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 |
|---|---|---|---|---|---|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,870
shares
|
$2.31 Million
2.51% of portfolio
|
Q2 2022
Reduced 22.74%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
3,868
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
3,866
shares
|
$2.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 58.9%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
3,860
shares
|
$2.31 Million
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
3,860
shares
|
$2.31 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
3,857
shares
|
$2.31 Million
0.61% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,856
shares
|
$2.3 Million
0.63% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,853
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,848
shares
|
$2.3 Million
1.87% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,846
shares
|
$2.3 Million
0.23% of portfolio
|
Q4 2023
Added 3.75%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
3,842
shares
|
$2.3 Million
0.12% of portfolio
|
Q3 2024
Added 34.29%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
3,841
shares
|
$2.3 Million
0.37% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,837
shares
|
$2.29 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
3,832
shares
|
$2.29 Million
1.43% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,832
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
3,831
shares
|
$2.29 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
3,827
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,826
shares
|
$2.29 Million
0.81% of portfolio
|
Q2 2024
Added 44.27%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
3,810
shares
|
$2.28 Million
0.55% of portfolio
|
Q2 2024
Added 111.2%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,809
shares
|
$2.28 Million
5.43% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,801
shares
|
$2.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,796
shares
|
$2.27 Million
0.31% of portfolio
|
Q4 2022
Reduced 10.89%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,796
shares
|
$2.27 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,782
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2022
Added 11.43%
|