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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
43,703
shares
|
$26.1 Million
5.6% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
43,620
shares
|
$26.1 Million
14.15% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
43,579
shares
|
$26 Million
2.22% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
43,487
shares
|
$26 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
43,144
shares
|
$25.8 Million
9.85% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
43,093
shares
|
$25.8 Million
11.91% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
43,078
shares
|
$25.7 Million
8.25% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
43,052
shares
|
$25.7 Million
4.86% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
42,985
shares
|
$25.7 Million
17.33% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
42,965
shares
|
$25.7 Million
2.76% of portfolio
|
Q3 2024
Reduced 50.86%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
42,951
shares
|
$25.7 Million
14.95% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
42,832
shares
|
$25.6 Million
16.18% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
42,647
shares
|
$25.5 Million
14.8% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
42,551
shares
|
$25.4 Million
4.59% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
42,530
shares
|
$25.4 Million
13.13% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
42,464
shares
|
$25.4 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
42,405
shares
|
$25.3 Million
0.0% of portfolio
|
Q3 2024
Added 37.58%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
42,203
shares
|
$25.2 Million
20.42% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
41,837
shares
|
$25 Million
10.3% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
41,754
shares
|
$25 Million
14.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
41,754
shares
|
$25 Million
0.54% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
41,650
shares
|
$24.9 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
41,459
shares
|
$24.8 Million
2.1% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
41,372
shares
|
$24.7 Million
0.94% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
41,208
shares
|
$24.6 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.12%
|