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 |
|---|---|---|---|---|---|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
6,463
shares
|
$3.9 Million
1.16% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,460
shares
|
$3.89 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,452
shares
|
$3.89 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,449
shares
|
$3.89 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,443
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2022
Added 40.4%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,442
shares
|
$3.88 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
6,430
shares
|
$3.88 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
6,400
shares
|
$3.86 Million
1.64% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,394
shares
|
$3.85 Million
0.25% of portfolio
|
Q4 2024
Added 43.46%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
6,362
shares
|
$3.84 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
6,361
shares
|
$3.83 Million
2.96% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,352
shares
|
$3.83 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
6,351
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,344
shares
|
$3.82 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,337
shares
|
$3.82 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
6,317
shares
|
$3.81 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,314
shares
|
$3.81 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
6,308
shares
|
$3.8 Million
0.3% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,289
shares
|
$3.79 Million
0.32% of portfolio
|
Q4 2024
Added 33.1%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
6,280
shares
|
$3.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,273
shares
|
$3.78 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,239
shares
|
$3.76 Million
2.83% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
6,220
shares
|
$3.75 Million
0.25% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
6,215
shares
|
$3.75 Million
2.2% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,185
shares
|
$3.73 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.02%
|