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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
1,839
shares
|
$1.1 Million
0.58% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,838
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
1,832
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2023
Added 3.21%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,830
shares
|
$1.09 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$1.09 Million
0.41% of portfolio
|
Q1 2024
Added 65.52%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,822
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,818
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
1,816
shares
|
$1.09 Million
0.38% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
1,811
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
1,811
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
1,806
shares
|
$1.08 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,796
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
1,791
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
1,785
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
1,782
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
1,779
shares
|
$1.06 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,778
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,770
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,766
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,758
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
1,754
shares
|
$1.05 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,751
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
1,750
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
1,748
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,742
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|