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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
4,779
shares
|
$2.86 Million
0.55% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
4,778
shares
|
$2.86 Million
0.4% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
4,752
shares
|
$2.84 Million
1.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,742
shares
|
$2.83 Million
0.23% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
4,737
shares
|
$2.83 Million
1.18% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
4,733
shares
|
$2.83 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,725
shares
|
$2.82 Million
0.69% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4,725
shares
|
$2.82 Million
0.27% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,702
shares
|
$2.81 Million
0.24% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
4,677
shares
|
$2.8 Million
2.21% of portfolio
|
Q3 2022
Reduced 16.66%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,672
shares
|
$2.79 Million
0.38% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
4,670
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2024
Added 35.52%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,667
shares
|
$2.79 Million
0.7% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,665
shares
|
$2.79 Million
0.61% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
4,662
shares
|
$2.79 Million
0.71% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,656
shares
|
$2.78 Million
0.51% of portfolio
|
Q3 2019
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
4,644
shares
|
$2.78 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,642
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.6%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
4,617
shares
|
$2.76 Million
1.75% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,614
shares
|
$2.76 Million
0.46% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
4,607
shares
|
$2.75 Million
0.53% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,606
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
4,588
shares
|
$2.74 Million
1.0% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,584
shares
|
$2.74 Million
0.37% of portfolio
|
Q3 2024
Added 142.54%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
4,582
shares
|
$2.74 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.51%
|