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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
3,192
shares
|
$1.91 Million
0.17% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
3,191
shares
|
$1.91 Million
0.38% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,174
shares
|
$1.9 Million
0.76% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,173
shares
|
$1.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,172
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,154
shares
|
$1.88 Million
0.89% of portfolio
|
Q1 2023
Added 0.77%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
3,147
shares
|
$1.88 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
3,144
shares
|
$1.88 Million
0.92% of portfolio
|
Q3 2024
Reduced 36.91%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
3,133
shares
|
$1.87 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,127
shares
|
$1.87 Million
1.38% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,121
shares
|
$1.87 Million
0.34% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,118
shares
|
$1.86 Million
0.69% of portfolio
|
Q3 2024
Added 421.4%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
3,114
shares
|
$1.86 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,108
shares
|
$1.86 Million
0.09% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
3,106
shares
|
$1.86 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
3,100
shares
|
$1.85 Million
0.18% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,086
shares
|
$1.84 Million
0.15% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,068
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
3,062
shares
|
$1.83 Million
0.62% of portfolio
|
Q2 2023
Added 31.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,058
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
3,052
shares
|
$1.82 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
3,048
shares
|
$1.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,046
shares
|
$1.82 Million
0.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,028
shares
|
$1.81 Million
0.36% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
3,024
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2024
Added 1.51%
|