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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
8,158
shares
|
$4.88 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
8,153
shares
|
$4.87 Million
2.55% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,132
shares
|
$4.86 Million
0.4% of portfolio
|
Q3 2024
Added 43.12%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
8,132
shares
|
$4.86 Million
1.87% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,122
shares
|
$4.85 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
8,087
shares
|
$4.83 Million
1.21% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,087
shares
|
$4.83 Million
0.94% of portfolio
|
Q3 2024
Added 273.19%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,067
shares
|
$4.82 Million
3.8% of portfolio
|
Q3 2024
Reduced 89.96%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
8,061
shares
|
$4.82 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,034
shares
|
$4.8 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
8,020
shares
|
$4.79 Million
3.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,019
shares
|
$4.79 Million
1.28% of portfolio
|
Q1 2023
Reduced 18.52%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,002
shares
|
$4.78 Million
1.73% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$4.78 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
7,996
shares
|
$4.78 Million
1.7% of portfolio
|
Q3 2024
Added 1133.95%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
7,953
shares
|
$4.75 Million
0.7% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
7,943
shares
|
$4.75 Million
3.65% of portfolio
|
Q3 2024
Added 60.72%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
7,937
shares
|
$4.74 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,902
shares
|
$4.72 Million
2.63% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,896
shares
|
$4.72 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
7,855
shares
|
$4.69 Million
2.91% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,853
shares
|
$4.69 Million
3.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,851
shares
|
$4.69 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
7,842
shares
|
$4.69 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,834
shares
|
$4.68 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.86%
|