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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
30,247
shares
|
$18.1 Million
10.65% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
30,240
shares
|
$18.1 Million
10.67% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
30,124
shares
|
$18 Million
6.03% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
30,043
shares
|
$18 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
29,915
shares
|
$17.9 Million
4.76% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
29,688
shares
|
$17.7 Million
5.25% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
29,561
shares
|
$17.7 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
29,519
shares
|
$17.6 Million
5.43% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
29,489
shares
|
$17.6 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
29,394
shares
|
$17.6 Million
0.06% of portfolio
|
Q3 2024
Added 87.71%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
29,369
shares
|
$17.6 Million
10.32% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
29,172
shares
|
$17.4 Million
0.39% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
29,128
shares
|
$17.4 Million
1.6% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
29,033
shares
|
$17.4 Million
8.32% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
29,033
shares
|
$17.4 Million
9.49% of portfolio
|
Q4 2022
Reduced 0.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
29,005
shares
|
$17.3 Million
9.78% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
28,971
shares
|
$17.3 Million
1.56% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
28,960
shares
|
$17.3 Million
10.46% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
28,906
shares
|
$17.3 Million
1.63% of portfolio
|
Q3 2024
Reduced 78.98%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
28,763
shares
|
$17.2 Million
1.53% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
28,738
shares
|
$17.2 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
28,708
shares
|
$17.2 Million
4.76% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
28,667
shares
|
$17.1 Million
7.38% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
28,630
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|