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 3,445 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
70,802
shares
|
$42.6 Million
7.8% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
70,457
shares
|
$42.4 Million
17.73% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
70,418
shares
|
$42.4 Million
18.97% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
69,938
shares
|
$42.1 Million
1.57% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
69,932
shares
|
$42.1 Million
33.25% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
69,825
shares
|
$42 Million
2.71% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
69,786
shares
|
$42 Million
12.18% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
69,217
shares
|
$41.7 Million
4.67% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
69,200
shares
|
$41.6 Million
10.13% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
68,746
shares
|
$41.4 Million
2.42% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,616
shares
|
$41.3 Million
0.59% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
68,402
shares
|
$41.2 Million
10.26% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
68,105
shares
|
$41 Million
4.32% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
68,049
shares
|
$41 Million
3.29% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
68,042
shares
|
$41 Million
26.92% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
67,903
shares
|
$40.9 Million
7.95% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
67,880
shares
|
$40.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
67,854
shares
|
$40.8 Million
1.45% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
67,281
shares
|
$40.5 Million
26.45% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
67,090
shares
|
$40.4 Million
4.71% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
66,931
shares
|
$40.3 Million
5.37% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
66,910
shares
|
$40.3 Million
2.45% of portfolio
|
Q3 2024
Added 62.89%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
66,899
shares
|
$40.3 Million
7.62% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
66,809
shares
|
$40.2 Million
3.37% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
66,757
shares
|
$40.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.94%
|