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 3,453 institutions that hold shares in the stock, with a total of 676 Million shares, which have been reported (via 13F filing form) to have a value of $395 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
493,804
shares
|
$288 Million
49.87% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
483,646
shares
|
$282 Million
0.52% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
472,803
shares
|
$276 Million
10.08% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
471,821
shares
|
$275 Million
42.92% of portfolio
|
Q3 2024
Added 4520.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
470,168
shares
|
$274 Million
3.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
465,913
shares
|
$272 Million
2.91% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
458,257
shares
|
$267 Million
23.43% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
456,555
shares
|
$266 Million
6.09% of portfolio
|
Q3 2024
Added 51.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
455,571
shares
|
$266 Million
0.87% of portfolio
|
Q2 2024
Added 19.89%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
451,080
shares
|
$263 Million
10.56% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
446,870
shares
|
$261 Million
20.42% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
444,533
shares
|
$259 Million
4.07% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
440,131
shares
|
$257 Million
9.73% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
439,700
shares
|
$256 Million
1.69% of portfolio
|
Q3 2024
Added 47.76%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
434,427
shares
|
$253 Million
58.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
430,921
shares
|
$251 Million
2.64% of portfolio
|
Q3 2024
Reduced 19.36%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
426,538
shares
|
$249 Million
5.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
426,065
shares
|
$249 Million
6.38% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
417,846
shares
|
$244 Million
19.41% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
415,493
shares
|
$242 Million
15.96% of portfolio
|
Q3 2022
Added 11.51%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
411,418
shares
|
$240 Million
36.34% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
411,313
shares
|
$240 Million
1.48% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
405,773
shares
|
$237 Million
0.85% of portfolio
|
Q3 2024
Added 472.59%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
402,355
shares
|
$235 Million
26.75% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
399,506
shares
|
$233 Million
3.13% of portfolio
|
Q3 2024
Reduced 1.17%
|