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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
730
shares
|
$436,284
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
725
shares
|
$433,296
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
722
shares
|
$431,503
0.24% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
721
shares
|
$430,905
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
721
shares
|
$430,905
0.03% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
718
shares
|
$429,112
0.01% of portfolio
|
Q3 2021
Added 17.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
717
shares
|
$428,515
0.14% of portfolio
|
Q1 2023
Reduced 51.85%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
713
shares
|
$426,124
0.12% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
711
shares
|
$424,929
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
707
shares
|
$422,538
0.25% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
705
shares
|
$421,343
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
705
shares
|
$421,343
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
705
shares
|
$421,343
0.13% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
703
shares
|
$420,147
0.06% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
703
shares
|
$420,147
0.07% of portfolio
|
Q4 2021
Reduced 74.14%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
701
shares
|
$418,952
0.25% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
700
shares
|
$418,355
0.17% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
700
shares
|
$418,355
0.6% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
696
shares
|
$415,964
0.01% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
696
shares
|
$415,964
0.11% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
695
shares
|
$415,366
0.18% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
694
shares
|
$414,769
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
694
shares
|
$414,769
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
693
shares
|
$414,171
0.17% of portfolio
|
Q1 2024
Added 23.97%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
691
shares
|
$412,976
0.38% of portfolio
|
Q3 2024
Added 13.09%
|