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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
7,218
shares
|
$4.31 Million
1.36% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
7,203
shares
|
$4.3 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
7,188
shares
|
$4.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
7,186
shares
|
$4.29 Million
2.96% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
7,185
shares
|
$4.29 Million
3.84% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
7,170
shares
|
$4.29 Million
0.91% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
7,148
shares
|
$4.27 Million
9.4% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
7,133
shares
|
$4.26 Million
3.25% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
7,101
shares
|
$4.24 Million
1.56% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
7,095
shares
|
$4.24 Million
0.58% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
7,095
shares
|
$4.24 Million
3.76% of portfolio
|
Q3 2024
Added 613.07%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,091
shares
|
$4.24 Million
0.58% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
7,085
shares
|
$4.23 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
7,074
shares
|
$4.23 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
7,062
shares
|
$4.22 Million
2.46% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,051
shares
|
$4.21 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
7,042
shares
|
$4.21 Million
0.48% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
7,026
shares
|
$4.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 88.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,995
shares
|
$4.18 Million
2.34% of portfolio
|
Q2 2024
Reduced 69.28%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,991
shares
|
$4.18 Million
1.41% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
6,989
shares
|
$4.18 Million
0.56% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,979
shares
|
$4.17 Million
1.16% of portfolio
|
Q4 2022
Reduced 19.88%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,960
shares
|
$4.16 Million
1.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
6,954
shares
|
$4.16 Million
0.81% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
6,949
shares
|
$4.15 Million
1.7% of portfolio
|
Q3 2024
Added 19.87%
|