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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252,303
shares
|
$150 Million
24.32% of portfolio
|
Q2 2023
Reduced 0.26%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
250,051
shares
|
$148 Million
7.95% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
26 North Partners LP
New York, NY |
Nov 14, 2024 Q3 2024 |
249,076
shares
|
$148 Million
100.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
249,033
shares
|
$148 Million
14.65% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
248,210
shares
|
$147 Million
11.91% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
246,873
shares
|
$146 Million
28.19% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
246,665
shares
|
$146 Million
18.43% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
244,749
shares
|
$145 Million
11.75% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
244,087
shares
|
$145 Million
5.46% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
241,093
shares
|
$143 Million
26.65% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
239,058
shares
|
$142 Million
3.77% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
238,164
shares
|
$141 Million
1.82% of portfolio
|
Q1 2024
Reduced 77.56%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
237,869
shares
|
$141 Million
2.8% of portfolio
|
Q2 2024
Added 5.66%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
233,656
shares
|
$139 Million
5.66% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
233,507
shares
|
$139 Million
5.62% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
232,245
shares
|
$138 Million
2.71% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
231,227
shares
|
$137 Million
1.42% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
229,561
shares
|
$136 Million
0.82% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
228,552
shares
|
$136 Million
12.36% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
228,226
shares
|
$135 Million
10.5% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
227,665
shares
|
$135 Million
16.31% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
227,299
shares
|
$135 Million
10.99% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
227,089
shares
|
$135 Million
37.56% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
226,236
shares
|
$134 Million
2.93% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
226,055
shares
|
$134 Million
8.41% of portfolio
|
Q3 2024
Added 28.42%
|