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 3,569 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $421 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
387
shares
|
$234,003
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
386
shares
|
$233,398
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
386
shares
|
$233,398
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
382
shares
|
$230,980
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
382
shares
|
$230,980
0.15% of portfolio
|
Q1 2024
Reduced 9.48%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
379
shares
|
$229,166
0.12% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
377
shares
|
$227,956
0.11% of portfolio
|
Q3 2024
Added 55.14%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
375
shares
|
$226,747
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$226,747
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
375
shares
|
$226,747
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
375
shares
|
$226,747
0.07% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
374
shares
|
$226,142
0.16% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
374
shares
|
$226,142
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
374
shares
|
$226,142
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
373
shares
|
$225,538
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
373
shares
|
$225,538
0.07% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
373
shares
|
$225,538
0.01% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
371
shares
|
$224,328
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
370
shares
|
$223,724
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
369
shares
|
$223,119
0.08% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$223,119
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
368
shares
|
$222,514
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
368
shares
|
$222,514
0.06% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
368
shares
|
$222,514
0.02% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
368
shares
|
$222,514
0.11% of portfolio
|
Q2 2024
New holding
|