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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,717
shares
|
$2.24 Million
0.33% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,706
shares
|
$2.23 Million
0.48% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
3,701
shares
|
$2.23 Million
0.2% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
3,701
shares
|
$2.23 Million
0.87% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
3,700
shares
|
$2.23 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
3,694
shares
|
$2.23 Million
1.54% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
3,691
shares
|
$2.23 Million
0.94% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
3,688
shares
|
$2.22 Million
2.23% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
3,687
shares
|
$2.22 Million
0.1% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
3,686
shares
|
$2.22 Million
1.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
3,668
shares
|
$2.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,654
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
3,654
shares
|
$2.2 Million
1.09% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,646
shares
|
$2.2 Million
0.34% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
3,643
shares
|
$2.2 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,622
shares
|
$2.18 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,620
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
3,599
shares
|
$2.17 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
3,585
shares
|
$2.16 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,576
shares
|
$2.16 Million
0.64% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,572
shares
|
$2.15 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,572
shares
|
$2.15 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
3,538
shares
|
$2.13 Million
2.02% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,529
shares
|
$2.13 Million
0.55% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
3,529
shares
|
$2.13 Million
1.11% of portfolio
|
Q4 2024
Reduced 14.09%
|