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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
3,020
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,019
shares
|
$1.8 Million
0.7% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
3,019
shares
|
$1.8 Million
1.57% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,017
shares
|
$1.8 Million
1.18% of portfolio
|
Q3 2024
Reduced 25.23%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
3,007
shares
|
$1.8 Million
1.14% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,002
shares
|
$1.79 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,985
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 74.99%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,978
shares
|
$1.78 Million
0.5% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,970
shares
|
$1.78 Million
0.45% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,966
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,963
shares
|
$1.77 Million
0.42% of portfolio
|
Q3 2024
Added 85.77%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,961
shares
|
$1.77 Million
0.57% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,961
shares
|
$1.77 Million
0.41% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,960
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
2,957
shares
|
$1.77 Million
4.7% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,954
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
2,951
shares
|
$1.76 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,951
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
2,949
shares
|
$1.76 Million
1.67% of portfolio
|
Q3 2023
Reduced 6.97%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
2,944
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
2,943
shares
|
$1.76 Million
0.96% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
2,932
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
2,932
shares
|
$1.75 Million
1.18% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
2,924
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2022
Reduced 97.47%
|