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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
9,652
shares
|
$5.77 Million
0.37% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
9,629
shares
|
$5.75 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
9,597
shares
|
$5.74 Million
10.91% of portfolio
|
Q3 2024
Reduced 93.11%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
9,573
shares
|
$5.72 Million
3.58% of portfolio
|
Q3 2024
Added 104.16%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
9,543
shares
|
$5.7 Million
3.28% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
9,537
shares
|
$5.7 Million
1.8% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
9,482
shares
|
$5.67 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
9,473
shares
|
$5.66 Million
1.39% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
9,472
shares
|
$5.66 Million
0.31% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
9,434
shares
|
$5.64 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
9,415
shares
|
$5.63 Million
1.98% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
9,410
shares
|
$5.62 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,396
shares
|
$5.62 Million
1.59% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
9,388
shares
|
$5.61 Million
1.63% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
9,381
shares
|
$5.61 Million
1.86% of portfolio
|
Q3 2024
Added 58.17%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
9,379
shares
|
$5.61 Million
1.96% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
9,332
shares
|
$5.58 Million
10.16% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
9,325
shares
|
$5.57 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
9,318
shares
|
$5.57 Million
3.65% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
9,302
shares
|
$5.56 Million
1.45% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,258
shares
|
$5.53 Million
1.14% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,229
shares
|
$5.52 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
9,215
shares
|
$5.51 Million
3.72% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
9,207
shares
|
$5.5 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
9,179
shares
|
$5.49 Million
2.43% of portfolio
|
Q3 2024
Added 27.79%
|