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 |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
2,554
shares
|
$1.53 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,552
shares
|
$1.53 Million
1.36% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
2,551
shares
|
$1.52 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
2,549
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
2,549
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,548
shares
|
$1.52 Million
13.4% of portfolio
|
Q2 2022
Added 11.31%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,539
shares
|
$1.52 Million
0.47% of portfolio
|
Q1 2024
Reduced 81.07%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
2,537
shares
|
$1.52 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,536
shares
|
$1.52 Million
1.52% of portfolio
|
Q3 2024
Added 50.5%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,529
shares
|
$1.51 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
2,520
shares
|
$1.51 Million
0.56% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
2,513
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,510
shares
|
$1.5 Million
1.53% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,507
shares
|
$1.5 Million
0.83% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,502
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
2,492
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,490
shares
|
$1.49 Million
0.25% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$1.49 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
2,485
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
2,472
shares
|
$1.48 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
2,471
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
2,466
shares
|
$1.47 Million
0.31% of portfolio
|
Q3 2024
Added 128.97%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
2,464
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,460
shares
|
$1.47 Million
0.34% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
2,459
shares
|
$1.47 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.11%
|