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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
28,625
shares
|
$17.1 Million
4.99% of portfolio
|
Q4 2023
Reduced 34.16%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
28,463
shares
|
$17 Million
2.79% of portfolio
|
Q3 2024
Added 75.53%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
28,378
shares
|
$17 Million
11.21% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28,301
shares
|
$16.9 Million
0.47% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
28,301
shares
|
$16.9 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
28,265
shares
|
$16.9 Million
0.95% of portfolio
|
Q3 2022
Added 37.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
28,244
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
28,186
shares
|
$16.8 Million
1.94% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
28,179
shares
|
$16.8 Million
6.35% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
28,029
shares
|
$16.8 Million
5.64% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
27,925
shares
|
$16.7 Million
7.9% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
27,904
shares
|
$16.7 Million
6.65% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
27,637
shares
|
$16.5 Million
4.4% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
27,628
shares
|
$16.5 Million
1.23% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
27,572
shares
|
$16.5 Million
2.24% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
27,563
shares
|
$16.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,487
shares
|
$16.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
27,346
shares
|
$16.3 Million
6.35% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
27,235
shares
|
$16.3 Million
2.48% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
27,226
shares
|
$16.3 Million
0.36% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
26,912
shares
|
$16.1 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
26,899
shares
|
$16.1 Million
1.04% of portfolio
|
Q3 2024
Added 101.35%
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
26,886
shares
|
$16.1 Million
2.34% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
26,742
shares
|
$16 Million
9.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
26,566
shares
|
$15.9 Million
3.21% of portfolio
|
Q3 2024
Added 1.98%
|