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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,665
shares
|
$2.81 Million
0.62% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,656
shares
|
$2.81 Million
0.56% of portfolio
|
Q3 2019
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,654
shares
|
$2.81 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
4,651
shares
|
$2.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,644
shares
|
$2.8 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
4,641
shares
|
$2.8 Million
0.9% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
4,633
shares
|
$2.79 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
4,627
shares
|
$2.79 Million
0.15% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
4,627
shares
|
$2.79 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
4,624
shares
|
$2.79 Million
0.48% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
4,622
shares
|
$2.79 Million
1.93% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
4,611
shares
|
$2.78 Million
1.26% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
4,582
shares
|
$2.76 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
4,582
shares
|
$2.76 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,581
shares
|
$2.76 Million
0.14% of portfolio
|
Q3 2022
Added 17.92%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
4,572
shares
|
$2.76 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,569
shares
|
$2.75 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
4,565
shares
|
$2.75 Million
1.11% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,555
shares
|
$2.75 Million
1.44% of portfolio
|
Q3 2024
Added 1089.3%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
4,553
shares
|
$2.74 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
4,552
shares
|
$2.74 Million
0.13% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,551
shares
|
$2.74 Million
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
4,538
shares
|
$2.74 Million
0.1% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,530
shares
|
$2.73 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,522
shares
|
$2.73 Million
1.11% of portfolio
|
Q4 2024
Added 9.7%
|