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 3,445 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 $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,090
shares
|
$656,027
0.28% of portfolio
|
Q3 2024
Added 35.57%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
1,088
shares
|
$654,823
0.1% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
1,087
shares
|
$654,221
0.07% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,083
shares
|
$651,814
0.08% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,081
shares
|
$650,610
0.12% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,081
shares
|
$650,610
0.1% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
1,079
shares
|
$649,406
0.29% of portfolio
|
Q3 2024
Added 22.2%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,079
shares
|
$649,406
0.67% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,078
shares
|
$648,805
0.31% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,076
shares
|
$647,601
0.31% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,075
shares
|
$646,999
0.25% of portfolio
|
Q1 2023
Reduced 82.45%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,074
shares
|
$646,397
0.2% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,071
shares
|
$644,592
0.22% of portfolio
|
Q2 2024
Added 167.75%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
1,068
shares
|
$642,786
0.43% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
1,068
shares
|
$642,786
0.48% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,067
shares
|
$642,184
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,067
shares
|
$642,184
0.17% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,067
shares
|
$642,184
0.33% of portfolio
|
Q2 2022
Reduced 4.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
1,066
shares
|
$641,582
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,062
shares
|
$639,175
0.08% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,055
shares
|
$634,962
0.16% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
1,055
shares
|
$634,962
0.14% of portfolio
|
Q3 2024
Reduced 30.36%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,053
shares
|
$633,758
0.13% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
1,051
shares
|
$632,554
0.05% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,050
shares
|
$631,953
0.26% of portfolio
|
Q3 2024
Added 0.19%
|