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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
12,257
shares
|
$7.33 Million
0.99% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
12,243
shares
|
$7.32 Million
2.37% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
12,241
shares
|
$7.32 Million
0.57% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
12,210
shares
|
$7.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
12,199
shares
|
$7.29 Million
3.58% of portfolio
|
Q3 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
12,186
shares
|
$7.28 Million
2.52% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
12,185
shares
|
$7.28 Million
2.21% of portfolio
|
Q3 2024
Added 36.94%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
12,171
shares
|
$7.27 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
12,135
shares
|
$7.25 Million
4.28% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,121
shares
|
$7.24 Million
0.1% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
12,087
shares
|
$7.22 Million
0.85% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
12,080
shares
|
$7.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
11,985
shares
|
$7.16 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,977
shares
|
$7.16 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
11,972
shares
|
$7.16 Million
2.53% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,971
shares
|
$7.15 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
11,945
shares
|
$7.14 Million
2.88% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,913
shares
|
$7.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
11,887
shares
|
$7.1 Million
3.02% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
11,875
shares
|
$7.1 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,869
shares
|
$7.09 Million
1.63% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
11,842
shares
|
$7.08 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
11,836
shares
|
$7.07 Million
1.12% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
11,810
shares
|
$7.06 Million
0.86% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
11,793
shares
|
$7.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.3%
|