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 3,525 institutions that hold shares in the stock, with a total of 688 Million shares, which have been reported (via 13F filing form) to have a value of $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
23
shares
|
$14,050
0.0% of portfolio
|
Q1 2024
Reduced 91.54%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
21
shares
|
$12,828
0.01% of portfolio
|
Q3 2024
Reduced 85.81%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$10,385
0.0% of portfolio
|
Q3 2024
Added 1600.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$9,774
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
14
shares
|
$8,552
0.76% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,941
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
11
shares
|
$6,719
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gilfoyle Management LLC
New Fairfield, CT |
Oct 10, 2023 Q3 2023 |
10
shares
|
$6,108
17.95% of portfolio
|
Q2 2023
Added 42.86%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
8
shares
|
$4,887
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$4,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$3,054
0.0% of portfolio
|
Q3 2023
Reduced 98.7%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$3,054
0.0% of portfolio
|
Q3 2024
Reduced 91.67%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
3
shares
|
$1,832
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2
shares
|
$1,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Bank Of Brazil
Brasilia Df, D5 |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Deere & CO
Moline, IL |
Oct 23, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|