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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
13,946
shares
|
$8.41 Million
6.54% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
13,931
shares
|
$8.4 Million
1.87% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
13,815
shares
|
$8.33 Million
7.49% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
13,783
shares
|
$8.31 Million
0.08% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
13,667
shares
|
$8.24 Million
1.94% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
13,627
shares
|
$8.22 Million
1.45% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
13,624
shares
|
$8.21 Million
6.99% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
13,622
shares
|
$8.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 77.39%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
13,604
shares
|
$8.2 Million
0.45% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
13,587
shares
|
$8.19 Million
0.79% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
13,585
shares
|
$8.19 Million
2.76% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,576
shares
|
$8.18 Million
1.39% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
13,563
shares
|
$8.18 Million
0.7% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,549
shares
|
$8.17 Million
0.62% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
13,547
shares
|
$8.17 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
13,532
shares
|
$8.16 Million
5.2% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
13,513
shares
|
$8.15 Million
1.8% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
13,476
shares
|
$8.12 Million
0.42% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,466
shares
|
$8.12 Million
1.19% of portfolio
|
Q4 2024
Added 22.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
13,354
shares
|
$8.05 Million
1.05% of portfolio
|
Q4 2024
Added 35.46%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
13,339
shares
|
$8.04 Million
0.62% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,336
shares
|
$8.04 Million
0.4% of portfolio
|
Q3 2022
Added 2.58%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
13,267
shares
|
$8 Million
2.46% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
13,212
shares
|
$7.97 Million
0.39% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
13,209
shares
|
$7.96 Million
7.56% of portfolio
|
Q3 2024
Added 1.25%
|