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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,596
shares
|
$3.37 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
5,593
shares
|
$3.37 Million
2.44% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
5,586
shares
|
$3.37 Million
0.41% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,584
shares
|
$3.37 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,581
shares
|
$3.36 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
5,570
shares
|
$3.36 Million
0.17% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,570
shares
|
$3.36 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
5,563
shares
|
$3.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,558
shares
|
$3.35 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,551
shares
|
$3.35 Million
2.83% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
5,531
shares
|
$3.33 Million
0.63% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
5,529
shares
|
$3.33 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,528
shares
|
$3.33 Million
0.4% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,526
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2023
Added 7.24%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
5,523
shares
|
$3.33 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
5,520
shares
|
$3.33 Million
0.81% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,517
shares
|
$3.33 Million
0.65% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
5,498
shares
|
$3.31 Million
0.05% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,492
shares
|
$3.31 Million
0.34% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,484
shares
|
$3.31 Million
1.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
5,463
shares
|
$3.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
5,458
shares
|
$3.29 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,409
shares
|
$3.26 Million
0.21% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,394
shares
|
$3.25 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
5,393
shares
|
$3.25 Million
2.9% of portfolio
|
Q4 2024
New holding
|