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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
296
shares
|
$175,578
0.05% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
283
shares
|
$167,867
0.06% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
283
shares
|
$167,867
0.06% of portfolio
|
Q3 2024
Added 253.75%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
282
shares
|
$167,273
0.07% of portfolio
|
Q2 2024
Added 475.51%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
273
shares
|
$161,935
0.04% of portfolio
|
Q2 2023
Added 84.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
269
shares
|
$159,562
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
268
shares
|
$158,969
0.05% of portfolio
|
Q2 2024
Added 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
262
shares
|
$155,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
257
shares
|
$152,444
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
252
shares
|
$149,478
0.1% of portfolio
|
Q4 2022
Reduced 74.15%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
250
shares
|
$148,292
0.01% of portfolio
|
Q1 2023
Reduced 35.9%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
243
shares
|
$144,140
0.03% of portfolio
|
Q3 2024
Added 38.86%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
240
shares
|
$142,360
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
214
shares
|
$126,938
0.07% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
211
shares
|
$125,158
0.02% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
210
shares
|
$124,565
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
199
shares
|
$118,040
0.08% of portfolio
|
Q3 2022
Reduced 20.4%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
199
shares
|
$118,040
0.03% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
197
shares
|
$116,854
0.01% of portfolio
|
Q3 2024
Reduced 76.32%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
197
shares
|
$116,854
0.07% of portfolio
|
Q4 2023
Reduced 11.66%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$116,854
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$111,515
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
185
shares
|
$109,736
0.07% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
185
shares
|
$109,736
0.05% of portfolio
|
Q1 2022
Reduced 15.91%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
184
shares
|
$109,143
0.02% of portfolio
|
Q2 2024
New holding
|