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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
66,661
shares
|
$40.1 Million
18.4% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
66,387
shares
|
$40 Million
27.81% of portfolio
|
Q4 2022
Added 4.38%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
66,180
shares
|
$39.8 Million
8.92% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
65,576
shares
|
$39.5 Million
2.79% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
65,048
shares
|
$39.1 Million
5.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
64,548
shares
|
$38.8 Million
4.46% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64,528
shares
|
$38.8 Million
0.62% of portfolio
|
Q2 2024
Reduced 13.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
64,436
shares
|
$38.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.32%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
64,233
shares
|
$38.7 Million
4.67% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
64,151
shares
|
$38.6 Million
1.8% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
63,953
shares
|
$38.5 Million
3.39% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
63,549
shares
|
$38.2 Million
3.55% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
63,504
shares
|
$38.2 Million
0.53% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
63,198
shares
|
$38 Million
1.65% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
62,976
shares
|
$37.9 Million
15.87% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
62,958
shares
|
$37.9 Million
0.74% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
62,938
shares
|
$37.9 Million
6.29% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
62,824
shares
|
$37.8 Million
8.57% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
62,687
shares
|
$37.7 Million
9.39% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
62,502
shares
|
$37.6 Million
10.07% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
62,019
shares
|
$37.3 Million
1.93% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
61,792
shares
|
$37.2 Million
3.47% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
61,680
shares
|
$37.1 Million
4.78% of portfolio
|
Q3 2024
Added 105.6%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
61,506
shares
|
$37 Million
0.06% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
61,375
shares
|
$36.9 Million
2.09% of portfolio
|
Q4 2022
Reduced 1.49%
|