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 |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
175
shares
|
$103,804
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
171
shares
|
$101,432
0.03% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
171
shares
|
$101,432
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
163
shares
|
$96,686
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
163
shares
|
$96,686
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
159
shares
|
$94,314
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
153
shares
|
$90,755
0.03% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
152
shares
|
$90,161
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
147
shares
|
$87,195
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
140
shares
|
$83,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
139
shares
|
$82,450
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
139
shares
|
$82,450
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
129
shares
|
$76,518
0.04% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$74,739
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
125
shares
|
$74,146
0.01% of portfolio
|
Q3 2024
Added 101.61%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
123
shares
|
$72,959
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
121
shares
|
$71,773
0.03% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
121
shares
|
$71,773
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$70,587
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
117
shares
|
$69,400
0.02% of portfolio
|
Q4 2023
Added 0.8%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
116
shares
|
$68,807
0.03% of portfolio
|
Q2 2022
Reduced 74.73%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
114
shares
|
$67,621
0.04% of portfolio
|
Q2 2024
Added 14.0%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
113
shares
|
$67,028
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
110
shares
|
$65,248
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$65,248
0.0% of portfolio
|
Q3 2024
New holding
|