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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,919
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
2,919
shares
|
$1.74 Million
0.72% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
2,908
shares
|
$1.74 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,903
shares
|
$1.73 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,900
shares
|
$1.73 Million
0.45% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
2,900
shares
|
$1.73 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
2,885
shares
|
$1.72 Million
0.26% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,877
shares
|
$1.72 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,873
shares
|
$1.72 Million
0.61% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
2,872
shares
|
$1.72 Million
0.54% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
2,863
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 227.57%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,857
shares
|
$1.71 Million
0.07% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,853
shares
|
$1.71 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
2,852
shares
|
$1.7 Million
1.77% of portfolio
|
Q3 2023
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
2,848
shares
|
$1.7 Million
0.81% of portfolio
|
Q3 2023
Reduced 2.2%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
2,834
shares
|
$1.69 Million
0.31% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,832
shares
|
$1.69 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
2,826
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,821
shares
|
$1.69 Million
0.45% of portfolio
|
Q3 2024
Added 73.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
2,811
shares
|
$1.68 Million
0.56% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
2,806
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,803
shares
|
$1.68 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,801
shares
|
$1.67 Million
0.38% of portfolio
|
Q1 2024
Added 3.86%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,794
shares
|
$1.67 Million
0.89% of portfolio
|
Q3 2024
Reduced 32.87%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
2,788
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 1.38%
|