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 |
|---|---|---|---|---|---|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
11,877
shares
|
$7.16 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
11,875
shares
|
$7.16 Million
1.03% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
11,792
shares
|
$7.11 Million
0.42% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
11,785
shares
|
$7.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
11,780
shares
|
$7.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
11,741
shares
|
$7.08 Million
1.48% of portfolio
|
Q3 2022
Reduced 4.33%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
11,679
shares
|
$7.04 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
11,668
shares
|
$7.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
11,661
shares
|
$7.03 Million
0.71% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
11,645
shares
|
$7.02 Million
3.62% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
11,634
shares
|
$7.01 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
11,625
shares
|
$7.01 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
11,613
shares
|
$7 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,587
shares
|
$6.99 Million
2.51% of portfolio
|
Q4 2023
Added 174.12%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
11,582
shares
|
$6.98 Million
13.68% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
11,580
shares
|
$6.98 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,578
shares
|
$6.98 Million
0.68% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
11,503
shares
|
$6.93 Million
2.06% of portfolio
|
Q1 2023
Reduced 10.2%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$6.92 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
11,479
shares
|
$6.92 Million
1.16% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,465
shares
|
$6.91 Million
0.14% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
11,434
shares
|
$6.89 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,416
shares
|
$6.88 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
11,381
shares
|
$6.86 Million
1.67% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
11,379
shares
|
$6.86 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.65%
|