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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,123
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2022
Reduced 21.6%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
2,122
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2024
Reduced 15.56%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,119
shares
|
$1.28 Million
0.82% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,114
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,108
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
2,103
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
2,103
shares
|
$1.27 Million
0.69% of portfolio
|
Q1 2023
New holding
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
2,098
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2022
Reduced 26.33%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
2,095
shares
|
$1.26 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,093
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
2,087
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,081
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,075
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
2,068
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,068
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$1.24 Million
0.52% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
2,058
shares
|
$1.24 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
2,058
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,057
shares
|
$1.24 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,051
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2024
Reduced 98.95%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
2,047
shares
|
$1.23 Million
1.29% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,037
shares
|
$1.23 Million
1.61% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,033
shares
|
$1.22 Million
0.97% of portfolio
|
Q3 2022
Reduced 0.1%
|