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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,948
shares
|
$4.15 Million
0.19% of portfolio
|
Q2 2022
Added 244.3%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
6,926
shares
|
$4.14 Million
2.57% of portfolio
|
Q2 2024
Added 5.81%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
6,918
shares
|
$4.13 Million
1.88% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
6,911
shares
|
$4.13 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
6,878
shares
|
$4.11 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,874
shares
|
$4.11 Million
2.92% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,866
shares
|
$4.1 Million
0.87% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,864
shares
|
$4.1 Million
0.44% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
6,850
shares
|
$4.09 Million
0.61% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
6,842
shares
|
$4.09 Million
1.39% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
6,828
shares
|
$4.08 Million
0.55% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
6,810
shares
|
$4.07 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,804
shares
|
$4.07 Million
1.41% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
6,753
shares
|
$4.04 Million
1.45% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
6,748
shares
|
$4.03 Million
0.11% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,747
shares
|
$4.03 Million
1.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
6,742
shares
|
$4.03 Million
1.4% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
6,715
shares
|
$4.01 Million
3.97% of portfolio
|
Q4 2022
Reduced 14.91%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,712
shares
|
$4.01 Million
0.03% of portfolio
|
Q3 2024
Added 43.33%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,705
shares
|
$4.01 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
6,679
shares
|
$3.99 Million
3.98% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
6,663
shares
|
$3.98 Million
1.99% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
6,652
shares
|
$3.98 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,634
shares
|
$3.96 Million
1.62% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
6,626
shares
|
$3.96 Million
0.72% of portfolio
|
Q3 2024
Added 21.22%
|