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 3,445 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,005
shares
|
$14.4 Million
3.2% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,959
shares
|
$14.4 Million
7.73% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
23,949
shares
|
$14.4 Million
6.73% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
23,917
shares
|
$14.4 Million
7.67% of portfolio
|
Q3 2023
Added 2.42%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
23,899
shares
|
$14.4 Million
12.45% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,894
shares
|
$14.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
23,833
shares
|
$14.3 Million
8.3% of portfolio
|
Q3 2023
New holding
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
23,705
shares
|
$14.3 Million
7.86% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
23,655
shares
|
$14.2 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,615
shares
|
$14.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
23,566
shares
|
$14.2 Million
2.97% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
23,452
shares
|
$14.1 Million
6.06% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
23,294
shares
|
$14 Million
8.39% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
23,277
shares
|
$14 Million
4.21% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
23,271
shares
|
$14 Million
4.9% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,254
shares
|
$14 Million
1.76% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
23,224
shares
|
$14 Million
5.65% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
23,127
shares
|
$13.9 Million
3.92% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,996
shares
|
$13.8 Million
11.53% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
22,965
shares
|
$13.8 Million
8.46% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,954
shares
|
$13.8 Million
6.4% of portfolio
|
Q3 2024
Added 16.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
22,950
shares
|
$13.8 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
22,840
shares
|
$13.7 Million
5.88% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
22,807
shares
|
$13.7 Million
0.13% of portfolio
|
Q2 2022
Added 4.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,797
shares
|
$13.7 Million
0.94% of portfolio
|
Q3 2024
Added 4.99%
|