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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
5,409
shares
|
$3.23 Million
1.13% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
5,395
shares
|
$3.22 Million
0.74% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
5,388
shares
|
$3.22 Million
0.41% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,371
shares
|
$3.21 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,362
shares
|
$3.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
5,362
shares
|
$3.2 Million
1.81% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
5,354
shares
|
$3.2 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
5,335
shares
|
$3.19 Million
2.49% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
5,329
shares
|
$3.18 Million
1.21% of portfolio
|
Q3 2024
Added 42.79%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
5,327
shares
|
$3.18 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
5,316
shares
|
$3.18 Million
0.68% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,313
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,299
shares
|
$3.17 Million
0.62% of portfolio
|
Q3 2024
Reduced 62.67%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
5,281
shares
|
$3.16 Million
0.54% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
5,262
shares
|
$3.14 Million
0.66% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,260
shares
|
$3.14 Million
0.21% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,246
shares
|
$3.14 Million
0.67% of portfolio
|
Q2 2024
Added 16.66%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
5,245
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2023
Added 3.49%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
5,241
shares
|
$3.13 Million
0.73% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
5,236
shares
|
$3.13 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,228
shares
|
$3.12 Million
0.06% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
5,224
shares
|
$3.12 Million
0.37% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
5,221
shares
|
$3.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
5,209
shares
|
$3.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
5,195
shares
|
$3.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 8.43%
|