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 3,444 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 $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,954
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
1,952
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2024
Reduced 29.58%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
1,949
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
1,946
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2024
Added 92.86%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,941
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2024
Reduced 20.29%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,933
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,932
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
1,922
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,914
shares
|
$1.14 Million
0.36% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
1,908
shares
|
$1.14 Million
0.31% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
1,907
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$1.14 Million
0.62% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
1,904
shares
|
$1.14 Million
0.69% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
1,900
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,894
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,887
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,881
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2024
Added 4.1%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
1,877
shares
|
$1.12 Million
0.57% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,877
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Added 42.85%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,876
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
1,866
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
1,855
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2024
Added 44.13%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,843
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
1,842
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,840
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 48.82%
|