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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
41,117
shares
|
$24.6 Million
8.65% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
41,031
shares
|
$24.5 Million
13.4% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
40,882
shares
|
$24.4 Million
7.63% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
40,869
shares
|
$24.4 Million
13.69% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
40,770
shares
|
$24.4 Million
1.33% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
40,552
shares
|
$24.2 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
40,547
shares
|
$24.2 Million
1.13% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
40,162
shares
|
$24 Million
11.93% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
39,964
shares
|
$23.9 Million
5.91% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
39,963
shares
|
$23.9 Million
3.95% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
39,940
shares
|
$23.9 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
39,918
shares
|
$23.9 Million
1.21% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
39,836
shares
|
$23.8 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
39,625
shares
|
$23.7 Million
2.57% of portfolio
|
Q3 2022
Added 1.32%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,607
shares
|
$23.7 Million
0.37% of portfolio
|
Q3 2024
Added 49.89%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
39,311
shares
|
$23.5 Million
9.52% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
39,297
shares
|
$23.5 Million
11.72% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
39,272
shares
|
$23.5 Million
11.42% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
39,124
shares
|
$23.4 Million
7.56% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
39,102
shares
|
$23.4 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
38,947
shares
|
$23.3 Million
5.28% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,946
shares
|
$23.3 Million
0.72% of portfolio
|
Q3 2023
Added 1.36%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
38,771
shares
|
$23.2 Million
10.68% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
38,655
shares
|
$23.1 Million
4.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
38,506
shares
|
$23 Million
1.54% of portfolio
|
Q3 2024
Added 3.08%
|