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 |
|---|---|---|---|---|---|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,268
shares
|
$757,820
0.87% of portfolio
|
Q3 2023
Reduced 34.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,268
shares
|
$757,820
0.56% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,258
shares
|
$751,843
0.16% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,257
shares
|
$751,246
0.02% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
1,256
shares
|
$750,648
0.07% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
1,256
shares
|
$750,648
0.36% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
1,251
shares
|
$747,660
2.45% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,251
shares
|
$747,660
0.21% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$747,062
0.36% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,244
shares
|
$743,476
0.3% of portfolio
|
Q1 2023
Reduced 4.09%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,244
shares
|
$743,476
0.15% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
1,240
shares
|
$741,086
0.47% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,239
shares
|
$740,488
0.27% of portfolio
|
Q3 2022
Reduced 8.22%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,238
shares
|
$739,890
0.33% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
1,234
shares
|
$737,500
0.03% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,233
shares
|
$736,902
0.36% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,227
shares
|
$733,316
0.1% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
1,225
shares
|
$732,121
0.31% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,225
shares
|
$732,121
0.55% of portfolio
|
Q3 2024
Added 60.97%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,224
shares
|
$731,523
0.36% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
1,223
shares
|
$730,925
0.24% of portfolio
|
Q3 2024
Added 116.84%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,220
shares
|
$729,133
0.15% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
1,220
shares
|
$729,133
0.13% of portfolio
|
Q4 2023
Reduced 57.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,219
shares
|
$728,535
0.26% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,219
shares
|
$728,535
0.32% of portfolio
|
Q3 2024
Reduced 6.01%
|