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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
17,924
shares
|
$10.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
17,864
shares
|
$10.7 Million
1.1% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
17,839
shares
|
$10.7 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
17,781
shares
|
$10.6 Million
0.84% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,759
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
17,633
shares
|
$10.5 Million
0.44% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
17,607
shares
|
$10.5 Million
0.71% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
17,537
shares
|
$10.5 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
17,535
shares
|
$10.5 Million
1.12% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
17,524
shares
|
$10.5 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
17,517
shares
|
$10.5 Million
1.95% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,499
shares
|
$10.5 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
17,480
shares
|
$10.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
17,454
shares
|
$10.4 Million
3.3% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
17,408
shares
|
$10.4 Million
0.91% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,375
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,239
shares
|
$10.3 Million
1.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
17,212
shares
|
$10.3 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
17,189
shares
|
$10.3 Million
0.58% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
17,181
shares
|
$10.3 Million
3.71% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
17,134
shares
|
$10.2 Million
0.5% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
17,126
shares
|
$10.2 Million
2.38% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
17,110
shares
|
$10.2 Million
0.24% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
17,044
shares
|
$10.2 Million
10.39% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
17,021
shares
|
$10.2 Million
4.0% of portfolio
|
Q3 2024
Added 2.11%
|