IVV

Ishares Core S&p 500 Etf

Latest period2024 - Q4Total superinvestors617

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 617 superinvestors own shares of Ishares Core S&p 500 Etf (IVV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core S&p 500 Etf (IVV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core S&p 500 Etf (IVV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core S&p 500 Etf (IVV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Increased 6.83%
7%
$267.938M
455,150 shares@ 588.69 avg price
Tracey Hill@Lbmc Investment Advisors, Llc
Recent Activity
Decreased -0.92%
20.55%
$260.634M
442,744 shares@ 588.68 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Increased 5.75%
1.53%
$256.053M
434,961 shares@ 588.68 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 14.14%
13.03%
$240.12M
407,896 shares@ 588.68 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Increased 1.37%
24.43%
$240.088M
407,841 shares@ 588.68 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Decreased -0.77%
36.53%
$221.449M
376,180 shares@ 588.68 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -0.88%
3.76%
$219.085M
372,164 shares@ 588.68 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
Decreased -5.23%
38.44%
$214.884M
365,026 shares@ 588.69 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 2.62%
6.17%
$209.999M
356,729 shares@ 588.68 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 1.65%
17.11%
$197.349M
335,240 shares@ 588.68 avg price