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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
3,975
shares
|
$2.38 Million
0.29% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,974
shares
|
$2.38 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,967
shares
|
$2.37 Million
0.21% of portfolio
|
Q3 2023
Added 47.09%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
3,967
shares
|
$2.37 Million
1.64% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,956
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,950
shares
|
$2.36 Million
1.65% of portfolio
|
Q3 2024
Reduced 22.46%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,950
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Added 49.56%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
3,947
shares
|
$2.36 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
3,943
shares
|
$2.36 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
3,941
shares
|
$2.36 Million
2.0% of portfolio
|
Q3 2024
Added 37.46%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
3,932
shares
|
$2.35 Million
0.66% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,931
shares
|
$2.35 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
3,930
shares
|
$2.35 Million
0.24% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
3,924
shares
|
$2.35 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
3,923
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,923
shares
|
$2.34 Million
0.74% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
3,916
shares
|
$2.34 Million
2.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,915
shares
|
$2.34 Million
0.43% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
3,905
shares
|
$2.33 Million
0.84% of portfolio
|
Q3 2024
Reduced 22.24%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
3,901
shares
|
$2.33 Million
1.21% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,900
shares
|
$2.33 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
3,893
shares
|
$2.33 Million
1.52% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,893
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,875
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,871
shares
|
$2.31 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.41%
|