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 3,445 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
1,519
shares
|
$914,225
0.7% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
1,518
shares
|
$913,623
0.09% of portfolio
|
Q2 2024
Reduced 68.51%
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
1,516
shares
|
$912,419
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,513
shares
|
$910,614
0.25% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
1,512
shares
|
$910,012
0.34% of portfolio
|
Q2 2024
Added 83.5%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,509
shares
|
$908,206
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,501
shares
|
$903,391
0.41% of portfolio
|
Q3 2024
Reduced 72.04%
|
|
|
American Asset Management Inc.
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$902,790
1.3% of portfolio
|
Q4 2023
Reduced 17.22%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
1,499
shares
|
$902,188
0.59% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
1,496
shares
|
$900,382
0.06% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,493
shares
|
$898,576
0.33% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
1,492
shares
|
$897,975
0.34% of portfolio
|
Q3 2024
Added 76.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,491
shares
|
$897,373
0.14% of portfolio
|
Q3 2024
Added 66.04%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,489
shares
|
$896,169
0.35% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,489
shares
|
$896,169
0.3% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,487
shares
|
$894,965
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
1,481
shares
|
$891,354
0.24% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,480
shares
|
$890,752
0.17% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,480
shares
|
$890,752
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
1,478
shares
|
$889,549
0.22% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,474
shares
|
$887,141
0.04% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,471
shares
|
$885,336
0.24% of portfolio
|
Q3 2023
Reduced 6.42%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
1,469
shares
|
$884,132
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
1,464
shares
|
$881,123
0.03% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,464
shares
|
$881,123
0.14% of portfolio
|
Q3 2023
Added 10.16%
|