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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
104,737
shares
|
$62.1 Million
15.1% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
104,364
shares
|
$61.9 Million
3.3% of portfolio
|
Q4 2022
Reduced 11.86%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
104,166
shares
|
$61.8 Million
6.94% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
104,160
shares
|
$61.8 Million
0.53% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
103,725
shares
|
$61.5 Million
14.85% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,586
shares
|
$61.4 Million
18.36% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
103,504
shares
|
$61.4 Million
17.91% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
101,921
shares
|
$60.5 Million
4.54% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Nov 15, 2024 Q3 2024 |
101,759
shares
|
$60.4 Million
26.87% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
101,285
shares
|
$60.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
100,802
shares
|
$59.8 Million
2.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
100,576
shares
|
$59.7 Million
25.35% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
100,485
shares
|
$59.6 Million
3.95% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
99,824
shares
|
$59.2 Million
10.74% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
99,115
shares
|
$58.8 Million
17.55% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
98,768
shares
|
$58.6 Million
11.98% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
98,256
shares
|
$58.3 Million
23.81% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
97,817
shares
|
$58 Million
0.08% of portfolio
|
Q3 2024
Added 161.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,786
shares
|
$58 Million
1.51% of portfolio
|
Q3 2022
Added 20.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
97,743
shares
|
$58 Million
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
97,642
shares
|
$57.9 Million
7.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
97,484
shares
|
$57.8 Million
7.8% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
97,414
shares
|
$57.8 Million
6.87% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
97,182
shares
|
$57.6 Million
7.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
96,983
shares
|
$57.5 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.88%
|