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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$2.5 Million
0.41% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$2.5 Million
0.62% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,171
shares
|
$2.49 Million
1.92% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
4,167
shares
|
$2.49 Million
0.91% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
4,150
shares
|
$2.48 Million
5.22% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
4,122
shares
|
$2.46 Million
0.98% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,119
shares
|
$2.46 Million
0.17% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
4,116
shares
|
$2.46 Million
0.96% of portfolio
|
Q3 2024
Added 20.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,108
shares
|
$2.46 Million
0.3% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
4,108
shares
|
$2.46 Million
1.23% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$2.45 Million
1.63% of portfolio
|
Q3 2024
Reduced 95.22%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
4,100
shares
|
$2.45 Million
0.69% of portfolio
|
Q4 2017
Reduced 50.0%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
4,096
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
4,091
shares
|
$2.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
4,054
shares
|
$2.42 Million
0.7% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,054
shares
|
$2.42 Million
1.67% of portfolio
|
Q3 2024
Reduced 93.71%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
4,054
shares
|
$2.42 Million
1.67% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,048
shares
|
$2.42 Million
1.06% of portfolio
|
Q3 2024
Reduced 56.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,046
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,032
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,005
shares
|
$2.39 Million
0.57% of portfolio
|
Q3 2023
Added 178.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,005
shares
|
$2.39 Million
1.1% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
3,986
shares
|
$2.38 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
3,979
shares
|
$2.38 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
3,977
shares
|
$2.38 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.05%
|