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 |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
9,175
shares
|
$5.53 Million
1.51% of portfolio
|
Q4 2024
Added 370.75%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,169
shares
|
$5.53 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
9,151
shares
|
$5.52 Million
5.11% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
9,148
shares
|
$5.52 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
9,148
shares
|
$5.52 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
9,141
shares
|
$5.51 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,140
shares
|
$5.51 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
9,131
shares
|
$5.5 Million
1.06% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
9,119
shares
|
$5.5 Million
1.15% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
9,112
shares
|
$5.49 Million
3.42% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9,108
shares
|
$5.49 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,104
shares
|
$5.49 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,099
shares
|
$5.49 Million
0.4% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
9,050
shares
|
$5.46 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,024
shares
|
$5.44 Million
3.64% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
8,974
shares
|
$5.41 Million
0.65% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
8,970
shares
|
$5.41 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
8,959
shares
|
$5.4 Million
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
8,958
shares
|
$5.4 Million
15.53% of portfolio
|
Q4 2024
Added 217.3%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
8,944
shares
|
$5.39 Million
1.11% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,942
shares
|
$5.39 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
8,940
shares
|
$5.39 Million
3.16% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
8,928
shares
|
$5.38 Million
1.89% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,886
shares
|
$5.36 Million
8.44% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
8,877
shares
|
$5.35 Million
2.63% of portfolio
|
Q4 2024
Reduced 13.69%
|