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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,581
shares
|
$2.74 Million
0.14% of portfolio
|
Q3 2022
Added 17.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,572
shares
|
$2.73 Million
0.87% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,569
shares
|
$2.73 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,559
shares
|
$2.72 Million
0.14% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,555
shares
|
$2.72 Million
1.44% of portfolio
|
Q3 2024
Added 1089.3%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
4,552
shares
|
$2.72 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,545
shares
|
$2.72 Million
0.78% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
4,538
shares
|
$2.71 Million
0.22% of portfolio
|
Q3 2024
Added 72.02%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
4,537
shares
|
$2.71 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,536
shares
|
$2.71 Million
1.2% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,534
shares
|
$2.71 Million
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
4,530
shares
|
$2.71 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
4,516
shares
|
$2.7 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
4,510
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,493
shares
|
$2.69 Million
0.85% of portfolio
|
Q2 2022
Added 10.07%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
4,465
shares
|
$2.67 Million
0.12% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,457
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
4,449
shares
|
$2.66 Million
1.1% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,446
shares
|
$2.66 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,424
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2024
Reduced 64.64%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
4,419
shares
|
$2.64 Million
1.0% of portfolio
|
Q2 2024
Reduced 19.38%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
4,417
shares
|
$2.64 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,407
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,391
shares
|
$2.62 Million
0.11% of portfolio
|
Q3 2024
Added 113.05%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,387
shares
|
$2.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.65%
|