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 |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
11,097
shares
|
$6.63 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
11,085
shares
|
$6.62 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
11,077
shares
|
$6.62 Million
2.98% of portfolio
|
Q4 2023
Added 14.75%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
11,076
shares
|
$6.62 Million
0.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,075
shares
|
$6.62 Million
0.65% of portfolio
|
Q3 2023
Reduced 0.94%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11,017
shares
|
$6.58 Million
0.91% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
11,006
shares
|
$6.58 Million
3.32% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
11,003
shares
|
$6.58 Million
1.87% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
10,980
shares
|
$6.56 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
10,966
shares
|
$6.55 Million
1.2% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
10,951
shares
|
$6.54 Million
2.79% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,931
shares
|
$6.53 Million
1.99% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,917
shares
|
$6.52 Million
4.27% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,824
shares
|
$6.47 Million
0.66% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
10,793
shares
|
$6.45 Million
0.19% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
10,774
shares
|
$6.44 Million
1.67% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,753
shares
|
$6.43 Million
1.8% of portfolio
|
Q3 2022
Added 4.13%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
10,746
shares
|
$6.42 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,729
shares
|
$6.41 Million
2.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
10,724
shares
|
$6.41 Million
0.21% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
10,674
shares
|
$6.38 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,669
shares
|
$6.38 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
10,657
shares
|
$6.37 Million
0.44% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
10,630
shares
|
$6.35 Million
3.33% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
10,628
shares
|
$6.35 Million
2.54% of portfolio
|
Q3 2024
New holding
|