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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
65
shares
|
$38,556
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
64
shares
|
$37,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
63
shares
|
$37,369
0.02% of portfolio
|
Q2 2024
Added 14.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
63
shares
|
$37,369
0.02% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
59
shares
|
$34,997
0.01% of portfolio
|
Q4 2023
Added 126.92%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
57
shares
|
$33,810
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
53
shares
|
$31,438
0.0% of portfolio
|
Q2 2021
Added 10.42%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$29,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
47
shares
|
$27,878
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$25,506
0.01% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$25,506
0.02% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$23,726
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$23,726
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
40
shares
|
$23,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
37
shares
|
$21,947
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$19,574
0.01% of portfolio
|
Q1 2024
Added 57.14%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
32
shares
|
$18,981
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31
shares
|
$18,388
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
25
shares
|
$14,829
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$14,236
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
23
shares
|
$13,642
0.01% of portfolio
|
Q2 2023
Reduced 17.86%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
23
shares
|
$13,642
0.0% of portfolio
|
Q1 2024
Reduced 91.54%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
21
shares
|
$12,456
0.01% of portfolio
|
Q3 2024
Reduced 85.81%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$10,083
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$9,490
0.0% of portfolio
|
Q3 2024
Added 33.33%
|