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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
10,917
shares
|
$6.58 Million
2.72% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
10,852
shares
|
$6.54 Million
2.4% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
10,849
shares
|
$6.54 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,824
shares
|
$6.53 Million
0.66% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
10,818
shares
|
$6.52 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,818
shares
|
$6.52 Million
0.92% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
10,789
shares
|
$6.5 Million
0.11% of portfolio
|
Q4 2024
Added 63.82%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,786
shares
|
$6.5 Million
1.0% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,753
shares
|
$6.48 Million
1.8% of portfolio
|
Q3 2022
Added 4.13%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
10,738
shares
|
$6.47 Million
3.71% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,729
shares
|
$6.47 Million
2.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
10,724
shares
|
$6.47 Million
1.38% of portfolio
|
Q4 2024
Added 1059.35%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
10,717
shares
|
$6.46 Million
5.6% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
10,709
shares
|
$6.46 Million
5.26% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,669
shares
|
$6.43 Million
3.89% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
10,613
shares
|
$6.4 Million
0.81% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
10,574
shares
|
$6.37 Million
3.51% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,571
shares
|
$6.37 Million
16.76% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,570
shares
|
$6.37 Million
0.33% of portfolio
|
Q4 2023
Reduced 18.69%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,560
shares
|
$6.37 Million
1.29% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
10,546
shares
|
$6.36 Million
0.15% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,532
shares
|
$6.35 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
10,500
shares
|
$6.33 Million
2.64% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
10,489
shares
|
$6.32 Million
3.35% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
10,489
shares
|
$6.32 Million
1.55% of portfolio
|
Q4 2024
Added 19.37%
|