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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
32,525
shares
|
$19.4 Million
8.18% of portfolio
|
Q3 2024
Added 18.57%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
32,465
shares
|
$19.4 Million
4.4% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,403
shares
|
$19.4 Million
1.0% of portfolio
|
Q3 2022
Added 12.69%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
32,311
shares
|
$19.3 Million
19.53% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
32,156
shares
|
$19.2 Million
0.96% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
32,144
shares
|
$19.2 Million
6.31% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
32,090
shares
|
$19.2 Million
11.93% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
31,852
shares
|
$19 Million
3.8% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
31,564
shares
|
$18.9 Million
1.75% of portfolio
|
Q4 2023
Reduced 1.18%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
31,432
shares
|
$18.8 Million
1.38% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31,379
shares
|
$18.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
31,323
shares
|
$18.7 Million
7.2% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
31,305
shares
|
$18.7 Million
14.32% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
31,208
shares
|
$18.7 Million
14.62% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
31,127
shares
|
$18.6 Million
4.27% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
31,068
shares
|
$18.6 Million
10.38% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,994
shares
|
$18.5 Million
2.55% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
30,850
shares
|
$18.4 Million
1.22% of portfolio
|
Q3 2024
Added 31.84%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
30,828
shares
|
$18.4 Million
4.46% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,780
shares
|
$18.4 Million
1.29% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
30,739
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 68.22%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
30,479
shares
|
$18.2 Million
8.93% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
30,450
shares
|
$18.2 Million
11.88% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
30,347
shares
|
$18.1 Million
9.35% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
30,310
shares
|
$18.1 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.26%
|