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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,421
shares
|
$2.06 Million
0.41% of portfolio
|
Q1 2024
Reduced 26.64%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
3,414
shares
|
$2.06 Million
0.4% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
3,413
shares
|
$2.06 Million
1.15% of portfolio
|
Q2 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
3,411
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,411
shares
|
$2.06 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,389
shares
|
$2.04 Million
0.09% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,386
shares
|
$2.04 Million
0.52% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
3,376
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
3,367
shares
|
$2.03 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
3,364
shares
|
$2.03 Million
0.67% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,363
shares
|
$2.03 Million
0.34% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
3,362
shares
|
$2.03 Million
0.41% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,348
shares
|
$2.02 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
3,344
shares
|
$2.02 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,334
shares
|
$2.01 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,330
shares
|
$2.01 Million
0.77% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
3,329
shares
|
$2.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,322
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Added 195.55%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,319
shares
|
$2 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
3,311
shares
|
$2 Million
0.14% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
3,311
shares
|
$2 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,305
shares
|
$1.99 Million
0.43% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
3,296
shares
|
$1.99 Million
0.26% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,289
shares
|
$1.98 Million
0.4% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,288
shares
|
$1.98 Million
0.26% of portfolio
|
Q4 2024
Added 12.64%
|