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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
3,296
shares
|
$1.97 Million
0.43% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
3,296
shares
|
$1.97 Million
0.26% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,294
shares
|
$1.97 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,292
shares
|
$1.97 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
3,288
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,288
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2024
Added 152.73%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
3,286
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
3,279
shares
|
$1.96 Million
0.55% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,275
shares
|
$1.96 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
3,254
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
Added 53.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,252
shares
|
$1.94 Million
0.26% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,243
shares
|
$1.94 Million
0.47% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,241
shares
|
$1.94 Million
0.17% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
3,237
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$1.93 Million
1.54% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
3,236
shares
|
$1.93 Million
0.85% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
3,232
shares
|
$1.93 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
3,230
shares
|
$1.93 Million
0.67% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,227
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
3,223
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
3,209
shares
|
$1.92 Million
1.17% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,206
shares
|
$1.92 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
3,204
shares
|
$1.91 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,198
shares
|
$1.91 Million
0.25% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,193
shares
|
$1.91 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.95%
|