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 3,244 institutions that hold shares in the stock, with a total of 624 Million shares, which have been reported (via 13F filing form) to have a value of $330 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
15
shares
|
$7,949
0.0% of portfolio
|
Q1 2024
New holding
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
13
shares
|
$6,889
0.0% of portfolio
|
Q4 2022
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
13
shares
|
$6,889
0.0% of portfolio
|
Q1 2024
Reduced 13.33%
|
|
Gables Capital Management Inc.
|
May 03, 2024 Q1 2024 |
12
shares
|
$6,359
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
11
shares
|
$5,829
0.0% of portfolio
|
Q1 2023
New holding
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$5,299
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
Missouri Trust & Investment CO
Springfield, MO |
May 13, 2024 Q1 2024 |
8
shares
|
$4,239
0.0% of portfolio
|
Q4 2023
Reduced 52.94%
|
|
Apcm Wealth Management For Individuals
|
Apr 18, 2024 Q1 2024 |
5
shares
|
$2,649
0.0% of portfolio
|
Q3 2023
Reduced 98.7%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
3
shares
|
$1,589
0.0% of portfolio
|
Q2 2022
Reduced 83.33%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
3
shares
|
$1,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
3
shares
|
$1,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
2
shares
|
$1,059
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Piscataqua Savings Bank
|
Apr 18, 2024 Q1 2024 |
1
shares
|
$529
0.0% of portfolio
|
Q1 2024
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Central Bank Of Brazil
Brasilia Df, D5 |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|