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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
21,118
shares
|
$12.7 Million
3.21% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
21,049
shares
|
$12.7 Million
5.43% of portfolio
|
Q4 2024
Reduced 40.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,043
shares
|
$12.7 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
21,022
shares
|
$12.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
21,011
shares
|
$12.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,956
shares
|
$12.6 Million
0.08% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
20,953
shares
|
$12.6 Million
10.33% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
20,946
shares
|
$12.6 Million
3.73% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
20,888
shares
|
$12.6 Million
1.74% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
20,882
shares
|
$12.6 Million
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
20,782
shares
|
$12.5 Million
1.02% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
20,778
shares
|
$12.5 Million
3.99% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
20,763
shares
|
$12.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 61.95%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
20,745
shares
|
$12.5 Million
0.04% of portfolio
|
Q4 2022
Added 5.87%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
20,723
shares
|
$12.5 Million
5.51% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
20,635
shares
|
$12.4 Million
2.24% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
20,545
shares
|
$12.4 Million
4.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
20,529
shares
|
$12.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
20,507
shares
|
$12.4 Million
9.41% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,453
shares
|
$12.3 Million
4.94% of portfolio
|
Q2 2022
Reduced 1.28%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
20,442
shares
|
$12.3 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
20,438
shares
|
$12.3 Million
6.65% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20,413
shares
|
$12.3 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20,243
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
20,206
shares
|
$12.2 Million
6.21% of portfolio
|
Q4 2024
Added 0.32%
|