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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,288
shares
|
$1.98 Million
0.26% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
3,287
shares
|
$1.98 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
3,282
shares
|
$1.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
3,271
shares
|
$1.97 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,270
shares
|
$1.97 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
3,266
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
3,256
shares
|
$1.96 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
3,254
shares
|
$1.96 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,241
shares
|
$1.95 Million
0.19% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,237
shares
|
$1.95 Million
0.66% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
3,232
shares
|
$1.95 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
3,221
shares
|
$1.94 Million
1.1% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
3,209
shares
|
$1.93 Million
0.27% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,206
shares
|
$1.93 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
3,194
shares
|
$1.93 Million
0.55% of portfolio
|
Q4 2024
Added 54.45%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,192
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
3,181
shares
|
$1.92 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
3,174
shares
|
$1.91 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,173
shares
|
$1.91 Million
0.51% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
3,171
shares
|
$1.91 Million
1.03% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,169
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,157
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,155
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,154
shares
|
$1.9 Million
0.89% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
3,150
shares
|
$1.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.0%
|