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 |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
4,191
shares
|
$2.53 Million
1.72% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,185
shares
|
$2.52 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
4,176
shares
|
$2.52 Million
1.6% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,174
shares
|
$2.52 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
4,165
shares
|
$2.51 Million
0.38% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,161
shares
|
$2.51 Million
0.34% of portfolio
|
Q4 2024
Added 106.91%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
4,153
shares
|
$2.5 Million
0.21% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,129
shares
|
$2.49 Million
5.38% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
4,122
shares
|
$2.49 Million
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
4,121
shares
|
$2.48 Million
0.95% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
4,118
shares
|
$2.48 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,106
shares
|
$2.48 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$2.47 Million
1.63% of portfolio
|
Q3 2024
Reduced 95.22%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
4,100
shares
|
$2.47 Million
0.93% of portfolio
|
Q4 2024
Added 66.8%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
4,100
shares
|
$2.47 Million
0.7% of portfolio
|
Q4 2017
Reduced 50.0%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,090
shares
|
$2.47 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
4,077
shares
|
$2.46 Million
2.26% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,071
shares
|
$2.45 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
4,066
shares
|
$2.45 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
4,065
shares
|
$2.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
4,055
shares
|
$2.44 Million
0.7% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,047
shares
|
$2.44 Million
0.65% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
4,038
shares
|
$2.43 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,005
shares
|
$2.41 Million
0.57% of portfolio
|
Q3 2023
Added 178.51%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
4,001
shares
|
$2.41 Million
0.51% of portfolio
|
Q4 2024
Added 5.26%
|