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 |
|---|---|---|---|---|---|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
4,382
shares
|
$2.62 Million
0.3% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
4,371
shares
|
$2.61 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,366
shares
|
$2.61 Million
0.17% of portfolio
|
Q4 2022
Reduced 44.05%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
4,360
shares
|
$2.61 Million
2.06% of portfolio
|
Q2 2024
Added 19.78%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
4,338
shares
|
$2.59 Million
1.82% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
4,337
shares
|
$2.59 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,337
shares
|
$2.59 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,337
shares
|
$2.59 Million
0.73% of portfolio
|
Q3 2024
Reduced 67.4%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,330
shares
|
$2.59 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,321
shares
|
$2.58 Million
1.35% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,317
shares
|
$2.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,313
shares
|
$2.58 Million
0.28% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
4,305
shares
|
$2.57 Million
0.62% of portfolio
|
Q3 2024
Added 28.66%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
4,291
shares
|
$2.56 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,286
shares
|
$2.56 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,277
shares
|
$2.56 Million
0.65% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
4,275
shares
|
$2.55 Million
1.85% of portfolio
|
Q4 2022
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,262
shares
|
$2.55 Million
0.58% of portfolio
|
Q3 2024
Added 154.75%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
4,244
shares
|
$2.54 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
4,217
shares
|
$2.52 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,215
shares
|
$2.52 Million
0.67% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,211
shares
|
$2.52 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
4,211
shares
|
$2.52 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,201
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,183
shares
|
$2.5 Million
1.67% of portfolio
|
Q3 2024
Added 7.09%
|