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 |
|---|---|---|---|---|---|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
379
shares
|
$221,082
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
379
shares
|
$221,082
0.12% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
377
shares
|
$219,915
0.11% of portfolio
|
Q3 2024
Added 55.14%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$218,748
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
375
shares
|
$218,748
0.07% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
374
shares
|
$218,165
0.16% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
374
shares
|
$218,165
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
374
shares
|
$218,165
0.12% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
373
shares
|
$217,582
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
373
shares
|
$217,582
0.31% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
371
shares
|
$216,415
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
370
shares
|
$215,832
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
370
shares
|
$215,832
0.02% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
369
shares
|
$215,248
0.08% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
369
shares
|
$215,248
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
368
shares
|
$214,665
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
368
shares
|
$214,665
0.02% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
368
shares
|
$214,665
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
367
shares
|
$214,082
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
367
shares
|
$214,082
0.18% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
367
shares
|
$214,082
0.1% of portfolio
|
Q2 2024
Added 431.88%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
367
shares
|
$214,082
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
365
shares
|
$212,915
0.12% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
365
shares
|
$212,915
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
365
shares
|
$212,915
0.15% of portfolio
|
Q3 2024
New holding
|