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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,397
shares
|
$11.7 Million
3.27% of portfolio
|
Q1 2023
Added 1.36%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,316
shares
|
$11.6 Million
2.99% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
19,279
shares
|
$11.6 Million
0.3% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,255
shares
|
$11.6 Million
7.38% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,166
shares
|
$11.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,107
shares
|
$11.5 Million
7.46% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
19,047
shares
|
$11.5 Million
7.4% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19,005
shares
|
$11.5 Million
4.68% of portfolio
|
Q1 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
18,952
shares
|
$11.4 Million
9.1% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,938
shares
|
$11.4 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
18,916
shares
|
$11.4 Million
0.72% of portfolio
|
Q4 2022
Added 3.05%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
18,837
shares
|
$11.4 Million
4.85% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
18,814
shares
|
$11.3 Million
5.23% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
18,768
shares
|
$11.3 Million
3.43% of portfolio
|
Q4 2024
Added 45.2%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
18,759
shares
|
$11.3 Million
3.64% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
18,736
shares
|
$11.3 Million
2.39% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
18,734
shares
|
$11.3 Million
0.67% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
18,723
shares
|
$11.3 Million
0.57% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
18,712
shares
|
$11.3 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
18,684
shares
|
$11.3 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
18,682
shares
|
$11.3 Million
11.08% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
18,610
shares
|
$11.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
18,541
shares
|
$11.2 Million
5.73% of portfolio
|
Q2 2022
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
18,532
shares
|
$11.2 Million
0.14% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18,470
shares
|
$11.1 Million
4.59% of portfolio
|
Q2 2022
Added 25.66%
|