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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
2,785
shares
|
$1.66 Million
1.32% of portfolio
|
Q2 2024
Added 160.28%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
2,782
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,771
shares
|
$1.66 Million
0.38% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
2,769
shares
|
$1.65 Million
1.17% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
2,758
shares
|
$1.65 Million
2.72% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
2,753
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,751
shares
|
$1.64 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,750
shares
|
$1.64 Million
1.81% of portfolio
|
Q1 2023
Reduced 34.79%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
2,749
shares
|
$1.64 Million
0.13% of portfolio
|
Q2 2024
Reduced 76.38%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,728
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
2,709
shares
|
$1.62 Million
0.26% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,699
shares
|
$1.61 Million
0.34% of portfolio
|
Q2 2022
Reduced 3.95%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
2,693
shares
|
$1.61 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,691
shares
|
$1.61 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
2,679
shares
|
$1.6 Million
0.72% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,676
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,668
shares
|
$1.59 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
2,666
shares
|
$1.59 Million
0.98% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,659
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,658
shares
|
$1.59 Million
0.43% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,655
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Added 435.28%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,655
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
2,652
shares
|
$1.58 Million
0.78% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
2,651
shares
|
$1.58 Million
0.91% of portfolio
|
Q3 2024
Added 19.74%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,639
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 1.11%
|