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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
51,753
shares
|
$30.9 Million
15.81% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
51,691
shares
|
$30.9 Million
15.8% of portfolio
|
Q3 2024
Added 78.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
51,604
shares
|
$30.8 Million
2.01% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
51,428
shares
|
$30.7 Million
21.25% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
51,365
shares
|
$30.7 Million
3.77% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
51,310
shares
|
$30.7 Million
2.64% of portfolio
|
Q3 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
51,280
shares
|
$30.6 Million
4.3% of portfolio
|
Q3 2023
Reduced 3.95%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
51,139
shares
|
$30.6 Million
18.74% of portfolio
|
Q2 2023
Added 0.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,934
shares
|
$30.4 Million
0.71% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
50,912
shares
|
$30.4 Million
19.37% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
50,893
shares
|
$30.4 Million
5.41% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
50,729
shares
|
$30.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
50,709
shares
|
$30.3 Million
14.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
50,681
shares
|
$30.3 Million
7.8% of portfolio
|
Q2 2024
Reduced 38.81%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
50,560
shares
|
$30.2 Million
19.96% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
50,511
shares
|
$30.2 Million
4.72% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
50,504
shares
|
$30.2 Million
0.16% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
50,347
shares
|
$30.1 Million
3.43% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
50,229
shares
|
$30 Million
28.13% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
50,175
shares
|
$30 Million
9.77% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
49,764
shares
|
$29.7 Million
0.42% of portfolio
|
Q2 2024
Added 8.15%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
49,730
shares
|
$29.7 Million
18.17% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
49,609
shares
|
$29.6 Million
1.12% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
49,281
shares
|
$29.5 Million
4.7% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
49,193
shares
|
$29.4 Million
1.97% of portfolio
|
Q4 2023
Added 1.94%
|