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 |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
46,731
shares
|
$27.9 Million
14.73% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
46,682
shares
|
$27.9 Million
14.82% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
46,591
shares
|
$27.8 Million
0.4% of portfolio
|
Q3 2024
Added 2882.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
46,409
shares
|
$27.7 Million
1.19% of portfolio
|
Q3 2024
Reduced 49.13%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
46,315
shares
|
$27.7 Million
12.97% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
46,151
shares
|
$27.6 Million
14.8% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
46,011
shares
|
$27.5 Million
7.83% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
45,847
shares
|
$27.4 Million
1.29% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Verger Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
45,829
shares
|
$27.4 Million
13.08% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
45,658
shares
|
$27.3 Million
2.54% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
45,032
shares
|
$26.9 Million
0.75% of portfolio
|
Q3 2024
Added 47.15%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
44,807
shares
|
$26.8 Million
10.55% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
44,802
shares
|
$26.8 Million
1.68% of portfolio
|
Q3 2024
Added 934.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
44,745
shares
|
$26.7 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
44,651
shares
|
$26.7 Million
0.79% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
44,562
shares
|
$26.6 Million
5.68% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
44,494
shares
|
$26.6 Million
13.71% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
44,373
shares
|
$26.5 Million
1.56% of portfolio
|
Q3 2024
Added 53.4%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
44,350
shares
|
$26.5 Million
2.78% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
44,306
shares
|
$26.5 Million
13.66% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
44,189
shares
|
$26.4 Million
5.89% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
44,189
shares
|
$26.4 Million
5.47% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
44,135
shares
|
$26.4 Million
2.53% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
43,971
shares
|
$26.3 Million
4.74% of portfolio
|
Q3 2024
Added 5858.13%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
43,785
shares
|
$26.2 Million
15.05% of portfolio
|
Q4 2022
New holding
|