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 3,244 institutions that hold shares in the stock, with a total of 624 Million shares, which have been reported (via 13F filing form) to have a value of $330 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
315,421
shares
|
$167 Million
2.06% of portfolio
|
Q1 2024
Reduced 56.24%
|
|
Marcum Wealth, LLC
|
Apr 10, 2024 Q1 2024 |
313,456
shares
|
$166 Million
16.85% of portfolio
|
Q1 2024
Reduced 10.37%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
311,689
shares
|
$165 Million
1.84% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
308,702
shares
|
$164 Million
1.17% of portfolio
|
Q1 2024
Added 6.6%
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2024 Q1 2024 |
307,000
shares
|
$163 Million
35.68% of portfolio
|
Q4 2023
New holding
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
303,536
shares
|
$161 Million
11.87% of portfolio
|
Q1 2024
Reduced 8.23%
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 02, 2024 Q1 2024 |
302,572
shares
|
$160 Million
0.9% of portfolio
|
Q1 2024
Added 55.14%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
300,060
shares
|
$159 Million
2.18% of portfolio
|
Q2 2023
Reduced 25.76%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
298,476
shares
|
$158 Million
2.52% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
298,157
shares
|
$158 Million
16.07% of portfolio
|
Q1 2024
Added 2.86%
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 15, 2024 Q1 2024 |
297,156
shares
|
$157 Million
9.27% of portfolio
|
Q1 2024
Added 16.05%
|
|
Tfc Financial Management
|
Apr 30, 2024 Q1 2024 |
294,151
shares
|
$156 Million
27.56% of portfolio
|
Q1 2024
Added 1.2%
|
|
Gilbert & Cook, Inc.
|
May 02, 2024 Q1 2024 |
293,816
shares
|
$156 Million
21.28% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
293,279
shares
|
$155 Million
13.02% of portfolio
|
Q1 2024
Reduced 1.29%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 01, 2024 Q1 2024 |
291,999
shares
|
$155 Million
24.25% of portfolio
|
Q1 2024
Added 428.07%
|
|
Gryphon Financial Partners LLC
|
May 01, 2024 Q1 2024 |
291,740
shares
|
$155 Million
25.6% of portfolio
|
Q1 2024
Added 3.09%
|
|
Sharkey, Howes & Javer
|
Apr 18, 2024 Q1 2024 |
291,673
shares
|
$155 Million
26.06% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
288,448
shares
|
$153 Million
14.11% of portfolio
|
Q3 2023
Added 28.19%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
285,704
shares
|
$151 Million
4.19% of portfolio
|
Q1 2024
Reduced 28.53%
|
|
3 Edge Asset Management, LP
|
May 08, 2024 Q1 2024 |
285,420
shares
|
$151 Million
14.56% of portfolio
|
Q1 2024
Reduced 5.95%
|
|
Vantagepoint Investment Advisers LLC
|
May 01, 2024 Q1 2024 |
284,690
shares
|
$151 Million
24.76% of portfolio
|
Q1 2024
Reduced 40.16%
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
283,117
shares
|
$150 Million
3.24% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
280,982
shares
|
$149 Million
1.07% of portfolio
|
Q1 2024
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
279,201
shares
|
$148 Million
4.87% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
278,700
shares
|
$148 Million
0.34% of portfolio
|
Q1 2024
Reduced 26.72%
|