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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,193
shares
|
$3.1 Million
0.59% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,191
shares
|
$3.1 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
5,161
shares
|
$3.08 Million
1.21% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
5,161
shares
|
$3.08 Million
0.68% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,159
shares
|
$3.08 Million
0.67% of portfolio
|
Q3 2024
Added 63.52%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
5,115
shares
|
$3.06 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
5,110
shares
|
$3.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,109
shares
|
$3.05 Million
1.56% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
5,096
shares
|
$3.05 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,086
shares
|
$3.04 Million
0.32% of portfolio
|
Q3 2024
Added 234.83%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,080
shares
|
$3.04 Million
1.13% of portfolio
|
Q3 2024
Added 167.51%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
5,079
shares
|
$3.04 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
5,061
shares
|
$3.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,048
shares
|
$3.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
5,023
shares
|
$3 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
5,009
shares
|
$2.99 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,997
shares
|
$2.99 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
4,996
shares
|
$2.99 Million
1.89% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
4,986
shares
|
$2.98 Million
0.78% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,965
shares
|
$2.97 Million
0.24% of portfolio
|
Q3 2024
Added 51.05%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
4,964
shares
|
$2.97 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
4,964
shares
|
$2.97 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,959
shares
|
$2.96 Million
1.42% of portfolio
|
Q2 2022
Reduced 80.13%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
4,952
shares
|
$2.96 Million
2.06% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
4,950
shares
|
$2.96 Million
0.53% of portfolio
|
Q3 2024
Added 1.98%
|