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 3,445 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 $411 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
12,822
shares
|
$7.66 Million
0.55% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
12,769
shares
|
$7.63 Million
1.78% of portfolio
|
Q3 2024
Added 547.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,717
shares
|
$7.6 Million
0.14% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
12,661
shares
|
$7.57 Million
8.59% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
12,657
shares
|
$7.56 Million
5.15% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
12,651
shares
|
$7.56 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,630
shares
|
$7.55 Million
0.8% of portfolio
|
Q2 2023
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
12,602
shares
|
$7.53 Million
0.92% of portfolio
|
Q2 2024
Reduced 89.94%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,597
shares
|
$7.53 Million
1.24% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
12,517
shares
|
$7.48 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,502
shares
|
$7.47 Million
0.87% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$7.47 Million
6.65% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
12,460
shares
|
$7.45 Million
1.8% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,451
shares
|
$7.44 Million
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
12,435
shares
|
$7.43 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
12,423
shares
|
$7.42 Million
3.24% of portfolio
|
Q3 2024
Added 84.29%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
12,408
shares
|
$7.42 Million
0.35% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
12,347
shares
|
$7.38 Million
0.95% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,347
shares
|
$7.38 Million
0.24% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
12,336
shares
|
$7.37 Million
1.41% of portfolio
|
Q4 2022
Reduced 48.77%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
12,335
shares
|
$7.37 Million
2.79% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
12,330
shares
|
$7.37 Million
2.79% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,327
shares
|
$7.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
12,294
shares
|
$7.35 Million
4.4% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
12,268
shares
|
$7.33 Million
2.28% of portfolio
|
Q3 2024
Reduced 2.42%
|