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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,121
shares
|
$5.45 Million
3.21% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9,108
shares
|
$5.44 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,099
shares
|
$5.44 Million
0.4% of portfolio
|
Q3 2022
Reduced 4.0%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
9,095
shares
|
$5.44 Million
8.17% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
9,061
shares
|
$5.42 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
9,035
shares
|
$5.4 Million
3.52% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,011
shares
|
$5.39 Million
1.89% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$5.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
8,967
shares
|
$5.36 Million
2.01% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
8,962
shares
|
$5.36 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,944
shares
|
$5.35 Million
0.22% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
8,927
shares
|
$5.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
8,888
shares
|
$5.31 Million
1.6% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
8,842
shares
|
$5.28 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
8,832
shares
|
$5.28 Million
0.48% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
8,828
shares
|
$5.28 Million
2.66% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
8,787
shares
|
$5.25 Million
1.27% of portfolio
|
Q3 2024
Added 28.45%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
8,767
shares
|
$5.24 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
8,748
shares
|
$5.23 Million
1.86% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
8,746
shares
|
$5.23 Million
2.1% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Moneda S.A. Administradora General De Fondos
|
Nov 04, 2024 Q3 2024 |
8,700
shares
|
$5.2 Million
4.15% of portfolio
|
Q4 2023
Reduced 10.45%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,619
shares
|
$5.15 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
8,543
shares
|
$5.11 Million
1.84% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,538
shares
|
$5.1 Million
1.98% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
8,537
shares
|
$5.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|