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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
49,172
shares
|
$29.4 Million
2.5% of portfolio
|
Q2 2024
Added 97.8%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
49,045
shares
|
$29.3 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
49,000
shares
|
$29.3 Million
3.82% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
48,976
shares
|
$29.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,935
shares
|
$29.2 Million
0.85% of portfolio
|
Q3 2023
Added 506.38%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
48,776
shares
|
$29.2 Million
0.96% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
48,762
shares
|
$29.1 Million
0.37% of portfolio
|
Q3 2024
Added 67.32%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
48,713
shares
|
$29.1 Million
6.21% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
48,659
shares
|
$29.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
48,543
shares
|
$29 Million
23.88% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
48,224
shares
|
$28.8 Million
2.24% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
47,945
shares
|
$28.7 Million
14.55% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
47,822
shares
|
$28.6 Million
11.89% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
47,821
shares
|
$28.6 Million
4.06% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
47,755
shares
|
$28.5 Million
14.39% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
47,735
shares
|
$28.5 Million
8.89% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
47,734
shares
|
$28.5 Million
29.19% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
47,578
shares
|
$28.4 Million
3.64% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
47,538
shares
|
$28.4 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
47,460
shares
|
$28.4 Million
2.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
47,442
shares
|
$28.4 Million
11.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,221
shares
|
$28.2 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,041
shares
|
$28.1 Million
1.74% of portfolio
|
Q4 2023
Added 11.86%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
46,947
shares
|
$28.1 Million
1.87% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
46,804
shares
|
$28 Million
3.36% of portfolio
|
Q3 2024
Added 0.73%
|