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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
598
shares
|
$359,912
0.22% of portfolio
|
Q3 2024
Added 46.57%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
597
shares
|
$359,310
0.02% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
597
shares
|
$359,310
0.02% of portfolio
|
Q3 2022
Reduced 33.22%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
591
shares
|
$355,699
0.04% of portfolio
|
Q3 2024
Reduced 53.06%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
589
shares
|
$354,495
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
589
shares
|
$354,495
0.15% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
589
shares
|
$354,495
0.09% of portfolio
|
Q2 2024
Added 10.09%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
588
shares
|
$353,893
0.06% of portfolio
|
Q2 2024
Added 11.36%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
587
shares
|
$353,291
0.15% of portfolio
|
Q4 2023
Reduced 1.68%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
586
shares
|
$352,689
9.1% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
585
shares
|
$352,088
0.04% of portfolio
|
Q3 2024
Reduced 70.63%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
585
shares
|
$352,088
0.11% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
584
shares
|
$351,486
0.06% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
584
shares
|
$351,486
0.05% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
582
shares
|
$350,282
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
582
shares
|
$350,282
0.16% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
582
shares
|
$350,282
0.26% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
577
shares
|
$347,273
0.08% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
576
shares
|
$346,671
0.06% of portfolio
|
Q3 2024
Added 25.49%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
576
shares
|
$346,671
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
575
shares
|
$346,069
0.11% of portfolio
|
Q2 2024
Added 12.97%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
575
shares
|
$346,069
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
572
shares
|
$344,263
0.04% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
572
shares
|
$344,263
0.02% of portfolio
|
Q2 2024
Added 42.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
572
shares
|
$344,263
0.21% of portfolio
|
Q3 2024
Added 0.53%
|