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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
499,499
shares
|
$296 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
493,804
shares
|
$293 Million
49.87% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
483,646
shares
|
$287 Million
0.52% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
472,803
shares
|
$280 Million
10.08% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
471,821
shares
|
$280 Million
42.92% of portfolio
|
Q3 2024
Added 4520.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
470,168
shares
|
$279 Million
3.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
465,913
shares
|
$276 Million
2.91% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
459,979
shares
|
$273 Million
1.46% of portfolio
|
Q3 2024
Added 1325.76%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
458,257
shares
|
$272 Million
23.43% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
456,555
shares
|
$271 Million
6.09% of portfolio
|
Q3 2024
Added 51.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
455,571
shares
|
$270 Million
0.87% of portfolio
|
Q2 2024
Added 19.89%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
451,080
shares
|
$268 Million
10.56% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
446,870
shares
|
$265 Million
20.42% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
444,533
shares
|
$264 Million
4.07% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
440,131
shares
|
$261 Million
9.73% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
439,700
shares
|
$261 Million
1.69% of portfolio
|
Q3 2024
Added 47.76%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
434,427
shares
|
$258 Million
58.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
430,921
shares
|
$256 Million
2.64% of portfolio
|
Q3 2024
Reduced 19.36%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
426,538
shares
|
$253 Million
5.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
426,065
shares
|
$253 Million
6.38% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
417,846
shares
|
$248 Million
19.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$246 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
411,418
shares
|
$244 Million
36.34% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
411,313
shares
|
$244 Million
1.48% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
405,773
shares
|
$241 Million
0.85% of portfolio
|
Q3 2024
Added 472.59%
|