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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,837
shares
|
$2.31 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,837
shares
|
$2.31 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
3,833
shares
|
$2.31 Million
2.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,833
shares
|
$2.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
3,832
shares
|
$2.31 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
3,831
shares
|
$2.31 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,812
shares
|
$2.3 Million
1.9% of portfolio
|
Q4 2024
Added 107.4%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,801
shares
|
$2.29 Million
0.96% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$2.29 Million
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,796
shares
|
$2.29 Million
0.31% of portfolio
|
Q4 2022
Reduced 10.89%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,796
shares
|
$2.29 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,795
shares
|
$2.29 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,782
shares
|
$2.28 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,782
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2022
Added 11.43%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
3,782
shares
|
$2.28 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,778
shares
|
$2.28 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
3,771
shares
|
$2.27 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,757
shares
|
$2.26 Million
0.86% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
3,751
shares
|
$2.26 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
3,750
shares
|
$2.26 Million
0.69% of portfolio
|
Q2 2022
Reduced 92.18%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,746
shares
|
$2.26 Million
0.19% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
3,732
shares
|
$2.25 Million
0.29% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
3,729
shares
|
$2.25 Million
0.27% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
3,723
shares
|
$2.24 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
3,719
shares
|
$2.24 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.4%
|