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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,995
shares
|
$4.22 Million
2.34% of portfolio
|
Q2 2024
Reduced 69.28%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,979
shares
|
$4.21 Million
1.15% of portfolio
|
Q4 2022
Reduced 19.88%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,960
shares
|
$4.2 Million
1.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,948
shares
|
$4.19 Million
0.19% of portfolio
|
Q2 2022
Added 244.3%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
6,936
shares
|
$4.18 Million
1.76% of portfolio
|
Q4 2024
Added 74.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
6,889
shares
|
$4.15 Million
0.62% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,886
shares
|
$4.15 Million
0.33% of portfolio
|
Q4 2024
Added 45.21%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
6,880
shares
|
$4.15 Million
1.02% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
6,871
shares
|
$4.14 Million
0.52% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
6,870
shares
|
$4.14 Million
0.77% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
6,864
shares
|
$4.14 Million
2.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
6,856
shares
|
$4.13 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,826
shares
|
$4.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,821
shares
|
$4.11 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
6,820
shares
|
$4.11 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,804
shares
|
$4.1 Million
1.41% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
6,794
shares
|
$4.1 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,783
shares
|
$4.09 Million
0.49% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
6,773
shares
|
$4.08 Million
0.51% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
6,769
shares
|
$4.08 Million
2.48% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
6,747
shares
|
$4.07 Million
1.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
6,746
shares
|
$4.07 Million
1.35% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
6,720
shares
|
$4.05 Million
1.09% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
6,718
shares
|
$4.05 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,715
shares
|
$4.05 Million
3.97% of portfolio
|
Q4 2022
Reduced 14.91%
|