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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,041
shares
|
$622,153
0.4% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
1,040
shares
|
$621,556
0.17% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
1,035
shares
|
$618,567
0.36% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,035
shares
|
$618,567
0.21% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
1,032
shares
|
$616,774
0.26% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
1,032
shares
|
$616,774
0.14% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,030
shares
|
$615,579
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,029
shares
|
$614,981
0.05% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,027
shares
|
$613,786
0.25% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
1,027
shares
|
$613,786
0.31% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,026
shares
|
$613,188
0.29% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
1,026
shares
|
$613,188
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
1,023
shares
|
$611,395
0.04% of portfolio
|
Q2 2023
Reduced 14.96%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,019
shares
|
$609,005
0.3% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,016
shares
|
$607,212
0.35% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,015
shares
|
$606,614
0.34% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
1,012
shares
|
$604,821
0.15% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,010
shares
|
$603,626
0.22% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,009
shares
|
$603,028
0.25% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,008
shares
|
$602,431
0.21% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
1,007
shares
|
$601,833
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,004
shares
|
$600,040
0.65% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,003
shares
|
$599,442
0.34% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,002
shares
|
$598,845
0.31% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
1,001
shares
|
$598,247
0.14% of portfolio
|
Q3 2024
Added 0.3%
|