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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
10,003
shares
|
$6.03 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,986
shares
|
$6.02 Million
0.37% of portfolio
|
Q4 2024
Added 285.71%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
9,972
shares
|
$6.01 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
9,943
shares
|
$5.99 Million
5.58% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,935
shares
|
$5.99 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
9,928
shares
|
$5.99 Million
1.8% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,866
shares
|
$5.95 Million
0.89% of portfolio
|
Q4 2022
Added 53.75%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
9,866
shares
|
$5.95 Million
0.41% of portfolio
|
Q2 2024
Added 16.56%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
9,857
shares
|
$5.94 Million
3.89% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
9,835
shares
|
$5.93 Million
3.52% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
9,830
shares
|
$5.93 Million
0.48% of portfolio
|
Q4 2024
Added 297.49%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
9,818
shares
|
$5.92 Million
3.83% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
9,816
shares
|
$5.92 Million
1.95% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
9,797
shares
|
$5.91 Million
5.99% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
9,777
shares
|
$5.89 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
9,706
shares
|
$5.85 Million
10.97% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
9,704
shares
|
$5.85 Million
6.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
9,674
shares
|
$5.83 Million
2.23% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
9,657
shares
|
$5.82 Million
1.92% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
9,646
shares
|
$5.82 Million
2.33% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
9,645
shares
|
$5.81 Million
1.25% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
9,606
shares
|
$5.79 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
9,600
shares
|
$5.79 Million
0.85% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
9,596
shares
|
$5.79 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,594
shares
|
$5.78 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.43%
|