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 3,448 institutions that hold shares in the stock, with a total of 686 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 |
|---|---|---|---|---|---|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
197
shares
|
$119,058
0.07% of portfolio
|
Q4 2023
Reduced 11.66%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
197
shares
|
$119,058
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
188
shares
|
$113,619
0.02% of portfolio
|
Q1 2024
Reduced 65.12%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
185
shares
|
$111,806
0.07% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
185
shares
|
$111,806
0.05% of portfolio
|
Q1 2022
Reduced 15.91%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
184
shares
|
$111,202
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
175
shares
|
$105,763
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
171
shares
|
$103,345
0.03% of portfolio
|
Q2 2024
Added 18.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
171
shares
|
$103,345
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
163
shares
|
$98,510
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
163
shares
|
$98,510
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
159
shares
|
$96,093
0.06% of portfolio
|
Q2 2024
Added 183.93%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
153
shares
|
$92,467
0.03% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
152
shares
|
$91,862
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
147
shares
|
$88,840
0.05% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
140
shares
|
$84,610
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
139
shares
|
$84,006
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
139
shares
|
$84,006
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
129
shares
|
$77,962
0.04% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
126
shares
|
$76,149
0.02% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
125
shares
|
$75,545
0.01% of portfolio
|
Q3 2024
Added 101.61%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
123
shares
|
$74,336
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
121
shares
|
$73,127
0.03% of portfolio
|
Q4 2023
Added 6.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
121
shares
|
$73,127
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
119
shares
|
$71,918
0.01% of portfolio
|
Q4 2021
New holding
|