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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
542
shares
|
$323,926
0.14% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
541
shares
|
$323,328
0.04% of portfolio
|
Q1 2023
Added 0.93%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
541
shares
|
$323,328
0.03% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
539
shares
|
$322,133
0.15% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
536
shares
|
$320,340
0.14% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
535
shares
|
$319,742
0.04% of portfolio
|
Q2 2024
Reduced 31.06%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
534
shares
|
$319,145
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
533
shares
|
$318,547
0.16% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
531
shares
|
$317,352
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
529
shares
|
$316,156
0.05% of portfolio
|
Q3 2024
Reduced 41.09%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
528
shares
|
$315,559
0.25% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
527
shares
|
$314,961
0.08% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
524
shares
|
$313,168
0.13% of portfolio
|
Q3 2024
Reduced 45.13%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
523
shares
|
$312,570
0.13% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
523
shares
|
$312,570
0.06% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
522
shares
|
$311,973
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
522
shares
|
$311,973
0.45% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
518
shares
|
$309,582
0.02% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
518
shares
|
$309,582
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
516
shares
|
$308,387
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
514
shares
|
$307,192
0.08% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
512
shares
|
$305,996
0.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
511
shares
|
$305,399
0.23% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
511
shares
|
$305,399
0.21% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
509
shares
|
$304,203
0.08% of portfolio
|
Q3 2024
Added 2.83%
|