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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
22,736
shares
|
$13.6 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
22,609
shares
|
$13.5 Million
2.48% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
22,608
shares
|
$13.5 Million
9.26% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
22,599
shares
|
$13.5 Million
2.77% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
22,566
shares
|
$13.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
22,565
shares
|
$13.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
22,561
shares
|
$13.5 Million
0.91% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
22,545
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2024
Added 22.49%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
22,533
shares
|
$13.5 Million
3.4% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
22,514
shares
|
$13.5 Million
1.07% of portfolio
|
Q2 2024
Added 232.06%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$13.4 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
22,386
shares
|
$13.4 Million
8.46% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
22,351
shares
|
$13.4 Million
0.92% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
22,325
shares
|
$13.3 Million
7.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
22,287
shares
|
$13.3 Million
8.92% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,153
shares
|
$13.2 Million
7.39% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,093
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,039
shares
|
$13.2 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
21,921
shares
|
$13.1 Million
3.26% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
21,887
shares
|
$13.1 Million
3.89% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
21,868
shares
|
$13.1 Million
1.19% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
21,860
shares
|
$13.1 Million
4.43% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
21,834
shares
|
$13 Million
2.89% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
21,824
shares
|
$13 Million
4.67% of portfolio
|
Q3 2024
Added 47.7%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
21,820
shares
|
$13 Million
3.17% of portfolio
|
Q3 2024
Reduced 5.82%
|