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 |
|---|---|---|---|---|---|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,421
shares
|
$2.04 Million
0.41% of portfolio
|
Q1 2024
Reduced 26.64%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
3,421
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 72.82%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,414
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
3,413
shares
|
$2.04 Million
1.11% of portfolio
|
Q2 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,407
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,404
shares
|
$2.03 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,401
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,398
shares
|
$2.03 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
3,398
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
3,395
shares
|
$2.03 Million
0.27% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,386
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
3,365
shares
|
$2.01 Million
0.74% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
3,354
shares
|
$2 Million
1.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
3,354
shares
|
$2 Million
0.65% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,343
shares
|
$2 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,335
shares
|
$1.99 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,334
shares
|
$1.99 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,332
shares
|
$1.99 Million
0.25% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
3,331
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,320
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
3,315
shares
|
$1.98 Million
0.79% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
3,310
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
F&V Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,304
shares
|
$1.97 Million
0.49% of portfolio
|
Q2 2024
Added 41.86%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
3,298
shares
|
$1.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
3,296
shares
|
$1.97 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.21%
|