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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 90.72%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
8,828
shares
|
$5.32 Million
4.86% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
8,803
shares
|
$5.31 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,744
shares
|
$5.27 Million
4.73% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
8,726
shares
|
$5.26 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jan 27, 2025 Q4 2024 |
8,704
shares
|
$5.25 Million
10.96% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Feb 06, 2025 Q4 2024 |
8,700
shares
|
$5.24 Million
5.32% of portfolio
|
Q4 2023
Reduced 10.45%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
8,697
shares
|
$5.24 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
8,695
shares
|
$5.24 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
8,682
shares
|
$5.23 Million
0.55% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
8,645
shares
|
$5.21 Million
1.91% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
8,625
shares
|
$5.2 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
8,616
shares
|
$5.19 Million
0.5% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
8,542
shares
|
$5.15 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,538
shares
|
$5.15 Million
1.98% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
8,516
shares
|
$5.13 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
8,515
shares
|
$5.13 Million
0.1% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,494
shares
|
$5.12 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
8,443
shares
|
$5.09 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
8,423
shares
|
$5.08 Million
0.01% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
8,423
shares
|
$5.08 Million
1.16% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,374
shares
|
$5.05 Million
0.92% of portfolio
|
Q2 2022
Reduced 8.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
8,357
shares
|
$5.04 Million
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
8,353
shares
|
$5.04 Million
0.74% of portfolio
|
Q4 2024
Added 46.54%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,353
shares
|
$5.04 Million
0.79% of portfolio
|
Q4 2024
Added 0.37%
|