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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,670
shares
|
$3.39 Million
1.91% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,630
shares
|
$3.36 Million
1.35% of portfolio
|
Q1 2023
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,629
shares
|
$3.36 Million
0.76% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,617
shares
|
$3.36 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
5,614
shares
|
$3.36 Million
0.58% of portfolio
|
Q3 2024
Reduced 32.94%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,610
shares
|
$3.35 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
5,609
shares
|
$3.35 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
5,607
shares
|
$3.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,590
shares
|
$3.34 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
5,590
shares
|
$3.34 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
5,589
shares
|
$3.34 Million
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,558
shares
|
$3.32 Million
1.89% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,556
shares
|
$3.32 Million
0.26% of portfolio
|
Q3 2024
Added 63.08%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,539
shares
|
$3.31 Million
0.57% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
5,535
shares
|
$3.31 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,528
shares
|
$3.3 Million
0.4% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
5,527
shares
|
$3.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
5,526
shares
|
$3.3 Million
0.12% of portfolio
|
Q3 2023
Added 7.24%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
5,507
shares
|
$3.29 Million
0.61% of portfolio
|
Q4 2023
Reduced 4.76%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,505
shares
|
$3.29 Million
0.31% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,486
shares
|
$3.28 Million
1.57% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
5,473
shares
|
$3.27 Million
0.82% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
5,467
shares
|
$3.27 Million
1.81% of portfolio
|
Q3 2024
Reduced 35.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,463
shares
|
$3.26 Million
0.45% of portfolio
|
Q1 2023
Reduced 5.73%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
5,445
shares
|
$3.25 Million
1.22% of portfolio
|
Q3 2024
Added 6.0%
|