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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
15,798
shares
|
$9.44 Million
4.65% of portfolio
|
Q3 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
15,783
shares
|
$9.43 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
15,778
shares
|
$9.43 Million
0.4% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
15,776
shares
|
$9.43 Million
2.05% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
15,766
shares
|
$9.42 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
15,708
shares
|
$9.39 Million
1.54% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,699
shares
|
$9.38 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
15,660
shares
|
$9.36 Million
2.0% of portfolio
|
Q3 2024
Reduced 42.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
15,586
shares
|
$9.31 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
15,569
shares
|
$9.3 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
15,521
shares
|
$9.28 Million
0.05% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
15,504
shares
|
$9.27 Million
5.97% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
15,482
shares
|
$9.25 Million
2.89% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
15,449
shares
|
$9.23 Million
0.25% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
15,415
shares
|
$9.21 Million
11.6% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
15,358
shares
|
$9.18 Million
1.08% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
15,347
shares
|
$9.17 Million
8.18% of portfolio
|
Q4 2023
Added 125.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
15,346
shares
|
$9.17 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
15,321
shares
|
$9.16 Million
3.93% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
15,320
shares
|
$9.16 Million
1.46% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
15,169
shares
|
$9.07 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
15,141
shares
|
$9.05 Million
1.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
15,130
shares
|
$9.04 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
15,128
shares
|
$9.04 Million
2.88% of portfolio
|
Q3 2024
Reduced 39.83%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
15,127
shares
|
$9.04 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.19%
|