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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
25,274
shares
|
$15.1 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
25,245
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
24,998
shares
|
$14.9 Million
3.75% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,963
shares
|
$14.9 Million
0.93% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
24,962
shares
|
$14.9 Million
2.95% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
24,899
shares
|
$14.9 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
24,815
shares
|
$14.8 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
24,778
shares
|
$14.8 Million
1.65% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
24,772
shares
|
$14.8 Million
7.77% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
24,762
shares
|
$14.8 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
24,705
shares
|
$14.8 Million
3.22% of portfolio
|
Q2 2023
Reduced 5.45%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
24,468
shares
|
$14.6 Million
3.06% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Pembroke Management, LTD
|
Oct 29, 2024 Q3 2024 |
24,456
shares
|
$14.6 Million
1.83% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
24,456
shares
|
$14.6 Million
0.05% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
24,451
shares
|
$14.6 Million
3.04% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
24,318
shares
|
$14.5 Million
2.7% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
24,242
shares
|
$14.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
24,233
shares
|
$14.5 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24,204
shares
|
$14.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
24,157
shares
|
$14.4 Million
0.41% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
24,109
shares
|
$14.4 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
24,103
shares
|
$14.4 Million
3.58% of portfolio
|
Q2 2022
Added 5.84%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
24,096
shares
|
$14.4 Million
8.31% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
24,096
shares
|
$14.4 Million
0.72% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
24,026
shares
|
$14.4 Million
4.96% of portfolio
|
Q3 2024
Reduced 1.8%
|