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 |
|---|---|---|---|---|---|
|
Nri Wealth Management Lc
Santa Clara, CA |
Aug 06, 2024 Q2 2024 |
57,863
shares
|
$34.8 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
|
$34.8 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
57,713
shares
|
$34.7 Million
21.95% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
57,666
shares
|
$34.7 Million
8.48% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
57,644
shares
|
$34.7 Million
9.97% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
57,633
shares
|
$34.7 Million
3.98% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
57,402
shares
|
$34.5 Million
9.67% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
57,273
shares
|
$34.5 Million
9.4% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
University Of Wisconsin Foundation
Madison, WI |
Nov 13, 2024 Q3 2024 |
57,081
shares
|
$34.4 Million
21.47% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
57,065
shares
|
$34.3 Million
13.6% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
57,039
shares
|
$34.3 Million
4.25% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
56,822
shares
|
$34.2 Million
27.07% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
56,785
shares
|
$34.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
56,623
shares
|
$34.1 Million
9.72% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
56,541
shares
|
$34 Million
5.04% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
56,399
shares
|
$33.9 Million
13.36% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
56,392
shares
|
$33.9 Million
12.07% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
56,213
shares
|
$33.8 Million
8.03% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
56,019
shares
|
$33.7 Million
28.5% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
55,982
shares
|
$33.7 Million
5.58% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
55,871
shares
|
$33.6 Million
3.52% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
55,699
shares
|
$33.5 Million
11.95% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
55,696
shares
|
$33.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
55,634
shares
|
$33.5 Million
9.18% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
55,520
shares
|
$33.4 Million
0.94% of portfolio
|
Q3 2024
Reduced 28.14%
|