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 |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
3,764
shares
|
$2.25 Million
0.99% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
3,762
shares
|
$2.25 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
3,750
shares
|
$2.24 Million
0.69% of portfolio
|
Q2 2022
Reduced 92.18%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,746
shares
|
$2.24 Million
0.66% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
3,732
shares
|
$2.23 Million
0.29% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,729
shares
|
$2.23 Million
0.3% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
3,719
shares
|
$2.22 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,718
shares
|
$2.22 Million
0.37% of portfolio
|
Q3 2024
Reduced 30.61%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
3,701
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,694
shares
|
$2.21 Million
0.46% of portfolio
|
Q3 2024
Added 200.57%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
3,690
shares
|
$2.21 Million
0.86% of portfolio
|
Q3 2024
Added 93.8%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,689
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,689
shares
|
$2.2 Million
0.33% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
3,688
shares
|
$2.2 Million
2.19% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
3,686
shares
|
$2.2 Million
1.5% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
3,679
shares
|
$2.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
3,663
shares
|
$2.19 Million
0.63% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,652
shares
|
$2.18 Million
0.29% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
3,650
shares
|
$2.18 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,646
shares
|
$2.18 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
3,633
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,630
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
3,629
shares
|
$2.17 Million
0.88% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,587
shares
|
$2.14 Million
0.88% of portfolio
|
Q3 2024
Reduced 6.0%
|