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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
7,801
shares
|
$4.66 Million
2.24% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
7,791
shares
|
$4.66 Million
3.3% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,788
shares
|
$4.65 Million
1.47% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
7,787
shares
|
$4.65 Million
2.32% of portfolio
|
Q3 2024
Added 19.41%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
7,760
shares
|
$4.64 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,724
shares
|
$4.62 Million
1.21% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
7,703
shares
|
$4.6 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
7,702
shares
|
$4.6 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
7,699
shares
|
$4.6 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
7,671
shares
|
$4.58 Million
1.18% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,657
shares
|
$4.58 Million
0.73% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
7,647
shares
|
$4.57 Million
4.2% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,620
shares
|
$4.55 Million
0.2% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,596
shares
|
$4.54 Million
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,589
shares
|
$4.54 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
7,585
shares
|
$4.53 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
7,569
shares
|
$4.52 Million
0.05% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
7,557
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Added 110.91%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
7,554
shares
|
$4.51 Million
1.9% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
7,549
shares
|
$4.51 Million
2.96% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,548
shares
|
$4.51 Million
1.3% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
7,543
shares
|
$4.51 Million
1.26% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
7,540
shares
|
$4.51 Million
1.98% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
7,532
shares
|
$4.5 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.92%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
7,485
shares
|
$4.47 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.16%
|