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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,636
shares
|
$1.58 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
2,635
shares
|
$1.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,634
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,628
shares
|
$1.57 Million
0.92% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
2,625
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,625
shares
|
$1.57 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,625
shares
|
$1.57 Million
0.39% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
2,600
shares
|
$1.55 Million
0.98% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,599
shares
|
$1.55 Million
0.29% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,598
shares
|
$1.55 Million
0.93% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
2,595
shares
|
$1.55 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
2,589
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
2,585
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,585
shares
|
$1.54 Million
1.03% of portfolio
|
Q3 2024
Reduced 27.47%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
2,582
shares
|
$1.54 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
2,578
shares
|
$1.54 Million
2.66% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
2,576
shares
|
$1.54 Million
0.42% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
2,572
shares
|
$1.54 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
2,569
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
2,567
shares
|
$1.53 Million
1.0% of portfolio
|
Q1 2024
Reduced 20.55%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,566
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,558
shares
|
$1.53 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,558
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,557
shares
|
$1.53 Million
0.22% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
2,555
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 1.79%
|