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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
3,579
shares
|
$2.14 Million
0.61% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
3,576
shares
|
$2.14 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,575
shares
|
$2.14 Million
0.23% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$2.14 Million
0.66% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,551
shares
|
$2.12 Million
0.41% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,538
shares
|
$2.11 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,535
shares
|
$2.11 Million
0.62% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,529
shares
|
$2.11 Million
0.12% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
3,526
shares
|
$2.11 Million
0.63% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
3,524
shares
|
$2.11 Million
0.7% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
3,521
shares
|
$2.1 Million
1.13% of portfolio
|
Q1 2024
Added 21.33%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
3,516
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,504
shares
|
$2.09 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.91%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 01, 2024 Q3 2024 |
3,500
shares
|
$2.09 Million
0.66% of portfolio
|
Q2 2024
Reduced 96.05%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,492
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
3,489
shares
|
$2.09 Million
0.32% of portfolio
|
Q3 2024
Added 589.53%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
3,489
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
3,481
shares
|
$2.08 Million
0.47% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
3,466
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,464
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2024
Reduced 9.46%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
3,459
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2024
Added 14.66%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,454
shares
|
$2.06 Million
0.59% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,433
shares
|
$2.05 Million
0.23% of portfolio
|
Q2 2023
Added 12.15%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,423
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.37%
|