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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
129,563
shares
|
$76.9 Million
4.45% of portfolio
|
Q3 2024
Added 92.89%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
129,296
shares
|
$76.7 Million
9.0% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
129,181
shares
|
$76.6 Million
21.96% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
128,500
shares
|
$76.2 Million
44.3% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
128,470
shares
|
$76.2 Million
2.35% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
127,731
shares
|
$75.8 Million
8.98% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
127,474
shares
|
$75.6 Million
0.92% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
127,428
shares
|
$75.6 Million
2.26% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
126,922
shares
|
$75.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
126,709
shares
|
$75.2 Million
2.23% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
125,833
shares
|
$74.6 Million
5.76% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
125,232
shares
|
$74.3 Million
12.5% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
125,197
shares
|
$74.3 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
124,810
shares
|
$74 Million
23.59% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
124,481
shares
|
$73.8 Million
8.47% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
123,797
shares
|
$73.4 Million
6.57% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
123,650
shares
|
$73.3 Million
21.07% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
123,635
shares
|
$73.3 Million
36.81% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
123,055
shares
|
$73 Million
5.64% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
122,726
shares
|
$72.8 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
122,361
shares
|
$72.6 Million
34.98% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
121,569
shares
|
$72.1 Million
24.38% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
121,435
shares
|
$72 Million
1.07% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
121,409
shares
|
$72 Million
16.47% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
121,141
shares
|
$71.9 Million
5.07% of portfolio
|
Q3 2024
Reduced 1.58%
|