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 |
|---|---|---|---|---|---|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
78,836
shares
|
$47.1 Million
2.77% of portfolio
|
Q3 2024
Reduced 88.26%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
78,830
shares
|
$47.1 Million
13.74% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
78,818
shares
|
$47.1 Million
1.34% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2024 Q3 2024 |
78,769
shares
|
$47.1 Million
3.82% of portfolio
|
Q1 2024
Reduced 19.85%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
78,550
shares
|
$46.9 Million
0.06% of portfolio
|
Q4 2023
Reduced 89.57%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
78,275
shares
|
$46.8 Million
7.93% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
78,027
shares
|
$46.6 Million
24.96% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
77,911
shares
|
$46.6 Million
26.65% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
77,786
shares
|
$46.5 Million
22.76% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
77,556
shares
|
$46.4 Million
4.85% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
77,528
shares
|
$46.3 Million
10.14% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
77,202
shares
|
$46.1 Million
8.38% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
76,994
shares
|
$46 Million
2.65% of portfolio
|
Q3 2022
Added 13.61%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
76,657
shares
|
$45.8 Million
7.02% of portfolio
|
Q4 2022
Reduced 7.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
76,597
shares
|
$45.8 Million
9.41% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
76,267
shares
|
$45.6 Million
2.2% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
76,184
shares
|
$45.5 Million
10.36% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
75,869
shares
|
$45.3 Million
6.07% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
75,853
shares
|
$45.3 Million
15.38% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
75,196
shares
|
$44.9 Million
25.23% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
75,051
shares
|
$44.9 Million
3.35% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
74,999
shares
|
$44.8 Million
0.99% of portfolio
|
Q4 2023
Added 4.52%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
74,862
shares
|
$44.7 Million
18.44% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
74,559
shares
|
$44.6 Million
17.15% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
74,438
shares
|
$44.5 Million
3.03% of portfolio
|
Q3 2024
Added 0.34%
|