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 |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
417
shares
|
$249,220
0.08% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
416
shares
|
$248,622
0.13% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
415
shares
|
$248,024
0.04% of portfolio
|
Q1 2024
Reduced 30.83%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
415
shares
|
$248,024
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Management, LLC
|
Oct 24, 2024 Q3 2024 |
412
shares
|
$246,231
0.25% of portfolio
|
Q3 2024
Reduced 98.66%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
412
shares
|
$246,231
0.08% of portfolio
|
Q1 2024
Added 6.46%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
412
shares
|
$246,231
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
411
shares
|
$245,634
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
411
shares
|
$245,634
0.06% of portfolio
|
Q1 2024
Reduced 18.61%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
409
shares
|
$244,438
0.08% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
409
shares
|
$244,438
0.08% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
406
shares
|
$242,645
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
406
shares
|
$242,645
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
406
shares
|
$242,645
0.16% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
404
shares
|
$241,450
0.08% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
403
shares
|
$240,852
0.11% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
402
shares
|
$240,255
0.13% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
402
shares
|
$240,255
0.13% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
400
shares
|
$239,060
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
400
shares
|
$239,060
0.04% of portfolio
|
Q1 2024
Added 15.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
399
shares
|
$238,462
0.09% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$238,462
0.52% of portfolio
|
Q3 2024
Added 167.79%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
399
shares
|
$238,462
0.1% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
397
shares
|
$237,267
0.03% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
397
shares
|
$237,267
0.08% of portfolio
|
Q2 2024
New holding
|