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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,516
shares
|
$5.09 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,496
shares
|
$5.08 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,480
shares
|
$5.07 Million
3.15% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
8,429
shares
|
$5.04 Million
2.93% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
8,404
shares
|
$5.02 Million
0.64% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,374
shares
|
$5 Million
0.92% of portfolio
|
Q2 2022
Reduced 8.76%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
8,365
shares
|
$5 Million
0.2% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,353
shares
|
$4.99 Million
0.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,330
shares
|
$4.98 Million
0.33% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
8,326
shares
|
$4.98 Million
1.09% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,322
shares
|
$4.97 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
8,321
shares
|
$4.97 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
8,319
shares
|
$4.97 Million
2.97% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,318
shares
|
$4.97 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,302
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.03%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,290
shares
|
$4.95 Million
0.55% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,281
shares
|
$4.95 Million
1.79% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
8,253
shares
|
$4.93 Million
2.44% of portfolio
|
Q3 2024
Reduced 23.76%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
8,248
shares
|
$4.93 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Nov 14, 2024 Q3 2024 |
8,241
shares
|
$4.93 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
8,207
shares
|
$4.9 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
8,207
shares
|
$4.9 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
8,194
shares
|
$4.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
8,175
shares
|
$4.89 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,171
shares
|
$4.88 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.94%
|