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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,353
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Added 162.61%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
2,351
shares
|
$1.41 Million
0.81% of portfolio
|
Q2 2024
Reduced 9.54%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
2,341
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 514.44%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
2,339
shares
|
$1.41 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,338
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,335
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
2,332
shares
|
$1.4 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,329
shares
|
$1.4 Million
1.11% of portfolio
|
Q3 2024
Added 21.18%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,326
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,325
shares
|
$1.4 Million
0.9% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,323
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,318
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,315
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,315
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
2,302
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
2,302
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,301
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,284
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
Added 57.84%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,282
shares
|
$1.37 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
2,281
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,280
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
2,267
shares
|
$1.36 Million
0.81% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,253
shares
|
$1.36 Million
0.95% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,250
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2022
Reduced 11.49%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,247
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.48%
|