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 |
|---|---|---|---|---|---|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
4,517
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
4,502
shares
|
$2.71 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
4,496
shares
|
$2.71 Million
0.33% of portfolio
|
Q4 2024
Added 155.75%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,493
shares
|
$2.71 Million
0.85% of portfolio
|
Q2 2022
Added 10.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
4,473
shares
|
$2.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
4,466
shares
|
$2.69 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,446
shares
|
$2.68 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
4,444
shares
|
$2.68 Million
0.43% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,431
shares
|
$2.67 Million
1.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,431
shares
|
$2.67 Million
0.87% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,429
shares
|
$2.67 Million
0.08% of portfolio
|
Q4 2024
Added 34.54%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,424
shares
|
$2.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 64.64%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
4,419
shares
|
$2.66 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
4,412
shares
|
$2.66 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,407
shares
|
$2.66 Million
0.06% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,407
shares
|
$2.66 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
4,391
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Added 113.05%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
4,388
shares
|
$2.65 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,385
shares
|
$2.64 Million
1.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
4,377
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
4,373
shares
|
$2.64 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
4,373
shares
|
$2.64 Million
1.8% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
4,371
shares
|
$2.64 Million
0.66% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,366
shares
|
$2.63 Million
0.17% of portfolio
|
Q4 2022
Reduced 44.05%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
4,360
shares
|
$2.63 Million
1.34% of portfolio
|
Q2 2024
Added 19.78%
|