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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
2,458
shares
|
$1.48 Million
0.57% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
2,453
shares
|
$1.48 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,447
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,441
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
2,437
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.41%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
2,433
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$1.46 Million
0.7% of portfolio
|
Q3 2024
Added 23.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,418
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,400
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2023
Added 3.31%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,398
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 48.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,397
shares
|
$1.44 Million
0.49% of portfolio
|
Q1 2023
Reduced 5.33%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,391
shares
|
$1.44 Million
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,385
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
2,384
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
2,383
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
2,379
shares
|
$1.43 Million
0.9% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,377
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2024
Reduced 31.62%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
2,376
shares
|
$1.43 Million
0.65% of portfolio
|
Q2 2024
Added 69.96%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,374
shares
|
$1.43 Million
1.41% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,365
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
2,363
shares
|
$1.42 Million
0.84% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,362
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
2,360
shares
|
$1.42 Million
0.46% of portfolio
|
Q2 2023
Reduced 29.58%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
2,359
shares
|
$1.42 Million
1.03% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,354
shares
|
$1.42 Million
0.66% of portfolio
|
Q1 2024
Added 8.33%
|