$13.1 Million
2.65% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
21,624
shares
|
$13 Million
6.95% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
21,606
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
21,585
shares
|
$13 Million
0.76% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
21,570
shares
|
$13 Million
4.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
21,565
shares
|
$13 Million
0.54% of portfolio
|
Q3 2022
Added 360.59%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
21,496
shares
|
$13 Million
4.79% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
21,486
shares
|
$13 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
21,481
shares
|
$13 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
Feb 11, 2025 Q4 2024 |
21,448
shares
|
$12.9 Million
18.5% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
21,441
shares
|
$12.9 Million
4.57% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,390
shares
|
$12.9 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
21,383
shares
|
$12.9 Million
1.13% of portfolio
|
Q4 2024
Added 64.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
21,378
shares
|
$12.9 Million
0.11% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
21,297
shares
|
$12.8 Million
6.41% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
21,276
shares
|
$12.8 Million
7.53% of portfolio
|
Q4 2024
Added 3.48%
|