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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
4,346
shares
|
$2.62 Million
0.41% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,337
shares
|
$2.61 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
4,327
shares
|
$2.61 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,324
shares
|
$2.61 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,323
shares
|
$2.61 Million
2.0% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,323
shares
|
$2.61 Million
0.63% of portfolio
|
Q4 2024
Added 31.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
4,321
shares
|
$2.61 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,313
shares
|
$2.6 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
4,308
shares
|
$2.6 Million
0.39% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,307
shares
|
$2.6 Million
0.91% of portfolio
|
Q4 2024
Reduced 24.28%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
4,301
shares
|
$2.59 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,289
shares
|
$2.59 Million
0.7% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,288
shares
|
$2.59 Million
0.21% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
4,288
shares
|
$2.59 Million
1.76% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,284
shares
|
$2.58 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
4,275
shares
|
$2.58 Million
1.89% of portfolio
|
Q4 2022
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
4,254
shares
|
$2.56 Million
1.63% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,229
shares
|
$2.55 Million
0.7% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,224
shares
|
$2.55 Million
0.26% of portfolio
|
Q4 2024
Added 133.24%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
4,217
shares
|
$2.54 Million
1.33% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
4,216
shares
|
$2.54 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,211
shares
|
$2.54 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,207
shares
|
$2.54 Million
0.98% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,201
shares
|
$2.53 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,199
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.88%
|