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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$478,120
0.14% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
798
shares
|
$476,924
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
797
shares
|
$476,327
0.05% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
796
shares
|
$475,729
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
793
shares
|
$473,936
0.13% of portfolio
|
Q2 2024
Reduced 42.58%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
789
shares
|
$471,545
0.19% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
784
shares
|
$468,557
0.05% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
782
shares
|
$467,362
0.3% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
781
shares
|
$466,764
0.07% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
779
shares
|
$465,569
0.11% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
777
shares
|
$464,374
0.18% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
776
shares
|
$463,776
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
775
shares
|
$463,178
0.05% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
772
shares
|
$461,385
0.21% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
770
shares
|
$460,190
5.01% of portfolio
|
Q1 2024
Reduced 99.07%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
770
shares
|
$460,190
0.24% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
767
shares
|
$458,397
0.2% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
766
shares
|
$457,799
0.33% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
766
shares
|
$457,799
0.08% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
766
shares
|
$457,799
0.32% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
765
shares
|
$457,202
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
763
shares
|
$456,006
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
762
shares
|
$455,409
0.22% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
760
shares
|
$454,214
0.06% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
759
shares
|
$453,616
0.19% of portfolio
|
Q2 2024
Reduced 6.53%
|