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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
691
shares
|
$415,885
0.38% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
688
shares
|
$414,079
0.01% of portfolio
|
Q3 2024
Reduced 80.4%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
687
shares
|
$413,477
0.08% of portfolio
|
Q1 2024
Reduced 87.22%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
686
shares
|
$412,875
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
686
shares
|
$412,875
0.09% of portfolio
|
Q1 2024
Reduced 57.34%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
686
shares
|
$412,875
0.0% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
685
shares
|
$412,274
0.13% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
685
shares
|
$412,274
0.1% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
685
shares
|
$412,274
0.16% of portfolio
|
Q3 2022
Added 4.1%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
678
shares
|
$408,061
0.2% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
673
shares
|
$405,051
0.28% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
671
shares
|
$403,848
0.03% of portfolio
|
Q3 2024
Reduced 47.29%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
671
shares
|
$403,848
0.28% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
669
shares
|
$402,644
0.04% of portfolio
|
Q3 2023
Reduced 23.01%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
669
shares
|
$402,644
0.24% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
668
shares
|
$402,042
0.13% of portfolio
|
Q3 2024
Added 166.14%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
666
shares
|
$400,838
0.2% of portfolio
|
Q2 2024
Reduced 25.92%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
665
shares
|
$400,236
0.37% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
665
shares
|
$400,236
0.32% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
663
shares
|
$399,033
0.09% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
662
shares
|
$398,431
0.03% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
659
shares
|
$396,625
0.35% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
658
shares
|
$396,023
0.26% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$391,209
0.05% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
649
shares
|
$390,607
0.18% of portfolio
|
Q2 2024
Added 1.72%
|