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 |
|---|---|---|---|---|---|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,529
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$2.13 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
3,521
shares
|
$2.12 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
3,521
shares
|
$2.12 Million
1.13% of portfolio
|
Q1 2024
Added 21.33%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,517
shares
|
$2.12 Million
0.25% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
3,511
shares
|
$2.12 Million
0.55% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,510
shares
|
$2.12 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
3,504
shares
|
$2.11 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,504
shares
|
$2.11 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.91%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$2.11 Million
0.64% of portfolio
|
Q2 2024
Reduced 96.05%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,496
shares
|
$2.11 Million
0.19% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3,490
shares
|
$2.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,489
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,474
shares
|
$2.09 Million
0.61% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,472
shares
|
$2.09 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
3,468
shares
|
$2.09 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
3,467
shares
|
$2.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,465
shares
|
$2.09 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,459
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
3,456
shares
|
$2.08 Million
0.8% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,450
shares
|
$2.08 Million
0.28% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,447
shares
|
$2.08 Million
0.08% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,442
shares
|
$2.08 Million
0.14% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,433
shares
|
$2.07 Million
0.23% of portfolio
|
Q2 2023
Added 12.15%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,426
shares
|
$2.07 Million
0.24% of portfolio
|
Q4 2024
Added 29.82%
|