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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
1,579
shares
|
$943,689
0.82% of portfolio
|
Q3 2024
Reduced 45.61%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,570
shares
|
$938,310
0.41% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
1,568
shares
|
$937,115
0.42% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
1,565
shares
|
$935,322
0.57% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
1,564
shares
|
$934,724
0.45% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,562
shares
|
$933,529
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
1,559
shares
|
$931,736
0.19% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,556
shares
|
$929,943
0.34% of portfolio
|
Q1 2023
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,555
shares
|
$929,345
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
1,552
shares
|
$927,552
0.3% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,551
shares
|
$926,955
0.15% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,550
shares
|
$926,357
0.44% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,549
shares
|
$925,759
0.4% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
1,545
shares
|
$923,369
0.11% of portfolio
|
Q3 2024
Added 58.95%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,542
shares
|
$921,576
0.0% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
1,541
shares
|
$920,978
0.14% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,540
shares
|
$920,381
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,537
shares
|
$918,588
0.5% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,536
shares
|
$917,990
0.23% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
1,531
shares
|
$915,002
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$913,806
0.77% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
1,529
shares
|
$913,806
0.25% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,525
shares
|
$911,416
0.51% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
1,519
shares
|
$907,830
0.7% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
1,518
shares
|
$907,232
0.09% of portfolio
|
Q2 2024
Reduced 68.51%
|