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 $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
157,204
shares
|
$94.9 Million
17.74% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
155,893
shares
|
$94.1 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
155,472
shares
|
$93.9 Million
8.2% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
154,744
shares
|
$93.4 Million
2.33% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
153,853
shares
|
$92.9 Million
33.41% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
152,619
shares
|
$92.1 Million
5.48% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
152,611
shares
|
$92.1 Million
4.81% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
152,283
shares
|
$91.9 Million
9.71% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
152,020
shares
|
$91.8 Million
2.31% of portfolio
|
Q2 2020
Reduced 21.15%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
151,924
shares
|
$91.7 Million
1.24% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
151,597
shares
|
$91.5 Million
10.33% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
151,235
shares
|
$91.3 Million
0.27% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
151,108
shares
|
$91.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
150,563
shares
|
$90.9 Million
2.82% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
150,452
shares
|
$90.8 Million
0.88% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
150,054
shares
|
$90.6 Million
2.83% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
149,968
shares
|
$90.5 Million
10.96% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
149,871
shares
|
$90.5 Million
7.61% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
149,400
shares
|
$90.2 Million
16.33% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
149,005
shares
|
$90 Million
13.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
147,297
shares
|
$88.9 Million
5.88% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
146,910
shares
|
$88.7 Million
1.96% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
145,224
shares
|
$87.7 Million
18.36% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
144,872
shares
|
$87.5 Million
1.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
143,908
shares
|
$86.9 Million
48.23% of portfolio
|
Q3 2024
Reduced 20.12%
|