S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
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S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
pixel
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
pixel
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
pixel
pixel
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NYSEARCA:IVV

iShares Core S&P 500 ETF Institutional Ownership

$377.10
-2.74 (-0.72 %)
(As of 01/15/2021 12:00 AM ET)
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Today's Range
$375.08
Now: $377.10
$378.92
50-Day Range
$363.32
MA: $372.01
$382.64
52-Week Range
$220.28
Now: $377.10
$382.86
Volume3.95 million shs
Average Volume5.30 million shs
Market Capitalization$237.57 billion
P/E RatioN/A
Dividend Yield1.56%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Core S&P 500 ETF (NYSEARCA:IVV)

 

Institutional Buying and Selling by Quarter


iShares Core S&P 500 ETF (NYSEARCA IVV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
1/15/2021Leelyn Smith LLC2,555$0.96M0.3%-10.2%0.000%
1/15/2021Arbor Investment Advisors LLC2,956$1.11M0.3%+6.6%0.000%
1/15/2021Ullmann Financial Group Inc.38,425$14.42M7.2%-4.2%0.006%
1/15/2021Pennsylvania Capital Management Inc. ADV31,292$11.93M7.8%+4.3%0.005%
1/15/2021Moneywise Inc.15,845$5.95M4.3%-1.4%0.003%
1/15/2021Baystate Wealth Management LLC94,284$35.39M4.0%-0.7%0.015%
1/15/2021Rowland Carmichael Advisors Inc. ADV12,130$4.55M1.4%+195.0%0.002%
1/15/2021Guidance Point Advisors LLC63,663$23.90M11.0%+5.5%0.010%
1/15/2021New England Guild Wealth Advisors Inc.12,026$4.52M2.7%-2.1%0.002%
1/15/2021Resonant Capital Advisors LLC84,266$31.63M7.5%+8.9%0.013%
1/15/2021Patriot Financial Group Insurance Agency LLC19,868$7.46M1.9%+1.7%0.003%
1/15/2021Oak Harvest Investment Services1,006$0.38M0.2%N/A0.000%
1/15/20214J Wealth Management LLC51,303$19.26M18.5%N/A0.008%
1/15/2021NBT Bank N A NY572$0.22M0.0%N/A0.000%
1/15/2021CVA Family Office LLC32,521$12.21M7.5%+0.8%0.005%
1/15/2021Beacon Financial Group16,640$6.35M1.0%-2.3%0.003%
1/15/2021Donald L. Hagan LLC2,987$1.12M0.8%-11.6%0.000%
1/15/2021Gofen & Glossberg LLC IL23,996$9.01M0.2%+5.0%0.004%
1/15/2021Avondale Wealth Management51,495$19.33M22.4%-1.9%0.008%
1/15/2021Endurance Wealth Management Inc.9,199$3.45M0.4%-2.9%0.001%
1/15/2021First Financialcorp IN457$0.17M0.1%+327.1%0.000%
1/14/2021GenWealth Group Inc.40,248$15.11M5.0%-3.7%0.006%
1/14/2021Cliftonlarsonallen Wealth Advisors LLC89,517$33.60M1.6%+5.5%0.014%
1/14/2021Cantor Fitzgerald Investment Adviser L.P.210,749$79.11M11.2%+3.6%0.033%
1/14/2021N.E.W. Advisory Services LLC5,181$1.95M0.4%+712.1%0.001%
1/14/2021Charles Schwab Trust Co1,194$0.45M0.1%+14.4%0.000%
1/14/2021Access Financial Services Inc.10,601$3.98M1.9%+109.8%0.002%
1/14/2021Breiter Capital Management Inc.3,960$1.49M1.0%+4.3%0.001%
1/14/2021Iron Horse Wealth Management LLC830$0.31M0.2%N/A0.000%
1/14/2021Waller Financial Planning Group Inc.102,353$38.42M12.0%+18.6%0.016%
1/14/2021Fulton Breakefield Broenniman LLC43,169$16.21M1.9%-27.4%0.007%
1/14/2021First Midwest Bank Trust Division14,816$5.56M0.8%-3.6%0.002%
1/14/2021Larson Financial Group LLC4,118$1.55M0.5%-1.8%0.001%
1/14/2021Loring Wolcott & Coolidge Fiduciary Advisors LLP MA12,892$4.84M0.1%-23.0%0.002%
1/14/2021Vigilare Wealth Management7,646$2.87M2.7%+4.8%0.001%
1/14/2021Kovack Advisors Inc.21,904$8.22M1.2%+6.5%0.003%
1/13/2021Raymond James Trust N.A.58,183$21.84M0.8%+25.8%0.009%
1/13/2021Chemung Canal Trust Co.7,379$2.77M0.6%+2.0%0.001%
1/13/2021Lavaca Capital LLC4,333$1.63M0.2%-7.4%0.001%
1/13/2021Stone House Investment Management LLC76,200$28.61M14.4%-24.7%0.012%
1/13/2021Norway Savings Bank962$0.36M0.2%-4.9%0.000%
1/13/2021Ballew Advisors Inc48,202$18.32M14.1%-1.5%0.008%
1/13/2021Coastal Investment Advisors Inc.1,267$0.48M0.1%+3.2%0.000%
1/13/2021Iron Financial LLC677$0.25M0.1%N/A0.000%
1/13/2021Sheets Smith Wealth Management55,605$20.87M3.2%+1.2%0.009%
1/13/2021Pinnacle Financial Partners Inc.37,037$13.58M0.7%+26.8%0.006%
1/13/2021Intelligence Driven Advisers LLC103$29.33M6.6%-99.9%0.000%
1/13/2021Global Retirement Partners LLC26,997$10.13M1.3%+25.5%0.004%
1/13/2021Ellenbecker Investment Group229,194$86.04M31.8%+17.5%0.036%
1/13/2021OneAscent Financial Services LLC3,688$1.38M0.6%-0.7%0.001%
1/13/2021Livingston Group Asset Management CO operating as Southport Capital Management3,706$1.39M0.5%+2.4%0.001%
1/13/2021Shulman DeMeo Asset Management LLC20,056$7.53M2.1%+1.2%0.003%
1/13/2021Radnor Capital Management LLC532$0.20M0.1%-26.8%0.000%
1/13/2021Rezny Wealth Management Inc.233,640$87.71M36.6%-0.2%0.037%
1/13/2021Sowell Financial Services LLC132,523$49.75M2.1%+8.7%0.021%
1/13/2021Parkside Investments LLC55,584$20.87M4.6%+57.2%0.009%
1/13/2021KMG Fiduciary Partners LLC135,416$50.47M10.6%+2.7%0.021%
1/13/2021Mountain Capital Investment Advisors Inc25,875$9.84M2.6%+7.6%0.004%
1/13/2021First Citizens Bank & Trust Co.78,211$29.36M1.5%-1.0%0.012%
1/13/2021Acropolis Investment Management LLC34,586$12.98M1.4%-1.4%0.005%
1/13/2021CHURCHILL MANAGEMENT Corp939,781$352.78M6.0%-5.5%0.148%
1/13/2021Praetorian Wealth Management Inc.25,678$9.64M3.7%+7.3%0.004%
1/13/2021Pacifica Partners Inc.2,828$1.05M1.0%+1.7%0.000%
1/13/2021Foundations Investment Advisors LLC6,848$2.62M0.2%+202.5%0.001%
1/13/2021Brookstone Capital Management163,733$61.46M2.4%+5.7%0.026%
1/12/2021Pure Financial Advisors Inc.9,346$3.51M0.4%+0.7%0.001%
1/12/2021CX Institutional113,344$42.55M4.1%+0.7%0.018%
1/12/2021BTR Capital Management Inc.2,592$0.97M0.2%+6.6%0.000%
1/12/2021Single Point Partners LLC142,655$53.55M24.1%+6.5%0.022%
1/12/2021Mountain Capital Investment Advisors Inc893$0.34M0.1%-96.3%0.000%
1/12/2021Moulton Wealth Management Inc.15,040$5.72M4.6%N/A0.002%
1/12/2021First Hawaiian Bank1,200,138$450.52M20.6%-0.4%0.189%
1/12/2021Bluestem Financial Advisors LLC82,500$30.97M22.7%+0.8%0.013%
1/12/2021Central Bank & Trust Co.5,566$2.09M0.4%+3.7%0.001%
1/12/2021Baldwin Brothers Inc. MA17,188$6.45M0.8%-4.2%0.003%
1/12/2021Murphy Middleton Hinkle & Parker Inc.4,664$1.75M1.2%-2.5%0.001%
1/12/2021Peoples Financial Services CORP.1,300$0.49M0.2%+18.2%0.000%
1/12/2021North Star Investment Management Corp.15,094$5.67M0.6%+7.2%0.002%
1/12/2021Legacy Private Trust Co.223,714$83.98M7.9%-0.8%0.035%
1/12/2021McAdam LLC9,972$3.79M0.6%-7.5%0.002%
1/12/2021Total Investment Management Inc.7,151$2.68M0.5%-1.0%0.001%
1/12/2021Pacific Financial Group Inc.21,422$8.04M7.1%+17.2%0.003%
1/12/2021Bremer Bank National Association5,530$2.08M0.5%-18.6%0.001%
1/11/2021Brio Consultants LLC1,097$0.41M0.1%-25.0%0.000%
1/11/2021Home Federal Bank of Tennessee230,382$86.48M34.3%+8.2%0.036%
1/11/2021Burke & Herbert Bank & Trust Co.2,117$0.80M0.6%+22.2%0.000%
1/11/2021MA Private Wealth40,977$15.38M3.5%-6.8%0.006%
1/11/2021TRUE Private Wealth Advisors8,831$3.32M0.6%-27.8%0.001%
1/11/2021Parkside Advisors LLC2,931$1.10M0.4%-8.4%0.000%
1/11/2021Tri Star Advisors Inc.65,693$24.99M13.8%+31.6%0.010%
1/11/2021Summit Financial Wealth Advisors LLC1,974$0.66M0.2%+10.6%0.000%
1/11/2021Alaska Permanent Capital Management154,652$58.06M5.8%-4.3%0.024%
1/11/2021Aprio Wealth Management LLC6,181$2.32M1.5%+10.9%0.001%
1/11/2021Huntington National Bank92,217$34.62M0.5%+16.5%0.015%
1/11/2021LVM Capital Management Ltd. MI594$0.22M0.0%N/A0.000%
1/11/2021Wiley BROS. Aintree Capital LLC10,434$3.89M3.3%+1.6%0.002%
1/11/2021Moller Financial Services36,672$13.77M5.7%-1.1%0.006%
1/11/2021Louisiana State Employees Retirement System27,200$10.21M0.3%-20.5%0.004%
1/11/2021Sound Income Strategies LLC9,904$3.72M0.8%-0.6%0.002%
1/11/2021Donaldson Capital Management LLC1,943$0.73M0.0%+30.1%0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 1/16/2021 by MarketBeat.com Staff

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