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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,443
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2022
Added 40.4%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
6,417
shares
|
$3.84 Million
1.12% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,404
shares
|
$3.83 Million
0.79% of portfolio
|
Q3 2024
Added 69.82%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
6,400
shares
|
$3.82 Million
1.88% of portfolio
|
Q3 2024
Reduced 25.58%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
6,366
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,357
shares
|
$3.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
6,352
shares
|
$3.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
6,351
shares
|
$3.8 Million
0.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,337
shares
|
$3.79 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
6,315
shares
|
$3.77 Million
0.97% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
6,288
shares
|
$3.76 Million
0.65% of portfolio
|
Q3 2024
Added 345.64%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
6,274
shares
|
$3.75 Million
0.2% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,273
shares
|
$3.75 Million
0.73% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
6,190
shares
|
$3.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
6,188
shares
|
$3.7 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
6,144
shares
|
$3.67 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
6,127
shares
|
$3.66 Million
1.6% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
6,110
shares
|
$3.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,076
shares
|
$3.63 Million
1.21% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
6,058
shares
|
$3.62 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,048
shares
|
$3.61 Million
0.61% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
6,046
shares
|
$3.61 Million
2.59% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
6,039
shares
|
$3.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
6,024
shares
|
$3.6 Million
1.98% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
6,015
shares
|
$3.59 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.03%
|