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 |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
940
shares
|
$561,791
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
939
shares
|
$561,193
0.15% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
937
shares
|
$559,998
0.21% of portfolio
|
Q1 2023
Reduced 2.5%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
933
shares
|
$557,607
0.5% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
933
shares
|
$557,607
0.13% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
931
shares
|
$556,412
0.28% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
931
shares
|
$556,412
0.19% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
928
shares
|
$554,619
1.81% of portfolio
|
Q4 2023
Reduced 42.65%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
927
shares
|
$554,021
0.02% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
927
shares
|
$554,021
0.25% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
926
shares
|
$553,423
0.15% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
925
shares
|
$552,826
0.03% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
925
shares
|
$552,826
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
924
shares
|
$552,228
0.37% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
921
shares
|
$550,435
0.15% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
918
shares
|
$548,642
0.2% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
916
shares
|
$547,447
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
912
shares
|
$545,056
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
912
shares
|
$545,056
0.17% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
910
shares
|
$543,861
0.1% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
910
shares
|
$543,861
0.17% of portfolio
|
Q3 2024
Added 157.06%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
910
shares
|
$543,861
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
909
shares
|
$543,263
0.44% of portfolio
|
Q4 2022
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
902
shares
|
$539,080
0.27% of portfolio
|
Q3 2022
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
901
shares
|
$538,482
0.1% of portfolio
|
Q1 2024
Reduced 28.89%
|