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 |
---|---|---|---|---|---|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
7,232
shares
|
$4.36 Million
1.32% of portfolio
|
Q4 2024
Added 35.71%
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
7,224
shares
|
$4.36 Million
0.58% of portfolio
|
Q4 2024
Added 51.19%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
7,222
shares
|
$4.35 Million
0.27% of portfolio
|
Q4 2024
Added 20.07%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,205
shares
|
$4.34 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
7,170
shares
|
$4.32 Million
0.9% of portfolio
|
Q3 2024
Added 15.63%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
7,159
shares
|
$4.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 50.47%
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,154
shares
|
$4.31 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
7,131
shares
|
$4.3 Million
2.4% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,127
shares
|
$4.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
7,114
shares
|
$4.29 Million
1.35% of portfolio
|
Q4 2024
Added 0.41%
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
7,106
shares
|
$4.28 Million
0.09% of portfolio
|
Q4 2024
Added 17.67%
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,103
shares
|
$4.28 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,101
shares
|
$4.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,101
shares
|
$4.28 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
7,095
shares
|
$4.28 Million
3.63% of portfolio
|
Q3 2024
Added 613.07%
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,085
shares
|
$4.27 Million
0.75% of portfolio
|
Q4 2024
Added 26.13%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
7,084
shares
|
$4.27 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
7,078
shares
|
$4.27 Million
1.47% of portfolio
|
Q4 2024
Added 1.24%
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
7,066
shares
|
$4.26 Million
2.43% of portfolio
|
Q4 2024
Added 2.24%
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,064
shares
|
$4.26 Million
3.18% of portfolio
|
Q4 2024
Added 8.84%
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
7,046
shares
|
$4.25 Million
1.44% of portfolio
|
Q4 2024
Added 2.98%
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
7,042
shares
|
$4.25 Million
2.15% of portfolio
|
Q4 2024
Added 5.69%
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
7,029
shares
|
$4.24 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
7,026
shares
|
$4.24 Million
0.29% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
7,001
shares
|
$4.22 Million
0.95% of portfolio
|
Q4 2024
Reduced 45.17%
|