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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,108
shares
|
$4.89 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,097
shares
|
$4.88 Million
0.22% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,075
shares
|
$4.87 Million
0.53% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
8,072
shares
|
$4.87 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,071
shares
|
$4.87 Million
0.96% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
8,069
shares
|
$4.86 Million
3.4% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
8,060
shares
|
$4.86 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
8,059
shares
|
$4.86 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,046
shares
|
$4.85 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
8,045
shares
|
$4.85 Million
4.37% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
8,037
shares
|
$4.85 Million
0.61% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,023
shares
|
$4.84 Million
0.03% of portfolio
|
Q4 2024
Added 135.0%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
8,022
shares
|
$4.84 Million
2.97% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,019
shares
|
$4.83 Million
1.28% of portfolio
|
Q1 2023
Reduced 18.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,001
shares
|
$4.82 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,978
shares
|
$4.81 Million
2.4% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
7,965
shares
|
$4.8 Million
3.96% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,944
shares
|
$4.79 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,941
shares
|
$4.79 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
7,934
shares
|
$4.78 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,931
shares
|
$4.78 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
7,874
shares
|
$4.75 Million
1.98% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,853
shares
|
$4.73 Million
3.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
7,848
shares
|
$4.73 Million
4.6% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
7,835
shares
|
$4.72 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.2%
|