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 |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
758
shares
|
$453,018
0.05% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
758
shares
|
$453,018
0.16% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
757
shares
|
$452,421
0.53% of portfolio
|
Q3 2022
Reduced 3.44%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
757
shares
|
$452,421
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
756
shares
|
$451,823
0.17% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
756
shares
|
$451,823
0.2% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
755
shares
|
$451,225
0.14% of portfolio
|
Q1 2024
Added 11.85%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
753
shares
|
$450,030
0.18% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
751
shares
|
$448,835
1.68% of portfolio
|
Q3 2022
Reduced 91.96%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
750
shares
|
$448,237
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
750
shares
|
$448,237
0.11% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
750
shares
|
$448,237
0.25% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
748
shares
|
$447,042
0.19% of portfolio
|
Q2 2022
Added 619.23%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
745
shares
|
$445,249
0.09% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
743
shares
|
$444,053
0.06% of portfolio
|
Q2 2024
Added 5.69%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
741
shares
|
$442,858
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
741
shares
|
$442,858
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
741
shares
|
$442,858
0.14% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
740
shares
|
$442,261
0.1% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
738
shares
|
$441,065
0.26% of portfolio
|
Q3 2024
Added 44.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
735
shares
|
$439,272
0.36% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
734
shares
|
$438,675
0.26% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
733
shares
|
$438,077
0.13% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
731
shares
|
$436,882
0.07% of portfolio
|
Q3 2024
Added 50.72%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
730
shares
|
$436,284
0.05% of portfolio
|
Q3 2024
Reduced 7.48%
|