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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
10,572
shares
|
$6.32 Million
2.35% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,570
shares
|
$6.32 Million
0.33% of portfolio
|
Q4 2023
Reduced 18.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,568
shares
|
$6.32 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,567
shares
|
$6.32 Million
0.8% of portfolio
|
Q3 2024
Added 27.48%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
10,548
shares
|
$6.3 Million
0.1% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
10,527
shares
|
$6.29 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
10,495
shares
|
$6.27 Million
0.75% of portfolio
|
Q3 2024
Added 10395.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,494
shares
|
$6.27 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
10,481
shares
|
$6.26 Million
0.72% of portfolio
|
Q4 2022
Added 51.33%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
10,481
shares
|
$6.26 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
10,463
shares
|
$6.25 Million
2.33% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
10,437
shares
|
$6.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,431
shares
|
$6.23 Million
0.96% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,426
shares
|
$6.23 Million
5.64% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,412
shares
|
$6.22 Million
1.55% of portfolio
|
Q2 2022
Added 5.8%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
10,382
shares
|
$6.2 Million
3.73% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,313
shares
|
$6.16 Million
0.51% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$6.15 Million
1.95% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
10,285
shares
|
$6.15 Million
2.86% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,257
shares
|
$6.13 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
10,231
shares
|
$6.11 Million
3.7% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,193
shares
|
$6.09 Million
1.52% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
10,166
shares
|
$6.08 Million
1.47% of portfolio
|
Q3 2024
Added 169.44%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
10,155
shares
|
$6.07 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
10,139
shares
|
$6.06 Million
3.16% of portfolio
|
Q3 2024
Reduced 3.89%
|