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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
353
shares
|
$210,970
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
352
shares
|
$210,372
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
352
shares
|
$210,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
352
shares
|
$210,372
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
351
shares
|
$209,775
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
351
shares
|
$209,775
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
351
shares
|
$209,775
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
350
shares
|
$209,177
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
350
shares
|
$209,177
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
347
shares
|
$207,384
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
346
shares
|
$206,786
0.06% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
346
shares
|
$206,786
0.05% of portfolio
|
Q3 2024
Added 38.4%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
341
shares
|
$203,798
0.05% of portfolio
|
Q4 2023
Reduced 9.31%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
340
shares
|
$203,201
0.07% of portfolio
|
Q1 2024
Reduced 41.88%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
336
shares
|
$200,810
0.02% of portfolio
|
Q3 2024
Added 42.98%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
331
shares
|
$197,822
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
325
shares
|
$194,236
0.01% of portfolio
|
Q2 2023
Reduced 66.77%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
323
shares
|
$193,040
0.02% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
319
shares
|
$190,650
0.13% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
315
shares
|
$188,259
0.03% of portfolio
|
Q3 2024
Reduced 37.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
311
shares
|
$185,869
0.06% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
311
shares
|
$185,869
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
308
shares
|
$184,076
0.07% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
302
shares
|
$180,490
0.11% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
301
shares
|
$179,892
0.1% of portfolio
|
Q1 2024
Reduced 27.82%
|