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 |
|---|---|---|---|---|---|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
6,624
shares
|
$3.96 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
6,608
shares
|
$3.95 Million
1.83% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
6,586
shares
|
$3.94 Million
0.1% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
6,581
shares
|
$3.93 Million
0.48% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,577
shares
|
$3.93 Million
1.48% of portfolio
|
Q1 2024
Added 184.84%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
6,570
shares
|
$3.93 Million
1.19% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,566
shares
|
$3.92 Million
0.16% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
6,559
shares
|
$3.92 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
6,555
shares
|
$3.92 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
6,554
shares
|
$3.92 Million
2.3% of portfolio
|
Q3 2024
Reduced 12.75%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
6,553
shares
|
$3.92 Million
0.37% of portfolio
|
Q3 2024
Added 90.49%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,534
shares
|
$3.91 Million
1.45% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
6,528
shares
|
$3.9 Million
0.8% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
6,514
shares
|
$3.89 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
6,514
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
6,501
shares
|
$3.89 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,490
shares
|
$3.88 Million
2.86% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
6,479
shares
|
$3.87 Million
0.9% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,471
shares
|
$3.87 Million
1.42% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,468
shares
|
$3.87 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
6,466
shares
|
$3.86 Million
0.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
6,462
shares
|
$3.86 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,460
shares
|
$3.86 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,455
shares
|
$3.86 Million
1.84% of portfolio
|
Q3 2024
Reduced 17.23%
|