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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,811
shares
|
$11.2 Million
1.3% of portfolio
|
Q3 2024
Added 102.6%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
18,775
shares
|
$11.2 Million
0.97% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
18,750
shares
|
$11.2 Million
8.66% of portfolio
|
Q3 2024
Added 42.21%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
18,734
shares
|
$11.2 Million
5.08% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
18,712
shares
|
$11.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
18,686
shares
|
$11.2 Million
5.11% of portfolio
|
Q3 2024
Added 42.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
18,639
shares
|
$11.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
18,636
shares
|
$11.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
18,635
shares
|
$11.1 Million
1.01% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
18,584
shares
|
$11.1 Million
3.05% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
18,577
shares
|
$11.1 Million
0.9% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
18,553
shares
|
$11.1 Million
1.49% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
18,541
shares
|
$11.1 Million
5.73% of portfolio
|
Q2 2022
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
18,492
shares
|
$11.1 Million
0.94% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18,470
shares
|
$11 Million
4.59% of portfolio
|
Q2 2022
Added 25.66%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
18,390
shares
|
$11 Million
7.15% of portfolio
|
Q4 2023
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
18,346
shares
|
$11 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,342
shares
|
$11 Million
0.4% of portfolio
|
Q2 2023
Reduced 1.22%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
18,334
shares
|
$11 Million
0.54% of portfolio
|
Q3 2024
Added 55.15%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
18,269
shares
|
$10.9 Million
1.44% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
18,252
shares
|
$10.9 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
18,198
shares
|
$10.9 Million
0.77% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
18,062
shares
|
$10.8 Million
1.72% of portfolio
|
Q1 2023
Added 1.41%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
18,041
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
17,933
shares
|
$10.7 Million
6.83% of portfolio
|
Q3 2024
Reduced 4.01%
|