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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
55,514
shares
|
$33.4 Million
6.62% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
55,512
shares
|
$33.4 Million
1.16% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
55,510
shares
|
$33.4 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
55,440
shares
|
$33.4 Million
3.5% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Oct 03, 2024 Q3 2024 |
55,424
shares
|
$33.4 Million
26.09% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
55,100
shares
|
$33.2 Million
12.32% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
55,089
shares
|
$33.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 17.61%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
55,050
shares
|
$33.1 Million
18.04% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
54,808
shares
|
$33 Million
3.39% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 14, 2024 Q3 2024 |
54,569
shares
|
$32.8 Million
0.13% of portfolio
|
Q3 2024
Added 458.54%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
54,423
shares
|
$32.8 Million
13.64% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
54,296
shares
|
$32.7 Million
9.79% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
54,206
shares
|
$32.6 Million
5.01% of portfolio
|
Q3 2024
Reduced 82.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
54,181
shares
|
$32.6 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
53,995
shares
|
$32.5 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
53,807
shares
|
$32.4 Million
19.16% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
53,696
shares
|
$32.3 Million
8.05% of portfolio
|
Q3 2024
Added 37.52%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
53,591
shares
|
$32.3 Million
19.72% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
53,394
shares
|
$32.1 Million
3.27% of portfolio
|
Q3 2024
Added 20.5%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
53,314
shares
|
$32.1 Million
7.63% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
53,050
shares
|
$31.9 Million
7.32% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
52,653
shares
|
$31.7 Million
21.4% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
52,596
shares
|
$31.7 Million
3.38% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
52,234
shares
|
$31.4 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stairway Partners, LLC
|
Oct 04, 2024 Q3 2024 |
52,054
shares
|
$31.3 Million
1.94% of portfolio
|
Q3 2024
New holding
|