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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
141,355
shares
|
$83.8 Million
21.45% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
140,605
shares
|
$83.4 Million
6.05% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
138,731
shares
|
$82.3 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
138,517
shares
|
$82.2 Million
14.54% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
138,242
shares
|
$82 Million
9.23% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
138,082
shares
|
$81.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
136,796
shares
|
$81.1 Million
7.17% of portfolio
|
Q3 2024
Added 26.64%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
136,011
shares
|
$80.7 Million
29.24% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
135,555
shares
|
$80.4 Million
1.82% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
135,316
shares
|
$80.3 Million
5.59% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
135,247
shares
|
$80.2 Million
8.48% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
134,988
shares
|
$80.1 Million
26.34% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
134,921
shares
|
$80 Million
9.64% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
134,812
shares
|
$80 Million
1.95% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
134,478
shares
|
$79.8 Million
9.49% of portfolio
|
Q3 2022
Reduced 0.46%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
133,918
shares
|
$79.4 Million
12.49% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
133,665
shares
|
$79.3 Million
37.16% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
133,540
shares
|
$79.2 Million
14.21% of portfolio
|
Q2 2022
Reduced 0.93%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
133,054
shares
|
$78.9 Million
12.02% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
132,473
shares
|
$78.6 Million
2.07% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
132,305
shares
|
$78.5 Million
3.4% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
131,800
shares
|
$78.2 Million
36.96% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
131,077
shares
|
$77.8 Million
5.37% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
130,128
shares
|
$77.2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
130,060
shares
|
$77.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.55%
|