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 3,838 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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,959
shares
|
$2.99 Million
1.42% of portfolio
|
Q2 2022
Reduced 80.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,953
shares
|
$2.99 Million
0.57% of portfolio
|
Q4 2024
Added 77.27%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
4,952
shares
|
$2.99 Million
2.14% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
4,949
shares
|
$2.98 Million
0.35% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
4,939
shares
|
$2.98 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,933
shares
|
$2.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
4,933
shares
|
$2.97 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,931
shares
|
$2.97 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,931
shares
|
$2.97 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Jan 17, 2025 Q4 2024 |
4,929
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2023
Reduced 25.44%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,925
shares
|
$2.97 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
4,890
shares
|
$2.95 Million
0.49% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
4,877
shares
|
$2.94 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,876
shares
|
$2.94 Million
0.42% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
4,872
shares
|
$2.94 Million
1.92% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
4,869
shares
|
$2.94 Million
1.68% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,859
shares
|
$2.93 Million
1.94% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,848
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jan 22, 2025 Q4 2024 |
4,846
shares
|
$2.92 Million
0.95% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
4,843
shares
|
$2.92 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,837
shares
|
$2.92 Million
0.4% of portfolio
|
Q3 2024
Added 236.6%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
4,827
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
4,813
shares
|
$2.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
4,802
shares
|
$2.89 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Feb 14, 2025 Q4 2024 |
4,797
shares
|
$2.89 Million
3.4% of portfolio
|
Q4 2024
Reduced 32.89%
|