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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,326
shares
|
$792,483
0.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
1,325
shares
|
$791,886
0.3% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,321
shares
|
$789,495
0.28% of portfolio
|
Q2 2023
Added 0.08%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
1,320
shares
|
$788,898
0.25% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
1,318
shares
|
$787,702
9.59% of portfolio
|
Q1 2023
Reduced 98.72%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,314
shares
|
$785,312
0.2% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
1,314
shares
|
$785,312
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
1,314
shares
|
$785,312
0.52% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,313
shares
|
$784,714
0.23% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,313
shares
|
$784,714
0.17% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,309
shares
|
$782,323
0.13% of portfolio
|
Q3 2023
Added 4.55%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
1,307
shares
|
$781,128
0.47% of portfolio
|
Q2 2022
Reduced 5.43%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,305
shares
|
$779,933
0.5% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,304
shares
|
$779,335
0.19% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,303
shares
|
$778,737
0.28% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
1,302
shares
|
$778,140
1.02% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Fenimore Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$776,945
0.02% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,300
shares
|
$776,945
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,297
shares
|
$775,152
0.0% of portfolio
|
Q3 2024
Added 62.53%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
1,297
shares
|
$775,152
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,292
shares
|
$772,163
0.19% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
1,288
shares
|
$769,773
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,278
shares
|
$763,796
0.3% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
1,273
shares
|
$760,808
0.26% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
1,269
shares
|
$758,417
0.17% of portfolio
|
Q2 2024
Added 17.94%
|