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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
225,781
shares
|
$134 Million
4.05% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
225,324
shares
|
$134 Million
3.77% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
224,668
shares
|
$133 Million
4.4% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
223,974
shares
|
$133 Million
29.78% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
223,354
shares
|
$132 Million
6.62% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
222,429
shares
|
$132 Million
4.51% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
220,527
shares
|
$131 Million
4.72% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
219,243
shares
|
$130 Million
3.4% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
218,859
shares
|
$130 Million
1.5% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rptc Inc.
Jackson, WY |
Nov 14, 2024 Q3 2024 |
217,884
shares
|
$129 Million
27.36% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
217,505
shares
|
$129 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
217,041
shares
|
$129 Million
8.8% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
216,599
shares
|
$128 Million
1.83% of portfolio
|
Q3 2024
Added 56.73%
|
|
|
Wealth Navi Inc.
|
Oct 23, 2024 Q3 2024 |
215,534
shares
|
$128 Million
1.42% of portfolio
|
Q3 2024
Added 58.39%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 14, 2024 Q3 2024 |
215,221
shares
|
$128 Million
5.16% of portfolio
|
Q3 2024
Added 58.77%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
215,000
shares
|
$128 Million
2.65% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
213,006
shares
|
$126 Million
3.05% of portfolio
|
Q2 2024
Reduced 19.52%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
212,679
shares
|
$126 Million
3.43% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
211,726
shares
|
$126 Million
31.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
210,626
shares
|
$125 Million
4.95% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
210,621
shares
|
$125 Million
14.71% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
210,539
shares
|
$125 Million
47.18% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
209,830
shares
|
$124 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
207,341
shares
|
$123 Million
0.61% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
205,408
shares
|
$122 Million
1.49% of portfolio
|
Q3 2024
Reduced 9.65%
|