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 3,445 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
36,145
shares
|
$21.8 Million
10.69% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
36,144
shares
|
$21.8 Million
7.39% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
36,046
shares
|
$21.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
35,969
shares
|
$21.6 Million
10.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
35,844
shares
|
$21.6 Million
4.99% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
35,798
shares
|
$21.5 Million
1.95% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,678
shares
|
$21.5 Million
1.19% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
35,659
shares
|
$21.5 Million
15.21% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
35,586
shares
|
$21.4 Million
0.86% of portfolio
|
Q3 2024
Added 23.07%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
35,370
shares
|
$21.3 Million
2.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
35,349
shares
|
$21.3 Million
5.94% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
35,346
shares
|
$21.3 Million
12.2% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
35,215
shares
|
$21.2 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
35,191
shares
|
$21.2 Million
3.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
35,105
shares
|
$21.1 Million
26.49% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Oct 21, 2024 Q3 2024 |
35,068
shares
|
$21.1 Million
21.86% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
35,010
shares
|
$21.1 Million
4.32% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
34,951
shares
|
$21 Million
5.21% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
34,938
shares
|
$21 Million
17.11% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
34,934
shares
|
$21 Million
2.66% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
34,926
shares
|
$21 Million
5.91% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
34,775
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
34,715
shares
|
$20.9 Million
8.06% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
34,676
shares
|
$20.9 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
34,668
shares
|
$20.9 Million
10.44% of portfolio
|
Q3 2024
Added 0.5%
|