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 |
|---|---|---|---|---|---|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
900
shares
|
$537,885
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
898
shares
|
$536,689
0.11% of portfolio
|
Q3 2022
Reduced 18.44%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
897
shares
|
$536,092
0.11% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
895
shares
|
$534,896
0.17% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
895
shares
|
$534,896
0.49% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
894
shares
|
$534,299
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
894
shares
|
$534,299
0.41% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
892
shares
|
$533,103
0.26% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
892
shares
|
$533,103
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
890
shares
|
$531,908
0.31% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
889
shares
|
$531,310
0.12% of portfolio
|
Q2 2024
Added 33.68%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
888
shares
|
$530,713
0.26% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
888
shares
|
$530,713
0.3% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
887
shares
|
$530,115
0.26% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
885
shares
|
$528,920
0.56% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
885
shares
|
$528,920
0.14% of portfolio
|
Q1 2024
Added 38.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
884
shares
|
$528,322
0.03% of portfolio
|
Q3 2023
Reduced 1.56%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
875
shares
|
$522,943
0.15% of portfolio
|
Q1 2020
Reduced 27.08%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
874
shares
|
$522,346
0.04% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
871
shares
|
$520,553
0.25% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
870
shares
|
$519,955
1.07% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
869
shares
|
$519,357
0.16% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
868
shares
|
$518,760
0.25% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
866
shares
|
$517,564
0.07% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
866
shares
|
$517,564
0.28% of portfolio
|
Q3 2024
New holding
|