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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
13,192
shares
|
$7.95 Million
3.96% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13,173
shares
|
$7.94 Million
1.8% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
13,090
shares
|
$7.89 Million
0.53% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
12,964
shares
|
$7.82 Million
4.79% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,949
shares
|
$7.81 Million
2.48% of portfolio
|
Q3 2023
Reduced 35.91%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,949
shares
|
$7.81 Million
1.75% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,909
shares
|
$7.78 Million
2.43% of portfolio
|
Q3 2023
Reduced 25.06%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
12,907
shares
|
$7.78 Million
1.5% of portfolio
|
Q4 2024
Added 87.98%
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
12,846
shares
|
$7.74 Million
4.63% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
12,836
shares
|
$7.74 Million
0.47% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,811
shares
|
$7.72 Million
0.63% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
12,772
shares
|
$7.7 Million
3.75% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
12,761
shares
|
$7.69 Million
0.77% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,710
shares
|
$7.66 Million
1.25% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
12,630
shares
|
$7.61 Million
2.82% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
12,627
shares
|
$7.61 Million
5.16% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,602
shares
|
$7.6 Million
0.92% of portfolio
|
Q2 2024
Reduced 89.94%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
12,591
shares
|
$7.59 Million
2.38% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
12,500
shares
|
$7.54 Million
6.84% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
12,481
shares
|
$7.52 Million
0.34% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
12,460
shares
|
$7.51 Million
1.9% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,451
shares
|
$7.51 Million
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
12,445
shares
|
$7.5 Million
0.78% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
12,400
shares
|
$7.48 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
12,393
shares
|
$7.47 Million
0.44% of portfolio
|
Q4 2024
Reduced 48.86%
|