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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
20,723
shares
|
$12.4 Million
5.51% of portfolio
|
Q2 2023
Added 1.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
20,633
shares
|
$12.3 Million
2.22% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
20,585
shares
|
$12.3 Million
7.55% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
20,565
shares
|
$12.3 Million
8.9% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
20,561
shares
|
$12.3 Million
6.92% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
20,453
shares
|
$12.2 Million
4.94% of portfolio
|
Q2 2022
Reduced 1.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,452
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20,413
shares
|
$12.2 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
20,410
shares
|
$12.2 Million
4.31% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
20,393
shares
|
$12.2 Million
8.48% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,361
shares
|
$12.2 Million
0.8% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
20,303
shares
|
$12.1 Million
0.11% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
20,243
shares
|
$12.1 Million
0.16% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
20,217
shares
|
$12.1 Million
5.38% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
20,158
shares
|
$12 Million
2.45% of portfolio
|
Q1 2023
Added 119.75%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
20,143
shares
|
$12 Million
1.2% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
20,141
shares
|
$12 Million
5.84% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
20,129
shares
|
$12 Million
1.27% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,122
shares
|
$12 Million
0.49% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,120
shares
|
$12 Million
7.89% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$12 Million
6.01% of portfolio
|
Q4 2020
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
19,855
shares
|
$11.9 Million
5.97% of portfolio
|
Q3 2024
Reduced 39.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,705
shares
|
$11.8 Million
0.18% of portfolio
|
Q3 2024
Added 305.2%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
19,687
shares
|
$11.8 Million
6.59% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
19,637
shares
|
$11.7 Million
2.79% of portfolio
|
Q3 2024
Added 0.05%
|