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 3,442 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 $407 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
357,365
shares
|
$212 Million
12.63% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
357,129
shares
|
$212 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$210 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
354,701
shares
|
$210 Million
14.88% of portfolio
|
Q2 2023
Added 5.15%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
351,796
shares
|
$209 Million
27.03% of portfolio
|
Q4 2023
Added 28.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
350,079
shares
|
$208 Million
5.2% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
347,913
shares
|
$206 Million
1.97% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
347,631
shares
|
$206 Million
6.11% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
342,473
shares
|
$203 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
339,781
shares
|
$202 Million
36.5% of portfolio
|
Q3 2024
Added 75.18%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
337,793
shares
|
$200 Million
14.2% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
335,531
shares
|
$199 Million
2.85% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
334,058
shares
|
$198 Million
5.98% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
332,104
shares
|
$197 Million
12.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
329,805
shares
|
$196 Million
17.91% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
327,374
shares
|
$194 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
322,846
shares
|
$192 Million
9.27% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
321,461
shares
|
$191 Million
16.61% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
315,893
shares
|
$187 Million
1.87% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
307,000
shares
|
$182 Million
29.66% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
305,158
shares
|
$181 Million
12.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
304,934
shares
|
$181 Million
16.57% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
303,577
shares
|
$180 Million
0.42% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
303,250
shares
|
$180 Million
21.24% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
302,939
shares
|
$180 Million
17.18% of portfolio
|
Q3 2024
Added 5.09%
|