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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,348
shares
|
$5.03 Million
0.64% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
8,342
shares
|
$5.03 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
8,328
shares
|
$5.02 Million
0.72% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
8,322
shares
|
$5.02 Million
2.47% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,316
shares
|
$5.01 Million
0.98% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
8,310
shares
|
$5.01 Million
0.13% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
8,292
shares
|
$5 Million
0.07% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,290
shares
|
$5 Million
0.58% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
8,286
shares
|
$5 Million
5.16% of portfolio
|
Q4 2024
Added 24.06%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
8,259
shares
|
$4.98 Million
0.68% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
8,253
shares
|
$4.98 Million
1.92% of portfolio
|
Q4 2024
Reduced 33.07%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,248
shares
|
$4.97 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,222
shares
|
$4.96 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,194
shares
|
$4.94 Million
0.58% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
8,192
shares
|
$4.94 Million
0.35% of portfolio
|
Q4 2024
Reduced 38.53%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
8,178
shares
|
$4.93 Million
3.07% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,161
shares
|
$4.92 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
8,144
shares
|
$4.91 Million
1.3% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
8,143
shares
|
$4.91 Million
2.84% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
8,138
shares
|
$4.91 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,137
shares
|
$4.91 Million
3.43% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
8,135
shares
|
$4.9 Million
0.89% of portfolio
|
Q4 2024
Added 64.34%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,128
shares
|
$4.9 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
8,125
shares
|
$4.9 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
8,116
shares
|
$4.89 Million
4.21% of portfolio
|
Q4 2024
Added 11.44%
|