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 |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
833
shares
|
$501,349
0.03% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
833
shares
|
$501,349
0.15% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
830
shares
|
$499,543
0.22% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
830
shares
|
$499,543
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
830
shares
|
$499,543
0.29% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
829
shares
|
$498,941
0.07% of portfolio
|
Q3 2024
Reduced 45.24%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
825
shares
|
$496,534
0.04% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
825
shares
|
$496,534
0.42% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
824
shares
|
$495,932
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
823
shares
|
$495,330
0.29% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
821
shares
|
$494,127
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
820
shares
|
$493,525
0.05% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
820
shares
|
$493,525
0.18% of portfolio
|
Q1 2024
Reduced 5.09%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
820
shares
|
$493,525
0.33% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
819
shares
|
$492,923
0.82% of portfolio
|
Q4 2022
Reduced 44.89%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
818
shares
|
$492,321
0.09% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
814
shares
|
$489,914
0.08% of portfolio
|
Q3 2024
Reduced 45.81%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
810
shares
|
$487,506
0.14% of portfolio
|
Q2 2023
Added 22.73%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
809
shares
|
$486,904
0.06% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
809
shares
|
$486,904
0.29% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
807
shares
|
$485,701
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
804
shares
|
$483,895
0.2% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
803
shares
|
$483,293
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
802
shares
|
$482,691
0.08% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
802
shares
|
$482,691
0.12% of portfolio
|
Q3 2024
Reduced 43.68%
|