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 |
|---|---|---|---|---|---|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
1,217
shares
|
$727,340
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
1,215
shares
|
$726,144
0.25% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
1,215
shares
|
$726,144
0.04% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,213
shares
|
$724,949
0.07% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
1,212
shares
|
$724,351
0.22% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
1,211
shares
|
$723,754
0.4% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
1,210
shares
|
$723,156
0.19% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
1,208
shares
|
$721,961
0.31% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
1,207
shares
|
$721,363
0.06% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,206
shares
|
$720,765
0.12% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
1,200
shares
|
$717,180
0.18% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,190
shares
|
$711,203
0.1% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$711,203
0.38% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,189
shares
|
$710,605
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
1,186
shares
|
$708,812
0.53% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1,181
shares
|
$705,824
0.39% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
1,180
shares
|
$705,227
0.04% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
1,180
shares
|
$705,227
0.46% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
1,171
shares
|
$699,848
0.58% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,169
shares
|
$698,652
0.19% of portfolio
|
Q2 2024
Added 14.72%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
1,167
shares
|
$697,457
0.24% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,165
shares
|
$696,262
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,162
shares
|
$694,469
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,155
shares
|
$690,285
0.16% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
1,149
shares
|
$686,699
0.44% of portfolio
|
Q3 2020
Reduced 1.37%
|