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 |
|---|---|---|---|---|---|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
18,390
shares
|
$11.1 Million
7.15% of portfolio
|
Q4 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,342
shares
|
$11.1 Million
0.4% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
18,300
shares
|
$11 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,282
shares
|
$11 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
18,269
shares
|
$11 Million
1.44% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
18,236
shares
|
$11 Million
5.74% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,233
shares
|
$11 Million
1.73% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
18,128
shares
|
$10.9 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
18,127
shares
|
$10.9 Million
0.35% of portfolio
|
Q4 2024
Added 860.63%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
18,120
shares
|
$10.9 Million
2.8% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
18,092
shares
|
$10.9 Million
0.99% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
18,079
shares
|
$10.9 Million
8.33% of portfolio
|
Q4 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
18,062
shares
|
$10.9 Million
1.72% of portfolio
|
Q1 2023
Added 1.41%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
18,054
shares
|
$10.9 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
18,036
shares
|
$10.9 Million
6.73% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
17,982
shares
|
$10.8 Million
10.57% of portfolio
|
Q4 2024
Added 36.48%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
17,970
shares
|
$10.8 Million
5.49% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
17,924
shares
|
$10.8 Million
1.15% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
17,907
shares
|
$10.8 Million
0.38% of portfolio
|
Q4 2024
Reduced 78.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
17,900
shares
|
$10.8 Million
0.88% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
17,877
shares
|
$10.8 Million
4.05% of portfolio
|
Q4 2024
Added 44.93%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
17,875
shares
|
$10.8 Million
0.82% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
17,858
shares
|
$10.8 Million
7.47% of portfolio
|
Q4 2024
Added 28.46%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
17,818
shares
|
$10.7 Million
6.69% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
17,816
shares
|
$10.7 Million
3.94% of portfolio
|
Q4 2024
Reduced 16.75%
|