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 |
|---|---|---|---|---|---|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
26,540
shares
|
$15.9 Million
0.36% of portfolio
|
Q1 2024
Reduced 16.71%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,508
shares
|
$15.8 Million
1.37% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
26,358
shares
|
$15.8 Million
4.62% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,345
shares
|
$15.7 Million
0.26% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
26,339
shares
|
$15.7 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
26,325
shares
|
$15.7 Million
6.96% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
26,293
shares
|
$15.7 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
26,203
shares
|
$15.7 Million
5.49% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
26,123
shares
|
$15.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
26,100
shares
|
$15.6 Million
4.41% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
26,009
shares
|
$15.5 Million
4.73% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
26,000
shares
|
$15.5 Million
0.52% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
25,936
shares
|
$15.5 Million
5.91% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
25,872
shares
|
$15.5 Million
10.21% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
25,867
shares
|
$15.5 Million
3.49% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
25,807
shares
|
$15.4 Million
0.96% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
25,806
shares
|
$15.4 Million
4.95% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
25,735
shares
|
$15.4 Million
2.48% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
25,655
shares
|
$15.3 Million
1.79% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
25,618
shares
|
$15.3 Million
1.59% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
25,609
shares
|
$15.3 Million
2.53% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
25,521
shares
|
$15.3 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
25,506
shares
|
$15.2 Million
2.59% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
25,501
shares
|
$15.2 Million
0.69% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
25,393
shares
|
$15.2 Million
5.06% of portfolio
|
Q3 2024
Reduced 4.7%
|