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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$597,650
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
996
shares
|
$595,259
0.09% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
996
shares
|
$595,259
0.07% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
995
shares
|
$594,661
0.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
992
shares
|
$592,868
0.04% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
992
shares
|
$592,868
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
991
shares
|
$592,271
0.14% of portfolio
|
Q2 2024
Added 11.1%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
986
shares
|
$589,282
0.44% of portfolio
|
Q3 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
982
shares
|
$586,892
0.21% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
982
shares
|
$586,892
0.07% of portfolio
|
Q3 2024
Reduced 36.07%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
979
shares
|
$585,099
0.13% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
978
shares
|
$584,501
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
973
shares
|
$581,513
0.13% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
972
shares
|
$580,915
0.34% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
968
shares
|
$578,525
0.09% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
955
shares
|
$570,755
0.07% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
955
shares
|
$570,755
0.14% of portfolio
|
Q3 2024
Added 112.69%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
955
shares
|
$570,755
0.44% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
952
shares
|
$568,962
0.05% of portfolio
|
Q2 2024
Added 63.86%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
951
shares
|
$568,365
0.51% of portfolio
|
Q3 2024
Added 128.06%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
948
shares
|
$566,572
0.86% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
946
shares
|
$565,376
0.14% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
944
shares
|
$564,181
0.07% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
944
shares
|
$564,181
0.12% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
941
shares
|
$562,388
0.61% of portfolio
|
Q2 2024
Reduced 5.33%
|