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 3,444 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
1,741
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,741
shares
|
$1.04 Million
0.8% of portfolio
|
Q3 2024
Reduced 64.5%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,738
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,738
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 814.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,736
shares
|
$1.04 Million
0.3% of portfolio
|
Q3 2023
Reduced 31.06%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
1,731
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,729
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2024
Added 52.07%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
1,727
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
1,726
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.2%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
1,726
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,725
shares
|
$1.03 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,722
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,707
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 77.26%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
1,706
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,703
shares
|
$1.02 Million
0.63% of portfolio
|
Q4 2022
Reduced 10.18%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,703
shares
|
$1.02 Million
0.72% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
1,695
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,688
shares
|
$1.01 Million
0.64% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
1,687
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,686
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,682
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 124.57%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,678
shares
|
$1 Million
0.28% of portfolio
|
Q4 2020
Added 17.34%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
1,677
shares
|
$1 Million
0.82% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
1,676
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
1,651
shares
|
$986,720
0.31% of portfolio
|
Q3 2024
Reduced 12.37%
|