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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,148
shares
|
$686,102
0.26% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,144
shares
|
$683,711
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,142
shares
|
$682,516
0.25% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,137
shares
|
$679,528
0.32% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,136
shares
|
$678,930
0.19% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
1,135
shares
|
$678,332
0.05% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,133
shares
|
$677,137
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
1,130
shares
|
$675,344
0.31% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
1,129
shares
|
$674,746
0.44% of portfolio
|
Q2 2022
Reduced 94.13%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
1,127
shares
|
$673,551
0.13% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
1,124
shares
|
$671,758
0.02% of portfolio
|
Q1 2024
Reduced 58.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,124
shares
|
$671,758
0.22% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
1,123
shares
|
$671,160
0.25% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
1,121
shares
|
$669,965
0.29% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
1,120
shares
|
$669,368
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Glenorchy Capital LTD
Boorolite, C3 |
Oct 18, 2024 Q3 2024 |
1,118
shares
|
$668,172
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,116
shares
|
$666,977
0.02% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,115
shares
|
$666,379
0.2% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,115
shares
|
$666,379
0.23% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$665,184
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,105
shares
|
$660,403
0.25% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,104
shares
|
$659,805
0.07% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,102
shares
|
$658,610
0.46% of portfolio
|
Q2 2023
Added 7.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
1,097
shares
|
$655,622
0.49% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,090
shares
|
$651,438
0.28% of portfolio
|
Q3 2024
Added 35.57%
|