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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
1,646
shares
|
$983,731
0.41% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,645
shares
|
$983,134
0.16% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
1,639
shares
|
$979,548
0.67% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
1,638
shares
|
$978,950
0.78% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
1,636
shares
|
$977,755
0.34% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
1,632
shares
|
$975,364
1.34% of portfolio
|
Q1 2022
Added 13.57%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,629
shares
|
$973,571
0.08% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
1,628
shares
|
$972,974
0.85% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
1,625
shares
|
$971,181
0.56% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,625
shares
|
$971,181
0.05% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
1,619
shares
|
$967,595
0.13% of portfolio
|
Q3 2024
Added 72.42%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,619
shares
|
$967,595
0.49% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
1,616
shares
|
$965,802
0.32% of portfolio
|
Q2 2024
Reduced 82.71%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,613
shares
|
$964,009
0.55% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
1,613
shares
|
$964,009
0.25% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,611
shares
|
$962,814
0.25% of portfolio
|
Q2 2024
Added 28.16%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
1,610
shares
|
$962,216
0.74% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,610
shares
|
$962,216
0.73% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
1,609
shares
|
$961,618
0.13% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,594
shares
|
$952,654
0.3% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,592
shares
|
$951,458
0.3% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,590
shares
|
$950,263
0.28% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
1,590
shares
|
$950,263
0.57% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,582
shares
|
$945,482
0.72% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
1,581
shares
|
$944,884
0.06% of portfolio
|
Q3 2024
Reduced 2.35%
|