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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
402,355
shares
|
$239 Million
26.75% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
399,506
shares
|
$237 Million
3.13% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
393,752
shares
|
$234 Million
0.68% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
391,708
shares
|
$232 Million
26.95% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Taiyo Life Insurance CO
|
Nov 05, 2024 Q3 2024 |
385,475
shares
|
$229 Million
17.62% of portfolio
|
Q2 2023
Reduced 10.87%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
385,191
shares
|
$228 Million
42.13% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
384,535
shares
|
$228 Million
6.96% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
382,216
shares
|
$227 Million
7.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
380,953
shares
|
$226 Million
0.23% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 17, 2024 Q3 2024 |
380,010
shares
|
$225 Million
28.13% of portfolio
|
Q3 2024
Added 31.86%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
379,118
shares
|
$225 Million
35.92% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
376,608
shares
|
$223 Million
1.52% of portfolio
|
Q3 2024
Reduced 41.73%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
375,553
shares
|
$223 Million
19.65% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
375,494
shares
|
$223 Million
3.73% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
373,601
shares
|
$222 Million
56.96% of portfolio
|
Q2 2022
Added 92.61%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
371,123
shares
|
$220 Million
11.19% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
370,896
shares
|
$220 Million
39.18% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
368,902
shares
|
$219 Million
8.17% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
367,927
shares
|
$218 Million
0.15% of portfolio
|
Q3 2024
Added 55.29%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
367,219
shares
|
$218 Million
1.36% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
364,948
shares
|
$216 Million
12.34% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
362,470
shares
|
$215 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
362,093
shares
|
$215 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
361,572
shares
|
$214 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
360,213
shares
|
$214 Million
0.96% of portfolio
|
Q3 2024
Added 35.94%
|