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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
19,614
shares
|
$11.8 Million
9.12% of portfolio
|
Q2 2022
Reduced 1.75%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
19,609
shares
|
$11.8 Million
1.17% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
19,576
shares
|
$11.8 Million
4.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
19,545
shares
|
$11.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
19,530
shares
|
$11.8 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
19,454
shares
|
$11.7 Million
5.36% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
19,443
shares
|
$11.7 Million
6.03% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
19,422
shares
|
$11.7 Million
4.97% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
19,411
shares
|
$11.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,397
shares
|
$11.7 Million
3.27% of portfolio
|
Q1 2023
Added 1.36%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
19,387
shares
|
$11.7 Million
8.32% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,368
shares
|
$11.7 Million
0.75% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,333
shares
|
$11.6 Million
5.92% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,316
shares
|
$11.6 Million
2.99% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
19,224
shares
|
$11.6 Million
0.31% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
19,194
shares
|
$11.6 Million
6.21% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
19,104
shares
|
$11.5 Million
0.68% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
19,061
shares
|
$11.5 Million
7.43% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
19,034
shares
|
$11.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
19,011
shares
|
$11.4 Million
0.53% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
19,005
shares
|
$11.4 Million
4.68% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
18,916
shares
|
$11.4 Million
0.72% of portfolio
|
Q4 2022
Added 3.05%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
18,839
shares
|
$11.3 Million
5.46% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
18,835
shares
|
$11.3 Million
3.29% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
18,819
shares
|
$11.3 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.96%
|