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 3,444 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 $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
82,570
shares
|
$49.3 Million
24.3% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
81,980
shares
|
$49 Million
18.49% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
81,849
shares
|
$48.9 Million
2.95% of portfolio
|
Q3 2024
Added 45.43%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
81,775
shares
|
$48.9 Million
4.76% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
81,683
shares
|
$48.8 Million
10.59% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
80,767
shares
|
$48.3 Million
2.63% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
80,483
shares
|
$48.1 Million
17.81% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
80,480
shares
|
$48.1 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
80,479
shares
|
$48.1 Million
1.48% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
80,367
shares
|
$48 Million
3.34% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
80,307
shares
|
$48 Million
10.59% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
80,277
shares
|
$48 Million
21.61% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
80,157
shares
|
$47.9 Million
1.35% of portfolio
|
Q3 2024
Added 38.0%
|
|
|
Shelter Ins Retirement Plan
|
Nov 08, 2024 Q3 2024 |
80,061
shares
|
$47.8 Million
58.42% of portfolio
|
Q2 2024
Added 482.47%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
79,815
shares
|
$47.7 Million
7.65% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Oct 17, 2024 Q3 2024 |
79,711
shares
|
$47.6 Million
30.25% of portfolio
|
Q2 2024
Added 26.5%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
79,609
shares
|
$47.6 Million
7.81% of portfolio
|
Q3 2023
Added 449.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
79,566
shares
|
$47.6 Million
4.43% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
79,514
shares
|
$47.5 Million
7.29% of portfolio
|
Q3 2024
Reduced 30.11%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
79,440
shares
|
$47.5 Million
16.73% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
79,436
shares
|
$47.5 Million
3.85% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
79,215
shares
|
$47.3 Million
26.63% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
79,101
shares
|
$47.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
78,854
shares
|
$47.1 Million
5.25% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
78,836
shares
|
$47.1 Million
2.83% of portfolio
|
Q3 2024
New holding
|