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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
570
shares
|
$340,660
0.19% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
569
shares
|
$340,062
0.16% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
566
shares
|
$338,269
0.16% of portfolio
|
Q3 2024
Added 50.93%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
566
shares
|
$338,269
0.09% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
566
shares
|
$338,269
0.02% of portfolio
|
Q3 2024
Reduced 58.57%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
566
shares
|
$338,269
0.23% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
565
shares
|
$337,672
0.12% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
560
shares
|
$334,684
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
560
shares
|
$334,684
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
559
shares
|
$334,086
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
558
shares
|
$333,488
0.0% of portfolio
|
Q3 2024
Reduced 87.55%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
558
shares
|
$333,488
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
557
shares
|
$332,891
0.09% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
556
shares
|
$332,293
0.11% of portfolio
|
Q3 2024
Added 44.42%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
556
shares
|
$332,293
0.26% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
556
shares
|
$332,293
0.04% of portfolio
|
Q3 2024
Added 41.12%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
554
shares
|
$331,098
0.15% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
552
shares
|
$329,902
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
550
shares
|
$328,707
0.04% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
548
shares
|
$327,512
0.08% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
548
shares
|
$327,512
0.05% of portfolio
|
Q4 2023
Added 6.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
548
shares
|
$327,512
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
544
shares
|
$325,121
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
543
shares
|
$324,523
0.18% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
542
shares
|
$323,926
0.11% of portfolio
|
Q3 2024
New holding
|