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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
14,356
shares
|
$8.58 Million
3.09% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,353
shares
|
$8.58 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
14,300
shares
|
$8.55 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14,225
shares
|
$8.5 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
14,220
shares
|
$8.5 Million
0.86% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
14,075
shares
|
$8.41 Million
4.34% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
14,018
shares
|
$8.38 Million
2.95% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
14,001
shares
|
$8.37 Million
2.7% of portfolio
|
Q3 2024
Added 685.25%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
13,991
shares
|
$8.36 Million
2.39% of portfolio
|
Q1 2022
Reduced 0.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
13,950
shares
|
$8.34 Million
0.6% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
13,902
shares
|
$8.31 Million
5.68% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
13,881
shares
|
$8.3 Million
2.81% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
13,876
shares
|
$8.29 Million
0.55% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
13,873
shares
|
$8.29 Million
2.28% of portfolio
|
Q3 2024
Added 16.84%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
13,837
shares
|
$8.27 Million
5.37% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,716
shares
|
$8.2 Million
1.29% of portfolio
|
Q3 2024
Added 23.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,672
shares
|
$8.17 Million
0.29% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
13,648
shares
|
$8.16 Million
0.88% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
13,624
shares
|
$8.14 Million
1.44% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
13,495
shares
|
$8.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
13,427
shares
|
$8.02 Million
2.07% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
13,416
shares
|
$8.02 Million
0.97% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
13,404
shares
|
$8.01 Million
0.44% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,368
shares
|
$7.99 Million
0.47% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
13,365
shares
|
$7.99 Million
1.75% of portfolio
|
Q3 2024
Added 0.14%
|