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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
34,618
shares
|
$20.7 Million
5.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
34,588
shares
|
$20.7 Million
5.91% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
34,556
shares
|
$20.7 Million
9.3% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
34,495
shares
|
$20.6 Million
0.78% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
34,347
shares
|
$20.5 Million
6.58% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
34,220
shares
|
$20.5 Million
1.47% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
34,206
shares
|
$20.4 Million
0.81% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
34,094
shares
|
$20.4 Million
11.19% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
34,007
shares
|
$20.3 Million
3.24% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
33,975
shares
|
$20.3 Million
17.26% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
33,877
shares
|
$20.2 Million
10.82% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
33,823
shares
|
$20.2 Million
1.54% of portfolio
|
Q2 2024
Added 48.63%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
33,818
shares
|
$20.2 Million
3.83% of portfolio
|
Q3 2024
Added 112.46%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
33,678
shares
|
$20.1 Million
0.5% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
33,440
shares
|
$20 Million
4.44% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
33,366
shares
|
$19.9 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
33,296
shares
|
$19.9 Million
0.62% of portfolio
|
Q3 2024
Reduced 92.76%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,264
shares
|
$19.9 Million
15.89% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
33,176
shares
|
$19.8 Million
0.97% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
33,132
shares
|
$19.8 Million
6.18% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
33,085
shares
|
$19.8 Million
3.58% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
33,060
shares
|
$19.8 Million
3.16% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
33,054
shares
|
$19.8 Million
12.9% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
32,692
shares
|
$19.5 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
32,591
shares
|
$19.5 Million
3.4% of portfolio
|
Q3 2024
Reduced 1.2%
|