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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
107
shares
|
$63,469
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
105
shares
|
$62,282
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
103
shares
|
$61,096
0.01% of portfolio
|
Q2 2024
Added 21.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
103
shares
|
$61,096
0.04% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
101
shares
|
$59,910
0.02% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$59,316
0.02% of portfolio
|
Q2 2022
Reduced 9.09%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
96
shares
|
$56,944
0.01% of portfolio
|
Q3 2024
Added 35.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
95
shares
|
$56,351
0.04% of portfolio
|
Q4 2022
Reduced 88.82%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
94
shares
|
$55,757
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
94
shares
|
$55,757
0.02% of portfolio
|
Q3 2023
Added 154.05%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
93
shares
|
$55,164
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
90
shares
|
$53,385
0.02% of portfolio
|
Q1 2024
Reduced 6.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
86
shares
|
$51,012
0.01% of portfolio
|
Q3 2022
Reduced 11.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
85
shares
|
$50,419
0.02% of portfolio
|
Q3 2024
Reduced 79.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
83
shares
|
$49,233
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
81
shares
|
$48,046
0.02% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$47,453
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
80
shares
|
$47,453
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
78
shares
|
$46,267
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
77
shares
|
$45,674
0.02% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
76
shares
|
$45,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
73
shares
|
$43,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
69
shares
|
$40,928
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
67
shares
|
$39,742
0.01% of portfolio
|
Q3 2024
Added 139.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$39,742
0.03% of portfolio
|
Q4 2023
New holding
|