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 |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
74,369
shares
|
$44.4 Million
26.01% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
73,954
shares
|
$44.2 Million
3.9% of portfolio
|
Q3 2024
Reduced 51.08%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
73,925
shares
|
$44.2 Million
19.06% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
73,795
shares
|
$44.1 Million
21.8% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,607
shares
|
$44 Million
2.15% of portfolio
|
Q3 2024
Added 312.5%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
73,583
shares
|
$44 Million
2.36% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
73,473
shares
|
$43.9 Million
18.67% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
72,865
shares
|
$43.5 Million
1.53% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
72,744
shares
|
$43.5 Million
10.32% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
72,015
shares
|
$43 Million
3.7% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
71,936
shares
|
$43 Million
14.32% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
71,924
shares
|
$43 Million
9.98% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
71,887
shares
|
$43 Million
5.16% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
71,810
shares
|
$42.9 Million
1.94% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
71,735
shares
|
$42.9 Million
7.27% of portfolio
|
Q3 2024
Reduced 94.75%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
71,543
shares
|
$42.8 Million
12.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
71,518
shares
|
$42.7 Million
3.96% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
71,438
shares
|
$42.7 Million
14.73% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
71,420
shares
|
$42.7 Million
15.97% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
71,354
shares
|
$42.6 Million
1.72% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
71,273
shares
|
$42.6 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
71,196
shares
|
$42.6 Million
16.36% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
71,136
shares
|
$42.5 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
70,949
shares
|
$42.4 Million
18.53% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
70,802
shares
|
$42.3 Million
7.8% of portfolio
|
Q3 2024
Added 4.25%
|