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 |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
16,008
shares
|
$9.65 Million
7.47% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
15,985
shares
|
$9.64 Million
0.4% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
15,940
shares
|
$9.61 Million
0.67% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
15,940
shares
|
$9.61 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
15,937
shares
|
$9.61 Million
0.86% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
15,922
shares
|
$9.6 Million
2.9% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
15,878
shares
|
$9.57 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
15,829
shares
|
$9.54 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
15,799
shares
|
$9.52 Million
2.97% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
15,798
shares
|
$9.52 Million
5.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,787
shares
|
$9.52 Million
4.85% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
15,688
shares
|
$9.46 Million
11.59% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
15,647
shares
|
$9.43 Million
3.91% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,632
shares
|
$9.42 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
15,598
shares
|
$9.4 Million
0.02% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
15,597
shares
|
$9.4 Million
4.93% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
15,563
shares
|
$9.38 Million
2.63% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
15,555
shares
|
$9.38 Million
1.06% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
15,551
shares
|
$9.38 Million
0.95% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
15,479
shares
|
$9.33 Million
6.92% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,470
shares
|
$9.33 Million
1.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
15,405
shares
|
$9.29 Million
4.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
15,402
shares
|
$9.29 Million
1.37% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
15,374
shares
|
$9.27 Million
0.87% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
15,357
shares
|
$9.26 Million
6.24% of portfolio
|
Q4 2024
Reduced 0.95%
|