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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,457
shares
|
$876,910
0.1% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,454
shares
|
$875,104
0.25% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,454
shares
|
$875,104
0.44% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,452
shares
|
$873,900
0.07% of portfolio
|
Q2 2022
Reduced 14.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,452
shares
|
$873,900
0.31% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$867,882
0.58% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$867,882
0.05% of portfolio
|
Q3 2024
Added 92.78%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
1,442
shares
|
$867,882
0.27% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1,440
shares
|
$866,678
0.25% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,439
shares
|
$866,076
0.12% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,439
shares
|
$866,076
0.22% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,437
shares
|
$864,872
0.31% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
1,434
shares
|
$863,067
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,430
shares
|
$860,659
0.03% of portfolio
|
Q3 2024
Added 95.36%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,425
shares
|
$857,650
0.75% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,423
shares
|
$856,446
0.12% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
1,417
shares
|
$852,835
0.64% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
1,414
shares
|
$851,030
0.2% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,408
shares
|
$847,418
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
1,408
shares
|
$847,418
0.34% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
1,407
shares
|
$846,817
0.08% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
1,405
shares
|
$845,613
0.31% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,403
shares
|
$844,409
0.35% of portfolio
|
Q2 2023
Reduced 3.44%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
1,399
shares
|
$842,002
0.27% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,394
shares
|
$838,992
0.05% of portfolio
|
Q3 2024
Added 64.0%
|