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 |
|---|---|---|---|---|---|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
16,991
shares
|
$10.2 Million
7.65% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
16,889
shares
|
$10.1 Million
5.41% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,861
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 55.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
16,809
shares
|
$10 Million
0.49% of portfolio
|
Q3 2024
Reduced 23.53%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
16,754
shares
|
$10 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
16,724
shares
|
$10 Million
2.36% of portfolio
|
Q3 2024
Added 52.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,644
shares
|
$9.95 Million
0.62% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
16,644
shares
|
$9.95 Million
8.58% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
16,641
shares
|
$9.95 Million
0.81% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
16,594
shares
|
$9.92 Million
3.72% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
16,523
shares
|
$9.87 Million
3.67% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
16,521
shares
|
$9.87 Million
4.83% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
16,400
shares
|
$9.8 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
16,288
shares
|
$9.73 Million
2.34% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
16,230
shares
|
$9.7 Million
6.84% of portfolio
|
Q1 2024
Added 13.75%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
16,129
shares
|
$9.64 Million
5.85% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
16,094
shares
|
$9.62 Million
3.59% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
16,094
shares
|
$9.62 Million
2.8% of portfolio
|
Q3 2024
Added 128.09%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,065
shares
|
$9.6 Million
4.05% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
15,927
shares
|
$9.52 Million
3.85% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,887
shares
|
$9.49 Million
3.68% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
15,887
shares
|
$9.49 Million
1.87% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
15,840
shares
|
$9.47 Million
0.78% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
15,838
shares
|
$9.47 Million
0.77% of portfolio
|
Q3 2024
Added 134.32%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
15,799
shares
|
$9.44 Million
2.95% of portfolio
|
Q3 2024
Added 2.85%
|