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 |
|---|---|---|---|---|---|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
6,009
shares
|
$3.59 Million
0.62% of portfolio
|
Q2 2023
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
5,999
shares
|
$3.59 Million
1.53% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
5,986
shares
|
$3.58 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
5,932
shares
|
$3.55 Million
1.43% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
5,923
shares
|
$3.54 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,921
shares
|
$3.54 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
5,873
shares
|
$3.51 Million
0.35% of portfolio
|
Q4 2023
Reduced 7.6%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,873
shares
|
$3.51 Million
1.15% of portfolio
|
Q1 2024
Added 60.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,868
shares
|
$3.51 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,867
shares
|
$3.51 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
5,866
shares
|
$3.51 Million
0.81% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,861
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2024
Added 905.32%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
5,847
shares
|
$3.49 Million
1.14% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
5,803
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,779
shares
|
$3.45 Million
1.33% of portfolio
|
Q1 2023
Reduced 0.05%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
5,776
shares
|
$3.45 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,769
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,728
shares
|
$3.42 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
5,727
shares
|
$3.42 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
5,722
shares
|
$3.42 Million
0.69% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,715
shares
|
$3.42 Million
0.24% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,704
shares
|
$3.41 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
5,700
shares
|
$3.41 Million
0.56% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,700
shares
|
$3.41 Million
1.11% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,688
shares
|
$3.4 Million
1.22% of portfolio
|
Q3 2024
Reduced 4.87%
|