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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
15,104
shares
|
$9.03 Million
4.98% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
15,063
shares
|
$9 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
15,027
shares
|
$8.98 Million
2.41% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
15,015
shares
|
$8.97 Million
0.68% of portfolio
|
Q4 2022
Added 13.31%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,989
shares
|
$8.96 Million
6.09% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
14,960
shares
|
$8.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
14,911
shares
|
$8.91 Million
0.95% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
14,906
shares
|
$8.91 Million
2.62% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2024 Q3 2024 |
14,905
shares
|
$8.91 Million
6.91% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
14,882
shares
|
$8.89 Million
9.05% of portfolio
|
Q3 2024
Added 80.85%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,803
shares
|
$8.85 Million
0.21% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
14,802
shares
|
$8.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
14,739
shares
|
$8.81 Million
1.22% of portfolio
|
Q3 2024
Added 1623.86%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
14,737
shares
|
$8.81 Million
0.9% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
14,723
shares
|
$8.8 Million
6.26% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
14,666
shares
|
$8.77 Million
0.91% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
14,636
shares
|
$8.75 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
14,602
shares
|
$8.73 Million
1.19% of portfolio
|
Q3 2024
Reduced 64.2%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,550
shares
|
$8.7 Million
2.36% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,529
shares
|
$8.68 Million
0.43% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
14,496
shares
|
$8.66 Million
3.59% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
14,483
shares
|
$8.66 Million
0.57% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
14,465
shares
|
$8.65 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
14,458
shares
|
$8.64 Million
5.75% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,453
shares
|
$8.64 Million
0.37% of portfolio
|
Q3 2024
Added 15.39%
|