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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
38,495
shares
|
$23 Million
4.99% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
38,468
shares
|
$23 Million
15.06% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
38,454
shares
|
$23 Million
3.35% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
38,448
shares
|
$23 Million
4.19% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
38,057
shares
|
$22.7 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
37,968
shares
|
$22.7 Million
2.37% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
37,939
shares
|
$22.7 Million
0.58% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
37,933
shares
|
$22.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 20.72%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
37,884
shares
|
$22.6 Million
15.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
37,877
shares
|
$22.6 Million
2.41% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
37,852
shares
|
$22.6 Million
6.47% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,827
shares
|
$22.6 Million
15.71% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
37,723
shares
|
$22.5 Million
9.35% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
37,367
shares
|
$22.3 Million
0.53% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
37,194
shares
|
$22.2 Million
12.47% of portfolio
|
Q3 2024
Reduced 29.88%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
37,171
shares
|
$22.2 Million
7.74% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
37,115
shares
|
$22.2 Million
0.99% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
37,048
shares
|
$22.1 Million
0.65% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
37,002
shares
|
$22.1 Million
1.8% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
36,802
shares
|
$22 Million
11.09% of portfolio
|
Q2 2023
Reduced 47.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
36,409
shares
|
$21.8 Million
2.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
36,381
shares
|
$21.7 Million
4.86% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
36,285
shares
|
$21.7 Million
15.36% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
36,183
shares
|
$21.6 Million
5.42% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
36,145
shares
|
$21.6 Million
10.69% of portfolio
|
Q3 2024
Added 4.27%
|