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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,131
shares
|
$6.05 Million
1.0% of portfolio
|
Q1 2024
Added 87.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,122
shares
|
$6.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
10,106
shares
|
$6.04 Million
0.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
10,078
shares
|
$6.02 Million
1.53% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
10,068
shares
|
$6.02 Million
3.28% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
10,009
shares
|
$5.98 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
10,009
shares
|
$5.98 Million
3.04% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
9,989
shares
|
$5.97 Million
3.38% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
9,961
shares
|
$5.95 Million
1.85% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
9,929
shares
|
$5.93 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
9,912
shares
|
$5.92 Million
3.14% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,866
shares
|
$5.9 Million
0.89% of portfolio
|
Q4 2022
Added 53.75%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
9,866
shares
|
$5.9 Million
0.39% of portfolio
|
Q2 2024
Added 16.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
9,858
shares
|
$5.89 Million
0.78% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,833
shares
|
$5.88 Million
0.25% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,803
shares
|
$5.86 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
9,780
shares
|
$5.85 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
9,770
shares
|
$5.84 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
9,747
shares
|
$5.83 Million
1.84% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
9,746
shares
|
$5.82 Million
1.38% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,718
shares
|
$5.81 Million
2.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
9,692
shares
|
$5.79 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,661
shares
|
$5.77 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
9,658
shares
|
$5.77 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9,656
shares
|
$5.77 Million
0.06% of portfolio
|
Q3 2024
Added 5.29%
|