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 3,373 institutions that hold shares in the stock, with a total of 671 Million shares, which have been reported (via 13F filing form) to have a value of $390 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
346
shares
|
$202,254
0.06% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
346
shares
|
$202,254
0.05% of portfolio
|
Q3 2024
Added 38.4%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
341
shares
|
$199,331
0.05% of portfolio
|
Q4 2023
Reduced 9.31%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
340
shares
|
$198,746
0.07% of portfolio
|
Q1 2024
Reduced 41.88%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
331
shares
|
$193,486
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
328
shares
|
$191,732
0.06% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$189,978
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
323
shares
|
$188,809
0.02% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
315
shares
|
$184,133
0.03% of portfolio
|
Q3 2024
Reduced 37.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
311
shares
|
$181,795
0.06% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
311
shares
|
$181,795
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
308
shares
|
$180,041
0.07% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
304
shares
|
$177,703
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
302
shares
|
$176,534
0.11% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
301
shares
|
$175,949
0.1% of portfolio
|
Q1 2024
Reduced 27.82%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
301
shares
|
$175,949
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
300
shares
|
$175,365
0.11% of portfolio
|
Q2 2024
Reduced 69.26%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
292
shares
|
$170,688
0.11% of portfolio
|
Q1 2024
Reduced 16.57%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
283
shares
|
$165,427
0.08% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
283
shares
|
$165,427
0.06% of portfolio
|
Q3 2024
Added 253.75%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
282
shares
|
$164,843
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
273
shares
|
$159,582
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
268
shares
|
$156,659
0.05% of portfolio
|
Q2 2024
Added 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
262
shares
|
$153,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
257
shares
|
$150,229
0.11% of portfolio
|
Q3 2023
New holding
|