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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
21,664
shares
|
$13 Million
2.65% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
21,651
shares
|
$13 Million
1.96% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
21,565
shares
|
$13 Million
0.54% of portfolio
|
Q3 2022
Added 360.59%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
21,529
shares
|
$13 Million
2.5% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
21,512
shares
|
$12.9 Million
1.26% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
21,476
shares
|
$12.9 Million
0.55% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
21,401
shares
|
$12.9 Million
5.15% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
21,388
shares
|
$12.9 Million
4.56% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
21,292
shares
|
$12.8 Million
0.61% of portfolio
|
Q3 2024
Added 223.1%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
21,282
shares
|
$12.8 Million
4.66% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
21,255
shares
|
$12.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
21,245
shares
|
$12.8 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
21,202
shares
|
$12.8 Million
4.6% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
21,195
shares
|
$12.8 Million
4.03% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
21,166
shares
|
$12.7 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
21,131
shares
|
$12.7 Million
2.44% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
21,061
shares
|
$12.7 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
20,971
shares
|
$12.6 Million
7.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
20,895
shares
|
$12.6 Million
7.77% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
20,853
shares
|
$12.6 Million
1.09% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
20,832
shares
|
$12.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
20,768
shares
|
$12.5 Million
2.25% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
20,766
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
20,761
shares
|
$12.5 Million
4.93% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
20,745
shares
|
$12.5 Million
0.04% of portfolio
|
Q4 2022
Added 5.87%
|