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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
619
shares
|
$369,945
0.07% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
619
shares
|
$369,945
0.25% of portfolio
|
Q3 2022
Added 1.48%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
617
shares
|
$368,750
0.11% of portfolio
|
Q2 2023
Added 14.68%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
617
shares
|
$368,750
0.1% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
616
shares
|
$368,152
0.32% of portfolio
|
Q2 2024
Reduced 37.9%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
614
shares
|
$366,957
0.11% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
614
shares
|
$366,957
0.19% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
613
shares
|
$366,359
0.07% of portfolio
|
Q2 2024
Reduced 34.86%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
608
shares
|
$363,371
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
608
shares
|
$363,371
0.14% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
608
shares
|
$363,371
0.13% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
607
shares
|
$362,773
0.05% of portfolio
|
Q3 2024
Added 42.49%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
605
shares
|
$361,578
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
605
shares
|
$361,578
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
605
shares
|
$361,578
0.11% of portfolio
|
Q2 2024
Added 9.01%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
602
shares
|
$359,785
0.13% of portfolio
|
Q2 2023
Reduced 4.14%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
600
shares
|
$358,590
0.19% of portfolio
|
Q3 2024
Reduced 23.57%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
600
shares
|
$358,590
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
600
shares
|
$358,590
0.27% of portfolio
|
Q3 2020
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
600
shares
|
$358,590
0.39% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
600
shares
|
$358,590
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
598
shares
|
$357,394
0.1% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
598
shares
|
$357,394
0.23% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
598
shares
|
$357,394
0.09% of portfolio
|
Q3 2022
Reduced 99.06%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
598
shares
|
$357,394
0.22% of portfolio
|
Q3 2024
Added 46.57%
|