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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
11,762
shares
|
$7.03 Million
3.43% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
11,746
shares
|
$7.02 Million
0.27% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
11,741
shares
|
$7.02 Million
1.48% of portfolio
|
Q3 2022
Reduced 4.33%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
11,679
shares
|
$6.98 Million
3.55% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
11,666
shares
|
$6.97 Million
0.59% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,658
shares
|
$6.97 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
11,651
shares
|
$6.96 Million
3.53% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,635
shares
|
$6.95 Million
0.42% of portfolio
|
Q3 2024
Added 177.09%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
11,634
shares
|
$6.95 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,615
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,587
shares
|
$6.92 Million
2.51% of portfolio
|
Q4 2023
Added 174.12%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,516
shares
|
$6.88 Million
0.84% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,480
shares
|
$6.86 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
11,429
shares
|
$6.83 Million
1.27% of portfolio
|
Q3 2024
Added 30.44%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
11,379
shares
|
$6.8 Million
2.84% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
11,370
shares
|
$6.8 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
11,333
shares
|
$6.77 Million
0.77% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
11,288
shares
|
$6.75 Million
1.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
11,197
shares
|
$6.69 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
11,186
shares
|
$6.69 Million
2.27% of portfolio
|
Q4 2022
Reduced 4.04%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
11,172
shares
|
$6.68 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
11,145
shares
|
$6.66 Million
1.57% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
11,141
shares
|
$6.66 Million
4.87% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
11,132
shares
|
$6.65 Million
1.07% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
11,117
shares
|
$6.64 Million
2.51% of portfolio
|
Q3 2024
Reduced 5.06%
|