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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
3,972
shares
|
$2.39 Million
1.32% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,967
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2023
Added 47.09%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,967
shares
|
$2.39 Million
1.42% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,946
shares
|
$2.38 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,941
shares
|
$2.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
3,927
shares
|
$2.37 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,916
shares
|
$2.36 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
3,907
shares
|
$2.36 Million
1.56% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
3,904
shares
|
$2.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
3,902
shares
|
$2.35 Million
0.68% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
3,899
shares
|
$2.35 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
3,892
shares
|
$2.35 Million
0.17% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,889
shares
|
$2.34 Million
0.47% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
3,881
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2024
Added 55.74%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,871
shares
|
$2.33 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,870
shares
|
$2.33 Million
2.51% of portfolio
|
Q2 2022
Reduced 22.74%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
3,866
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2024
Reduced 58.9%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,860
shares
|
$2.33 Million
0.87% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,860
shares
|
$2.33 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
3,851
shares
|
$2.32 Million
4.81% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
3,849
shares
|
$2.32 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
3,849
shares
|
$2.32 Million
0.39% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,849
shares
|
$2.32 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,848
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,846
shares
|
$2.32 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.78%
|