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 |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
7,814
shares
|
$4.71 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
7,809
shares
|
$4.71 Million
0.59% of portfolio
|
Q4 2024
Added 70.35%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
7,809
shares
|
$4.71 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,807
shares
|
$4.71 Million
1.22% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,799
shares
|
$4.7 Million
1.2% of portfolio
|
Q4 2024
Added 24.03%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,788
shares
|
$4.7 Million
1.47% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,746
shares
|
$4.67 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
7,658
shares
|
$4.62 Million
2.98% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
7,658
shares
|
$4.62 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,657
shares
|
$4.62 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,657
shares
|
$4.62 Million
0.73% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
7,651
shares
|
$4.61 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
7,650
shares
|
$4.61 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,591
shares
|
$4.58 Million
1.52% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,589
shares
|
$4.58 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
7,571
shares
|
$4.56 Million
0.08% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
7,569
shares
|
$4.56 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
7,539
shares
|
$4.55 Million
2.0% of portfolio
|
Q4 2024
Reduced 71.23%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,532
shares
|
$4.54 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
7,512
shares
|
$4.53 Million
0.89% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
7,509
shares
|
$4.53 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
7,485
shares
|
$4.51 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,470
shares
|
$4.5 Million
3.76% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,465
shares
|
$4.5 Million
0.71% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
7,451
shares
|
$4.49 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.22%
|