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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
4,938
shares
|
$2.95 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,931
shares
|
$2.95 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,931
shares
|
$2.95 Million
0.73% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
Oct 18, 2024 Q3 2024 |
4,929
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2023
Reduced 25.44%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
4,909
shares
|
$2.93 Million
1.34% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,906
shares
|
$2.93 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
4,900
shares
|
$2.93 Million
0.46% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,881
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.26%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
4,858
shares
|
$2.9 Million
1.33% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
4,857
shares
|
$2.9 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
4,851
shares
|
$2.9 Million
0.44% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
4,850
shares
|
$2.9 Million
4.91% of portfolio
|
Q3 2024
Reduced 89.61%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
4,849
shares
|
$2.9 Million
1.95% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,848
shares
|
$2.9 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4,847
shares
|
$2.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
4,846
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,837
shares
|
$2.89 Million
0.38% of portfolio
|
Q3 2024
Added 236.6%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,835
shares
|
$2.89 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
4,821
shares
|
$2.88 Million
0.4% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,820
shares
|
$2.88 Million
0.04% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
4,816
shares
|
$2.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,806
shares
|
$2.87 Million
0.35% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
4,805
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Nov 04, 2024 Q3 2024 |
4,805
shares
|
$2.87 Million
0.92% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,802
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2024
Added 9.51%
|