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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,431
shares
|
$4.48 Million
0.08% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
7,425
shares
|
$4.48 Million
7.48% of portfolio
|
Q4 2024
Added 753.45%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
7,423
shares
|
$4.48 Million
0.74% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
7,422
shares
|
$4.47 Million
0.59% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
7,418
shares
|
$4.47 Million
1.45% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
7,403
shares
|
$4.46 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
7,403
shares
|
$4.46 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
7,393
shares
|
$4.46 Million
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
7,367
shares
|
$4.44 Million
0.41% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
7,348
shares
|
$4.43 Million
0.44% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,347
shares
|
$4.43 Million
1.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,346
shares
|
$4.43 Million
1.83% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,338
shares
|
$4.42 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
7,338
shares
|
$4.42 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
7,336
shares
|
$4.42 Million
0.09% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
7,314
shares
|
$4.41 Million
7.77% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,304
shares
|
$4.4 Million
0.5% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
7,298
shares
|
$4.4 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
7,296
shares
|
$4.4 Million
0.89% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,294
shares
|
$4.4 Million
4.01% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,286
shares
|
$4.39 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
7,271
shares
|
$4.38 Million
0.42% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
7,262
shares
|
$4.38 Million
0.32% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,262
shares
|
$4.38 Million
1.26% of portfolio
|
Q4 2022
Added 47.21%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,244
shares
|
$4.37 Million
0.37% of portfolio
|
Q2 2023
Reduced 6.3%
|