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 |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,470
shares
|
$4.46 Million
3.76% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,412
shares
|
$4.43 Million
1.92% of portfolio
|
Q3 2024
Added 180.97%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
7,408
shares
|
$4.43 Million
0.71% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
7,401
shares
|
$4.42 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
7,390
shares
|
$4.42 Million
1.25% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
7,362
shares
|
$4.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
7,359
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,350
shares
|
$4.39 Million
0.43% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
7,347
shares
|
$4.39 Million
1.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,344
shares
|
$4.39 Million
1.78% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
7,338
shares
|
$4.39 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
7,333
shares
|
$4.38 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
7,333
shares
|
$4.38 Million
2.41% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
7,317
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
7,301
shares
|
$4.36 Million
1.36% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
7,301
shares
|
$4.36 Million
0.37% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
7,289
shares
|
$4.36 Million
1.21% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
7,283
shares
|
$4.35 Million
4.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,282
shares
|
$4.35 Million
0.5% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
7,275
shares
|
$4.35 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
7,262
shares
|
$4.34 Million
0.32% of portfolio
|
Q2 2023
Reduced 5.44%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,262
shares
|
$4.34 Million
1.26% of portfolio
|
Q4 2022
Added 47.21%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
7,255
shares
|
$4.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,244
shares
|
$4.33 Million
0.37% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,237
shares
|
$4.33 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.29%
|