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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
61,269
shares
|
$36.6 Million
0.74% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
61,255
shares
|
$36.6 Million
14.58% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
61,224
shares
|
$36.6 Million
1.02% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
61,184
shares
|
$36.6 Million
5.5% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
61,166
shares
|
$36.6 Million
3.26% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
60,586
shares
|
$36.2 Million
7.47% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
60,399
shares
|
$36.1 Million
8.18% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
60,240
shares
|
$36 Million
0.94% of portfolio
|
Q3 2024
Added 125400.0%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
60,016
shares
|
$35.9 Million
6.82% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
59,541
shares
|
$35.6 Million
1.35% of portfolio
|
Q3 2024
Added 39.96%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
59,485
shares
|
$35.6 Million
6.38% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
59,154
shares
|
$35.4 Million
17.79% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
59,095
shares
|
$35.3 Million
2.68% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
59,035
shares
|
$35.3 Million
12.59% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
58,942
shares
|
$35.2 Million
0.68% of portfolio
|
Q1 2023
Added 9.36%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
58,755
shares
|
$35.1 Million
8.93% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
58,742
shares
|
$35.1 Million
2.91% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
58,711
shares
|
$35.1 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
58,706
shares
|
$35.1 Million
2.92% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
58,395
shares
|
$34.9 Million
1.41% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
58,114
shares
|
$34.7 Million
22.34% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
58,101
shares
|
$34.7 Million
1.3% of portfolio
|
Q3 2022
Added 8.95%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
58,100
shares
|
$34.7 Million
5.08% of portfolio
|
Q3 2024
New holding
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Aug 06, 2024 Q2 2024 |
57,863
shares
|
$34.6 Million
24.54% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
57,831
shares
|
$34.6 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.02%
|